Purpose
To display and compare the total hours logged for each client over the past 12 months, helping firm leadership assess resource allocation, client workload, and service intensity.
Visualization Type | Column |
Liveboard | Time Dashboard |
Tab | By Client |
Function | Time |
Filters | Includes Time Entry Start Date Rolling Filter: Last 365 days (1 year) |
Need-to-Know Glossary of Terms
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Time Entry Hours - Length of time entry.
Report Structure Overview
Time Entry Start Date Filter - Filtered for the previous 365 days (1 year)
Y-Axis - Time Entry Hours
X-Axis - Client Name
Values - Total number of hours logged per client
Suggested Modifications: Want to add a color conditioning rule to the chart?
Navigate to the Configure panel on the right hand side.
Select Time Entry Hours.
Scroll down to the Color section and select the edit button underneath conditional formatting.
Add your rule and press save.
Primary Use Case Scenario
A Managing Partner reviews this report monthly to identify high-demand clients requiring significant staff time and detect clients with increasing or decreasing time trends that may indicate changing service needs.
Actionable Insights
Clear visibility into how much time is spent on each client and identification of clients consuming disproportionate time that may impact other service delivery.