Purpose
To provide a detailed, month-over-month view of total hours worked for each client, helping the firm monitor trends in client workload, manager resource allocation, and support client profitability analysis.
Visualization Type | Pivot Table |
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
Time Entry User Name - The name of the team member who logged time.
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.
Time Entry Start Date - Starting timestamp of time entry duration.
Report Structure Overview
Time Entry Start Date Filter - Filtered for the previous 365 days (1 year)
Row - Client Name
Expanded Row Level 2 - Time Entry User Name
Column - Time Entry Start Date monthly for the previous 12 months (365 days)
Values - Total time entry hours per user for that month
Grand Total - Total for each row
Suggested Modifications: Want to exapnd all rows in a level at the same time?
Navigate to one of the values in a row and right-click on the name.
Midway down, you'll see an option for Expand this level.
When you click, it will expand all rows in that level.
Use the same process to collapse all rows in a level.
Primary Use Case Scenario
A Partner reviews this pivot table monthly to track how time spent on each client evolves over time and to help identify clients requiring increasing support or attention.
Actionable Insights
A clear picture into monthly trends in time investment per client and early identification of growing or declining client workloads.