Purpose
To visualize how much time each team member is spending on specific clients, enabling firm leadership to assess workload distribution, client support levels, and staffing alighnment.
Visualization Type | Stacked Bar |
Liveboard | Time Dashboard |
Tab | By Client |
Function | Time |
Filters | Includes Time Entry Start Date Rolling Filter: Last 30 days |
Need-to-Know Glossary of Terms
Time Entry User Name - The name of the team member who logged time.
Time Entry Hours - Length of time entry.
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 Start Date - Starting timestamp of time entry duration.
Report Structure Overview
Time Entry Start Date Filter - Filtered to capture the previous 30 days
Y-Axis - Client name
X-Axis - Total time entry hours
Legend - Team member (Time Entry User Name) sliced with color
Tips & Tricks: Want to add more data labels to see not just total hours for client but how many hours every user logged for that client?
Navigate to the Configure panel on the right hand side.
Click on Total Time Entry Hours under the X-axis section.
Scroll down to the Display section and check the box next to Detail Labels.
Primary Use Case Scenario
A Department Manager reviews this report monthly to ensure that client work is distributed appropriately among team members and identify team members who are heavily involved with key clients and may be a risk of burnout.
Actionable Insights
Clear visualization of which team members are supporting which clients and at what capacity and identification of clients who may be under-support or over-serviced.