Canopy

Insights: Average Billed Rate (YTD)

Insights: Billed Revenue by Team Member

Insights: Team Member Productivity

Insights: Monthly Revenue by Team Member

Insights: Monthly Hours by Team Member

Insights: Monthly WIP Hours & WIP Revenue by Team Member

Insights: Production Analysis

Insights: Average Billed Rate (last year)

Insights: Billed Revenue by Team Member (last year)

Insights: Team Member Productivity (last year)

Monthly Revenue by Team Member (last year)

Monthly Hours by Team Member (last year)

Insights: Monthly WIP Hours & WIP Revenue by Team Member (last year)

Insights: Production Analysis (last year)

Insights: Current Week Daily Staff Utilization

Insights: Weekly Staff Utilization

Insights: Monthly Staff Utilization

Insights: Annual Staff Utilization

Team Member Production Analysis Dashboard

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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