View instructional video(s) on this topic below:



The Performance Analysis feature allows you to:

  • View your team's performance at a glance. 
  • Breakdown of hours spent on direct vs. indirect vs. unaccounted for hours
  • View individual performance by each team member. 



Lets break down the features:


FILTER

Users can customize their analysis by filtering data based on specific criteria such as staff members, date ranges, or session details.




TOTAL SELECTED HOURS GRAPH


The default graph here is This month to-date. This feature presents a visually appealing graph that offers an instant view of team performance. Users can view the distribution of time spent on direct and indirect tasks, billable and non-billable hours, and unaccounted for hours. Currently, this report pulls data from the client events only.

  • Hours by staff
    Graphical representation of the hours worked by staff.

  • Cumulative vs Non-Cumulative
    Cumulative means adding things up over time to find a total. If you're looking at how many hours someone worked cumulatively for a month, you're adding all their hours together to see how much they worked in total that month.

    Non-cumulative means looking at things separately without adding them up. If you're tracking someone's hours non-cumulatively, you're just looking at each day's hours individually without adding them together for the whole month.

  • Legend
    • Billable: Hours from events with attendance confirmed. Excludes non-billable services.
    • Non-Billable: Hours from events with attendance confirmed. Excludes non-billable services.
    • Unaccounted: Hours from sessions with no attendance marked.
    • Direct: Hours from direct client events/sessions.
    • Indirect: Hours from indirect client events/sessions.

  • 100% Stacked Bar
    A visual representation where each bar is divided into segments that represent different categories. Each segment's length is proportional to its percentage of the total, with the entire bar representing 100%.


STAFF DATA
Displays the breakdown of the number of sessions that are billable, non-billable, unaccounted, direct, and indirect per provider.

  • Provider Name
    Clicking on the provider's name will pull up the provider's time management modal. Here, you'll see a list of the sessions that are billable or non-billable and a separate section for the unaccounted sessions.