Basic info and setup
Toggl Insights is a set of productivity tools designed to give you more details about the profitability of your projects and team members. The feature is available in Premium and Enterprise pricing plans. You can also test it during your 30-day free trial.
Adding labor costs
In order to more accurately calculate your team’s profitability, Insights will enable a new field in your Workspace – Labor Cost. Labor Costs are directly associated with your team members and can be specified in two places:
- Team page. Open the Team page, click on the three-dotted button at the far right of the desired user and select “Edit”. You can now define the Labor Cost and the Billable Rate for that user.
- Individual Project. Open a Project from the Projects page and click on the “Team” tab. You can now define the user’s Labor Cost and Billable Rate on the Project level.
Useful tip: Insights will use the Project User Labor Cost when available. If the Labor Cost isn’t set for the Project User, it will utilize the Labor Cost set on the Team page.
Viewing insights data
All of the reporting magic happens on the Insights page. To get accurate data, make sure you define the Labor Costs for your Workspace users.
Insight type
Choose the kind of insight you want to see. You can view Project Profitability, Team Member Profitability and more.
Filters
Select the Projects or Clients you want to be displayed in the report. Leaving the filter as-is will select all projects/Clients by default.
Calendar
Use the Calendar to define the date range for your report. You can use one of the quick select options on the left side or select a date manually. To select a date manually:
- Click on the start date
- Scroll down and click on the end date
- Click somewhere outside of the calendar to apply the range
Currency switcher
All of the currencies you’ve defined in your projects will be included in this area. To make sure the contents of the report are correct, select the appropriate currency in the area highlighted below:
Data section
Your data will be displayed both in the graph and in the table directly below it. Insights data is largely static, however, there are a few areas you can interact with.
- Hovering over Project Income and Team Cost will highlight the relevant bar in the graph.
- Hovering over specific points in the graph will reveal the exact cost and income on that point/day.
- Clicking on the headers in the table (Project, Loss/Earnings, etc) will allow you to sort data by that heading.
Frequently Asked Questions
Who has access to Insights?
The Insights section can only be accessed by Workspace Administrators.
Who can enter labor costs?
Labor costs can be defined by Workspace Administrators and Project Managers. For details on how to provide Project Manager permissions, open this article.
Can I assign Labor Costs to groups?
No, this isn’t possible at the moment. Labor Costs must be assigned to individual team members, just like Billable rates.
Why are my earnings and losses off?
In most cases, it’s because the system isn’t applying the Billable or Labor Rate you think it’s applying. You can define Billable and Labor Rates on the project level and at the Workspace level.
Need more help with Insights? Reach out to our support team via chat or email at support@toggl.com