Overview of Analytics

Dive deeper into your data with custom Dashboards in Analytics

Nida avatar
Written by Nida
Updated today

Do you struggle with prioritizing the most critical projects, or have questions like,

  • Are we making good use of our capacity and resources?

  • How are our projects progressing?

  • Is my team working efficiently?

If so, our new Analytics is your gateway to getting more value from your time-tracking data.

A combination of charts you can customize and dashboards you can create using those charts, Analytics aims to provide real-time insights to monitor the overall progress of your teams, projects, and resources.

  1. Understand how much time is spent per project/client and bill for your time, or use the data internally to optimize your processes

  2. Uncover deeper insights into project dynamics, team efficiency, and productivity so you can improve profitability.

Creating and Managing Dashboards

Dashboards are custom views you create with your preferred Charts. Each Chart will bring in its own Date Range, but you can override this at the Dashboard level while viewing the data.

Managing Dashboards

The preset Dashboards available mirror our existing Report formats. On the Dashboards tab, you can view all existing Dashboards, as well as create new ones.

To enable a quick start with Analytics, Analytics comes with a sample preset dashboard called “Organization Overview” that is pinned to your sidebar

On this tab, you can:

  • Create new Dashboard

  • Load a dashboard template

  • Search through existing Dashboards

  • View existing Dashboards in List or Grid view

  • Sort the Dashboard table when in List view

  • Pin/un-pin a Dashboard

  • Use 3-dot control to open a Dashboard, pin/unpin and Delete.

Viewing Existing Dashboards

Click on any Dashboard to open and view the data.

Here you can also:

  • Update Name/Description

  • Update Filters (for the current view)

  • Add more Charts

  • Re-arrange them

  • Expand the chart in a popup

  • Use 3-dot control to Go to Chart, change size (specific charts only) and remove Chart from the Dashboard.

Creating new Dashboard

To create a new Dashboard from scratch, click the + New Dashboard. You can create a dashboard from one of the three dashboard templates:

  • Revenue sources: The clients, projects and users earning you the most

  • Client Billing: How you distributed your work time for a client

  • Project Overview: How you spent your hours working on a project

Here you can:

  • Enter a name for this Dashboard

  • Enter a Description

  • Choose your Filters

  • Create a new chart to add to this dashboard

  • Load a dashboard template

  • Add an existing chart from your chart library

  • Click on Actions to: Pin Dashboard, Show/Hide totals widget, export and share.

  • Save or Discard Changes

Types of Charts (click arrow to expand)

Curious to know which Chart shows what? Here's a quick overview.

Table

Table Charts resemble the existing Detailed Report or Summary Report table, but you can now add/remove columns, including User Groups and Project Estimates.

Pivot Table

Similar to our Weekly Report, you can choose two Groupings to view a breakdown of data. You can adjust the way the data is displayed via the 3-dot control.

Bar Chart

Bar Charts require one grouping be selected. The colored bar shows the aplit between billable/non-billable hours, with the selected grouping displayed on the X-axis vs total time on the Y-axis.

Donut Chart

Limited to one group, similar to a Bar Chart, the Donut Chart gives you a breakdown by percentage for your chosen grouping.

Line Chart

Requires one date grouping and shows you a trend line based on your selected date range. This is also broken down by billable and non-billable.


Adding charts to a Dashboard

After creating a dashboard, you add an existing chart or create a new chart.

You can create a chart from scratch directly from your dashboard by clicking “Add Chart” & “New Chart”. While creating a new Chart, you can customize:

  • Workspace to use data for

  • Date Range

  • Groupings

  • Chart Type

  • Filter data by: Team, Client, Project, Task, Billable Status, Tag and Description

Click “Apply Changes” to view it with the data based on your selected filters.

Click “Save and Close” to save and add this chart to your dashboard.

Every chart that you save can be added to all your dashboards. You can add all existing charts to a dashboard clicking on “Add Chart” & “Existing Chart”

Editing an existing Chart

You can make quick changes to charts inside your dashboards, such as changing the chart type, the aggregation metric, group property and the card size.

For more advanced changes, such as adding new table columns or chart filters, you can use the advanced editor which takes you to the chart editor page

The Totals Widget added to the top of each Dashboard shows you:

  • Total hours

  • Billable hours + %,

  • Amount,

  • Average daily hours: Calculated by dividing the total time tracked by the number of days you logged time

  • Date selector where you can adjust this date range independently of the remaining charts on the Dashboard.

  • Enable rounding or hide from 3-dot control

Managing Charts

Navigate to the Charts tab to create/customize Charts based on your requirements.

Managing Existing Charts

The Charts tab includes all your existing Charts. Here you can:

  • Create New Chart from scratch

  • Load a Chart Template

  • Search through Existing Charts

  • View existing Charts in List or Grid view

  • Sort the Charts table when in List view

  • Pin/un-pin a Chart

  • Use 3-dot control to open a Chart, pin/unpin and Delete a chart.

Use the 3-dot control in the Chart to navigate Chart Settings. These vary by Chart type, but include:

  • Rounding

  • Date/Time/Duration Format

  • Grouping options

  • Aggregation options

  • Preferred Grouping for your Pivot Chart's columns

Creating a New Chart from the Chart tab

From the chart tab, you can also create new charts that can be added to any dashboard.

Click New Chart to create a new chart from scratch, or Load a Template Chart.

Sharing Options for Charts and Dashboards

If you are an organization admin, you can share your organization's charts and dashboards in three different ways:

  • Internally, with view access

  • Internally, with edit access

  • Externally via a public link, with view access

Read more here.

Analytics Features by Pricing Plan

Here is a breakdown of which Analytics feature will be available on which plan after the initial two-months of free access ends.

Feature

Free

Starter

Premium

Total Number of Dashboards

3

30

100 per creator

Total Number of Charts

6

100

1000 per creator

Number of charts per dashboard

(not including widget)

5

10

10

Third level of Grouping

No

Yes

Yes

Advanced Grouping (by Tag, by User Group)

No

User Group, Tags

User Group, Tags

Scheduling

No

No

Yes (soon)

Sharing internally

Yes

Yes

Yes

Sharing externally

No

Yes

Yes

Rounding

No

Yes

Yes

Export Chart (CSV, XLS, PDF, PNG)

PDF

PDF, CSV, XLS

PDF, CSV, XLS

Export dashboard (CSV, XLS, PDF)

PDF

PDF, CSV, XLS

PDF, CSV, XLS

Types of visualizations

Bar, donut

Bar, Donut, Line

Bar, Donut, Line

Hide/show columns

Yes

Yes

Yes

Drag & drop columns

Yes

Yes

Yes

Hide weekends

Yes

Yes

Yes

Descriptions for Chart & Dashboard

Yes

Yes

Yes

Analytics is a new feature, so we're eager to hear your feedback on both the feature and this guide! Let us know by contacting our Support team via the chat icon in the bottom right corner.

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