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.
Understand how much time is spent per project/client and bill for your time, or use the data internally to optimize your processes,
Uncover deeper insights into project dynamics, team efficiency, and productivity so you can improve profitability.
To enable a quick start with Analytics, the preset Dashboards available to each user resemble our current Report formats: Summary, Detailed, and Weekly.
Understanding Analytics
Analytics consists of Charts and Dashboards. Think of a Dashboard as a blank page. On this page, you can add custom Charts, that show data the way you want to.
Up to 5 charts (for free Organization) and 10 charts (for paid Organizations) can be added to each Dashboard. We also support creating 5 different types of charts. This gives you the flexibility to create custom dashboards with ease inside Track!
Dashboards and Charts can be easily updated after they are created, giving you more flexibility. Charts also give you the flexibility to add/remove columns, use more advanced grouping options and view your data the way you want to.
Creating and 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
Click New Chart to create a new chart from scratch, or Load a Template Chart.
The existing templates include (click arrow to expand)
The existing templates include (click arrow to expand)
Summary Table
Summary Bar Chart
Summary Projects Donut Chart
Detailed Table
Weekly Pivot Table
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 Create Chart to view it with the data based on your selected filters.
Types of Charts (click arrow to expand)
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.
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.
On this tab, you can:
Create new Dashboard
Load a chart 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.
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:
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.
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
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 |
Widgets | Totals Widget | Totals Widget | Totals Widget |
Third level of Grouping | No | Yes | Yes |
Advanced Grouping (by Tag, by User Group) | No | User Group, Tags (coming soon) | User Group, Tags (coming soon) |
Audit | No | No | Yes |
Scheduling | No | No | Yes |
Sharing internally | Yes | Yes | Yes |
Sharing externally | No | Yes | Yes |
Rounding | No | Yes | Yes |
Export Chart (CSV, XLS, PDF, PNG) | PDF (coming soon) | PDF (coming soon), CSV, XLS | PDF (coming soon), CSV, XLS |
Export dashboard (CSV, XLS, PDF) | PDF (coming soon) | PDF (coming soon), CSV, XLS | PDF (coming soon), 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.