Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Resource managers, studio managers, principals
Dashboard Explained
Individual staff utilisation displayed as a colour-coded heatmap across months, drillable from Office down to individual staff member. Utilisation Heatmap makes under- and over-utilisation visible at the individual level — it's the fastest way to identify who needs more work, who is overloaded, and whether utilisation problems are isolated or systemic.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Utilisation % per Office, Team or Team Member" with a similar drill-down table, and has been substantially redesigned for Insights Pro.
How to use it
Use Utilisation Heatmap in monthly resourcing reviews to identify staff with a sustained pattern of under- or over-utilisation, rather than a single low or high month. Drill from Office down to individual staff to find who specifically is driving an office-level trend. Staff showing several consecutive months coloured as under-utilised should have their project allocation reviewed; consistent over-utilisation should be reviewed before it becomes a retention risk. Check your organisation's Insights Config and threshold settings if the colours don't match what you'd expect — both the formula and the thresholds are configurable.
Understanding your data
Key Fields | How it's Calculated |
Utilisation % by Month | Utilisation % per staff member per month, drillable Office → Staff, with a Total column. The specific utilisation formula used is set in your organisation's Insights Config settings |
Colour coding | Cells are colour-coded against your organisation's configured under-utilisation and over-utilisation thresholds, set in organisation settings |
Visuals
Utilisation % by Month table (Office → Staff drill-down, colour-coded heatmap, Total column)
Filters
Office: filter by office
Team: filter by team
Reports To: filter by the director/lead staff report to
Primary Rate Name: filter by primary rate category
Staff Name: filter to a specific staff member
Week Start / Week End: narrow the view to a specific week range
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Active: Yes includes only active staff; No includes only inactive staff
Casual: Yes includes only casual staff; No excludes casual staff, showing permanent staff only. Casual status is derived from the staff member having no staff calendar entries
Chargeable: Yes includes only chargeable staff; No excludes chargeable staff, showing non-chargeable staff only. Chargeable status is derived from the staff member having a utilisation target set