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: Principals, resource managers, directors
Dashboard Explained
Monthly utilisation trended by slice, with a ranked bar and a full monthly table. Utilisation Trend is the historical performance view — it shows whether utilisation is improving or declining over time and enables comparison between offices or other slice dimensions.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Hours & Utilisation % by Transaction Date" with weekly/monthly trending, and has been substantially redesigned for Insights Pro.
How to use it
Use Utilisation Trend in monthly leadership reviews to report on resourcing efficiency by office or another slice dimension. There's no fixed target line on this page — agree a target with leadership separately and compare it manually against the trend. Drill from Slice into individual Staff Name rows in the table to see who's driving a slice-level trend, or use Utilisation Heatmap for the colour-coded monthly view of the same drill-down.
Understanding your data
Key Fields | How it's Calculated |
Utilisation % by Slice | Utilisation %, broken out by the selected Slice By dimension. Formula is set by your organisation's Insights Config settings |
Utilisation % by Slice per Month | Same measure, trended monthly, by slice |
Slice × Month table | Same monthly figures in table form, drillable by Slice → Staff Name, with a Total row |
Visuals
Utilisation % by Slice (bar, ranked)
Utilisation % by Slice per Month (line, multi-series)
Slice × Month table, with Total row (Slice → Staff Name drill down)
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