Edition: Professional*, Business*, Enterprise*
User-level: Director, System Administrator (by default in security matrix)
Previous steps: Subscription Management
*With the Synergy Analytics Plus add-on enabled.
There are four distinct Resources Dashboards (formally People Dashboards) available as part of your Synergy Analytics Plus Add-On. They offer an overview of the resources within your organisation and provide insights into teams and individuals, with a focus on utilisation.
Each dashboard displays a variety of graphs, charts, and tables, and is interactive with the ability to apply multiple filters to customise the data you’re analysing. You can learn more about how to read and use the functionality included in your dashboards in our article: Reading your Analytics and Analytics Plus Dashboards in Synergy.
Choose from the list below to find in depth info on each of the dashboards/reports
Resources Overview Dashboard
Set a period to interrogate data on utilisation, hours per staff, and hours committed to individual projects
Understand the relationship between projects and your people through advanced segmentation and deep analysis.
Utilisation %
The sum of Utilised Time by Transaction Date with Utilised Time defined by the ‘Is Utilised’ flag in Transactions divided by Total Time less Leave Time (if the option is selected).
Headcount Dashboard
A dashboard focused on the makeup of your organisation - turnover, new joiners & leavers, and segmented by office
Active Headcount
The count of Staff that are ‘Active’.
FTE
The sum of (hours from the Staff Calendar divided by the Standard Working Hours based on your configuration).
Active FTE
As above for staff that are ‘Active’.
Joiners
The count of staff with an Employment Date in the respective period.
Leavers
The count of staff with a Termination Date in the respective period.
Employee Turnover 6M %
[Leavers] divided by the Average of the [Headcount] at 6 months prior to the period and the end of the period.
Utilisation Dashboard
See utilisation results for your team over time - segment by the available filters.
Use the widget to get an overall utilisation number, and see trends week to week.
Internal Time Dashboard
See what your staff are working on when they're not billable.
Break down leave and non utilised time by the available filters.
Drill into tasks to see what your teams are working on when they're not working on projects.