In this report, you can view insights like:
# of completed projects
% of projects completed on time
Average days to complete projects
# of work overdue
Compare open vs closed projects by team member
Compare open vs completed projects on a client-by-client basis
The # of projects in each tag/status
You can access this report under the Workflow Tab here.
There are a couple of notable features about this report:
The filters at the top allow you to drill down into the data so that you can answer specific questions about your firm's work
Clicking on the boxes for "Projects Completed", "Projects Completed on Time", and "Projects Overdue" will show you which specific projects are contributing to the displayed count
For the "Team Performance" graph, we calculate the value based on every assignee on the project, meaning that all team members on a project receive credit for that project
The value for "Average Days to Complete Project" is calculated by taking the average of the days between the Start Date and the Closed Date of a project. If no Start Date value was set, then the Created Date is used instead.
All graphs display the top 15 items so that you can quickly view which staff members and clients are contributing the most to your firm's project count as well as what tags are located on the majority of projects
The "View All" option on each graph gives you the ability to view the full breakdown of your staff, clients, and tags
Lastly, the "Team Performance" and "Client Performance" charts are color-coded -- all projects that are on time or completed are green whereas overdue projects are red
Please note that only Owners and Admins have access to this report by default. You can change these default access settings by going to Invite Team Members > User Permissions and modifying the permission for "View Work Insights Report".