Rocket Matter Knowledge Base ReportsHow to use the Productivity per User Report

How to use the Productivity per User Report

The Productivity per User Report is part of Rocket Matter's Advanced Analytics Module.

Rocket Matter's Productivity per User feature allows you to quickly assess if associates and staff are meeting their productivity goals.

To use the Productivity per User report, you must first set Target Hours for each of your Users.  Then, when you run the report, you will get a breakdown of how much time that user is spending on hourly, non-billable, and no-charge hours.  The report will also approximate the user's billing rate based on their time usage.  Two additional metrics are used to assess a user's productivity:  

Utilization is measured by adding Billable hours and No-Charge hours and dividing the result by the User's Target Hours.

Realization is measured by dividing Billable hours by the Total Time Captured.

Productivity per User details include the User, Billable Hours, Non-Billable Hours, No-Charge Hours, Total Hours, Billable Amount, Average Billing Rate, Utilization, and Realizatiion.

1.  Set Target Hours for your Users.

A.  From the Settings/Admin Section, select Manage Users.

B.  Select a User.

C.  Set the Target Hours.

C.  Set the Target Hours.

D.  Scroll down and click "OK".

D.  Scroll down and click "OK".

2.  Run the Productivity per User Report.

A.  Select "Reports" from the Navigation Panel.

A.  Select "Reports" from the Navigation Panel.

B.  Scroll down to "I want to see a productivity per user report", and select "Run Report".  

B.  Scroll down to "I want to see a productivity per user report", and select "Run Report".  

C.  Select date range, specify User, or leave blank to view all Users.

C.  Select date range, specify User, or leave blank to view all Users.

D.  Click "Get Answer" to run the report.

D.  Click "Get Answer" to run the report.

E.  Review data for to assess productivity.

E.  Review data for to assess productivity.

F.  Report Summary give you totals for Billable Amount, Average Billing Rate, Utilization and Realization percentages.

F.  Report Summary give you totals for Billable Amount, Average Billing Rate, Utilization and Realization percentages.

Productivity per User report results can be exported in .csv format by selecting the "Export" button.

Also view:

What is the Advanced Analytics Module?

 

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com