Knowledge base
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Knowledge base
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Getting Started with Teambook
What is TeambookFirst Steps in TeambookTeambook Presentation (videos)Supported LanguagesSupported Browsers and AppsPrivacy and Terms of Use
Master Data
Projects & Clients
Users & Tags
Teams
Tasks & Payroll Elements
Planning and Scheduling
General Information
Bookings
Task Management
Capacity Management
Capacity Management with Teambook (Basics) Create Capacity DataUsers Capacity PlanningProjects Capacity PlanningCapacity Planning Reporting
Actuals
Track Time with Teambook (Video)Enter ActualsTask Management in ActualsApprove ActualsImport Actuals
Analytics
Analytics and ReportingFilter DataProductivity, Utilization and Availability KPI MetricsExport Records
Integrations
Synchronize your CalendarGoogle Calendar IntegrationOutlook Calendar IntegrationTeambook APIZapier: Connect and IntegrateEntra ID (Microsoft Azure) IntegrationSlack IntegrationQuickbooks IntegrationHubspot IntegrationPersonio Integration
My Profile
Update your ProfileChange your Password and EmailEmail NotificationsMy Week
Organisation Settings
Edit Organization SettingsGoogle and Azure Sign InTwo-Factors Authentification (2FA)Daily Working HoursCustomizationDelete your Account
Subscription and Billing
Choose a Subscription PlanBilling Information & Payment MethodAccess your Invoices

Analytics and Reporting

This video shows you the main features of the Analytics module:

 

The Analytics section allows to select different time horizons (for planning & actuals: 1 month, quarter or custom ; for capacity 6 months, 1 year, 2 years) and you may change these parameters in the selectors. 

The selector on the right allows you to choose to view only the Planning information or the Actuals or the Capacity Data or, finally a comparison "Actual vs Planning"

The Dashboard shows first some Key metrics graph that give you an overview of your team's performance for the period selected (Productivity - Utilization - Availability). That's the graph to look at if you want an instant idea of your team is heading! 

The Dashboard presents you with important information: utilization graph, key stats and "top 5 & Low 5" indicators.

Last, note the two buttons on the top right:

  • Switch to reporting leads you to synthetic pre-defined reports 
  • And the Export icon enables you to download all types of records (bookings, capacity, actuals) to an excel file.

 

 

 

 

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