Knowledge base
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Knowledge base
Visit Teambookapp.com
Getting Started with Teambook
What is TeambookFirst Steps in TeambookTeambook Presentation (videos)Supported LanguagesSupported Browsers and AppsPrivacy and Terms of Use
Use Cases
Getting started with Teambook use-case guidesTeambook for Professional Services & ConsultanciesTeambook for IT & Software TeamsTeambook for Resource ManagersTeambook for Work and Project SchedulingHow to use Teambook for capacity forecasting?
Master Data
Master Data
Projects & Clients
Users & Tags
Teams
Tasks & Payroll Elements
Planning and Scheduling
Navigate the Planning Board Project Grouped ViewHourly PlanningOverschedulingTime Zone
Bookings
Task Management
Capacity Management
Capacity Management with Teambook (Basics) Create Capacity DataUsers Capacity PlanningProjects Capacity PlanningCapacity Planning Reporting
Timesheet
Track Time with Teambook - Timesheet (Video)Enter TimesheetTask Management in TimesheetApprove TimesheetImport Timesheet
Analytics
Analytics and ReportingFilter DataProductivity, Utilization and Availability KPI MetricsExport RecordsEvents Log
Integrations
Teambook IntegrationsSynchronize 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

The Analytics section provides several tools to review and analyze data across Teambook. While the Dashboard welcomes you on the landing page, you may use the toggle on the right side to switch to Reporting.

Dashboard

The landing page displays a dashboard that includes different highly visual elements. 

Note that the visual settings allows you to choose the ones you want to show :

  • Predefined key performance indicators (KPI) and “Top 5 / Low 5” indicators,
  • A utilization graph and key statistics, offering a quick view of team performance and trends.
  • Graphical overviews
  • Summary table – an overview of the main figures in tabular format.

Reporting

The button on the right is your access to the Reporting area for more detailed analysis:

General comments

The following comments are relevant for both the dashboard and the reporting.

Firstly, data from any Teambook module can be displayed in Analytics.

Use the selector on the right to choose between:

  • Planning data
  • Actuals
  • Capacity data
  • Actual vs. Planning comparison

 

The displayed time period can be adjusted using the date picker in the top-left corner. Available ranges depend on the data type:

 

Data can be filtered as needed (available filters depend on the data displayed): 

Last, the Export button allows you to downloads records (bookings, capacity, actuals) in Excel format.

 

Video

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

 

 

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