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
Master Data
Master Data
Projects & Clients
Users & Tags
Teams
Tasks & Payroll Elements
Planning and Scheduling
Navigate the Planning Board Project Grouped View and MilestonesHourly PlanningBook Official HolidaysOverschedulingTime 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 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

The Analytics section provides several tools to review and analyze data across Teambook:

  • Predefined KPIs and dashboards – key performance indicators are displayed through graphs and dashboard elements. The dashboard includes:
    • a utilization graph,
    • key statistics, and
    • “Top 5 / Low 5” indicators,
      offering a quick view of team performance and trends.
  • Summary table – an overview of the main figures in tabular format.
  • Reporting access – a direct link to the reporting area for more detailed analysis.

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 is set by default but can be adjusted using the date picker in the top-left corner. Available ranges depend on the data type:

  • Planning & Actuals: 1 month, 1 quarter, or a custom range
  • Capacity: 6 months, 1 year, or 2 years

Finally, two options are available in the top-right corner:

 

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

 

 

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