Tag Archives: Tracking Productivity Analysis

See how well your company is hitting productivity goals

Analyze productivity by item, step, manager, or resource if you use RB9 tracking

Lesson #92
Reports – Tracking Productivity Analysis function

Do you want to find out how many items have been finished on time? Analyze productivity by different tracking metrics in this interactive report if you use RB9’s Tracking function to monitor service item production and management.

View items you are tracking in RB9 that have reached a milestone during a specific time period by item, step, manager, or resource in an interactive report that lets you see total entries in the selected category at a glance. Drill down to see quarterly and monthly milestone achievements and how many milestones were achieved on time, late, with no due date, or were canceled.

The default Tracking Productivity Analysis report lists all tracked items that finished a tracking step in the current month to date alphabetically. You can expand the view of a single item or the whole list to see the breakdown of milestones, so you can quickly gauge how well your staff hit productivity goals this month.

You can change the report to analyze milestones by tracking step, by managers (grouped by manager), or by resources (grouped by resource).

You can also change the report to:

  • View longer/different time periods.
  • Include quarterly breakdowns.
  • View milestones for one or more of your company’s business units.

Like other interactive reports in RB9, you can quickly switch between detailed and summary views of the report. The initial results in the report are displayed as yearly totals by tracked item. You can “expand” the view to see the monthly (and quarterly, if desired) subtotals for all entries, and toggle between summary and monthly (and quarterly) views for individual years/quarters, or “collapse” all to the initial yearly view again.

You can also expand and collapse the tracked items to see breakdowns by timeliness (on time, late, etc.). You can toggle individual items between the collapsed/summary view and the breakdown-by-timeliness view.

If viewing the report by step, all items listed expand to display steps and their status. If searched by manager, all managers listed expand to display items and their status. If searched by resource, all resources listed expand to display items, steps and their status.

You can export the report in Excel format to save, share, use in other applications, or print.

NOTE: This is an RB9-only function. It is not included in RB Lite.

TL;DR: See how many tracking items have been finished on time, by item, by step, by manager, or by resource.

RB concepts in this lesson

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.

Manager: Used with the Tracking function, RB user responsible for overseeing a tracked item through the system.

Resource: Person or thing that provides your business with a service.

Listed under Function, Lesson, Reports | Tagged , , , , ,

Reports

Analyze your business’s productivity, profitability, and other relevant data

Lesson #82
Generate reports on all areas of your business

Analyze your business’s productivity, profitability and other relevant data. In this module, you can:

  • Get an instant snapshot of your sales and gross profit. Compare the current month-, quarter- and year-to-date totals to the previous period. Get total amounts for any period of time. 
  • View gross profit by invoice. 
  • View misc. sales charges totals & averages by client.
  • Generate reports rating clients on original and copy orders. 
  • Produce reports for insurance companies breaking down their invoices by client. 
  • View invoices or jobs for a specific time period, broken out by resource, and provide resources with their own copies of these reports. 
  • View how quickly resources turn around jobs on average for a specified period.
  • Generate reports of all jobs with completed tracking steps within a specified period. 
  • Analyze productivity by item, by step, by manager, or by resource.

Reports functions by name

TL;DR: Analyze your business’s productivity, profitability, and other relevant data.

RB concepts in this lesson

Job: Usually the reporting of a deposition, but can also be any kind of service you provide with your reporters or other resources. More >

Resource: Person or thing that provides your business with a service.

Listed under Module, Modules, Reports | Tagged , , , , , , , , , , ,