Hours Billable vs Total
Datasource: ConnectWise Manage
Dataset: Time Entry (**the larger of your time datasets)
Type: Bar Chart
Layer 1: Calculated Metric: Any Number (Enter Minimum Target)
Layer 2: Measure: hours_actual - SUM; Dimensions: date BY MONTH; Filters: date - Last (6) Months, billing_status - Is B
Layer 3: Measure: hours_actual - SUM; Dimensions: date BY MONTH; Filters: date - Last (6) Months
Layer 4: Calculated Metric: Layer 2 / Layer 3 (Billable / Actual Hours)
Member Scorecard
Datasource: ConnectWise Manage
Dataset: Time Entry (**the larger of your time datasets)
Type: Table Gauge
Layer 1: Measure: ticket_number - COUNT DISTINCT; Dimensions: member_id; Filters: date - Last (6) Months
Layer 2: Measure: hours_actual - SUM; Dimensions: member_id; Filters: date - Last (6) Months, billing_status - Is B
Layer 3: Measure: hours_actual - SUM; Dimensions: member_id ; Filters: date - Last (6) Months
Layer 4: Calculated Metric: Layer 2 / Layer 3 (Billable / Actual Hours)
Hours By Work Type
Datasource: ConnectWise Manage
Dataset: Time Entry (**the larger of your time datasets)
Type: Bar Chart
Measure: hours_actual - SUM; Dimensions: work_type; Filters: date - Last (6) Months
Time Rounding
Datasource: ConnectWise Manage
Dataset: Time Entry (**the larger of your time datasets)
Type: Bar Chart
Measure: date - COUNT DISTINCT; Dimensions: hours_actual; Filters: billing_status - is B, hours_actual - is LESS THAN 1.5, date - Last (6) Months
CSAT 6 Months
Datasource: SmileBack
Dataset: Survey Responses
Type: Bar Chart
Layer 1: Measure: reaction_value - AVERAGE; Dimension: reaction_date BY MONTH; Filters: reaction_date - Last (6) Months
Layer 2: Measure: reaction - COUNT; Dimension: reaction_date BY MONTH; Filters: reaction_date - Last (6) Months
