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The Staff Analysis dashboard allows you to compare results with other staff members\partner and managers which reflect what was billed, written out, written off and recovered over a certain period of time. This could be used to show how profitable each of your staff members have been.
The results shown are based upon the Staff Billing Analysis report in IRIS Time and Fees.
For a detailed analysis, please refer to the F1 help within IRIS Time and Fees.
The partner, manager, user selected category and the filters are discussed
in more detail in the Portfolio
dashboard as they work in the same way.
Highlighting and double-clicking a row will provide a breakdown of the details.
Recovery Percentage
The recovery percentage is based upon the
following calculation:
Amount Billed, less amount written out divided
by amount billed.
Summary Recovery Percentage
The recovery percentage within the summary
totals is based upon the following calculation:
Recovery amount divided by billed amount * 100.
The Staff Analysis dashboard will also provide you with details of the
top 3 Clients for each staff member for the selected period. Each of these
panels when clicked on will be reflected and displayed within a graph.
The graph displays the billed amount for the selected period for each staff member. The view can be changed from the main bar to show results in a bar chart\pie chart format.
Results will be displayed, when you hover and click in to the bar chart\pie
chart.
When the filter is changed to an individual staff member the view will
change and will reflect details to include Top 3 clients for the staff
member.
