NEW REPORT: Items and Performance Report

The latest release of wayahead (12 December 2019) has not 1 but 2 major new reports! As they are both based on items in Streamtime, it makes sense that they were both built and released simultaneously.

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These reports will pro­vide answers to ques­tions like

  • Which clients are we overservicing?
  • Which team mates are per­form­ing bet­ter than others?
  • What type of tasks are we good at and what should we out­source instead?
  • What are our upcom­ing deadlines?
  • Which tasks are at risk of run­ning over time – before they do!!?
  • Which tasks did we for­get to assign a dead­line to?

Items Report

The Items Report has an overview of items (tasks) in Stream­time, grouped by job. It has mul­ti­ple view modes:

  • Progress
  • Dead­lines
  • Assigned Staff

And it can be fil­tered in dif­fer­ent ways to get you to the key infor­ma­tion quicker!

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Performance Report

The Per­for­mance Report looks at time logged vs time planned. This is the only direct and cor­rect way of accu­rate­ly mea­sur­ing your team’s achievements.

Per­for­mance can be view by staff, by item (work type) and by client and is always sort­ed from worst to best so you can focus on what needs your atten­tion most!

Note that both reports are marked as BETA for now, pend­ing the next release of Stream­time, which has a bug fix in the API. Cur­rent­ly the API only returns items for active jobs, where­as of course this report need archived tasks as well to dive into the his­toric data!

Xero integration

Anoth­er major improvent is the Xero inte­gra­tion for Sales Bud­gets in the Rev­enue Fore­cast and Man­age­ment Reports!

Just enable this in the Report­ing Pref­er­ences. waya­head (only) reads the Bud­get Data from Xero and projects it against the fore­cast­ed rev­enue from Stream­time, mak­ing sure you have time to adjust before it’s too late!

Forecast Target
  • Improve­ments to Rev­enue Fore­cast, so that it also dis­plays neg­a­tive val­ues. We’re also inves­ti­gat­ing a way of includ­ing expens­es to fore­cast gross profit!
  • Fix­es to Rev­enue Fore­cast. There was a dis­play issue when one of 2 fore­cast pills in the same month was moved.
  • Renamed Timesheet Graphs report to Util­i­sa­tion for consistency.