Insights
In the Insights section of Taskomat™ you will find graphs of all your performance (turnover, budget, time, hourly rate, KPIs, skills, etc.) filterable by client, project, skill and time period.
In the top bar you will find filters that will act on ALL charts:
Filter by client - allows you to filter all chart data by client. For example, you will be able to evaluate the hourly rate trend for only one customer
Filter by project - allows you to filter all chart data by project. For example, you will be able to evaluate the budget delivered on a project day by day
Filter by skill - allows you to filter all chart data by skill. For example, you will be able to evaluate the turnover generated by a specific skill
Filter by time period - allows you to filter all chart data by time period.
By default, filters show all data from the last month.
The first graph is your annual financial goal:
In the first progress bar you see your budget disbursed (${colour}[#9968f9](VIOLET)) and your planned budget (${colour}[#c7acf9](LILAC)) compared to your turnover goal
In the second progress bar you see your total paid (${colour}[#a3d900](GREEN)) and your total invoiced (${colour}[#febc02](YELLOW)) compared to your turnover target.
.
The two graphs below show the development of turnover:
the first graph on the left shows the total turnover and the total paid out as a function of time.
the pie chart on the right shows how your turnover is divided among your customers.
.
Below are some graphs relating to work performance:
Budget Graph: in this graph you can see the trend of your budget disbursed day by day, compared to your daily budget target.
Hourly Rate Chart: in this chart you can see the daily trend of initial rate and actual rate compared to your reference rate.
Time Management Chart*: in this chart you can see day-by-day histograms of planned time and actual time worked.
Performance Chart: in this chart you can monitor the day-to-day performance of the 3 KPIs: Effectiveness, Efficiency and Punctuality.
.
The last graphs are those related to your skills:
In the pie chart on the left you can see which skills you worked on the most, one compared to the other.
In the bar graph on the right you can see the exact amount of time you worked on each skill.
.
➔ If you want to start getting the most out of Taskomat™ right away book a 1to1 demo call
In the top bar you will find filters that will act on ALL charts:
Filter by client - allows you to filter all chart data by client. For example, you will be able to evaluate the hourly rate trend for only one customer
Filter by project - allows you to filter all chart data by project. For example, you will be able to evaluate the budget delivered on a project day by day
Filter by skill - allows you to filter all chart data by skill. For example, you will be able to evaluate the turnover generated by a specific skill
Filter by time period - allows you to filter all chart data by time period.
By default, filters show all data from the last month.
The first graph is your annual financial goal:
In the first progress bar you see your budget disbursed (${colour}[#9968f9](VIOLET)) and your planned budget (${colour}[#c7acf9](LILAC)) compared to your turnover goal
In the second progress bar you see your total paid (${colour}[#a3d900](GREEN)) and your total invoiced (${colour}[#febc02](YELLOW)) compared to your turnover target.
.
The two graphs below show the development of turnover:
the first graph on the left shows the total turnover and the total paid out as a function of time.
the pie chart on the right shows how your turnover is divided among your customers.
.
Below are some graphs relating to work performance:
Budget Graph: in this graph you can see the trend of your budget disbursed day by day, compared to your daily budget target.
Hourly Rate Chart: in this chart you can see the daily trend of initial rate and actual rate compared to your reference rate.
Time Management Chart*: in this chart you can see day-by-day histograms of planned time and actual time worked.
Performance Chart: in this chart you can monitor the day-to-day performance of the 3 KPIs: Effectiveness, Efficiency and Punctuality.
.
The last graphs are those related to your skills:
In the pie chart on the left you can see which skills you worked on the most, one compared to the other.
In the bar graph on the right you can see the exact amount of time you worked on each skill.
.
➔ If you want to start getting the most out of Taskomat™ right away book a 1to1 demo call
Updated on: 02/01/2024
Thank you!