Participant KPI Report

Created by Allison Cloyd, Modified on Sun, 22 Jan 2023 at 08:42 PM by Robert Butler

This article focuses on KPI (Key Performance Indicator) Reporting within Actionstep. This report allows Management to set and report on Key Performance Indicators for their staff. This reporting can be based on hours worked.

 

To Set the KPIs

This is done via the accounting module under the "Accounts" menu (Accounting > Accounts > KPIs).

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This will display all system users (people with logins to Actionstep) who are loaded under the division you are currently logged into down the left of the screen. Across the screen will be the months of your selected date range. 

To change the range that you want to be displayed change the "From" and "To" fields in the top left of this screen.

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You can choose to track users against either their:

Actual Hours- The amount of time they record in tasks and time sheets.

Billable Hours- The amount of time that they have recorded as billable.

Sales- The money billed from invoices under the person's name.

 

WARNING: The sales figures will be allocated to the person who generated the invoice, not the person to whom the fees were allocated. For this reason, the sales figures in this column will not be useful for most firms. 

 

You can either manually enter the targets for Actual and Billable Hours and Sales manually for each month, or you can have the hours populate automatically based on what you enter into the Days, Hours, and Ratio fields.

The Days and Hours will calculate the number of actual hours that a person should work in a given month. So for example, if someone was to work a five-day week and eight hours a day the actual hours for each month would display the number of working hours someone would do in a particular month. This will calculate based on the number of working days in a month. It will pro-rata this amount if someone works more or less than a standard 5-day working week. 

The ratio is the percentage of the person's working day that you would expect to be billable. So if you expect an employee to bill for at least half their time it would be set to "50". Again, once a figure is entered it will auto-populate the sales filed for each month. 

If you wish to change a certain month you can override any of the figures.

Reporting

The Participant KPI Summary is located in the Action reports under the Reports Module.

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Select the period you wish to look at and the metrics you are comparing (the sample below shows May and June with Actual hours, Billable hours, and Sales).

The about shows what has been achieved as a percentage of what was set.

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WARNING: The sales figures will be allocated to the person who generated the invoice, not the person to whom the fees were allocated. For this reason, we do not recommend using the sales amount KPI. Only the actual and billable hours. 

 

Output

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OptionDescription
PrintBring up your print dialogue 
ExcelDownloads the balance sheet in an XLS format
PDFDownloads the balance sheet in a PDF format


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