PACE, a robust platform for project and task management, offers an array of built-in reports that provide detailed insights into your organization’s productivity, financials, and workforce performance. Here’s a general overview of the standard reports that come with PACE.
1. Billing (All Work in Range)
This report gives you a comprehensive view of all work within a specified date range, whether the entire batch is completed or not. It includes all ongoing and completed tasks, helping businesses stay on top of their billing cycles by tracking everything that falls within the selected time frame, or analyzing total quantities against forecasts or project estimates.
2. Billing (Completed Batches Only)
For companies looking to streamline their invoicing process, this report focuses solely on work that has been fully completed. It ensures that billing is only issued for finalized batches, simplifying client communications and minimizing billing discrepancies.
3. Customer Throughput by Task
Understanding the flow of work for specific customers is essential for maintaining high service standards. This report displays a list of Customers/Projects that contain the task and metric for the selected date range along with their corresponding totals, quantities & averages per hour. It’s an essential tool for evaluating customer-specific performance.
4. Employee Performance by Task and Metric
This report measures individual employee performance based on task completion and predefined metrics. It’s a vital tool for tracking productivity, identifying strengths, and pinpointing areas where employees may need additional support or training. It also can be used to compare employee performance for the same projects or review the cost per unit.
5. Productivity by Task
This task-specific report offers a clear view of employee productivity levels by the selected task and metric. It highlights the efficiency with which different tasks are completed, giving management a way to evaluate whether certain workflows need optimization or additional resources. It helps to analyze an employee’s average hourly performance, which can be used to compare employee performances for the same tasks, metrics and projects.
6. Employee Idle Time
Idle time can impact productivity and overall performance. This report measures the amount of time employees spend not working, allowing managers to engage with staff to uncover the reasons for inactivity and explore solutions for improving time management.
7. Idle Employee
Building on the Employee Idle Time report, this view is a real-time snapshot of any active employee that is not logged into a task, displaying the employee name and total number of idle minutes. This enables managers to better allocate tasks and resources to reduce downtime.
8. Random Task Employee Duration
This report highlights how long individual employees take to complete random tasks, providing an in-depth look at employee efficiency across less structured work. It’s useful for understanding variations in task completion times and helping identify areas for process improvement.
9. Employee Expense by Job Title
Tracking expenses associated with different job roles is vital for managing labor costs. This report breaks down employee expenses by job title, giving leadership an understanding of which roles are the most costly and how to better manage workforce budgeting.
10. Customer Profit
It’s important to know which customers are generating the most profit. The Customer Profit report shows profitability at the customer level by comparing revenue from a customer to the cost of delivering services. It helps in making strategic decisions about resource allocation and customer prioritization.
11. Project Profit
This report focuses on the financial performance of individual projects. It calculates project profit by comparing the total revenue generated to the costs incurred, helping businesses assess the profitability of different projects and optimize for better margins.
12. Project and Task Profit
Going a step further, this report provides a breakdown of profit at both the project and task level. It offers detailed insights into which tasks are contributing most to a project’s profitability and helps in streamlining operations for greater efficiency.
13. Employee Work Overview
A high-level summary of all work completed by employees over a set period, this report allows management to assess overall productivity, task distribution, and employee performance at a glance.
Conclusion
With these comprehensive reports, PACE equips businesses with the tools they need to drive operational efficiency, optimize workforce management, and make informed financial decisions. By utilizing these reporting features, companies can achieve greater transparency, identify performance trends, and enhance overall profitability.