Analytics Settings
Configure business metrics, overhead costs, working hours, and salary settings for analytics.
Analytics Settings
Configure settings that affect business analytics and reporting.
Navigate to System > Settings > Analytics to access these settings.
Business Information
Project Target Cost %
Set the target cost percentage for projects. This is used in analytics to measure project profitability against your target.
Default: 33.33%
RateSchedule Target Cost %
Set the target cost percentage for RateSchedule work. Used to measure RateSchedule profitability in analytics reports.
Default: 33.33%
Team Salaries
Team member salary data is used to calculate analytics outputs including:
- Hourly cost rates
- Project profitability
- Staff utilization metrics
If employees are missing salary data, a warning will be displayed with links to add their salary information.
To add salary data: Go to Team Salaries page or click the Add Salary link next to the employee name.
Office Overheads
Manage monthly overhead costs for each office location. Overheads include all business costs excluding legal team salaries (rent, utilities, support staff, etc.).
Overhead Fields
| Field | Description |
|---|---|
| Office | The office location |
| Monthly Cost | Total monthly overhead in local currency |
| Weekly Cost | Auto-calculated from monthly cost |
| Daily Cost | Auto-calculated from monthly cost |
| Effective From | Date when this overhead rate starts |
| Effective To | Date when this rate ends (optional) |
Managing Overheads
- Click Create Overhead to add a new overhead record
- Click the Edit button to modify an existing overhead
- Multiple overhead records can exist for different time periods
Working Hours Per Week
Set the standard working hours per week for your organization. This value is used to:
- Calculate hourly rates from monthly salaries
- Determine utilization percentages
- Calculate daily and weekly cost allocations
Default: 43.5 hours
Team Reporting
Configure which team members appear in team reporting dashboards.
Click Manage Team Members to select which employees are included in reports.
How Analytics Are Calculated
- Time entries add cost to projects/RateSchedules based on the employee's salary data
- Office overheads are apportioned to projects/RateSchedules based on time tracked
- Target costs are compared against actual costs to determine profitability
- Working hours are used to convert monthly salaries to hourly rates