We’ve redesigned our Performance - Overview report to give you a more comprehensive and accurate understanding of resourcing and performance for both individual contributors and teams. The metrics are curated specifically through the teammate and team lens, ensuring that only relevant data is considered.

The following elements of the overview report are new:

The first change you'll notice is that we've included a leaderboard for Contribution. It defaults to presenting by Person, and ranking lowest to highest:

We have added an additional element to the 'Overall Performance' chart. You will now be able to view previous period Yield (represented with a dotted line) - the aim is to contextualize current performance:

The 'Typical Day' chart displays an average profile of where time has been spent over the date-range selected:

Again, this chart defaults to filtering by team member, however via the cog icon you can change the filter to any of the following:

The 'Task Productivity' chart displays the average Yield by a range of options. You'll notice that it defaults to work location, however like all other charts, the cog icon leads you to the range of filters you can apply.

The 'Org Unit Performance' bubble-chart displays actual Utilization on the y-axis and the actual Contribution on the x-axis. The size of the bubble represents the average daily output per FTE:

You can filter between displaying the results for the Organizational Unit or by Team. The screenshot below displays the chart after I have changed the filter to display results by team:

The 3 charts in the screenshot below are fairly self-explanatory - they present a ranking of Production Tasks, Friction and Supporting Tasks by total hours:

Again, the cog icon in the top-right of the chart area will lead you to the various filters you can apply and the option to select ranking based on 'high-to-low' or 'low-to-high'.

Finally, the table at the bottom of the report allows you to quickly review metrics at the level of the organizational tree that report up to the team/department you have selected to run the report for - with the enhanced interactivity (outlined below), if you wish to drill-down onto a specific team or department within the table, you simply need to click on it:

The table can be filtered (via the cog icon) to display results for:

We have added the following functionality to make analyzing the report much easier and quicker:

You'll now see an 'Add Filter' option towards the top of the report (next to the date-range selector). It is through this feature that you are able to cut the report to any relevant filter you like.

For the Performance - Overview report, the following filters can be applied to the entire report:

You can apply multiple filters too by simply continuing to add filters via the 'Add filter' button, in the example below, the report has been filtered to display metrics limited to only full-time employees in the 'North America' team:

The 'configure-chart' option allows you to group by and in some cases sort highest/lowest first. This can be accessed by clicking the following icon which appears in the top-right of any relevant charts:

The Organizational Unit filter when selected will immediately toggle the report from an aggregate view of the relevant resource metric to a breakdown by each team that report up to the particular org unit you are viewing.

It can be accessed by clicking on the 'Cog' button and selecting the appropriate options from the drop-down menus, the screenshot below illustrates selecting a view of the Temps Chart by Organization Unit, then sorting by highest to lowest:

You can now click on a chart element to filter the report with more granularity. The interactive nature of the charts allow you to analyze results in greater detail at the click of a button.