How to Report Progress Efficiently

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One of the most important parts of a decision-making process is related to the level of information you can obtain to report your results. The format these information are presented is also fundamental to help leaders to get the projects on track and keep team’s productivity high.

When leaders are not able to track the progress of services and compare planned x executed in a clear way they probably face issues like these:

• Executed services that exceed the limit of contracted ones;
• Excess of non-billable/idle time;
• Project/contract margins that do not increase;
• Discrepancies on the work distribution across teams
• Lack of track for recurring contracts/services

Working along with team leaders for years and being aware of their pain points on reporting activities, we develop ContractsPro and also its Delivery Report.

The idea behind the report is that leaders can have, in a single place, the most useful information needed to take better decisions. It allows managers to understand how contracts are being consumed (planned x executed) and how teams are spending their time. The report is displayed in a visual format designed to be meaningful at the first look:

The Delivery Report allows to filter by customer and all accounts that belong to them, as well as start and end dates users want to track the contracts.

Charts and Tables

Ok, the first look sounds great. But let’s do a deep dive into the Delivery Report and check each one of its resources. This can give us a better idea about each part which contributes for the efficiency of the decision-making process:

Contracted x Executed Chart:

Displays the progress and the cumulative of executed hours across the time using the contracted hours and worklogs as baseline.

If you pass the cursor over it, you can see the current numbers for the period:

Whenever the executed hours amount exceeds the contracted ones, the lines change their colours to alert the users.

Recurring contracts are tracked monthly with a flat line so it’s easy to follow their progress:

Hours Consumption Chart: 

Shows the executed hours given the worklogs entered and also the remaining ones, based on the planned data entered on the contract creation. This chart enables users to understand the progress of the contracts and how much effort is needed to complete the related services. With this information, managers or team leaders can take actions to improve team’s productivity or to measure project success.

Whenever the executed hours amount exceeds the contracted ones, the pie chart turns into a bar chart and changes its colours to alert the users. This chart allows to identify when the team worked overtime to complete the services or when customers are demanding more hours than the contracted ones:

Team Distribution Chart:

Shows each team involved on the contract/account data and related planned x executed hours for that team. With this chart you have the same information from the Pie chart but in a team level. So it is possible to see how is the team participation on the total executed hours for that particular contract.

Whenever the executed hours amount exceeds the contracted ones, the bar chart changes its colours to alert the users.

Top Issues List by Executed Hours:

Shows the top issues (by amount of hours logged) involved on the selected contract/account and alerts in case worklogs are logged outside of the contract dates.

With these powerful information leaders can leverage the decision-making process. It sounds good to have in a single report the possibility to track planned x executed work, contract recurrence, service consumption and team’s performance, right! You can get the best for your business using ContractsPro!

Click here to try ContractsPro for FREE now!

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