Mobile · Analytics

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Insights Dashboard

Four analytics sections: Time & utilization, Selected day, Week trends, and Portfolio.

Mobile analytics dashboard for timesheet, day activity, week trends, and portfolio views.

Overview

Insights surfaces quick decision data on mobile while reusing the same weekly/day scope controls as other hubs.

Screen layout

Sections: Time & utilization, Selected day, Week trends, Portfolio.
Top summary: Recorded, billable, utilization, non-billable, leave metrics.

Header & filters

Week range and day strip drive all calculations; pull-to-refresh updates data in place.

Summary & charts

The Lux summary strip at the top of this screen is collapsible. Expand it to reveal KPI tiles and chart panels; collapse it for a wider register. All charts respect your active filters (SHOW preset, team scope, date range, text search).

Mobile Insights personal analytics — swipe sections for additional chart groups.

◆ Emerald Luxury UI theme · chart data refreshes when filters change

Time & utilization chart set

Utilisation & billable target

Dual gauge

What it measures: Billable ÷ total hours; billable vs 40h target
How to read it: Needle/gauge shows % utilisation and target gap
How to use it: Weekly self-check on billable ratio

When to act: Record more billable time if below target

Hours mix

Donut

What it measures: Billable / non-billable / leave slices
How to read it: Slice size = hour type share
How to use it: Understand time composition

When to act: Adjust daily logging

Daily stacked hours

Stacked bar

What it measures: Per weekday: billable → non-billable → leave
How to read it: Stack height = total hours that day
How to use it: Spot weak billable days

When to act: Backfill timesheet entries

Billable by project

Horizontal bar

What it measures: Top projects by billable hours
How to read it: Longest bar = highest billable project
How to use it: Project focus review

When to act: Open project hub for top bar

Time by account

Horizontal bar

What it measures: Hours grouped by account
How to read it: Client time concentration
How to use it: Account management

When to act: Verify account mapping

Billable trend

Line + area

What it measures: Billable hours per weekday
How to read it: Line shows daily billable trend
How to use it: Momentum tracking

When to act: Improve declining days

Additional sections: status donuts, priority bars, planned-vs-logged dual lines, and portfolio splits.

Main content & actions

Use selected-day and week-trend sections together to compare immediate execution versus weekly outcomes.

Complete feature list

Every control, panel, and workflow on this screen.

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Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
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Documentation searchHeader search indexes all guide pages (docs site).
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Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
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Time & utilization chartsSix chart types for personal analytics.
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Status donutsTask and project status breakdowns.
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Planned vs loggedDual-line variance chart.
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Portfolio splitsProject and account concentration.
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Week selectorChange period for all insight charts.

Before you start

💡

Friday review

Week selector on current week → screenshot utilization gauge for self-check.

ℹ️

Billable target

40h target line org-specific — confirm with manager.

Who uses this screen

Individual contributors reviewing personal analytics on mobile — six time/utilization charts, status donuts, planned vs logged, and week selector.

ℹ️

Personal mobile analytics

Weekly review companion to HRMS Dashboard My tab — optimized for phone gauges and swipe.

Key concepts

Time & utilization charts

Dual gauge, hours mix donut, daily stacked bars, billable by project/account.

Status donuts

Task and project status breakdowns for assigned work.

Planned vs logged

Dual-line variance chart for personal planning accuracy.

Portfolio splits

Project and account concentration bars.

Week selector

Changes period for all insight charts together.

Collapsible summary

Same Lux summary strip pattern scaled for mobile.

Permissions

Role	Access on this screen
Individual contributor	Personal insights only.
Manager	Same personal scope on mobile — team analytics on web HRMS.
All mobile users	Week selector and chart read.
No export	Screenshot or use web reports for export.

📝

Administrator override

Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.

Controls reference

Control	Description	Notes
Week selector	Previous/next week.	All charts update.
Utilization gauge	Billable ÷ total.	Target marker if shown.
Hours mix donut	Billable/non-billable/leave.	—
Daily stacked bar	Per weekday hours.	Tap segment for detail if enabled.
Billable by project	Horizontal bar top N.	—
Planned vs logged	Line chart variance.	Deliverable planning.
Summary strip toggle	Expand/collapse charts.	Save screen space.

Common mistakes

⚠️

Checking only billable gauge

Non-billable and leave matter for total capacity — read hours mix donut.

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Wrong week selected

Monday confusion — confirm week selector before sharing screenshot.

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Mobile insights for team reviews

Team data requires web HRMS Team dashboard.

FAQ

Same data as HRMS dashboard?

Personal charts same source — mobile layout differs.

Refresh frequency?

On open and pull-to-refresh — not live stream.

Can managers see team?

Not on mobile insights — use web.

Chart interaction?

Tap legend to toggle series where supported.

Workflows

Set target week.
Select day for day-level insights.
Scan utilization and trend charts.
Switch to Projects/Tasks to act.

Tips & best practices

Tip: A low billable-target gauge with high planned-vs-logged gap usually signals scheduling slippage.

More guidance

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Remember