Team Management (Home > Team Management), available with select ActivTrak plans, provides managers with a single view for monitoring and supporting their team's performance. It combines real-time activity with historical trends to help you understand what's happening right now and spot patterns over time.
Team Management serves as your daily dashboard for assessing team KPIs. Combining today's Live Data with historical goal and workload data from Insights, you can quickly answer common questions like:
- How many team members are working today? How many are currently online?
- Are employees on pace to hit their productivity goals for the day?
- How have team members spent the majority of their time today?
- Is team workload and goal attainment improving or declining?
Use the drop-down menu at the top to select a team from your Viewable Groups. Note: Only one team can be selected at a time. If you manage multiple teams, you'll need to switch between them to see each team's data.
This dashboard utilizes Live Data
This dashboard is powered by ActivTrak's Live Data, which shows real-time information as it happens with updates every 2-5 minutes. For a complete explanation of how Live Data differs from Insights, see Understanding Live Data and Insights.
Contents
Glossary: Home Dashboards
For a deep dive into each of the terms and metrics found in the Home Dashboards (Activity Dashboard, Team Management, Organization Overview, and Admin Panel), check out the supporting Glossary.
Virtual Team Visibility (Today)
The Virtual Team Visibility section gives you a real-time view of your team's activity, availability, and productivity for the current day. This is where you go when you need to know what's happening right now—who's online, what they're working on, and whether they're on track to meet today's goals.
Above the cards, you'll see the current average productive hours metric for the selected team. This number updates throughout the day as more activity data comes in. Click the symbol to the right of Virtual Team Visibility (Today) to open Daily Work Metrics for additional live productivity and availability insights. Note: You can refresh this data by refreshing the page.
Activity
The Activity card shows the number of team members that are Active, Passive, or Inactive at any given time throughout the day. This helps you understand work patterns, spot attendance issues, and gauge when your team is most engaged. Click Real-time Visibility to open Real-time Visibility for additional live productivity insights filtered to the selected team.
Team members active today represent users who have had more than 1 minute of activity today and give you a quick sense of who's working today versus your team's size. Below this, you'll see a breakdown of users who are Active now, Passive now, and Inactive now. Click any icon to view a breakdown of users in that activity category.
Click View today's activity to see a view of user productivity over the course of the day. Click Productivity Trends to open Productivity Trends for additional live productivity insights. Hover over any time block to see more details. Click the chart to open the Activity Log filtered to that user and time period. The last data refresh date and time appear in the bottom right corner of the card.
Productivity
The Productivity card shows your team's progress toward their productivity goal for the current day, along with context to help you assess whether today's performance is typical.
The top metric displays your team's productivity goal achievement as a percentage. The comparison below shows how today's progress compares to the average for the same day of the week at the same time.
The bottom metric shows the number of team members who have met their productivity goals today. Click View goal achievement to see each team member's progress toward the daily goal.
The last data refresh date and time appear in the bottom right corner of the card.
Important:
- Select plans allow you to customize goals. For these accounts, the goal used for all calculations is the highest Productive Hrs/Day goal set for any of the teams being evaluated (all Viewable Groups).
- For plans that do not allow goal customization, the goal used for all calculations is set to the default industry standard of 7 Productive Hrs/Day. (For ActivTrak accounts created prior to November 7, 2024, the default Productive Hrs/Day Goal is 6 hours.) Learn more about ActivTrak's benchmarks and goals here.
Top Categories
The Top Categories card shows you how your team is actually spending their time today. This helps you understand whether their activities align with team goals, identify distractions, and spot opportunities for workflow improvements. Click Category Usage to open Category Usage for additional insights.
The pie chart shows the 10 most-used categories for the day, sized by time spent. Categories organize applications and websites into meaningful groups such as "Communication," "Development," "Sales Tools," and "Social Media."
Hover over any pie slice for the duration of the activity. Click on any pie slice to see all the specific activities (websites and applications) in that category and the time spent on each. This drill-down capability helps you understand not only that someone spent time in "Communication," but also how: via email, Slack, Teams, or video conferencing.
You can filter categories by selecting or deselecting them in the list below the pie chart. This is useful when you want to focus on specific types of work or exclude certain categories from the view.
The last data refresh date and time appear in the bottom right corner of the card.
Team Trends (Last 30 Days)
The Team Trends section provides a 30-day view of your team's workload and productivity patterns. While Virtual Team Visibility shows you what's happening right now, Team Trends helps you identify longer-term patterns, spot developing issues, and understand whether your team's performance is improving or declining over time.
Note: This data refreshes once per day, whereas the Virtual Team Visibility section refreshes in real-time.
Above the cards, you'll see the average productive hours over the last 30 days for the selected team. Click the symbol to the right of Virtual Team Visibility (Today) to open Productivity Achievement for additional productivity insights.
Workload
The Workload card helps you identify whether your team is operating at a sustainable pace or if they're at risk of burnout or underutilization. It categorizes your team's overall workload and shows you weekly trends for individual team members. Click Workload Balance to open the Workload Balance dashboard. The last data refresh date and time appear in the bottom right corner of the card.
The left metric shows your team's workload status, based on team members' utilization: Optimal, High, Low, or Varied. Click View 30-day workloads to see a breakdown of utilization by team member.
The chart on the right shows the percentage of users in each of the three utilization statuses over the last four weeks. Click any bar to view that week's data. You can filter utilization statuses by selecting or deselecting them in the list below the chart. This is useful when you want to focus on specific types of workload or exclude certain categories from the view.
| Healthy | A utilization status indicating that a user is within (±) 20% of their Productive Hrs/Day goal. |
| Overutilized | A utilization status indicating that a user is recording greater than (>) 20% of their Productive Hrs/Day goal. |
| Underutilized | A utilization status indicating that a user is recording less than (<) 20% of their Productive Hrs/Day goal. |
Productivity
This card shows the percentage of your team that is meeting their productivity goals over the last 30 days. It helps you identify consistent performers and team members who may need support. Click Productivity Achievement vs Goal to open the Productivity Achievement dashboard. The last data refresh date and time appear in the bottom right corner of the card.
The metric on the left displays your organization's goal achievement as a percentage and explains what it means. Click View 30-day goal achievement to see a breakdown by team member. Select plans allow you to customize goals at the team or account level.
The bar chart represents the percentage of team members Achieving or Missing their productivity goal over the past few weeks. Click any bar to view that week's data. You can filter goal achievement types by selecting or deselecting them in the list below the chart.
Best practices
Make Team Management an essential part of your management routine:
- Start your day here: Check Team Management first thing each morning to see who's online, spot any attendance issues, and understand today's trajectory
- Check in throughout the day: For critical projects or busy periods, refresh the page periodically to monitor real-time progress
- Review trends weekly: Every Monday (or Friday), review the 30-day trends to spot developing patterns and plan interventions
- Compare today to historical patterns: Don't panic about a slow day if it's typical for your team. Use the comparison metrics to set realistic expectations
- Act on workload imbalances quickly: Don't wait for team members to ask for help. When you see overutilization, proactively redistribute work
- Use Top Categories strategically: Review this weekly to ensure team time aligns with priorities. If it doesn't, investigate why
- Combine data sources: Cross-reference Team Management data with your project management tools, meeting calendars, and one-on-ones for complete context
- Set realistic goals: Use historical data from Team Trends to set achievable but challenging goals for your team
- Focus on patterns, not single days: One bad day doesn't indicate a problem. Look for consistent trends over 2-3 weeks before intervening
- Share data thoughtfully: Use Team Management data in team meetings to celebrate wins and transparently address challenges, but avoid using it punitively
- Personalize your approach: Different team members need different management styles. Use the individual breakdowns to tailor your coaching