Team Management (Beta)

Managing team performance is simplified with the Team Management homepage (now in Beta*) by navigating to Home > Team Management. (*Following Beta, the Team Management homepage will be made available to all user roles on a Professional or Premium plan).

The Team Management homepage serves as a daily “one-stop shop” for managers to assess KPIs for their team, including real-time and same-day activity plus 30-day summaries to gauge how productivity and workload are trending.

Team Management Beta Screenshot.png

The Team Management homepage

Combining today’s data from Live Reports with historical goal and workload data from Insights, managers can find quick answers to 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?

Learn more about how to use the Team Management homepage in the following sections.

Virtual Team Visibility (TODAY)

Get a snapshot of your team’s activity throughout the day, including real-time availability and progress toward productivity goals.


The Virtual Team Visibility section

To get started, use the drop-down to select a team from your Viewable Groups and hit the “Refresh” button.

Note: Only one team can be selected at a time.

View the team’s average productive hours so far for the current day, then explore the modules below.

Today’s Activity

See what percentage of the team is online at any given time throughout the day. Active users today includes users who have had more than one minute of activity during the current day compared to the total number of team members who have been active in the last 30 days. Click “View today’s user activity” to see the single-day Productivity Report.

Live activity status displays a count of users who are currently active, passive or inactive. It includes all users who have been active in the current day. This information is helpful to understand current availability. Click “View today’s Team Pulse” to open the Team Pulse Productivity Dashboard for the selected team.

Today’s Productivity Goal Attainment

Evaluate progress toward your team’s productivity goal for the current day, and see how it compares to the average for the current time of day and day of the week (i.e. if you are accessing this on a Tuesday at 3 p.m., the comparison will be against the average number of active users over the prior four Tuesdays at 3 p.m.) 

Click “View user goal attainment” to see a breakdown of current productivity attainment for each team member.


  • The goal used for all calculations is the Productive Hrs/Day goal set for the team in Insights. Learn more about how to set goals here.
  • Progress toward the current day’s goal attainment only reflects users who have met your account’s Active Day Threshold (2 hours by default), so it’s not uncommon to see 0% goal attainment for the first couple of hours of each day.

Today’s Top Categories & Activities

Understand whether application usage and activities are in alignment with roles, workflows and team goals with a visual pie chart displaying the 10 most used categories for the day. Clicking on a pie slice shows all the activities (websites and applications) in that category and the time spent on each. To filter any categories, select or deselect via the list below the pie chart. Click “View all categories” to open the Top Categories Report, filtered for today.

Note: Categories can be updated for teams via group classification. Learn more

Team Trends (LAST 30 DAYS)

Get a snapshot of workload and productivity trends in your team over the last 30 days in the Team Trends section. See whether these metrics are improving or declining, and gain additional context for the current day’s performance (shown in the section above) by understanding what is typical for your team.

Note: Data displayed is based on a manager’s Viewable Groups. This data refreshes once per day.


The Team Trends section

View the average productive hours metric for your entire team over the last 30 days. A variation is also displayed (+/-) to compare progress month-over-month.

Workload Balance

Assess the team’s current workload level and see how it compares to trends over the last 30 days. On the left, get an overall analysis of the team’s workload. The bar chart on the right represents the percentage of team members at each of the four workload levels for the past few weeks, based on the following logic: 

Optimal: >=70% of team members have healthy workloads

High: >=50% of team members are overutilized

Low: >=50% of team members are underutilized

Varied: Assorted workloads with no clear trend

Click “View user workload levels” to see a breakdown of each team member’s utilization level over the past 30 days.

Productivity Goal Attainment

See what percentage of the team is currently achieving productivity goals, compared to the previous 30 days’ goal attainment. The bar chart represents the percentage of team members achieving or missing their productivity goal over the past few weeks:

Achieving: >=100% of productivity goal attained

Missing: <100% of productivity goal attained

Note: The goal used for all calculations is the Productive Hrs/Day goal set for the selected team. Learn more about how to set goals here.

Click “View user goal attainment” to open the Users tab of the Activity Breakdown Dashboard.

Learn more:

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