The Activity Alignment dashboard, available with select ActivTrak plans*, helps maximize employee time on high-value activities that drive business results. Use it to understand how teams allocate their time and provide data-driven coaching to improve performance.
To access Activity Alignment, navigate to Insights > Activity Alignment in the left-hand navigation menu.
Note: Users' access to dashboards and features may vary based on account configuration. ActivTrak Admins can adjust access settings by assigning user roles and permissions.
*Contact sales@activtrak.com to try this feature, get a demo or upgrade your plan.
Contents
- When to use the Activity Alignment dashboard
- Navigating the Activity Alignment dashboard
- Analyzing Activity Alignment data
- Practical applications
- Learn more
When to use the Activity Alignment dashboard
The Activity Alignment dashboard shows how employees spend time on activities that are critical to their roles, helping you:
- Identify which team members are focused on high-value work
- Discover coaching opportunities to improve performance
- Learn best practices from top performers that can be replicated across teams
- Quantify time spent on specific projects or customers
Tip: Add Activity Alignment to your Favorites for quick access.
Navigating the Activity Alignment dashboard
The dashboard is organized into three main tabs:
- Team: Understand how team utilization changes over time
- Users: Identify individuals at risk of burnout or disengagement
- Capacity Planning: Make informed decisions about headcount allocation
Configuration
In Activity Alignment, Productive Time is divided into Core and Non-Core Activity. When configuring the feature, managers define Core Categories to indicate the activities critical to their team’s success.
Note: All apps and websites within a Core Category count as Core Activity. In some cases, an Admin may need to refine categories at the account level to ensure they are granular enough to be helpful in Activity Alignment.
Activity Alignment Configuration Guide
For best practices and detailed instructions, see our Activity Alignment Configuration Guide.
Note: If Core Categories have not yet been configured for any of your Viewable Groups, you will automatically land on the Configuration page and be prompted to complete the process.
Team tab
The Team tab provides an overview of team performance against Core Activity Goals. It assesses activity alignment at the team level. It shows how many team members are achieving their Core Activity and Productivity goals, gauges performance trends, and identifies employees missing their goals.
Customize the Team tab using the filter options at the top:
- Activity Date: Select a time period to analyze
- Team: Choose one or more teams
- Day Type: Limit data to either weekday or weekend activity
Note: The Team drop-down filter will only appear for teams configured in Activity Alignment. For best practices and detailed instructions, see our Activity Alignment Configuration Guide.
The top panel of the Team tab is the Team Overview, which provides a high-level overview of team performance. Managers can start here by reviewing their team's data and checking it at least weekly to understand how aligned the team is with their Core Activities.
Review the Team Distribution by Week chart to see whether team performance is improving or declining. This helps managers and leaders assess the impact of coaching conversations and determine if additional guidance is needed.
The Team Overview Panel - Team Tab
The Users with Performance Opportunities panel provides an at-a-glance view of team members not achieving their Productivity and/or Core Activity Goals. It enables managers to assess where their attention is needed and prioritize accordingly. Click a user’s name to drill into their activity in the Users tab. See this article's Analyzing Activity Alignment data section to learn how to read and analyze the data in this table.
Users with Performance Opportunities Panel - Team Tab
Users tab
In the Users tab, managers and leaders can see each team member’s Assessment and the underlying data. With one click, access actionable guidance to drive performance coaching conversations tailored to each employee’s opportunities for improvement.
Customize the Users tab using the filter options at the top:
- Activity Date: Select a time period to analyze
- Team: Choose one or more teams
- Assessment: Filter users based on the evaluation of their activity alignment (i.e., Misaligned)
- User: Select a specific user
- Day Type: Limit data to either weekday or weekend activity
Note: The User drop-down filter will only appear for users configured in Activity Alignment. For best practices and detailed instructions, see our Activity Alignment Configuration Guide.
The User Details panel at the top will give you a complete picture of user performance and compare productive and core activity time, revealing improvement opportunities and unlocking personalized coaching strategies. Click on any user's assessment for tailored coaching recommendations based on their work patterns. See this article's Analyzing the Activity Alignment data section to learn how to read and analyze the data in this table.
User Details Panel - User Tab
The User Activity Summary panel at the bottom includes the Category Breakdown. It shows the Core and Non-Core categories where users spend the most time, with percentages of their productive time for each. By analyzing this breakdown, managers can help team members maximize time spent on high-value work.
The Activities to Maximize and Activities to Minimize sections provide deeper insights into specific applications and websites that consume most of the user's time, categorized as Core or Non-Core. Managers should reference this data before coaching conversations to offer targeted guidance about time management.
The Core vs. Non-Core Activities by Hour of Day section breaks down when users focus on high-value work throughout their day. This helps employees identify patterns in their work habits and avoid distractions during key periods. By studying data from top performers, managers can pinpoint effective habits that might benefit the entire team, such as dedicated time blocks for internal communications.
User Activity Summary - Users Tab
Details tab
The Details Tab is available in accounts with the Advanced Activity Details setting or the Screen Details Add-on.
The Details tab enables managers and leaders to drill one step further into employee activity, providing visibility into the title bars of websites and applications used by each team member. This provides more granular visibility into what employees are working on and can be used to quantify things like time spent on a specific project or a particular step in a process.
Customize the Details tab using the filter options at the top:
- Activity Date: Select a time period to analyze
- Team: Choose one or more teams
- User: Select a specific user (only the User(s) within the selected Team(s) will be available)
- Day Type: Limit data to either weekday or weekend activity
- App or Site: See which documents or pages a user works with in a particular application. This reveals what employees are actually working on and can help identify time-consuming process steps. For example, while Salesforce may be a Core Activity for Sales Account Executives, the Details tab shows how they use it—adding opportunity notes, researching accounts, or following up on event leads.
- Title Bar Filter: Search for keywords to track activity across all apps and websites. This helps quantify time spent on specific projects or customers. For example, entering a customer's name would show all related Salesforce records, presentation decks, and Zoom calls and the time spent on each during your selected period. Tip: Select "contains" (not "equals") for more comprehensive results. Remember that searches are case-sensitive.
Details Tab
Analyzing Activity Alignment data
The Users with Performance Opportunities panel (Team tab) and the User Details panel (User tab) contain tables that include the following data for each user:
Primary Team
This is identical to the user’s Primary Group. Users can belong to multiple Groups, each with a Productive Time Goal and Core Categories. In Activity Alignment, a user’s Primary Group determines which goal and Core Categories to apply to each user.
If Core Categories are not configured for a user’s Primary Group, their Assessment will show as “Undetermined.” Admins can manually change a user's Primary Group on the user page. Learn more here.
Productive Hours/Day
Productive Hours/Day tracks time spent in applications and websites classified as "Productive" within ActivTrak. It's a core performance indicator used in Activity Alignment to assess employee productivity.
Productive delta vs. goal
The first delta vs. goal column indicates the difference between actual productive time and the team's goal.
Core Activity Hours/Day
The Core Activity Goal is determined during the configuration process for each team. It is a percentage of the team’s Productive Hours/Day Goal. If a team’s Productive Hours/Day Goal is 7 hours, and the Core Activity Goal is 70% of productive time, then the Core Activity Hours will equal 4.9 hours.
The default Core Activity Goal is set at 70% based on an analysis of ActivTrak customer data that indicates that top performers spend 70-80% of their time on high-value work, as defined by their managers.
Core Activity delta vs. goal
The second delta vs. goal column indicates the difference between the actual time spent on core activities and the Core Activity Goal.
Core Activity Efficiency
The percent of a user’s actual Productive Hours/Day spent on Core Activities. This metric differs from the Core Activity Goal, which is based on a user’s Productive Hours/Day Goal.
Core Activity Efficiency indicates how efficiently each employee uses their work time. A high percentage indicates that employees spend most of their time on Core Activities.
If a user is achieving their Core Activity Goal, but Core Activity Efficiency is low (below ~60%), the employee is likely only hitting their goal by working long hours.
Assessment
Each user is assigned an Assessment based on their attainment of the Productive Hours/Day Goal and the Core Activity Goal.
Click a user’s Assessment to access relevant coaching guidance in ActivTrak Academy. These 5-10-minute micro-courses equip managers to provide specific, actionable advice to team members about the activities they should maximize and minimize to operate more efficiently and improve performance.
- Fully Aligned - The user meets or exceeds both productivity and core activity goals
- Increase Productive Time - The user meets the core activity goal but falls short of productive hours
- Increase Core Activity - The user meets the productive hours goal but falls short of core activities
- Misaligned - The user falls short on both productivity and core activity goals
- Undetermined - Core Categories have not been configured for the user’s Primary Team
Practical applications
Role alignment analysis
Ensure employees are focusing on the right activities for their roles:
- Check if sales team members are primarily using CRM and communication tools
- Verify that engineers are spending adequate time in development environments
- Identify training opportunities when employees are spending less time in core tools than their peers
Performance coaching
Turn data into actionable guidance:
- Click on a user's Assessment to access tailored coaching strategies
- Use the Activities to Maximize and Minimize lists for specific recommendations
- Share patterns from top performers to help struggling team members improve
Project and customer time tracking
Understand resource allocation across projects and customers:
- Use the Details tab to search for specific project names or customer accounts
- Calculate the time investment in significant initiatives
- Ensure critical customers receive appropriate attention
Learn more
- Activity Alignment Configuration Guide
- ActivTrak Academy Courses: Performance Coaching with Activity Alignment
- Insights Overview