You can understand baselines & trends, set team-level goals and track progress toward desired productivity improvements via Benchmarks & Goals.
Navigate to Productivity Optimization > Benchmarks & Goals.
Notes:
- Depending on your plan, you may only be able to set goals at the account level. Learn how to set account-level goals here.
- Users' access to dashboards and features may vary based on account configuration. ActivTrak Admins can adjust access settings by assigning user roles and permissions.
This dashboard utilizes Insights
This dashboard is powered by ActivTrak's Insights data, which processes and analyzes historical information with daily updates. For a complete explanation of how Insights differs from Live Data, see Understanding Live Data and Insights.
Requirements
Before diving in, make sure the following are configured. Taking time to set these up correctly will ensure your data is accurate and your insights are meaningful.
- Groups (or Teams): Organize your users into teams or business units that reflect how your organization actually operates. Without well-structured groups, it's difficult to pinpoint productivity gaps or understand their impact at the department or team level. If you haven't set up groups yet — or need to update your existing ones — start with Group management before moving forward.
- Goals: Define the productivity benchmarks your groups are measured against. Setting goals at the group level allows you to track performance trends, identify areas of concern, and quantify the gap between current and target productivity. Goals should reflect realistic expectations for each team's role and work patterns. Make sure to set productivity goals before digging into your data.
Filters & Setting Goals
At the top of the dashboard, you will find a set of filters to customize your Benchmarks & Goals configuration.
Filters
Metric: Select which goals to show via the dropdown options: Productive Hrs/Day, Focused Hrs/Day or Collaboration Hrs/Day.
- When editing goals, ensure that the metric you want to adjust is selected from this dropdown.
Team: Select which team(s) data you'd like to see by clicking in the dropdown menu and selecting one or more teams.
Day Type: Select from the options: Weekday or Weekend
Goal: Enter a numerical value (in hours) to set a goal for the metric and team selected. The value entered here will be reflected in Benchmarks & Goals and in all other dashboards that display progress against goals.
- Changes to goals (at both the team and account levels) will not be reflected until the next data load (data updates once per day).
- Only Admin and Configurator role types within the account can set and manage goals.
- Goals can also be set at the account level via Insights Configuration. The most recently updated goal, whether it’s set at the account or team level, will be applied.
- Learn more about setting goals here.
External Benchmarks: Click this button to access ActivTrak's Benchmarks Guide, which can help you select appropriate goals based on aggregate data from the ActivTrak customer base. Data are segmented into lower and upper quartiles, and the median, for productive time, collaboration time, and focus time.
Team’s Top Quartile Average
This section shows average productivity/focus/collaboration behaviors (depending on the metric filter selection) for the top quartile of your team over the last day, week, 4 weeks and 12 weeks.
Tip: It’s helpful to leverage the top quartile's performance to guide the team’s behavior. Consider using these numbers as a stretch goal in the future, guiding interim goals in increments if the delta between the top quartile and the average is large.
Team Average
The team average indicates the current baseline for productivity/focus/collaboration behaviors (depending on the metric filter selection) across the team over time.
Reference the Team Avg Daily Trend (Last 12 Weeks) graph to track changes in team productivity/focus/collaboration time over the previous 12 weeks.
Tracking Benchmarks & Goals
- For quick access, add Benchmarks & Goals to your Favorites navigation by selecting "Add Favorite" at the top of the dashboard or by hovering over Benchmarks & Goals within the left navigation bar and selecting the star icon.
- You can also receive insights from Benchmarks & Goals by email by selecting the green "Subscribe" button at the top of the dashboard.
- Individuals can see how their productivity, focus, and collaboration habits compare with their group’s benchmarks in Personal Insights.