We're excited to announce the General Availability of the Financial Loss Analysis dashboard to Essentials + and Professional subscription plans.
This powerful new tool helps identify productivity gaps by department, utilization level, and work location; and quantify their financial impact in real-dollar values, helping executives mobilize cost-saving initiatives and optimize resource allocation across their organizations.
Its intuitive interface translates underutilization into financial metrics, showing costs in terms of untapped FTE and waste salaries to drive focus and attention where it matters most.
What's New
The following features have been added or enhanced since the Early Access release:
Dynamic labels in Month filter
- Updated Month filter to support dynamic filtering with "This Month" and "Last Month" labels
- Enables customers to create ongoing monthly subscriptions as filter automatically adjusts with time
Ability to Drill to Activity Breakdown - Users
- Added drilldown path navigation from By Team visualization to the Activity Breakdown - Users
- Team filter automatically passes through when drilling down for seamless analysis
- Month selection from the Financial Loss dashboard carries over as a custom date range in the Activity Date filter
- Users Below Goal within the selected Team and Activity date are preselected for immediate analysis
- Enhanced Activity Breakdown - Users dashboard with new Productive Hrs/Day vs. Goal filter located in the 'More' section
Enhanced Monthly Summary with user context
- Monthly Summary visualization now includes the total number of users analyzed for better context
- Updated copy displays active users count alongside productivity gap metrics
- Total reflects only active users for the selected month and team(s)
Role-based access control
- Introduced new Financial Loss access option in Role Access page under Insights
- Positioned at the top of the list, above Executive Summary for easy management
- Flexible access control available for all user roles (Admin, Configurator, Power User, Viewer)
- Admin and Configurator roles have access enabled by default
- Power User and Viewer roles require manual access grants for enhanced security
Get started
To access the Financial Loss Analysis dashboard, navigate to Insights > Financial Loss in the left navigation menu. This dashboard provides comprehensive visibility into productivity gaps and their financial implications across your organization.
Learn more