With Time Insights, you can view workload across your entire team and make sure you're using the resources you have in the most optimal way.

Make sure you have installed the Time insights app in "Apps & Connections".

If you've not installed it yet, you can just select the app and select "Request now" and we’ll soon contact you to enable them for you. Once enabled, hit install now.

The dashboard submenu will show you a quick overview of your meeting and availability stats summary for the current month. You can also select any month, quarter, or year to see how your team's time distribution is compared against your organization standards.

Team insights dashboard will help analyze your resource's workload and engagement insights.

You can use this sub-section to analyze how your team's time evolved during weeks and days in a month. You can easily check how their schedules change between internal and external meetings and see when they're most available.

This sub-menu helps you see how your team manages their workload and efficiency. It helps understand how busy they are and how they're spending their time.

This sub-menu helps you collect important insights about your team's interactions. You can easily see which clients or outside partners your team meets with the most using this dashboard. Plus, you can use the "Filter" to focus on specific companies. It's a simple way to track who your team is engaging with regularly.

The Team Pulse dashboard helps you understand how your team uses time and how effective they are. You can see if they're too busy or have some extra time, giving you insights to manage their workload effectively. The dashboard is further drilled down to several sub-sections:

This sub-section helps you spot if your team using their time well (utilization) and how productive they are (efficiency).

In case you've organized different teams (groups) in Tackle, this sub-section helps you compare how efficient they are, making it easier to see which team might need adjustments in their schedule. It's gets you the insights to help each team work their best.

Unlike looking at teams' utilization, this part focuses on how efficient and productive individual agents are. It helps you see how well each person is working, making it easier to spot who might need support or recognition for their productivity.

The heatmap displays how your team's time is spread across workdays and weekends. You can choose to view a specific team member's calendar, your whole team, or everyone's calendars at once. This helps you easily spot when your team is busiest during the week. You can further filter the heatmap based on specific criterias too to get any specific view that you'd need.

The agent view gives you a complete look at what a team member does every day, week, and month. It's a simple way to track their activities and schedule over different time frames.

The leaderboard shows you the top meeting organizers and attendees in your team. You can also filter the charts to exclude weekends if needed. It's an easy way to see who's leading the pack in setting up meetings and who's actively participating.

Further more, with the "Table view", you can view the same data in a simplified table view.