Win-4-All Dashboard via Google Data Studio

https://datastudio.google.com/u/0/reporting/cfdb5dba-ad8e-4be9-81cc-970e45513c3c/page/p_jocypbbdrc

Introduction

The best way to analyze efficiency and effective service delivery is to evaluate our labor allocations. Each employee should track their time using Harvest.

The labor allocation data, or task, you designate via Harvest gets imported to Airtable and Looker via automation.

All supervisors should review the labor allocations within Harvest once per week to verify that the correct client and task have been applied. This is critical to ensure our Win-4-All dashboards are accurate.

How the Win-4-All (W4A) metric is calculated

Win-4-All represents the ratio between what we currently bill a client (MRR) vs what we could have billed if we charged for all direct labor.

W4A = bookkeeping MRR / shadow billing shadow billing = last month's hours x hourly rate (see the attached image for the hourly rates)

Also, the following filters have been applied while calculating the W4A ratio.

• 1. only include active clients

  2. exclude stride internal

  3. include records where billable field = false

  4. exclude special projects tasks

  5. exclude cfo advisory tasks



For example, As of 5/31/22, Ag Innovations has a W4A of .90. This is determined by:

• $8,000 (MRR) [divided by] $8,928 (total billable labor)



WHAT COUNTS As BILLABLE LABOR?

All hours are included as billable labor if they are categorized under a task in Harvest that is noted as billable. This is most often Special Projects Billable and CFO/Advisory though this may change based on the clients shared agreement.

• Billable labor is calculated as in the photo below:

Navigating the Google Data Studio Dashboard

The dashboard has 6 sections available:

Win For All Summary, Win For All Detail, Delivery Team Hours, Service Categories, Administrative Categories, and OKR Summary.

Each section gives you a different analysis viewpoint based on org-wide labor allocations. You can also drill into the data to get more granular with the information and find the answers you're looking for.

Dashboard legend

• W4A = Win For All Ratio

• LM = Last Month

• L3M = Last three months

• L6M = last six months

Drilling down (double-clicking) into the data

We will use the 'Win For All Detail' section as our training guide on how to drill down into the dashboard data. Below is the standard presentation for the month of May, 2022:

If you want to look at data specific to a client, double-click the client name in the first dashboard display 

Now when you review the remaining displays, the data shown is client specific. Now you can see the total billable labor amount for Ag Innovations, month of May 2022, was $8,928. 

You can continue to drill down into more detail by clicking on the function and/or role. You can make this client specific or for all clients - it's up to you.

Finally, if you want to review the actual labor allocation entries, you can use the last display box at the bottom of the page: