An effective way to report service progress

One of the most important parts of a decision-making process is related to the level of information you can obtain to report your results. The format this information is presented is also fundamental to help leaders to get the projects on track and keep the team’s productivity high.

When leaders are not able to track the progress of services and compare planned x executed in a clear way they probably face issues like these:

- Executed services that exceed the limit of contracted ones;

- Excess of non-billable/idle time;

- Project/contract margins that do not increase;

- Discrepancies on the work distribution across teams

- Lack of traceability for recurring contracts/services

As we work along with team leaders for years, being aware of their pain points on reporting activities, we developed ContractsPro Cloud and also its Delivery Report.

The idea behind the report is that leaders can have, in a single place, the most useful information needed to make better decisions. It allows managers to understand how contracts are being consumed (planned x executed) and how teams are spending their time. The report is displayed in a visual format designed to be meaningful at the first look:

The Delivery Report allows filtering by customers and all accounts that belong to them, as well as the start and end date the users want to track the contracts for.

Displays the progress and the cumulative of executed hours across the time using the contracted hours and worklogs as a baseline. If you pass the cursor over it, you can see the current numbers for the period:

Hours Consumption Chart: 

Shows the executed hours given the worklogs entered and also the remaining ones, based on the planned data entered on the contract creation. This chart enables users to understand the progress of the contracts and how much effort is needed to complete the related services. With this information, managers or team leaders can take actions to improve the team’s productivity or to measure project success.

Whenever the executed hours amount exceeds the contracted ones, the pie chart turns into a bar chart and changes its colors to alert the users. This chart allows identifying when the team worked overtime to complete the services or when customers are demanding more hours than the contracted ones.

Team Distribution Chart:

Shows each team involved in the contract/account data and related planned x executed hours for that team. With this chart, you have the same information from the Pie chart but at a team level. So it is possible to see how is the team participation in the total executed hours for that particular contract.

Whenever the executed hours amount exceeds the contracted ones, the bar chart changes its colors to alert the users

Top Issues List by Executed Hours:

Shows the top issues (by the amount of hours logged) involved on the selected contract/account and alerts in case worklogs are logged outside of the contract dates.

With this powerful information, leaders can leverage the decision-making process to the next level. It sounds good to have in a single report the possibility of tracking planned x executed work, contract recurrence, service consumption, and team’s performance, right? You can get the best for your business using ContractsPro Cloud!

Whenever the executed hours amount exceeds the contracted ones, the lines change their colours to alert the user:

Recurring contracts are tracked monthly with a flat line so it’s easy to follow their progress:

Charts and Tables

Wow, the first look sounds great. But let’s do a deep dive into the Delivery Report and check each one of its resources. This can give us a better idea about each part that contributes to the efficiency of the decision-making process:

Contracted x Executed Chart:

Mindpro helps modern companies do more and get the most of their Atlassian tools.

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