Manager Time Recon

The same time performance data as User Time Recon, aggregated by Account Manager rather than by individual, for spotting trends across a whole book of work.

Manager Time Recon is the same report as User Time Recon, aggregated a level up. Instead of grouping time performance by the person who did the work, it groups it by the Account Manager responsible for the Jobs.

Open it from Reports in the left-hand navigation, then the Manager Time Recon tab.

Same charts, different grouping

Everything works exactly as it does on User Time Recon. The Time Recon Summary and Time Efficiency Summary charts carry the same segments and the same colour coding, the dotted Working Hrs line behaves the same way, hovering gives exact values, and clicking a bar opens the Tasks behind it.

What changes is what each section represents. Rather than one section per team member, you get one section per Account Manager, covering all the work across their book.

See User Time Recon for the full explanation of each chart, the performance scores, and the calculation settings.

Why look at it this way

Individual performance and portfolio performance are different problems, and they have different causes.

A single team member running over on estimates is usually about that person, that skill, or that type of work. An entire Account Manager's book running over is almost never about the people delivering it. It points at how the work was scoped, quoted, or promised to the client.

Great for finding the pattern that individual reports hide. Five people each running slightly over looks like five small problems. Grouped by Account Manager, it can turn out that all five overruns sit on one AE's accounts, which makes it one problem with one fix.

What to look for:

• Consistent overtracking across a book. Work is being underscoped at costing, or clients are being promised more than was quoted.

• Heavy unused estimated time. The opposite problem. Work is being over-estimated, which inflates quotes and ties up capacity that could have been sold.

• High meeting load. An AE whose book carries a lot of meeting time is spending the agency's delivery hours on servicing, which may be right for that client or may be a habit worth reviewing.

• Overrun clustering in one period. A single bad month across a whole book usually has an external cause, such as a launch or a client crisis, rather than a delivery one.

Read this alongside Recon on the individual Jobs. Manager Time Recon shows you which book is drifting. Recon tells you what that drift cost, Job by Job.

As on User Time Recon, the expandable performance and bonus panel is visible only to the Account Owner or a Super Admin.