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Hive Analytics - Comprehensive Overview
Hive Analytics - Comprehensive Overview

A comprehensive overview of Hive Analytics and the data sources used to populate in-app dashboards.

Jon Harlow avatar
Written by Jon Harlow
Updated over a week ago

Hive Analytics

Hive Analytics is a premium add-on application in Hive that allows you and your users to view and interact with out-of-the-box reporting dashboards.

Interested in video walkthroughs of certain dashboards or data types? Check out our video series here.

Accessing Hive Analytics

Hive Analytics can be accessed by clicking Apps on the left-hand navigation bar. This can also be pinned to your left-hand navigation by clicking the pin icon in Apps.

At A Glance

Hive Analytics Dashboards are divided based on the data type they relate to as seen by the folders titled Financial Analytics, Time Analytics, & Project Analytics respectively. You can toggle the dashboard navigation by clicking “Dashboards” in the top left corner. You can also toggle filters and download PDFs of your dashboard in the top right corner.

Filtering is further discussed below but you can also reference additional documentation here.

Filtering in Hive Analytics

All Hive Analytics dashboards have global filters that apply to every widget in the dashboard. You can show and hide the filters pane by clicking the blue 'Filters' button seen below.

Global filters allow you to answer pointed questions such as "What is the overall picture for the Marketing Team's projects"

These filters automatically are shown every time you open Hive Analytics. You can restore to default filters by clicking the counter-clockwise arrow.

Some examples include:

  • Project - filter to what project(s) you want to see

  • Action due dates - control the timeframe for the actions due section

  • Actions completed - control the timeframe for the completed actions section

  • Project Status - filter to specific project statuses

  • Assignees - filter to specific users or groups of users

  • Labels - filter using labels

  • Is Action Archived - filter for whether on not an action is archived

  • Is Project archived - filter for whether on not a project is archived

Interacting with Widgets

Clicking a piece of a widget, as seen below, will filter and refine your dashboard based on your selection.

Widgets with a "star" icon indicate that the data source can be changed. In the example below, I can right-click and change the widget to show Projects by Project Tag instead of Projects by Team.


Dashboards

Workspace Overview

The Workspace Overview focuses on action and project completion as well as division of work.

This dashboard highlights the total number of projects and actions including their completion by percentage. Projects and actions can also be seen divided by their completion status (Unstarted, In Progress) and by the team involved.

A star icon next to any data widget indicates that the primary data field being shown on the dashboard can be switched to other fields. This can be done by right-clicking into the graph and selecting a new category.

Data Shown:

  • Project Completion

  • Total Projects

  • Total Actions

  • Project Breakdown

  • Projects (per Team, Status, Project Tag)

  • Actions Completed (Project, User, Team, Label)

  • Actions Due (per Project, User, Team, Label)

Necessary Hive Data Inputs:

  • Projects

  • Actions

  • Project Tags, teams, and labels are optional


Late Actions Report

The Late Actions Report focuses on Action Card level data. You can quickly see overdue or late task totals by user and project. You also have access to a complete summary that details the number of days late an action is by assignee by project.

Data Shown:

  • Average Days Late

  • Late Actions

  • Projects with Late Actions

  • Assignees with Late Actions

  • Late Actions (per Project, User, Ream)

  • Late Actions over Time

  • Project Completion

  • Late Actions Summary

Necessary Hive Data Inputs:

  • Projects

  • Actions with due dates


Time Analytics

The Time Analytics folder contains four (4) unique dashboards. These are detailed below:

Resourcing Overview

The Resourcing Overview dashboard requires the Resourcing app to be enabled. You can learn more about Resourcing here.

The dashboard provides an overview of total hours resourced as well as hours resourced by role and utilization by user.

Utilization Thresholds established in Resourcing settings will determine what is defined as 100% utilization in hours.

If using Resourcing for tracking Time Off, the data will be presented as an aggregate by user, as well as a visual calendar.

Data Shown:

  • Hours Resourced

  • Hours Resourced (per Project, User, Team Role)

  • Utilization (per Project, User, Team)

  • Time Offer (per Project, User, Team)

  • Users Taking Time Off

Necessary Hive Data Inputs:

  • Estimated hours (Action cards or Resourcing)

  • User Availability Start Date and Work Week Days (Resourcing)


Time-Tracking Overview

The Time-Tracking Overview Dashboard requires that Time-Tracking is enabled under Apps.

Time estimates are made on individual action cards under the Time Tracking area of a card. Time estimates aggregate by assignee by project and are ultimately captured within this report. Time can be logged directly against actions or against projects as a whole.

This overview provides a summary of the total hours logged and the total hours estimated. Additional charts show actual hours by project as well as estimated hour totals by project. A concise data table at the bottom will show this data by user.

Data Show:

  • Total Hours Tracked

  • Total Hours Estimated

  • Users Tracking Time

  • Actual Hours Tracked (per Project, User, Team, Role)

  • Estimated Hours Tracked ( per Project, User, Team Role)

Necessary Hive Data Inputs:

  • Actual Hours (Time Tracking)

  • Estimated hours (Action Cards only)


Timesheet Overview

Timesheet Overview requires that Time is enabled under Apps.

In addition to seeing the total hours logged by user, you can also see the status of timesheet submissions.

Data Shown:

  • Timesheets Entry Status by User Count

  • Timesheet Entry Status by User

  • Pending or Approved Timesheets

  • Project Hours Logged

  • Hours Logged (per Project User, Team)

Necessary Hive Data Inputs:

  • Actual Hours (Timesheets)


Utilization Report (Beta)

The utilization report offers in-depth reporting for both estimated and actual utilization figures. These figures will be shown in comparison to the target utilization set in a user’s Resourcing profile. Data can be filtered to show by individual or team.

The buttons at the top of the report will flex the data for the whole dashboard based on your selection.

Data Shown:

  • Remaining Availability & Hours From Target

  • Utilization (per User, Team, Date)

  • Actual Utilization (per User, Team, Role)

  • Hours From Target

  • Under allocated (Users, Teams, Roles)

  • Hours Under Target

Necessary Hive Data Inputs:

  • Actual Hours (Timesheets or Time Tracking)

  • Estimated hours (Action Cards or Resourcing)

  • User Availability Start Date and Work Week Days (Resourcing)

  • Utilization Target (Resourcing Availability)


Project Analytics

The Project Analytics folder contains two (2) unique dashboards. These are detailed below:

Project Analysis

Project Analysis offers a combination of data types showing Project Status (added on the Overview page of each project), actions by project, and hours by project.

Data shown:

  • Projects (per User, Team, Status)

  • Actions (per Project, User Team, Project Status)

  • Actual and Estimated Hours per Project

Necessary Hive Data Inputs:

  • Projects

  • Actions

  • Actual Hours (Timesheets and/or Time Tracking)

  • Estimated hours (Action Cards and/or Resourcing)


Project Budget Tracker

The Project Budget Tracker requires both the Resourcing and Time apps to be enabled under apps. Projects with budgets must have that budget entered on the Overview page of each project. Resource bill rate and cost rate are entered on each user’s resourcing profile.

Project members can have project-specific bill rates set on each project’s overview page.

This dashboard provides a comprehensive overview of cost and budget consumption based on hours logged against a project.

Data Shown:

  • Total Budget

  • Total Other Costs

  • Actual Cost

  • Actual Billed Amount

  • Actual Budget Consumption – Cost

  • Actual Budget Consumption – Billed Amount

  • Actual Budget Consumption – Cost

  • Actual Budget Consumption – Billed Amount

Necessary Hive Data Inputs:

  • Project Budget (Project Overview)

  • Project Other Costs (Project Overview)

  • Actual Hours (Timesheets or Time Tracking)

  • User Cost Rate and User Bill Rate (Resourcing)


Financial Analytics

The Financial Analytics folder contains four (4) unique dashboards. As seen in the previous dashboards, many of these dashboards require both Time and Resourcing to be enabled. These are detailed below:

Financial Actuals Summary

This dashboard shows bill amount along with cost amount by user and project. It is important to establish both cost and bill rates for your team members in Hive to utilize this dashboard fully.

Data shown:

  • Total Actual Hours

  • Overall Actual Billed, Cost, and Margin

  • Total Billed Amount

  • Total Cost

  • Actual Billed Amount (per Project, User, Team)

  • Estimated Cost (per Project, User, Team)

  • Actual Margin per Project (+ Other Costs)

  • Actual Margin (per Project, User, Team)

Necessary Hive Data Inputs:

  • Actual Hours (Timesheets or Time Tracking)

  • User Cost Rate and User Bill Rate (Resourcing)

  • User Availability Start Date and Work Week Days (Resourcing)

  • Project Other Costs (Project Overview)


Financial Forecast

This dashboard shows forecasts of expected hours, billed amounts, and costs.

Data shown:

  • Total Estimated Hours

  • Overall Forecasted Billed, Cost, and Margin

  • Total Estimated Billed Amount

  • Total Estimated Cost

  • Estimated Bill Amount (per Project, User, Team, Role)

  • Estimated Cost (per Project, User, Team, Role)

  • Estimated Margin per Project (+ Other Costs)

  • Estimated Margin (per User, Team, Role)

Necessary Hive Data Inputs:

  • Estimated hours (Action Cards or Resourcing)

  • User Cost Rate and User Bill Rate (Resourcing)

  • User Availability Start Date and Work Week Days (Resourcing)

  • Project Other Costs (Project Overview)

You can learn more about the Financial Actuals Summary and Financial Forecast dashboards here.


Financial Overview

Serving as a hybrid of the other financial dashboards, this dashboard shows a combination of estimated and actual data.

Data shown:

  • Actual Hours

  • Estimated Hours

  • Actual Billed Amount

  • Actual Labor Cost

  • Other Costs

  • Billed Amount and Labor Costs (per Project, User, Team)

  • Other Costs

  • Actual and Estimated Billed Amounts

  • Actual and Estimated Labor Costs

Necessary Hive Data Inputs:

  • Actual Hours (Timesheets or Time Tracking)

  • Estimated hours (Action Cards or Resourcing)

  • User Cost Rate and User Bill Rate (Resourcing)

  • User Availability Start Date and Work Week Days (Resourcing)

  • Project Other Costs (Project Overview)


Margin and Profitability

This dashboard focuses on billed amount and labor costs in relation to margins and profitability.

Data shown:

  • Billed Amount

  • Labor Costs

  • Margin

  • Project Margins and Profitability

  • Margin and Profitability Summary Overall Profitability

Necessary Hive Data Inputs:

  • Actual Hours (Timesheets or Time Tracking)

  • User Cost Rate and User Bill Rate (Resourcing)

  • User Availability Start Date and Work Week Days (Resourcing)

You can learn more about the Financial Overview and Margin and Profitability dashboards here.


Analytics Use Cases

Some common use cases are listed below:

  • Where can I find the budget variance for my projects?

    1. Project Overview page

    2. Portfolio View

    3. Project Budget Tracker (Hive Analytics)

  • Where can I find the total costs of a project?

    1. Project Overview page

    2. Project Budget Tracker (Hive Analytics)

  • Where can I find the number of late actions?

    1. Hive Late Actions Report (Hive Analytics)

  • Where can I find the number of actions due by User, Team, Project, or Label?

    1. Workspace Overview dashboard (Hive Analytics)

  • Where can I find resource utilization?

    1. Resourcing app

    2. Utilization Report (Hive Analytics)

  • Where can I find the estimated time to complete a task?

    1. Table View of a Project

    2. Resourcing App Export

    3. Resourcing Overview Dashboard (Hive Analytics)

  • Where can I find time spent on an action or project by my resources?

    1. Time-Tracking Report

    2. Time-Tracking Overview Dashboard (Hive Analytics)

  • Where can I find planned vs. actual hours for my work tasks or projects?

    1. Time-Tracking Report

    2. Time-Tracking Overview Dashboard (Hive Analytics)


Analytics Permissions & Considerations

Project Structure

Hive Analytics will return data from projects contained within 3 levels on the project navigator starting with the lowest level. The global filters title these as Grandparent, Parent, and Child. When an additional layer is added to the project structure it will not be shown in analytics.

It is important to note that budgets roll up to the highest level however, budgets that are input on a Grandparent project will not be included in the overall total. This is due to you filtering the grandparent on itself.

Dashboard Data Visibility

Hive Analytics follows two permissions rules which displaying data:

  1. Project Permissions

  2. Role-based Permissions

Projects Permissions are applicable to all projects and actions data on the dashboards, for example workspace overview and late actions. Projects permissions rely on a user having access to a project to view the project and actions data.

Role-based Permissions are applicable to all time and resourcing dashboards. These permissions allow for:

  • Workspace admins see all workspace data

  • Managers see the users that report to them and their own data

  • All users see their own data

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