7 Harvest metrics for your client reporting dashboard
There is something about affordable, powerful software that we simply love. What is Harvest? Harvest helps your team track time to specific projects and tasks. You can create invoices and bill clients for the time you work and create reports that give you critical insight into the health of your business. We think it's a great addition to any dashboard, particularly for agencies.
When talking with our customers, it became apparent that there is a lot of demand for agencies to track Harvest time-tracking metrics on a dashboard. The reason for this is simple: agencies need to keep their clients informed on the status of projects. And that goes for web design agencies, advertising agencies, or mobile development. Harvest does a fantastic job at helping your team, you know, actually track their time and projects. Well, Klipfolio does a pretty good job at combining metrics from multiple services.
That’s where the Harvest-Klipfolio integration gets really interesting. You see, clients not only want to see how much time you’ve spent on a project and how much you’re billing them for that time, they also want to understand the specifics of each project. Tying Harvest data to that of a service like Trello or Basecamp makes for some very interesting client reporting dashboard possibilities. (BTW, Harvest has just released a slick integration with Trello and also has one for Basecamp).
Harvest client reporting dashboard
If you’re an agency thinking about making time tracking and invoicing even easier, check out Harvest. They have a free 30-day trial, which is plenty of time to see the value of Harvest.
We’ve put together an example dashboard to show how Harvest customers are using Klipfolio. In writing this blog, I also found this blog from Harvest on this topic. Check it out Using the Harvest API for Radical Transparency with Clients
7 Harvest metrics to add to your dashboard
Getting started with a Harvest dashboard in Klipfolio is simple thanks to these pre-built metrics. You can add any of these metrics directly to your dashboard. Enjoy!
Past Due Invoices
Some clients — ahem — take their time with payments. Use this table to know which clients need a little reminder.
Get the big picture fast by comparing billable to non billable hours for the lifetime of your project.
Make it easy to stay on top of the billable tasks, hours, amounts and costs for your project with a basic, yet powerful table.
Hours Spent on Project (Last 7 Days)
Bring time tracking to life by monitoring how many hours you’ve spent working on a project over the past 7 days.
Projects are more than just the sum of their hours. Lunch with a client, brainstorming, writing a brilliant blog post... all of these important, yet non-billable hours can be tracked on your dashboard.
Hours Spent on Task (Last 7 Days)
Let this stacked bar chart make it easy to regularly check your project’s billable and nonbillable hours.
Time on Project
Whether your project is big or small, always keep track of your hours. Use this Klip to compare your budgeted hours to the total amount of time you’ve spent on the project.
Get started with Klipfolio and Harvest
Ready to get started on your Harvest dashboard? Here are some resources to help:
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