Designers Tracked
โ
this period
Studio Avg Weekly Score
โ
Avg Utilization
โ
logged vs expected
Weeks of Data
โ
No weekly data yet
Go to Weekly Data Entry to get started.
Total Projects
โ
Avg Client Score
โ
external score avg
Avg Budget Adherence
โ
Score Mismatches
โ
internal vs client gap >1.5
No project data yet
Add projects or upload your project management sheet.
๐ค Step 1 โ Upload Timely CSV
Drop Timely CSV here
Logged hours auto-populate per designer
๐
Step 2 โ Week Details
โน๏ธ Date range and week number are auto-detected from your Timely CSV. Click any date to adjust manually.
W1 = first week of January
No range selected
โ๏ธ Step 3 โ Scores Per Designer
โน๏ธ Logged hours auto-fill from Timely CSV filtered to selected date range. Enter declared days, leaves, and 3 metric scores. Expected hours = (Declared Days โ Leaves) ร 8.6
Studio Declared Days this week:
Applies to all designers โ override individually per row if needed. Resets each week.
| Designer | Declared Days | Leaves | Expected Hrs | Logged Hrs | Learning (1โ5) | Collab (1โ5) | Upskilling (1โ5) | Remarks |
|---|
๐ค Upload MS Forms (Client Feedback)
Drop MS Forms Excel here
Client ratings matched by job number
๐ค Upload Project Management Sheet
Drop Project Management Sheet here
Auto-fills project name, client, AM, category by job number
โ Add / Close a Project
Job Details (AM Entry)
Select designer(s)
Select AM
Manual โ not in Timely export
Job Ratings (Raksha / Sheetal)
Timely Data
Client Feedback (MS Forms)
โ Add Team Member
โน๏ธ Data Integrity
โ
Names capitalised automatically
โ
Duplicates blocked
โ
Ex-employees hidden from dropdowns, data preserved
โ ๏ธ Members with data cannot be deleted โ use Ex-Employee
โ๏ธ Rename updates all records automatically
Team Members
| Name | Role | Status | Data Records | Actions |
|---|
๐ข RAG Thresholds โ Weekly Score
Set the score boundaries that determine whether a designer's weekly score is Green, Amber or Red. Changes apply immediately across all views and historical data.
Score at or above this = ๐ข Strong
Score below this = ๐ด Needs Support
Preview
๐ข RAG Thresholds โ Project Score
Set the score boundaries for project scores. These are applied independently from weekly score thresholds.
Score at or above this = ๐ข Strong
Score below this = ๐ด Needs Support
Preview
โ ๏ธ About Changing Thresholds
โข Threshold changes apply immediately to all data โ including historical records. A designer who was green last month may become amber after a threshold change.
โข This is intentional โ it means you can calibrate thresholds as you collect more data and understand what scores are realistic for your team.
โข Recommended approach: Start with the defaults (Green โฅ 4.0, Red < 2.5) for the first 6โ8 weeks, then review once you have a realistic distribution of scores.
โข Thresholds are saved in the browser and persist between sessions.
โฑ Timely CSV
Upload Timely CSV
.csv ยท weekly export
๐ MS Forms Excel
Upload MS Forms Excel
.xlsx ยท client feedback
๐ Project Management Sheet
Upload Project Management Sheet
.xlsx ยท re-upload weekly
๐ฆ Data Status
Weekly recordsโ
Project recordsโ
Active team membersโ
Client responses loadedโ
Project mgmt rowsโ