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Harvest KPI Dashboard Software

Harvest
Dashboard and Reporting Software

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Harvest is a powerful time-tracking software that streamlines project management and enhances productivity. It offers features like real-time tracking, detailed reporting, and seamless invoicing, with integrations to tools like Asana and Slack. Harvest provides valuable insights into project timelines and budget usage, making it an essential tool for teams focused on efficiency.

Track, analyze and report your time and expenses, alongside the work and outcomes you produce.

Harvest Time Tracking allows individuals and companies to track their time and expenses, making  it easy to determine where you’re spending your time, which projects are profitable and to easily produce invoices and forecasts.

With Databox, track your Harvest time tracking KPIs alongside metrics from the other project management, marketing, sales, customer service and accounting software you use on any device: computer, mobile, Apple Watch, TV display and Slack. By building reporting dashboards with data from Harvest and other tools, you can make sure the work you’re doing is producing the desired outcomes, and report effort alongside results to your team and clients.

Get started in minutes by connecting your Harvest account and using one of our templates below, or add any of the metrics below to an existing or new dashboard of your own design.

  • Metrics & Templates
  • Technical Details
  • Behavior & Usage
  • Notes
  • Help Articles
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General

  • Description
    Harvest is a powerful time-tracking software that streamlines project management and enhances productivity. It offers features like real-time tracking, detailed reporting, and seamless invoicing, with integrations to tools like Asana and Slack. Harvest provides valuable insights into project timelines and budget usage, making it an essential tool for teams focused on efficiency.
  • Categories
    Project Management
  • Status
    stable

Specification

Metric Builder

  • Time Entries
    - The metrics are categorized under the "general" type.
    - Granularities available are daily, weekly, monthly, quarterly, yearly and all-time.
    - Custom relative periods are available.
    - Newly synced data is merged with existing data, replacing values for matching periods.
    - Future data is not available.
  • Invoices
    - The metrics are categorized under the "general" type.
    - Granularities available are daily, weekly, monthly, quarterly, yearly and all-time.
    - Custom relative periods are available.
    - Newly synced data is merged with existing data, replacing values for matching periods.
    - Future data is not available.
  • Estimates
    - The metrics are categorized under the "general" type.
    - Granularities available are daily, weekly, monthly, quarterly, yearly and all-time.
    - Custom relative periods are available.
    - Newly synced data is merged with existing data, replacing values for matching periods.
    - Future data is not available.
  • Expenses
    - The metrics are categorized under the "general" type.
    - Granularities available are daily, weekly, monthly, quarterly, yearly and all-time.
    - Custom relative periods are available.
    - Newly synced data is merged with existing data, replacing values for matching periods.
    - Future data is not available.
  • Project Budget Report
    - The metrics are categorized under the "current" type.
    - Granularities available are daily, weekly, monthly, quarterly, yearly and all-time.
    - Custom relative periods are available.
    - Newly synced data is merged with existing data, replacing values for matching periods.
    - Future data is not available.
  • Data discrepancy for ‘by Projects’ Dimensional metrics

    When setting up Harvest metrics, reports, goals, or notifications to show data ‘by Projects’ in Databox, always select the Project with an ID number attached in the drop-down menu.
    Namely, Databox adds project ID number to the names of the dimensions (Projects in this case) in order to make them unique and identifiable. Using dimensions with no project ID number in ‘by Projects’ dimensional metrics may result in data discrepancy.

  • ‘Time entries’ metrics display rounded hours

    For time entries metrics, such as ‘Hours Tracked’, ‘Billable Hours’, etc, including dimensional metrics (e.g. ‘Hours Tracked by Clients’), Databox reports on rounded hours. If exact time entries values from Harvest User Interface are compared with data in Databox, a slight discrepancy might be noticed in Databox due to rounding the hours.
    More information on time rounding in Harvest can be found in this link.

  • Potential data discrepancy in Harvest metrics if the time zone or first day of the week is changed

    If the time zone or the first day of the week is changed in the Harvest Account user interface after the Data Source is connected in Databox, this could result in duplicated data in the Databox Account. In such cases, there are two possible workarounds:

    1. Connect the same Harvest Account as a new Data Source, so Databox can get the new time zone and sync the data again.
    2. Change the time zone for the connected Data Source within Data Manager as per the designated help article. WARNING: Changing the time zone for a Data Source can result in loss of historical data for the Data Source.

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