As Resource Hero is built 100% natively on the Salesforce.com platform, you can take advantage of the platform’s robust reporting and analytics capabilities. Gain insights with reports and charts that show hours, utilization, and key financial information.
Hours
Hours-based reports are essential for monitoring resource allocation by providing insights into how many hours each resource is forecasted to work, the actual hours they’ve tracked, and how much of that time is billable. This high-level analysis helps assess the accuracy of time forecasting versus actuals and billables, enabling trend identification for better planning and more accurate forecasting.
Capacity and Utilization
Capacity and utilization reporting provides comprehensive visibility into resource allocation by comparing planned work against available capacity. These reports help identify over-allocated resources and spot available capacity for better workload distribution.
RH Capacity-based Reports and Dashboards
Capacity and Utilization reports can be found in the RH Capacity / Utilization Reports folder and contain options for Resource, Team, and Role summaries. Related dashboards provide visual insights into resource allocation and can be found on the Salesforce Dashboards tab, offering different perspectives from individual resource views to company-wide overviews.
More information about these reports and dashboards can be found in the Capacity and Utilization Reporting support post.
Weekly Min/Max Target Reports
Utilization reports can also be generated using a Resource’s weekly max target hours field. While not as accurate as the RH Capacity-based reports, they can serve as a guide for overall resource utilization.
Example weekly and monthly utilization reports can be found in the Resource Hero App Reports folder:
Project Summary Reports
Project summary reports provide a comprehensive overview of project performance. The hours summary report tracks forecasted, actual, and billable hours, enabling stakeholders to monitor project progress. The financial summary report details the financial aspects, including forecasted and actual costs, billable amounts, and gross profit margins, helping to assess project profitability and financial health. Together, these reports ensure efficient resource management and financial oversight, aiding in successful project delivery.
Financial Reports
These reports leverage tracked bill rates and internal costs to provide important cost and revenue insights. Stakeholders can gain insight into planned and actualized revenue, margins, and profit.
Resource Focused ‘My’ reports and dashboards
These user-specific reports and dashboards empower individuals to review their tracked time and gain insights into their upcoming forecasted hours.
The My Resource Hero dashboard is tailored to the currently logged-in resource, displaying tracked and forecasted utilization for last week, this week, and next week. It also includes a project-level breakdown of where time is being spent, providing a comprehensive personal utilization overview.
For detailed analysis, the “My Tracked Time” report allows users to see the time they have already logged for the current and previous week, while the “My Weekly Forecast Utilization Detail” report provides a detailed view of their forecasted hours, target hours, and utilization rates for the upcoming weeks.
Custom Report Types
In some cases, you might want to create a report that combines Resource Hero data with other Salesforce objects or applies filters not available in the standard reports. For example, suppose you would like to create a forecast vs actual report that only shows Opportunities with a stage of ‘Closed Won,’ or combine Resource Hero forecasts with custom Account fields. This is where custom Report Types come in: they allow you to define exactly which objects and fields should be available when creating reports.
See the Creating a Custom Report Type support post or, for more information see Set Up a Custom Report Type from Salesforce Help.
