How to Track Profitability & Utilization in ClickUp

Andrew walks through a ClickUp and Power BI dashboard built for agencies to track time, costs, and profitability by project and person. The system calculates utilization rates, shows which accounts are profitable, and flags when team members are overbooked or underutilized.
So again, this is an external dashboard that we've just embedded inside of ClickUp. What's great about the way that this is built is it's ClickUp user verified. So we're going to get into some data and some information in this that you probably want to constrain to just certain elements of your organization. You might not want all this data out to everybody and so you can select who you want to have access to this demo. So even if you accidentally turn to the ClickUp dashboard to public or whatever, you're not going to have, you're not going to have someone seeing this who shouldn't. It's all ClickUp user verified information in here. And so we're going to start here at this overview area. And at the overview area we're really looking at the intersection of like our resources, who do we have available, what time has been planned for them to do work. So that's availability and then future state and then what has been tracked already past. So we're looking at those three areas right here. And so as I look at the overview, I can see first of all, what's my total availability here? What if that is out of office because we want to factor that into things. It's not, that's not effort that we can account for when it comes to delivering our client services, but it is, it is stuff that we need to be, be looking at there. What percentage of our overall time is committed. That means we've, we've scheduled workout, we have time estimated associated with different resources. Then what's the amount of time that we have available? So at the overview level here we're really trying to build a dashboard that provides the agency operator with a high level view. How are we doing right now at what we're at, how we're, we're running things here. So we've got, we've got different setups here to track these things and to pull us down the line here. What I'm showing you here is a demo dashboard. This is not real data in here. So there's certain things that, excuse me, you'll be able to see kind of a, see and feel a taste of what it's going to look like, but it's going to look a little bit different obviously depending on your situation and how many team members you have, how many of those are full time versus part time, how many, how you've configured your work in terms of what is, what has time estimates associated with it. That's again part of the work that we do here. At Zenpilot is help you get good processes in place because a big part of clear reporting is knowing what's to come. And so the estimated factor in here is super valuable to see what time is estimated against which users because that feeds our workload, visibility and everything that we do going down the line from there. So we're looking at a high level overview of these things we can see month by month, what's capacity estimated and tracked. This is a great spot to catch our trends and just see like are we consistently seeing that we are over tracking what we've estimated. If I see here that my greens are exceeding my yellows month over month over month, that means I've got a process problem. That means either work is sneaking in that wasn't planned or the templates that I'm deploying don't actually match reality. So when I see that trend, I can go and investigate from here. And this is just meant to be a launching point from this point right here. If I see that capacity is always, you know, a skyscraper above what's estimated. That means I've got some freed capacity here where we could be leveraging that somewhere else. So you can see here in August I'm a little bit more, my estimate is a little bit more tied to my capacity but my actual time logged is ahead of that. So I'm burning my team here in August. I need to be aware of that and make decisions off of that.
So that's, and that's one of the, if I may like in my view that's that's one of the key things that you can uncover and just the like immediate financial benefit of this is that if you're finding, you know, using this data that you've got free capacity that you didn't even know about, then you're able to bring on new clients and just bring in more revenue faster than you perhaps thought. A couple questions came in in the meantime, just quick ones that I wanted to address along the way to satisfy our viewers curiosity, Olivia is asking is this built on Google Analytics?
No, the visualization engine is Power Bi for this.
Power bi. There you go. And I think that I know the answer to this one but Kristen. Hello Kristen, thank you for joining us. Once again, where is the out of office data pulling from?
You want to pull this will be pulled out of a ClickUp out of office management area. How that area is constructed is that listening to a third party tool like Gusto or something like that or our team members submitting requests through ClickUp that would be hashed out. But there's. There's going to be an area inside of ClickUp where that data is pulled from to be represented here, associated with a user. All those sorts of things.
Yeah. It's perhaps not the most immediately intuitive thing to have out of Office handled in ClickUp, but once you have that properly implemented, it's so centralized and it's so useful. Like I noticed I submitted an out of Office form here at zenpilot and the tasks that I had kind of scheduled for those days, when I marked them as out of Office, they immediately, they automatically got attack out of Office. And that needs to be addressed. Right. Because like I'm physically incapable of addressing them on that day because I'm playing a gig, for example, was the case there, actually. And I've got. Let me just read this one question, this one comment. Do you think we could address this one from Livia? Just a quick comment here. Livia's responding to Kristen, but that's an interesting point. She's saying this is something I haven't been able to solve in the workload view unless we add tasks for time off for each user, which would be duplicative of them entering their time off in Everhour. Definitely a struggle. So is the answer here just centralizing this in ClickUp or is it deeper than that? Is there more?
Yeah, that's one of the challenges with Everhour is they've got an integration with ClickUp, but it's just an overlay integration. So you just kind of see layered on top of ClickUp what's happening in every hour, but every hour doesn't tell ClickUp what's happening. So it's only a one way flow there. So by centralizing everything inside of ClickUp, your time estimates, your time tracked, and then this reporting in there as well, you can really eliminate the need to keep those disparate systems updated. That way it's all centralized. So typically what we're seeing when someone's operating on this structure, they're saying goodbye to Harvest or they're saying goodbye to Everhour to go all in on ClickUp time tracking and then have these reports layered on top of that. Historically, a lot of the reasons to go to an everyhour or a Harvest have been because of the reporting capabilities, the invoicing capabilities on top of this. So this is. It's bridging that gap and bringing you closer into ClickUp. Because when we're using ClickUp for a workload visibility solution, we want to make sure that time is living On a task. Then we got a log time in the PM tool. So then you're looking at an overlay with Harvest or everyhour. If we can remove that, you're just tracking it natively in ClickUp. This creates a little bit more of a streamlined experience and just one less thing that can go wrong in terms of the syncings happening and everything.
And brings us all closer to one app to rule them all. Actually, we're getting there. There you go. Okay, I think for the time being, I'm going to put you back. Livian responds to saying we might have to go back to the dark side, which is click up native time tracking. It's only the dark side because we dark mode all the time on clickf. Okay. I would, I would argue it's actually the light side. Anyway, Andrew, I'm gonna put you back kind of on the main rails here. Do keep taking us through what we're seeing here and I'll wait for a few more questions to come in before we address them along the way.
Love it. Two of the things we want to capture in this overview. I'm gonna try to pick up the pace here for everybody. Capacity analysis on the left hand side, just a snapshot across the whole team. What is available, where is it going right now? What's out of office, what's our, our utilization? We think about utilization. We're looking at what is time spent working on billable work in, in a delivery area and what is all the other time, the time you spend growing your agency or the time you spend running your agency. The operational components. And as we think about this at Zen Pilot, we put agency effort into three buckets. It's either growth effort, delivery effort, or operations effort. And so we reflect that in our spaces inside of ClickUp. The spaces are the containers for effort. That's where the tasks live and the tasks get time estimated. And the, the main ingr ingredient that we have as an agency is, is a person's time. It's. It's usually the most prevalent thing on, on the books for an agency is the HR element. What are you paying for your human resources? So all of our, the lens through which we. We analyze the performance of a team is going to be through that time lens. So where is time going inside of the organization? So at a high level, we want to know that utilization. Then seeing that visualize here, what percentage is in that delivery area versus that growth or that operations area right there. So that's the overview. Just gives you kind of a jumping point at the Beginning we can then jump into tasks and get more information on the tasks that live inside of each of those containers there. The things I want to shout out here are on the left hand side. We've got that expected versus working. So this is kind of like an estimated versus actual rolled up and laid side by side month over month here. And you have the option here to filter this down. Say I want to analyze a specific client month over month. I can quickly do that by just selecting the folder that I want to analyze here and see that month over month in that way to see how one specific client is performing across all of these different widgets we've got here on the report. But you can quickly see that going back to the kind of the agency as a whole right there. So we want to look at time, but then we also want to look at time through the lens of work category. This is a Zen pilot term. We use a click up drop down field to designate the the tasks that are in a certain work category. As we build out our task templates, we put work categories against all those tasks so that we know what what what work category or line of service is a specific amount of effort being pointed towards. So we can see software development, internal systems, general admin. These categories are designated by custom fields inside of ClickUp when you deploy those tasks. So you can see right there by category, how are we doing estimated versus actual. This is super helpful if you have, say you're kind of a full service shop and you've got a wide variety of service lines that you're offering. You always wanted to know like how are we actually doing and performing each of these things? If you can see that your tract is way over your estimated on a specific service line, that again is a trigger to jump off and start doing more research on that point. If I see that say my organic content or my long form content service line work category there is sucking a lot more time than we had estimated. I can go and do some investigation on that, drill into it, see, is it one client, is it just one account manager? What is what's going on in that area? So it helps you gain a lens of visibility into the organization by seeing data just sliced in a different way here. So this whole report here is dedicated to tasks and breaking tasks down, understanding what is under what is over, and getting more visibility into how your tasks are performing across your whole workspace.
Okay, so if I could stay here for just an extra minute, I do think that's the place to ask about this. So you know promoting this event. I wrote about that. You know what this can allow you to do is to actually identify which service lines you're actually making more money on than you perhaps realize, or perhaps where you've got a negative ROI and don't even realize this. This is the data that allows you to uncover it, right?
Yeah, it definitely starts that discovery period because this is, this is agency wide at this point. So maybe, maybe I see that and it looks good, but I drill into one client and that's the one client that's draining me. And I'll be able to see that if I drilled here. But I also could see that on the other side when I look at the client specific reporting. So we want to analyze how we're performing through these different vectors into the data. So we're going in through tasks here to analyze how we're doing. We'll go in through budgets and through account managers on these other tabs. But just each of these tabs is just a different, a different tunnel into your data and it tells a different story that can help you smoke out issues. That's what we're trying to do here. How are we doing? Where are we underperforming? Show me where to investigate and I can go and either have a conversation with somebody, go to that location inside of ClickUp and and look inside that folder, go through some comments, get some more context there. But this is meant to tell us where are the issues that we need to solve.
Okay, so that was the Tasks tab. If any questions about that roll in, I'll address them. None for now. Let's keep going. I bet people want to see more.
Next one is users. So here we're looking through the lens of your individual team members. So we can see utilization by team member right here. And again, this is just looking at what time goes into our delivery area versus other areas. We can see this over time. We can see what, what has been, what's their availability, what have they estimated and planned there, what's been tracked, what's moved into consumed. So it's already been what that. That availability has been eaten up right there. What about that is out of office as well. So we're just, we're looking at that capacity point here and we have the option to see that as a team or drill into that as an individual. What is tracked, what is remaining. So we've done a lot of work here to get down into the specifics and get down into more of the nitty gritty. Whereas clickups, time reports right now are time Entry specific. We're trying to get a little bit more context into these reports so you can drill into different areas by the lens through which you're drilling is the individual here. So utilization. I can see how that time went into a specific month. I can also see across the whole org, how am I doing at available time versus track time versus out of office time to just again, see, I've paid for this effort. I've got a team member here. Where is that time going? Is it invisible time? Kind of this time here between. I've got 674 hours of tracked, but I've got, you know, 1230 hours of availability. That means I need to figure out what's going on in that time. How do we, how do we put more on that person's plate or make sure that there's no shadow work happening that's not in the system. Going to give you a point to kind of launch and ask more questions to see what's going on.
So yeah, can, can you tell me more about kind of the kinds of issues and you know, problems to solve that this might help smoke out as you might say.
Yeah, I mean quiet quitting is a big issue right now on, on agency teams, someone who just has decided they're kind of done and so they start mailing it in. And if you, if you've got, if you're looking regularly at this information, you can see that story pop up because people aren't going to be getting their time in consistently across the, across the workspace. And one of the things that we recommend is that you, you train your team not to do end of month or end of the two week time period time logs, but you get team members to log time on tasks as they do them. When you have task based time entry, you don't just get this utilization by a team member, you also get that work category estimated versus actual that we looked at on the last tab. If I don't have my team members tracking time against the task, then I lose any analysis that I would have over the estimated time, the actual time it takes to create a deliverable or a phase of a project, or a project as a whole. So I really want to advocate for that Task based time entry and robust templates that get updated often based on your data so that you can have the most visibility into honing and optimizing your deliverables and the phases of your projects. But also it gives your team leads a better view into who's engaged in the process. If I've quite quit and I'm kind of, you know, getting through the day, not doing my stuff. It's harder to do that if I'm having my team members log time on tasks and update task statuses and leave comments on tasks and do different things like that so that it's a habit piece that can impact the outcome that you get from the reporting side of things. That would be one example. Another one would just be thinking about your team and the target utilization that you have for your team. You can, you can look at this, you can go back in time and see what is a certain team looked at in terms of utilization. Because your utilization, you may have a blanket target you have for your team. Say it's, it's 75, 80, something like that. But there's specific teams where that's, or specific individuals where that's going to vary. That's, that's largely unique, team to team. Someone you might want it like a 95% utilization. Someone else, it might be like a 30% utilization. Depends on what their role is and what they're called to do. So this allows you to see some side by side and overtime views of what that looks like.
Yeah, and you're calling out an interesting feature of the solution as well is that, you know, there is a date section there and you can look at, you know, past data if you want or analyze trends, et cetera. I wanted to underline before I get to some of the questions that rolled in. In the meantime, I wanted to underline one thing that you mentioned. Like we said at the beginning, we're showing you kind of the top of the mountain. The final point of the data that you're able to surface, but that requires work within your operations to actually get everybody on board tracking that data, as Andrew said, not on a monthly basis, not bi weekly, but as you, as you do the tasks. So that's not even at the end of the day but like throughout the day. And that's the kind of work that's, that's required here. That's why we harp on processes and habits so much here at Zenpilot. And you know, for as long as we're here, we're going to keep harping on it like you need to do that work internally. And of course we can teach you how to build these habits to be able to surface this data. But once you have it, it's game changing for the business. Now I wanted to get into, okay, there's this one quick question from Aaron asking what is the dashboard widget? It's an embed of a Power BI view. Right? That's the answer here.
Yeah. So if you missed it early, you're not going to be able to find this natively inside of ClickUp. This is Zen Pilot reporting visualized through ClickUp here. So it's not native inside of ClickUp.
Yeah. So just to clear that up, and Josh has an interesting question. How customizable are these dashboards in regards to visual layout and themes? Can we rearrange content depending on relevancy? So really getting into the nitty gritty here, but what's the answer?
Not right now, Josh. Maybe someday we get to that point where we're more like user level customization, but right now we're working with the clients that are using this right now to nail the actual reporting widgets and flow, making sure we've got all the key information in there. And then we're going to move more into the user experience side of things, the design side of things, as we, as we learn and pull alongside customers in that. But for right now, it is what you see right now.
Yeah. The way to customize this would be to become our clients, get the CP reports and then give us feedback on the layout. Jane was plugged in Shameless Plug. Exactly. And you can go to the zenpilot site right now under Solutions. There's a whole landing page for this solution right here. Okay. This one is fairly specific. I don't know if you want to answer this on the call, but I'm going to read it anyway. Olivia's asking is the cost for the Power BI dashboard variable based on the blueprint exercise. So that's our paid discovery that zenpilot goes through with their prospects clients.
Yeah, the. The variable rate of getting this set up is tied to the current condition of your workspace. So you need to be data compliant in order for the reporting to. To flow and make sense. So the variable that would apply would just be an analysis of where your workspace is right now, which is what the blueprint exercise is all about, is looking at your data structure and understanding what are the current pains and challenges that you're facing as an organization and what would the action steps be that we would take to overcome those challenges and what are the data structure points that we need to have alive inside of your ClickUp workspace in order to enable the action plan that helps you overcome your challenges. And so that blueprint is going to lay out kind of a two dimensional breakdown of what your structure should look like, what some of your custom fields and locations, spaces, folders lists, that kind of stuff that are. That's going to set up reporting solutions like this to make sense. So that's where the variable just be what's, what's the delta between where you are today and where you need to be from a structured perspective to have all this make sense.
The delta. I love that. So what I'm hearing is if you're already a Zenpilot client data compliant, you've got the habits, you're tracking time the way that it needs to be tracked for this to work. It's a much easier conversation to get this report for your agency.
Yep, absolutely.
All right. Okay. We're getting all sorts of thank yous here from the nice people on the stream where we answered the questions. Thank you for submitting the questions. Keep them coming for now. Andrew, I'm gonna put you once again back on the main rails. Let's show us the rest of the views. I know there's still quite a bit to cover.
So we hit users, we hit tasks, we hit overview. I want to jump into the AM side and this is where we start to pivot from just like individual points performance to collective performance and where we begin to get into the budget tracking side of this stuff. So we've got how do we handle kind of where, where time is going for individual users. That's kind of one lens through which to look at things that can be. That can really look at things through the eyes of like a team leader. But we've also got the client side of things and how do we group our work together by account manager. So one thing that we do when we work with agencies to structure their ClickUp workspace is we delineate the contracts that are managed by a specific person. This is a client lead or an account manager is a common name. You could have a different name inside of your organization. That makes. Makes sense for this. But what we're really trying to get at is who is the main guardian of the client relationship, who's in charge of collecting demand for our resources from the client, either in the form of client requests or in the form of building the strategy for the client and prescribing it to the client. Either way, we're agreeing to do things for our client and somebody needs to be responsible for overseeing the doing of those things. And so here you'll see we've got Daniel and Sarah. Each of them oversee clients in this demo environment here. And I can see all of my effort grouped by these account managers. So I can see the estimated. I can see the time track, I can see how much is remaining here. And the remaining is just kind of looking at what is, what is the, where are we at right now in terms of overall consumption along the path there. So that, that gives us some indicators there of how we're performing on that side of things. We can also see that the amount of contracts that each account manager is managing, so the piece of the structure that informs how this all rolls up is we want to associate kind of an account manager with an active contract rather than an active client, because a client could technically have multiple different contracts going with your agency at any point. So we want to look at budgets through the lenses of contracts rather than through the lenses of, of a specific client so that we can manage those things. Because there's a lot of clients we work with that could work with multiple clients at the same time, have different account managers internally for each of those clients, depending on the type of project that they're working on, working and burning through different budgets and stuff like that. So the AM page here lets us drill into each of our account managers and see how are they performing across individual clients in terms of managing the effort that's planned. Sarah's not responsible for all these tasks, but she is responsible for making sure that those promises that were made to the client are delivered. And if we're over tracking our time over our estimates for a group of clients that all associate with one account manager, that tells me we got something wrong with the planning and the guidance of that work. So that helps me again find an issue that we can smoke out and go and solve there. And you can see here, when you look at some of our, our red and green indicators here, we're, we're looking to be close to 100, but if we're super low or we're super high, we're still going to flat get a flash of red there to help us identify issues that we need to go and pay attention to on the time side of things.
So basically from the executive perspective, it allows me to assess how my account managers are doing and whether they're keeping all these contracts kind of within the set parameters per client as well.
Bingo. And you can also see, like, how are we doing at getting our time into each of these areas? Because if there's, if there's no value there, that means that there's, there's missing time in those situations. So it's another compliance check for us to make sure that the data is getting into the system there.
Yeah, yeah, awesome. That's, that's a great added benefit. Okay, let's keep going.
So that's our account manager side of things. We can also look at the cost side of things and here we're looking at the cost of our labor to see what, what is the effort that's being put out into each of these, into each of these clients. So where you can do this in a variety of different ways, we kind of talk through that one to one on how we're associating this. If this is dollars to individuals or this is dollars to roles, on the, on the labor side of things, it's going to be dollar to individual because you've agreed to pay this person this much money in exchange for their time. And that's going to be populated inside of your ClickUp, inside of your ClickUp account on a list. You'll be able to have a list of individuals there where you groom those rates and keep, keep up to date with that kind of stuff that lives in your workspace. And then this system pulls that information out and presents it to you to look at what is your, what are the time estimates for those individuals. The time estimate multiplied by their hourly rate, the labor rate for an individual is going to give you the cost. And so when we look at those numbers, we can really see what does cost like for us across our clients and to some agencies do this really, really well. Some, some other ones struggle with this. Just the, the idea of looking at, looking at the time that individuals spend talking about things and working on things and collaborating as investments, you're paying for that time. So if I have an all hands meeting, I'm paying for that meeting. If I'm having a, an all hands brainstorm for a client for the third time this month or this campaign cycle, I'm paying for that. And so this report helps you get an idea of where is that money going. It helps you visualize that and associating it with time here. And so that's how we drill into this side of things. As you go into here, cost by client, you can see those costs broken down by service line right here. So this is again just what is the expected and worked here. And then drilling into that where, where is that money being broken down to what you were asking about earlier? Cuba, those individual service lines, where is that effort going? You can see some of that stuff come up here in dol and the last time, the last tab I'll jump into here is the budget side of things. And so this is where we want to be able to see what it, when we looked at the revenue that comes in from a specific client, kind of the dollar number next to a contract. And then we add in and factor in all of the costs associated with that contract. How are we performing? Let me just see that in kind of in plain numbers right out here. And so this allows us to.
You know what, I'm sorry to stop you. Could I take you one step back to the previous view? There's something that I'm actually quite curious about. You mentioned the rates of team members kind of figure into this cost analysis. So are these rates sourced from ClickUp as well?
Yeah, we would just. You would centralize that. And you want to calculate what is the full cost of employing somebody. You want to factor in the benefits, the insurance, taxes, all that stuff to come up with an effective hourly rate for each. Not effective. Like the labor rate. What does it cost per hour for you to employ that person? And that becomes your cost item here. And that's, that's what would feed into this. And that's going to be a little bit different if you've got a full time versus part time versus contractor, all that kind of stuff. But you would own that list inside of ClickUp and we'd obviously permission gate that because that's pretty proprietary information. So you'd want to control who has access to that as you go through.
But you can do that. You can do that in ClickUp. Okay. And one last thing I'm curious about. In this view, you expanded the boxes on the right, but you didn't expand the boxes on the left. And I'm curious about what happens if you go kind of month department on the left there.
I want to clarify one thing that you said. You said you can do that in ClickUp, and that's just. We configure a list where that information lives. You don't, don't go searching down the user fields to find labor rate that doesn't exist inside of ClickUp. We're going to populate that information into a task list. One task per user per team member, and put that data on a task list so that through the API we can grab those numbers and show them here on the report. But it doesn't natively live. You don't tie it to a user when you're configuring user or setting user permissions inside of ClickUp.
Yeah. Yeah, gotcha. Okay, so now what, what happens on the cost per use? Yeah, you're. You're mousing over it. Show me. Ah, okay, so here we go.
Here we go. Cost Per user and team. So I got my teams in here, my design, development and strategy teams. And if I go into a specific team, I have individuals on that team. So that, that's the hierarchy and flow on this side. On this side, it's the, the work categories or the service lines associated with those tasks. So you get to see both sides.
Okay, gotcha. Right. Sorry to kind of stop you. We were already in the budget tab and Livia, I see her comment. Yeah, I guess we were curious about the same thing. Right. Okay, let's keep going then.
Love it. So on the budget side of things, again, inside of ClickUp you'll have a space where your budgets are maintained by contract. How much effort can you put into each of these, each of these contracts? And so this is our area here where we can drill in and see how are we performing against those budgets. So if I come in into August, I can see kind of top line numbers here, but if I drill down deeper, I can see individual client performance. I can see where we're in the red, where we're in the green. What are we overall? You know, what's our, what's the amount of time that we've tracked versus budgeted, all that stuff kind of line item to your. By client, by month. What I love about this that's, I mean you can't do it inside of ClickUp right now, but what this allows you to do is, is do one of two things. You can go up here at the top and you can filter down the specific client that you want to see. So if I just want to see Apple, I can update all my widgets with that and see month over month right here exactly what Apple is doing across the board. Then I can expand these. I mean, there's just gonna be one client in there, but it, it just, it allows me to filter what's, what's hidden in those areas. If I wanted to say, look at one specific account manager's budget performance here, I could select different clients and load those things in and see how that, see how they're doing kind of across a suite of clients there. So it gives you some filtering ability to drill in and see how are we doing kind of across, across the board there. So then we can also dig into the. Since we've got revenue and we've got cost, we can project profitability as well. So we, we can drill in there and see profitability across the board for each of those clients as well. If we drill into this, we can see kind of the flipped perspective what's the one client over the year and then as you drill down into months there.
Yeah, yeah. And actually you got me curious because you just showed us one of the filters there to be able to filter, you know, by clients. For example, what do the other filters do at the top there?
Yeah, so the, the we can look at the status of the contracts right now. So if we need to look at like this is active or former client. So we can drill into to that, we can look at the, the lists within a specific folder here. So this is going to play into account if you have one client with multiple, multiple contracts going on, a contract's going to equate to a list. You can then drill in and see, okay, I've got one client and I can see us one specific list associated with that client there. And then on the manager side, it's again that account manager custom field, that same lens through which we use that AM tab. We're just going to analyze the budget view here from that AM perspective and then you can obviously play with your dates to see, you know, what, what time range are you looking at here for this stuff?
Awesome, awesome. Alex left a comment. I'm not sure if this relates to what we were just talking about or a minute ago. I still wanted to highlight it. This is the section that makes you rethink how good or effective you are at what you do. Yeah, I mean, when you have the data visible clear as day, it gives you all sorts of answers. All right, we got 10 more minutes on the clock here. This would be an excellent time for more questions to roll in. If you've got them, happy to take them. Meanwhile, Andrew, is there more to see here? If not, I've got some other questions to hit you with.
No, you guys have seen again, this is, this is very early on for us right now. We've got live clients using this right now. We've been developing it over the last few months, but we are over the target in terms of providing more visibility into the client management use case on top of ClickUp. So we want to hear from you guys. What do you want from this? What do you wish? ClickUp provided that it doesn't right now because these things are going to continue to evolve and continue to be optimized as we learn more and as we get into things. So it's a very exciting time because again, these are things that we had to patch multiple tools together before and never really got a full visibility into what was going on. So we're really excited to kind of bring this to market and share it with folks.
Okay, can you tell the audience, I mean, I'm sure there's some people watching this that are thinking, I want this. How do I get my hands on it? Like, what's the path towards that?
Yeah, I would go to, I go to zenpilot.com and book a call with us there and just talk about your current situation. If you're already operating on top of ClickUp, we're probably going to do an audit of your workspace to just see what's the current data structure and what are the gaps between where you are today and where you need to go. If you've been following the ZenPilot methodology, either, you know, you follow the content that we put out and you, you've organized your workspace accordingly, or you've been a past client of ours, there may be some, some tweaks and changes that we need to play in. If you've never worked with us before and never followed our what we've done, still go to zenpod.com call but there's probably going to be a couple steps you need to get to before this reporting is possible. Because it's, it's kind of the foundation points of, of clear reporting. You think of it like a mountaintop. You start at the base of the mountain and you're building your strategy to get to the top. That's our blueprint. Then you're going to move into implementation where you're, you're building the structure inside of ClickUp and then you're moving into more of the process building pieces, which is where all those effort projections come from, where the repeatable, predictable processes come into play, where the team habits get applied. The reporting piece sits on the top of all of that stuff. So it all plays together and it all lines up there. And it's just going to depend on where are you in that journey and progression that's going to dictate to us how can we best help you in getting these things fired up and live as soon as possible.










