Understanding Metrics in Wrike
TL;DR
Wrike Dashboards let you track a wide range of metrics for tasks, projects, teams, finances, approvals, effort, capacity, utilization, and workflow performance, with metric availability depending on your plan (most advanced metrics require Business or Pinnacle). You can also use supported numeric, currency, duration, and formula custom fields as widget metrics, provided they're added to the relevant Custom Item Type (CIT).
| Availability: Pinnacle, Apex.; Unavailability: Free, Team, Business; |
Available on Pinnacle plans.
In Wrike, you can use dashboards to track a variety of metrics, which helps you better understand your team's performance and project progress. This guide will help you monitor key metrics, including task counts, durations, performance, approvals, effort, financials, team metrics, and workflow transitions, all through the use of dashboards.
To gain deeper insights into your custom values within items, you can incorporate numeric, currency, formula or duration custom fields as key metrics, allowing for more precise tracking and analysis of these data points.
Note
- When used in aggregated widgets, Formula Custom Fields with values calculated in Days can only be displayed in hours.
- Formulas referencing Financial fields or based on Date calculations (e.g. referencing dates or calculating difference between dates) are not supported as metrics.
Note
When time totals (such as Time spent or Effort) exceed 100 hours, Wrike displays only the hours. Minutes are not shown in these totals.
| Group | Metric | Formula | Comments | Task/Project Availability | Tier Availability |
|---|---|---|---|---|---|
| Task Counts and Durations | All Tasks | Total task count. Provides historical data when grouped or filtered by date. | Task and project | Team and above | |
| Active Tasks | built-in filter: status group = active | Total count of active tasks. | Task and project | Team and above | |
| Completed Tasks | built-in filter: status group = completed | Total count of completed tasks. | Task and project | Team and above | |
| Overdue Tasks | built-in filter: status group = active; due date = passed | Total count of overdue tasks. | Task and project | Team and above | |
| Total Task Duration | Duration between start and end date in working hours. Considers work schedule. | Task | Team and above | ||
| Performance | Total Time to Completion | Total astronomical time from creation to completion for completed tasks. Null for active tasks. | Task | Team and above | |
| Max Time to Completion | Maximum astronomical time taken to complete any task. | Task | Team and above | ||
| Average Time to Completion | Average astronomical time taken to complete tasks. Excludes null values | Task | Team and above | ||
| Total Time Overdue | Total time overdue for tasks past their due date. Considers user's timezone. | Task | Team and above | ||
| Max Time Overdue | Maximum time a task has been overdue. | Task | Team and above | ||
| Average Time Overdue | Average time tasks have been overdue. Excludes null values. | Task | Team and above | ||
| Approvals | Total Approvals | Count of all approvals, excluding deleted ones. Pending approvals counted individually. | Task and project | Business and above | |
| Total Approval Duration | Total time from start to finish for completed approvals. For pending, time from start to now. | Task and project | Business and above | ||
| Max Approval Duration | Longest duration for an approval process. | Task and project | Business and above | ||
| Average Approval Duration | Average duration for approval processes. | Task and project | Business and above | ||
| Pending Approvals | Count of approvals currently pending a decision. | Task and project | Business and above | ||
| Completed Approvals | Total count of approvals that have been completed. | Task and project | Business and above | ||
| Overdue Approvals | Count of pending approvals past their due date. | Task and project | Business and above | ||
| Effort | Total Time Spent | Total hours logged on tasks. | Task and project | Business and above | |
| Total Effort | Effort per user per date. Unallocated if not assigned to a user or date. | Task and project | Business and above | ||
| Booked Effort | Total effort booked on projects. Cannot be grouped by user or date. | Task and project | Business and above | ||
| Billable Time Spent | Total hours logged that are billable. | Task | Pinnacle only | ||
| Non-billable Time Spent | Total hours logged that are non-billable. | Task | Pinnacle only | ||
| Financial | Actual Fees | Total fees incurred, based on logged time and costs. | Task and project | Pinnacle only | |
| Planned Fees | Total fees planned for the project. Cannot be grouped by user or date. | Task and project | Pinnacle only | ||
| Actual Cost | Total cost incurred, based on logged time and expenses. | Task and project | Pinnacle only | ||
| Planned Cost | Total planned cost for the project. Cannot be grouped by user or date. | Task and project | Pinnacle only | ||
| Budget | Total budget allocated for the project. | Task and project | Business and above | ||
| Team | User Count |
Counts users relevant to the folder (task authors and assignees). The metric is considering all users in the account, regardless of the widget data source and its assignees. To limit the scope, consider applying filters by User, User Group or Job Role. |
- | Pinnacle only | |
| Capacity |
User capacity for each day. Calculated from the user's creation date to 180 days in the future. The metric is considering all users in the account, regardless of the widget data source and its assignees. To limit the scope, consider applying filters by User, User Group or Job Role. |
- | Business and above | ||
| Available Time | Capacity minus effort per user per day | The amount of time each user has available per day, calculated by subtracting their effort from their capacity. | - | Business and above | |
| Planned Utilization | Effort / Capacity | The percentage of each user's capacity that is planned to be utilized, calculated by dividing their effort by their capacity. | - | Business and above | |
| Actual Utilization | Time Spent / Capacity | The percentage of each user's capacity that is actually utilized, calculated by dividing their logged time by their capacity. | - | Business and above | |
| Availability | 100% - Actual Utilization | The percentage of each user's capacity that is still available, calculated by subtracting their actual utilization from 100%. | - | Business and above | |
| Overallocated Effort | Effort minus capacity if effort exceeds capacity. Otherwise, 0. | The amount of effort that exceeds a user's capacity, calculated by subtracting their capacity from their effort. If effort does not exceed capacity, this value is 0. | - | Business and above | |
| Unallocated Effort | The total effort that is not assigned to any user or date. | - | Business and above | ||
| Workflow | Status changes | Count of transitions between statuses. Uses the status prior to the change and the status following the change as dimensions. | Task and project | Pinnacle only | |
| Total time spent in Status | Total astronomical time spent in each workflow status. Calculated by summing the time spent in each status across all tasks. | Task and project | Pinnacle only | ||
| Average time spent in status | Average astronomical time spent in each workflow status. Calculated by dividing the total time in each status by the number of tasks that have been in that status. | Task and project | Pinnacle only | ||
| Max Time spent in Status | Maximum astronomical time spent in each workflow status. Represents the longest time any single task has spent in each status. | Task and project | Pinnacle only |
Note
You can slice your report by Historical Status and Group only when using metrics like Average time spent in Status, Total time spent in Status, or Max time spent in Status. Additionally, you can slice by historical status date if using (average/total/max) time spent in status metrics.
Historical status data is currently limited to the past six months. This is by design.
For the status change metric, you can use the following dimensions:
- Status change date
- Status (before change)
- Status (after change)
- Status group (before change)
- Status group (after change)
When creating a widget for a Custom Item Type (CIT), such as a KPI, chart, or table, you can use custom fields as metrics.
This is supported for both:
- Account-wide CITs
- Space-wide CITs
To make custom fields available as metrics, they must be explicitly added to the CIT.
Before you begin
Open the custom item in Builder mode and make sure all required custom fields are added to it.
Once the fields are added to the CIT, you will be able to select them as metrics when configuring the widget.
Widget settings allow flexibility in terms of what values to show for projects - values input directly into projects or values summed up from their subitems. Rolled-up values are not directly attributed to projects. To display the needed totals, check the box next to "Include task values" option.