Could I use Smartsheet to measure individual Project Team member performance?
Hi team,
I am attempting to collect performance data of Project Teams within my organization. This data will be used internally for improvement purposes. I want to collect the average "Duration" of a task and average "Completion" rate (early, on time, or late) of a task that has been assigned to my Project Teams. Ideally, I would like to be able to display this data on a dashboard for easy visibility.
How do you suggest I go about this?
Thanks so much!
-Colten
Answers
-
Hi Colten,
Trying make a task tracker sheet and a summary sheet running the calculations for your dashboard.
- Task Tracker Sheet Columns:
- Task Name
- Assigned To
- Start Date
- End Date
- Actual Completion Date
- Status (Dropdown: Early, On Time, Late)
- Duration (Formula:
[Actual Completion Date]@row - [Start Date]@row
)
- Summary Sheet Columns:
- Average Duration (Formula:
=AVG({Task Tracker Duration Column})
) - Early Count (Formula:
=COUNTIF({Task Tracker Status Column}, "Early")
) - On Time Count (Formula:
=COUNTIF({Task Tracker Status Column}, "On Time")
) - Late Count (Formula:
=COUNTIF({Task Tracker Status Column}, "Late")
) - Total Tasks (Formula:
=COUNTA({Task Tracker Status Column})
) - Average Early Rate (Formula:
=[Early Count]@row / [Total Tasks]@row
) - Average On Time Rate (Formula:
=[On Time Count]@row / [Total Tasks]@row
) - Average Late Rate (Formula:
=[Late Count]@row / [Total Tasks]@row
)
- Average Duration (Formula:
- Hope this helps!
- Task Tracker Sheet Columns:
-
@EvanShortreed, thank you so much for your comment. It is definitely getting me in the right direction. However, I want to get specific with names and the average duration associated with specific project team members. I'm currently working with this formula: =AVG(COLLECT({Task Log Archive Range 1}, {Task Log Archive Range 2}, [Assigned]@row)). But I continually get an UNPARSEABLE error. Not sure what I'm doing wrong… I'm essentially trying to perform a VLOOKUP function, but get the average of all data found in a separate sheet & column that is associated with a specific team Member listed in the same row. Below is a screenshot of what Smartsheet tells me to do. When I apply the formula on the same sheet {Task Log Archive}, the formula works. Your advice and mentorship is greatly appreciated.
-
Nevermind. I figured it out. Formula below. And a screenshot for further reference.
=AVG(COLLECT({Task Log Archive Range 1}, {Task Log Archive Range 2}, [Project Team Member Name]@row))
-
For good measure, here's the finalized example sheet. As an FYI, the data shows that I have a 60% Avg Late Rate, but the data is completely made up. So not reflective of my performance at all! 😉
-
Hi Colten,
Glad you were able to troubleshoot the issue! If you ever need further help, let us know!
https://www.entheosstudio.com/
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