SECTIONSTime Overview Dashboard
The Time Overview dashboard enables you to view information about submitted hours, using data derived from the Timecards dataset. This dashboard is designed to be embedded on record and app pages.
For more information about how the values are calculated, see CS Cloud Analytics Data Reference.
This dashboard is created as part of the CS Cloud Core Analytics app.
Suggested Use Cases
Data displayed in this dashboard can help you perform the following tasks:
- View the total amount of submitted hours on CS timecards.
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View the submitted hours on CS timecards by accounts.
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View the submitted hours on CS timecards over a date range.
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View a rundown of submitted hours by resource.
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Use filters to view submitted hours by accounts, segments, resources, across different date ranges.
Time Overview Guide
| Name | Description | Calculation | Referenced Calculation | Source Dataset |
|---|---|---|---|---|
| Total Submitted Hours | The total number of hours on submitted CS timecards. This total displays the total of the accounts selected in the filters. |
Sum of Worked Hours Filters: - Account Name is not equal to “N/A” |
CS Timecards | Timecards |
| Submitted Hours by Account | Displays the submitted hours on CS timecards by account. Clicking on bars in this chart facets the data displayed in the dashboard. |
Sum of Worked Hours Filters: - Account Name is not equal to “N/A” Grouped by: Account Name |
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| Total Submitted Hours Timeline | Displays the total submitted hours on CS timecards over a date range. By default, this chard shows data about all accounts with submitted CS timecards in the last six months. |
Sum of Worked Hours over a given time period. Ordered by: Date_Year, Date_Month, Date_Day Filters: - Account Name is not equal to “N/A” |
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| Resources | Displays a table of resources which shows the role and submitted hours by resource. Click  or  to open the grid in full screen view or collapse full screen view respectively. |
Sum of Worked Hours Filters: - Account Name is not equal to “N/A” Grouped by: Resource Name, Role |
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| Date Range Filter | Refines the date range in the dashboard. | None | None | None |
| Segments Filter | Refines the data displayed in the dashboard to the selected segments. The options displayed in the Segments filter automatically update based on your selections made in the other dashboard filters. | |||
| Accounts Filter | Refines the data displayed in the dashboard to the selected accounts. | |||
| Resources Filter | Refines the submitted hours by resource in the dashboard. |
Prerequisites
To create this dashboard you must have Customer Success Cloud Summer 2025 or later installed in your org.
Embedding the Dashboard
This dashboard is designed to be embedded on record and app pages. For more information on how to embed the Time Overview dashboard, see Setting up the CS Cloud Core Analytics App.