Ever wondered if your team is working at its best? If some employees are stretched too thin while resources are being wasted elsewhere? Now you can know for sure!
‍

We’re excited to announce the launch of our new Workload Distribution Report—a feature that gives you the whole picture when it comes to workload, capacity, staffing, and, ultimately, resource management. 
‍

This is the latest addition to Insightful’s already extensive reporting capabilities and is available to all clients on the Process Improvement or Enterprise plan.

What Is Insightful’s Workload Distribution Report?

‍

The Workload Distribution Report provides deep insights into how work is distributed across your teams. The utilization metrics are organized in clear and thorough graphs and charts, giving you a solid data basis for any optimization initiatives.
‍

We wanted to design a feature that will help you move from reactive team workload management to proactive decision-making that keeps your teams balanced, motivated, and productive. 
‍

This report will revolutionize the way you view and understand workload dynamics and resource management in your organization—especially when paired with Insightful’s existing workforce analytics arsenal!
‍

Track, Adjust, & Optimize

You can find the new Workload Distribution Report in the Reports tab on your user dashboard, right next to other Insightful reports. 
‍

The report includes a health trend graph that represents the average team utilization over a set period. There’s also a Settings button where you can adjust the preferred range for optimal utilization—that’s about all the setup you need to do! 
‍

We built this feature to be truly adaptable, offering powerful insights for any industry—whether you're managing workload at a small call center team or a global enterprise with thousands of employees. Each organization can set its custom values of what they consider to be in the optimal utilization range. Insightful then automatically sets an underutilized (values below) and overutilized (values above) range based on your parameters. 
‍

In the team table below the graph, you’ll get a detailed view of all your teams and their utilization scores. You can look into a specific team’s status or keep tabs on the whole ensemble at once. 
‍

Workload Insights: Dive Below the Surface

The Workload Distribution Report is more than just charts and graphs. The feature provides two ingredients for optimization: context and direction. 
‍

Coupled with straightforward data, you get insightful conclusions about the current workload distribution across your organization. These conclusions are calculated based on the workload percentages of each team and are there to nudge you on the right path to optimization. 
‍

The report then examines the balance between each group, showing you which team needs an extra set of hands or more resources poured their way. How does this work?
‍

Let's say you have a team of ten. The report will group the team into three categories based on their utilization: overutilized, optimal, and underutilized. In this example, let’s say that:

• 4 employees fall into the overutilized category, which makes up 40% of the team.
• 2 employees are in the optimal range, representing 20%.
• 4 employees are in the underutilized category, also making up 40% of the team.
  ‍

The conclusion here is that the workload is somewhat balanced but with room for improvement. Since the difference between overutilized and underutilized groups is small, the report might suggest adjusting tasks to achieve a better balance and ensure everyone is working effectively. 
‍

Each conclusion is nuanced to reflect the unique dynamics of your team, from highlighting teams that are significantly overworked to those that might benefit from workload redistribution or changes in capacity planning. 
‍

But what happens when change strikes? Employees can move up and down the ladder, affecting the team composition. 
‍

Yes. And we accounted for that as well! The Workload Distribution Report is designed to follow through on real-world scenarios while ensuring the data is accurate no matter how dynamic your teams are.
‍

See How Your Team’s Efforts Stack Up

When you have a clear view of how your team is functioning, it's easier to make the right call. 

The Workload Distribution Report provides full visibility into how work is distributed across your teams through its comprehensive team table and distribution categories. The table offers a clear snapshot of your team's workload at any moment, allowing you to spot important patterns and trends.

The graph works for organizations of all sizes since each team is marked with a unique color so you can easily track the data. Plus, you can hover over a specific team and see the highs and lows, as well as the average utilization score. 
‍

Knowing the balance between overutilization and underutilization helps you ensure fair distribution and workload management strategies, but also promotes a healthier work environment. That’s why we wanted to make it super easy to detect trends and spot specific peaks and outliers in the period you selected.

‍

Know Where to Add or Cut Resources

Ever wondered if you have the right number of people in the right roles? Now you’ll know for sure. 
‍

With the Workload Distribution Report's customizable settings and detailed insights, you can define your standards for optimal, underutilized, and overutilized work levels. The report provides actionable conclusions based on different categories, helping you decide whether to add staff, redistribute workloads, or rearrange your resources.
‍

You’ll be able to make smarter hiring decisions, determine where to rebalance work after reorganizations and identify the root causes of unbalanced workloads. The outcome? A more productive, motivated, and satisfied workforce.
‍

Balance Workloads for a Thriving Workplace

Is your team burning out while deadlines loom? An overworked team isn't just less productive—each team member is at risk of burnout, leading to high turnover rates and impacting your bottom line. 
‍

The Workload Distribution Report's conclusion insights help you quickly identify which teams are at risk due to overutilization or underutilization. You can then take proactive steps to rebalance workloads, provide support, and create a healthier work environment.
‍

Plus, with Insightful’s new AI Chat functionality (InsightsAI), you can get instant answers to questions like "Is workload evenly distributed within a specific team?" or "Which team requires more staff?" This makes it even easier to spot imbalances and take action before burnout impacts employee retention and morale.
‍

Keep Your Teams Aligned—Anytime, Anywhere

Remote work brings unique challenges. Are your remote teams as engaged and productive as their in-office counterparts? 
‍

The Workload Distribution Report helps you manage this with its customizable time period and filtering options, allowing you to analyze workload distribution across various teams and locations over any selected period.
‍

The health trend graph further enables you to monitor utilization trends across different locations, so you can ensure that both remote and hybrid teams are aligned and contributing effectively. This data-driven approach makes it easy to adjust workloads and maintain productivity, no matter where your employees are based.
‍

Want to see it in action? Discover how FatCat Coders used Insightful to optimize workloads, boost productivity, and shift to a flexible six-hour workday, all while maintaining team efficiency and transparency.
‍

What’s Next?

We’re just getting started! In future updates, look forward to even more features and capabilities, including employee-level insights. Plus, the Workload Distribution Report will become available for on-prem clients with joined Q3 and Q4 upgrades.
‍

Ready to take control of your team’s productivity and ensure every employee is contributing at their best? 
‍

Don't let uneven workloads drag your business down—use the Workload Distribution report to build a more efficient, balanced, and happy workplace! Start your 7-day risk-free trial of Insightful’s workload management tools today!

‍