---
title: Track Team Productivity and Client Automation Rates
description: Get a firm-wide view of how your team spends time on Propio and how automated each client's workflow has become. The Productivity dashboard gives firm admins two lenses — your team's engagement and your clients' automation progress — in one place.
---

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# Track Team Productivity and Client Automation Rates

Get a firm-wide view of how your team spends time on Propio and how automated each client's workflow has become. The Productivity dashboard gives firm admins two lenses — your team's engagement and your clients' automation progress — in one place.

#### **Before You Start**

You need admin-level access to view this page. Team members without admin access won't see the **Admin Reporting** option.

**Steps**

#### Open the Productivity Dashboard

1. Click your name in the top-right corner of the screen.
2. Click **Admin Reporting**.
3. The **Productivity** page opens on the **Team** tab by default.
4. To change the reporting window, use the period selector in the top-right corner: **Last 7 days**, **Last 30 days** (default), or **Last 90 days**.

#### Team Tab

The **Team** tab shows how actively your team is using Propio during the selected period.

![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Apr-17-2026-04-41-49-1515-AM.png?width=670&height=310&name=image-png-Apr-17-2026-04-41-49-1515-AM.png)

Summary cards (top row):

- **Time on Platform** — Total hours logged across all team members.
- **Active Team Members** — How many of your team members had at least one session during the period (shown as active / total).
- **Avg Session Duration** — Average length of a working session across the team.

Team Performance table:

Each row represents one team member. Columns:

| Column | What it shows |
| --- | --- |
| **Time on Platform** | Hours logged, with a relative progress bar |
| **Sessions** | Number of login sessions |
| **Transactions** | Transactions categorized |
| **Imports** | Bank statement imports processed |
| **Reconciliations** | Reconciliations completed |
| **Top Clients** | The clients they've worked on most |
| **Last Active** | Green = today · Amber = 2–7 days ago · Red = 8+ days ago |

The table is sorted by time on platform, highest first.

#### Client Tab

The **Client** tab shows how much manual work AI and automation have displaced across your client portfolio.

![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Apr-17-2026-04-43-46-7269-AM.png?width=670&height=308&name=image-png-Apr-17-2026-04-43-46-7269-AM.png)

**Total Hours Saved** — The headline number, calculated across all three automation categories below.

Breakdown cards:

- **AI Categorization** — Transactions automatically categorized, with estimated hours saved.
- **Bank Statement Imports** — Statements processed, with estimated hours saved.
- **Reconciliations** — Reconciliations completed, with estimated hours saved.

Client Automation table:

![](https://help.joinpropio.com/hs-fs/hubfs/image-png-Apr-17-2026-05-03-35-3185-AM.png?width=670&height=308&name=image-png-Apr-17-2026-05-03-35-3185-AM.png)

Each row represents one client. Columns:

| Column | What it shows |
| --- | --- |
| **Top Contributor** | The team member who has done the most work for this client |
| **Automation Rate** | AI-categorized transactions ÷ total validated transactions × 100 |
| **Transactions** | Total transactions in the period |
| **Bank Accounts** | Number of connected bank accounts |
| **Imports** | Bank statements imported |
| **Reconciliations** | Reconciliations completed |
| **Pending Items** | Uncategorized transactions still waiting for review |

The table is sorted by **Automation Rate** ascending — clients with the lowest automation rate appear first, so you can quickly spot where manual effort is still high.no it ju

Automation Rate color coding:

- 🟢 Green — above 75%
- 🟡 Amber — 40–75%
- 🔴 Red — below 40%

#### **Tips**

💡 **The Client tab is sorted by lowest automation first.** This is intentional — the clients at the top are the ones still relying the most on manual categorization. Use this to prioritize where to focus AI calibration or bank connection efforts.

💡 **"Calibrating…" in Top Contributor means no partner is assigned yet.** Once your team starts working a client's transactions, the primary contributor will appear automatically.

💡 **Pending Items is your backlog signal.** A high number here combined with a low Automation Rate is a sign that the client's bank connection or AI calibration needs attention. **All caught up** means there's nothing waiting in the queue.

💡 **Hours saved are estimates.** The methodology: AI categorization ≈ 10 seconds per transaction · Bank statement imports ≈ 1 hour each · Reconciliations ≈ 30 minutes each. These are directional benchmarks, not billable time figures.

#### **Related Articles**

- [How AI Categorization Works](https://help.joinpropio.com/en/how-ai-categorization-works?hsLang=en)
- [Import Transactions from Bank Statements](https://help.joinpropio.com/en/import-transactions-from-bank-statements?hsLang=en)
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