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
- Click your name in the top-right corner of the screen.
- Click Admin Reporting.
- The Productivity page opens on the Team tab by default.
- 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.
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.
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:
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.