Currently, TMetric allows us to create teams for our members, which has proven to be an excellent tool for organizing the internal workforce. This functionality is detailed in the documentation on team management, which can be found here -
https://tmetric.com/help/team-management/creating-teams.However, we also work with a variety of clients, and the ability to group clients into specific categories would be immensely helpful for our operational efficiency.
It would be great to have a similar feature that would allow us to create client groups within TMetric, which we could then use as filters across various reports and dashboards.
Here’s a breakdown of what we envision:
- Client Groups Creation:
Similar to how teams are created, we would like the ability to create custom groups for clients. For example, we might have a group for "High Priority Clients", "Annual billed Clients", "Monthly billed Clients" or any other group name.
- Filtering and Reporting:
Once these groups are created, they should be available as a filtering option in various reports such as Detailed Reports, and Project Summary Reports. This would allow us to generate reports specific to a client group (e.g., total hours spent across all high-priority clients in a given month).
This feature is important because it would centralize client management within TMetric, eliminate the need for external spreadsheets or other tools, improve business insights by enabling easy analysis of time and resource allocation across client categories for better decision-making, and make reports for stakeholders.