How to Use Time Tracking Features in ShopStats.ai

A comprehensive guide to utilizing time tracking features for products and sales, including setting expected times and recording actual times.

1. Product Time Card

The Product Time Card allows you to set expected times for different tasks associated with your product, aiding in planning and cost estimation.

• Accessing the Product Time Card
  • Navigate to your product record page.
  • The Product Time Card should be visible on the page.
• Setting Expected Times (Generic Time Entry)
  • Look for the "Add Expected Time Per Project" or "Add Another Expected Time" button.
  • Fill in the following details:
    • Title
    • Description (optional)
    • Duration (hours, minutes, seconds)
    • Hourly rate
  • You can choose to override the default rate if needed.
  • Save the expected time entry.
• Viewing Time Comparison
  • The card displays a comparison between average actual time and expected time.
  • It also shows the average expected cost and average actual cost.
• Managing Time Records
  • View a list of both expected and actual time records.
  • Edit or delete existing time records as needed.

2. Sales Time Card

The Sales Time Card allows you to record actual times spent on individual sales, which can be compared to the expected times set for the product.

• Accessing the Sales Time Card
  • Navigate to a specific sale record.
  • The Sales Time Card should be visible on the page.
• Recording Actual Times
  • You have two options for adding actual time:
    1. Manual Time Entry
    2. Stopwatch Entry
• Active Timer Display
  • If there's an active timer running, it will be displayed at the top of the card.

3. Manual Time Entry Form

This form allows you to manually input time entries for a sale.

• Using the Manual Entry Form
  • Select the Sales Record you are working on.
  • Choose a work type (expected time) or select "Add Expected Time Per Project" for a new entry.
  • Fill in the following details:
    • Title
    • Description (optional)
    • Duration (hours, minutes, seconds)
    • Hourly rate (option to override the default rate)
  • Submit the form to record the actual time.

4. Stopwatch Time Entry

This feature allows you to track time in real-time as you work.

• Using the Stopwatch Feature
  • Select the Sales Record you are working on.
  • Choose a work type (expected time) or select "Custom" for a new entry.
  • Fill in the title and description.
  • Set the hourly rate (option to override the default rate).
  • Click the "Start Timer" button to begin tracking time.
  • The timer will continue running until you stop it.

5. Actual Times Log Card

This card displays a log of all actual time entries for a specific Sales Record.

• Viewing Actual Time Entries
  • See a list of all time entries, including title, duration, rate, and total cost.
  • Each entry can be edited or deleted as needed.
• Editing Time Entries
  • Click the "Edit" button for an entry to modify its details.
  • Update the title, description, duration, or hourly rate as needed.

6. Additional Features

• User Rates: The system supports multiple user rates, which can be selected when creating or editing time entries.
• Currency Symbol: The system uses the currency symbol set in your portal settings.
• WebSocket Integration: Real-time updates are supported for features like the stopwatch timer.

7. Analyzing Time Data

• Use the Time Comparison Card to compare expected vs. actual times and costs.
• Review the Actual Times Log to see detailed breakdowns of time spent on each sale.
• Regularly analyze this data to optimize your pricing, improve time estimates, and increase overall efficiency.

By effectively using these time tracking features, you can gain a deeper understanding of your product creation process and sales efficiency. This data is invaluable for accurate costing, pricing, and overall business optimization.

If you need further assistance with using the time tracking features, don't hesitate to contact our support team.