WFM Dashboard

The WFM Dashboard is the in-house reporting layer on top of WorkflowMax. It turns your timesheet feed into per-person, per-team and per-period views: billability, capacity, overtime balance, time entries, and projects — refreshed nightly from WFM into an S3 data warehouse.

Open the dashboard, sign in with your @copebit.ch Google account, and the sidebar groups the available pages by role: Personal, Team, Tools, Admin.

What you'll find here

These docs cover every page in the dashboard, the underlying math, and the admin levers behind them.

My Metrics My Overtime Team Metrics Team Overtime Team Time Entries Projects AI Assistant Capacity Influencer Staff Admin System Admin

Concept guides

If a metric or a number surprises you, start here.

Overtime calculation Capacity model Roles & access

Roles at a glance

Employee — any authenticated @copebit.ch account. Sees Personal pages, Projects, and the AI Assistant. Sees My Overtime only when overtime tracking is enabled by a manager.
Manager — WorkflowMax role Administrator or PO, or a bootstrap admin email. Adds Team views and the Admin section (Capacity Influencer, Staff Admin).
Admin — WorkflowMax role Administrator, or a bootstrap admin email. Adds System Admin (WFM sync, backups, restore).

Data freshness

WFM data syncs once per night at ~07:00 CET. Reports for "today" reflect yesterday's last sync; current-day timesheets won't appear until tomorrow. The YTD period explicitly pro-rates to yesterday so it doesn't look artificially low.

My Metrics