How it works
A spreadsheet you don't have to build, saved as a dashboard your whole team can use.
01
Any View Becomes a Dashboard
In Tracked Time, pick the rows and columns — Date, Teams, Members, Clients, Projects, Tasks, Labels, Titles, or Departments — add a filter, then click Save. The dashboard keeps its grouping, filters, and a rolling range, so a view saved on 'this week' opens on the current week every time.
02
Pinned Where You Look
Saved dashboards are added to your favorites and pinned in your sidebar — the weekly burn view is one click away instead of a rebuilt query. The Dashboards page lists every saved dashboard with live preview cards for favorites at the top.
03
Tables, Charts, and the Log
Every dashboard has three views: a spreadsheet-style table with busy days shaded darker and an hours-or-percent toggle, grouped bar and pie charts, and the underlying entry log where admins can add, edit, or delete entries they're allowed to.
04
Shared at the Right Level
A dashboard starts private. Its owner opens it up from the visibility chip: Team shares it with that team's admins, Workspace with workspace admins. Tabs on the Dashboards page split views into Just Me, Team, and Workspace.
05
Reports and Chat on the Same View
Link an AI report to a dashboard and the analysis runs on exactly that saved view on a schedule. Or click Chat — or @mention the dashboard in the agent — and ask questions against the same data your team sees.
06
Export and MCP Access
CSV and PDF exports respect the on-screen layout — whatever rows, columns, and filters are showing is what the file contains. Every dashboard is also available through the Rize MCP, so Claude, ChatGPT, or Cursor can read your saved views.
The numbers
What changes when the view is saved instead of rebuilt.
9
Grouping fields, from Clients to Departments
3
Views per dashboard: table, charts, log
3
Sharing levels: Just Me, Team, Workspace
1 click
From sidebar pin to the view you check weekly
How teams use saved dashboards
Three worked examples, from an ops lead's burn view to a shared utilization board.
Ops lead's weekly burn view
Resourcing manager, 30-person agency
Her Monday check is always the same view — clients by week for her team — and she rebuilds it every time: same filters, same columns, same export to the same spreadsheet.
With Rize: The view is saved as a dashboard pinned in her sidebar with a rolling week range. She opens it, reads it, and a linked AI report runs the analysis on that exact view each week.
Partner's client margin board
Managing partner, flat-fee accounting firm
He wants hours by client and service line monthly, but asking the ops manager to pull it means a day of exports — so he asks quarterly instead of monthly.
With Rize: A Workspace dashboard holds clients by month with the service-line filter saved. He opens it himself; the ops manager's routine emails the analysis monthly.
Team's shared utilization view
In-house ops team sharing one plan
Everyone has a different bookmark: three versions of 'the' utilization view with different filters, and every meeting starts by arguing about which numbers are right.
With Rize: One Team dashboard is the shared source — planned vs. tracked on the Planned tab, same filters for everyone. The argument moves to what to do about the numbers.