Track workloads and future revenues with the Planned work chart
Jul 2, 2025
The Planned work chart shows how much work is planned for the future. It takes all the items with a set due date and shows a summary per day/week/month/quarter of the total planned work.
In addition to tracking workloads, you can use this chart for tracking future revenues based on your data in monday.com, Jira, Asana, Linear, or any of tools we support with our analytics. It enables tracking when sales revenue will be recognized based on set dates. You can use it to project the expected revenue based on booked or estimated deals.
Contents:
Tracking workloads
Have you ever struggled to balance meddling in your team’s tickets and ensuring that the workload is equal and fair for everyone? Balancing the project workload is one of the most critical parts of managers’ jobs.
The Planned work chart shows how much work is assigned to each team member for the coming days, weeks, and months. It helps you quickly identify who can take on more work and who is overloaded with too much work.
Here's an exmple chart:
In this example, the chart is grouped by Month and the bar segment is Assignee. The chart shows how much work is allocated per month for each assignee. The leftmost bar is the current month. The bars to the right are the future months.
Tracking future revenues
Let's assume you have a sales pipeline board that tracks leads and open opportunities. On that board, you have assigned each item an estimated Deal value and an estimated Close date.
While the example board above is from monday.com, you can have this data in any of the tools we support. You can structure your board any way you want as long as the key information is present:
Deal name
Deal value
Estimated close date
The Planned work chart shows the work with a planned duration. That means a task must have a set date (e.g. due date, close date, or completion date) to be included in this chart.
Once you have imported the board as a data source to Screenful, you can go to the Charts tab and create a Planned work chart from the template. Here's an example chart:
In this example, the chart is grouped by Week, and the bar segment is Salesperson. The chart displays the estimated weekly revenue for each salesperson. The leftmost bar is the current week. The bars to the right are the future weeks.
You can aggregate data from multiple boards and segment the chart by any property, such as client, department, or product. The chart will automatically adjust when dates or deal values are updated, always reflecting your current plan.
When you adjust the data in your board, the changes will be reflected in the chart after the next data sync, which runs automatically once per hour. You can trigger the sync manually from the main menu.
Allocate all work to the due date or evenly between start and end
There are two options for allocating the work. Either it is fully allocated to the close date, or it is allocated evenly between the start and close date. You can choose between these in the chart settings:
If you have selected Allocate all work to the end date, all work will be contributed to the single date, the close date. With this selection, you don't need start dates at all.
If you select Allocate work evenly between start and end date, work is contributed evenly between the start and the end date.
For example, if you have an item with an estimated effort of 20 story points, and there are 10 days between the start date and the due date, two story points will be allocated for each day. If the start date is not set, the work is allocated from the current date until the due date.
Creating the Planned Work chart
To create a Planned Work chart, go to the Charts tab and click Add new chart.
A modal is opened with a set of chart templates. Select New blank chart to open the chart editor. Select Planned work as the chart type. In this example, we’ve selected grouping to be by Week, and bar segment to be Assignee.
That produces the chart seen at the beginning of this guide:
You can mouse-hover the bars to see the work allocated for each individual for each week:
Once you've created the chart, you can place it in a report and schedule it to be sent via email or Slack.
Let us know if you have questions or feedback by contacting hello@screenful.com. To stay on the loop, read our blog, or follow us on LinkedIn.
