Reports
Profitability & dashboards
Revenue, utilisation and project profitability on dashboards the whole team can read.
Why teams use it
Profitability & dashboards, done properly.
Part of one shared workspace, so Reports data is already connected to your clients, projects and invoices.
Report library
Productivity, utilisation, revenue, cost, profitability and sales reports.
This year vs. last
Invoiced and received per month, compared with the year before.
Profit per client
Revenue, labour, external costs and margin for every client.
Business dashboard
Utilisation, pipeline, invoiced and profit year to date on the home dashboard.
Inside Reports
Every page in the Reports menu.
What you'll find in the side menu and tabs, and what each one does.
Connected by default
Works hand in hand with
Projects
Phases, budgets, milestones and the whole team's activity on one project page.
- Budget vs. actual
- Timeline
Time
Start a timer from anywhere, log hours against tasks and see billable vs. non-billable time.
- Weekly timesheet
- Billable and non-billable
Invoices
Invoice from tracked time and quotes, send reminders and take payments online.
- Every invoice type
- Reminders