Edition: Enterprise
User level: Director and above
Tips for Using the Analytics Dashboard
The analytics dashboards are updates 3x weekly.
Analytics dashboards are dynamic—clicking on a data point filters the entire report accordingly.
For example, in the Sales Dashboard, clicking on the "Won" value for a specific month updates the project list to show only projects won in that month.Some reports, like Aged WIP by Project Manager, Primary Contact, or Project, contain multiple views in one. Hover over the chart to drill down or switch between hierarchy levels and report perspectives.
To view the report in full screen, hover over it and click the ‘Focus Mode’ button.
To remove a filter, hover over it and click the eraser icon.
Business Dashboard
Track key metrics like invoiced revenue, work charged, WIP, and recoverability with clear charts and figures viewable monthly or as a running total.
Filters
Monthly or Cumulative: Toggle between month-by-month totals or cumulative values.
Office: Filter projects by their assigned office.
Business Reports explained
Data Reported From | The start date used to pull transactions into the report. |
Invoiced Revenue | Total invoiced value (minus credits and write-offs) over the past year. |
Worked Charge
| Potential revenue if all transactions were invoiced at full charge rate. Includes invoiced and written-off transactions. Excludes internal projects. |
WIP Total | Chargeable value of WIP and draft invoice transactions over the past year. Excludes non-billable stages. |
WIP > 60 Days: | WIP value older than 60 days from the past year. |
Debtors > 60 Days | Unpaid invoices over 60 days old. You can choose whether this is calculated from the invoice or due date in the configuration settings. |
Worked Charge by Transaction Date vs. Invoiced Revenue by Invoice Date | Compares work completed each month with revenue invoiced. Worked Charge (Monthly): Charge value of all invoiced and written-off transactions. Invoiced Revenue (Monthly): Monthly total of adjusted invoiced values (less credits and cancellations). |
WIP Breakdown & Recoverability (Invoice Value / Total Charge) by Transaction Date: | Displays, month by month for the past 12 months, the value of transactions that were:
Recoverability shows the percentage of potential income (Worked Charge) that was invoiced: Recoverability = (Invoiced Charge ÷ Worked Charge) × 100 |
Finance Dashboard
Track aged debtors and aged WIP with ease.
Filters:
Office: Filter projects based on the office they are assigned to.
Include Not Due: Select Yes to include all invoices, including those not yet due. Select No to show only overdue invoices.
Finance Reports Explained
WIP> 60 Days: | Shows the charge value of all transactions that have a WIP status older than 60 days. |
Aged WIP by Ageing Category: | Shows WIP older than 60, 90, and 90+ days — representing chargeable work not yet invoiced. Includes WIP and draft invoice transactions and excludes non-billable stages. |
Aged WIP per Project Manager, Client or Project by Ageing Category | Displays Aged WIP grouped by Project Manager, Client, or Project. |
Debtors> 60 Days | Shows all outstanding invoices older than 60 days. |
Aged Debtors by Ageing Category | Shows outstanding invoices over set ageing ranges (e.g., >60, >90 days), including tax |
Aged Debtors by Project Manager, Client or Project per Ageing Category | Shows outstanding invoices over set ranges (e.g. 0-30, 31-60 days) grouped by project manager, invoice contact or project. |
Sales Dashboard
Track project proposals, wins, and losses by project start date.
Filters:
Weighted: Choose between weighted (based on each project's likelihood %) and unweighted figures.
Office: Filter results to show projects assigned to a specific office.
Sales Dashboard - Report calculations explained
Proposals This Month | Total fee/cap value of proposals with a project start date in the current month. |
Proposals Before This Month: | Fee/cap value of proposals with a start date before the current month, within the past year. |
Won Projects: | Fee/cap value of projects with a start date in the past year, that have a status of Active. |
Win Ratio (#) | Percentage of proposals won, calculated as: |
Win Ratio (£/$) | Percentage of proposal fee/cap value won in the past year, calculated as won ratio($) = (won/(won+lost))*100 |
Fee/Cap by Start Date per Project Status | Monthly breakdown of proposal fee/cap value by project start date, grouped by proposal status. |
Projects Won or Lost by Start Date | Monthly view of fee/cap value for all won or lost projects, based on start date. |
Fee/Cap by Project Manager, Client, Project or Status | Shows proposal fee/cap values (from projects with a start date this month or earlier), grouped by manager, client, project, or status. |
Project Report: | A table listing proposals by number, name, and fee/cap value. Click the project number to open it in a new tab. |
**NOTE**
Won Projects: Projects where the status was updated to Active, Pending Invoice, On Hold, or Complete.
Lost Projects: Projects marked with the status Unsuccessful.
Projects Dashboard
Track key project metrics like WIP and fee/cap, with breakdowns by cost centre, client, discipline, and project type.
Filters
Office: Show projects linked to a specific office.
Project Status: Filter projects by their status.
Stage Status: Filter by stage status.
Display Value: Select the value used across all projects reports—options include agreed fee/cap, fee/cap, total charge, residual, net residual, or written off.
Project dashboard reports explained
Display Value Project Manager | Shows the display value of projects separated by project manager |
Display Value By Client | Shows the display value of proejcts separated by Client |
Display Value By Project Type | Shows the display value of proejcts separated by Project Type |
Display Value By Cost Centre: | Shows the display value of stages separated by stage cost centre |
Display Value By Discipline | Shows the display value of stages separated by stage discipline |
Projects Report | A table displaying the following values.
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People dashboard
Keep track of staff, utilisation and resources.
Filters
Office: Show staff assigned to a specific primary office.
Primary Team: Display staff within a selected primary team.
Active: Filter by Active, Inactive, or all staff.
Transaction Date: Filter timesheets based on a selected date range.
People reports explained
Active headcount | The number of active staff |
Utilisation | The average utilisation percent of all staff within the transaction date set in the bottom right of the dashboard. Utilisation(%) = (Utilised Timesheet Hours/Total Timesheet Hours)*100. |
Hours and Utilisation by Period | The monthly staff utilisation percent showing their primary team and office. The time period depends on the transaction dates set in the bottom right. Utilisation(%) = (Utilised Timesheet Hours/Total Timesheet Hours)*100. |
Office, Primary Team, Name, Utilisation % | Shows weekly utilised, non-utilised, and leave hours for your staff:
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