Total Synergy

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Depending on your Subscription and Add-ons, some dashboards may be unavailable, or have limitations.

Refer to the following table for more information.

<i>⚠️ All Planning dashboards require resource planning — an Enterprise-only feature. Business plan customers do not have access to this module.</i>

Limitations based on Subscription Edition/Add-ons

Insights Pro Dashboard Availability - by Subscription

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Create your workspace and invite the people you work with.

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Module / Dashboard	Dashboard	Business + Insights Pro	Enterprise + Insights Pro
01 - Business	9 dashboards
Business	Business Overview	✅	✅
Business	Business Performance	✅	✅
Business	Revenue Analysis	✅	✅
Business	Recovery Analysis	✅	✅
Business	Profitability Analysis	✅	✅
Business	Average Rate Analysis	✅	✅
Business	Revenue Outlook	✅	✅
Business	Team Performance	✅	✅
Business	Staff Performance	✅	✅
02 · Finance	10 dashboards
Finance	Finance Overview	✅	✅
Finance	Invoicing Progress	✅	✅
Finance	WIP Analysis	✅	✅
Finance	WIP Profile	✅	✅
Finance	Aged WIP Evolution	✅	✅
Finance	Debtors Analysis	✅	✅
Finance	Aged Debtors Evolution	✅	✅
Finance	Mark-up/Down Analysis	✅	✅
Finance	Prebill Analysis	✅	✅
Finance	Rates Analysis	✅	✅
03 · Projects	9 dashboards
Projects	Projects Overview	✅	✅
Projects	Portfolio Summary	✅	✅
Projects	Projects Snapshot	✅	✅
Projects	Monthly Financials	✅	✅
Projects	Projects Forecast	✅	✅
Projects	Projects Resourcing	❌ Requires resource planning (Enterprise only)	✅
Projects	Projects Map	✅	✅
Projects	Project Summary	✅	✅
Projects	Data Quality Flags	✅	✅
04 · Sales	7 dashboards
Sales	Sales Overview	✅	✅
Sales	Ongoing Proposals	✅ ⚠️ Limited without CRM add-on	✅
Sales	Pipeline Forecast	✅ ⚠️ Limited without CRM add-on	✅
Sales	Wins & Losses	✅	✅
Sales	Conversion Analysis	✅	✅
Sales	Book to Burn	✅	✅
Sales	Clients Overview	✅ ⚠️ Limited without CRM add-on	✅
05 · Resources	8 dashboards
Resources	Resources Overview	✅	✅
Resources	Headcount Trend	✅	✅
Resources	Utilisation Heatmap	✅	✅
Resources	Utilisation Trend	✅	✅
Resources	Utilisation Detail	✅	✅
Resources	Time Analysis	✅	✅
Resources	Timesheet Detail	✅	✅
Resources	Timesheet Compliance	✅	✅
06 · Planning	9 dashboards
Planning	Planning Overview	❌ Enterprise only — requires resource planning	✅
Planning	Resourcing Overview	❌ Enterprise only	✅
Planning	Capacity Planning	❌ Enterprise only	✅
Planning	Forward Loading	❌ Enterprise only	✅
Planning	Resource Plan vs Actuals	❌ Enterprise only	✅
Planning	Forecast Analysis	❌ Enterprise only	✅
Planning	Forecast Accuracy	❌ Enterprise only	✅
Planning	Forecast Evolution	❌ Enterprise only	✅
Planning	Backlog Evolution	❌ Enterprise only	✅