Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Principals, directors, business development
Dashboard Explained
Geographic distribution of active projects by count, plotted using project start date. Projects Map gives an immediate visual of where the firm's work is located — useful for understanding geographic spread, identifying regional concentration, and informing business development targeting.
Updated in Insights Pro: This dashboard existed in Analytics Plus as "Project Fee (Project Start Date) by Office" with a near-identical TomTom map, and has been substantially redesigned for Insights Pro (bubble size changed from fee-weighted to count-based).
How to use it
Use Projects Map in strategy meetings or new business presentations to visualise the geographic reach of the firm's active work. Since bubble size reflects project count rather than fee value, a region with many small projects will appear larger than a region with one large one — cross-reference with the project table or Portfolio Summary if you need to weight by value instead. Note that projects will only appear if a valid address and start date have been entered in Total Synergy — gaps on the map may reflect missing data rather than a genuine absence of work in that area.
Understanding your data
Key Fields | How it's Calculated |
Project Location | Geographic coordinates derived from the project address entered in Total Synergy. Projects without a valid address won't appear on the map |
Bubble Size | Number of projects at that location, based on Project Start Date. Not fee-weighted |
Projects # by Slice | Count of projects by the selected Slice By dimension, using Project Start Date |
Project table | Project Number, Project Name, Agreed Fee/Cap, Fee/Cap — supporting list of the projects shown on the map |
Visuals
Projects # by Start Date map (lat/lon positioning, single colour, sized by count)
Projects # by Slice (by Start Date) — bar chart
Project table (Number, Name, Agreed Fee/Cap, Fee/Cap)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Slice By: choose the dimension for the aggregated graph visuals