Insights Pro
Learn what the Insights Pro dashboards can do for your business and how to read them.
55 articles
- Insights Pro - Before You StartWhat to consider and configure before using Insights Pro
- Insights Pro Dashboard Availability - by SubscriptionLimitations based on Subscription Edition/Add-ons
- Insights Pro Upgrade Guide – The next evolution of Analytics PlusEverything your team needs to know about the automatic upgrade from Analytics Plus to Insights Pro - what's changed and how to get up and running from day one
Business
Learn about the Business dashboards in Insights Pro
- Business OverviewLearn about the Business Overview Dashboard
- Business PerformanceLearn about the Business Performance Dashboard
- Revenue AnalysisLearn about the Revenue Analysis Dashboard
- Recovery AnalysisLearn about the Recovery Analysis Dashboard
- Profitability AnalysisLearn about the Profitability Analysis Dashboard
- Average Rate AnalysisLearn about the Average Rate Analysis Dashboard
- Revenue OutlookLearn about the Revenue Outlook Dashboard
- Team PerformanceLearn about the Team Performance Dashboard
- Staff PerformanceLearn about the Staff Performance Dashboard
Finance
Learn about the Finance dashboards in Insights Pro
- Finance OverviewLearn about the Finance Overview Dashboard
- Invoicing ProgressLearn about the Invoicing Progress Dashboard
- WIP AnalysisLearn about the WIP Analysis Dashboard
- WIP ProfileLearn about the WIP Profile Dashboard
- Aged WIP EvolutionLearn about the Aged WIP Evolution Dashboard
- Debtors AnalysisLearn about the Debtors Analysis Dashboard
- Aged Debtors EvolutionLearn about the Aged Debtors Evolution Dashboard
- Mark-up/Down AnalysisLearn about the Mark-up/Down Analysis Dashboard
- Prebill AnalysisLearn about the Prebill Analysis Dashboard
- Rates AnalysisLearn about the Rates Analysis Dashboard
Projects
Learn about the Projects dashboards in Insights Pro
- Projects OverviewLearn about the Projects Overview Dashboard
- Portfolio SummaryLearn about the Portfolio Summary Dashboard
- Projects SnapshotLearn about the Projects Snapshot Dashboard
- Monthly FinancialsLearn about the Monthly Financials Dashboard
- Projects ForecastLearn about the Projects Forecast Dashboard
- Projects ResourcingLearn about the Projects Resourcing Dashboard
- Projects MapLearn about the Projects Map Dashboard
- Project SummaryLearn about the Project Summary Dashboard
- Data Quality FlagsLearn about the Data Quality Flags Dashboard
Sales
Learn about the Sales dashboards in Insights Pro
- Sales OverviewLearn about the Sales Overview Dashboard
- Ongoing ProposalsLearn about the Ongoing Proposals Dashboard
- Pipeline ForecastLearn about the Pipeline Forecast Dashboard
- Wins & LossesLearn about the Wins & Losses Dashboard
- Conversion AnalysisLearn about the Conversion Analysis Dashboard
- Book to BurnLearn about the Book to Burn Dashboard
- Clients OverviewLearn about the Clients Overview Dashboard
Resources
Learn about the Resources dashboards in Insights Pro
- Resources OverviewLearn about the Resources Overview Dashboard
- Headcount TrendLearn about the Headcount Trend Dashboard
- Utilisation HeatmapLearn about the Utilisation Heatmap Dashboard
- Utilisation TrendLearn about the Utilisation Trend Dashboard
- Utilisation DetailLearn about the Utilisation Detail Dashboard
- Time AnalysisLearn about the Time Analysis Dashboard
- Timesheet DetailLearn about the Timesheet Detail Dashboard
- Timesheet ComplianceLearn about the Timesheet Compliance Dashboard
Planning
Learn about the Planning dashboards in Insights Pro
- Planning OverviewLearn about the Planning Overview Dashboard
- Resourcing OverviewLearn about the Resourcing Overview Dashboard
- Capacity PlanningLearn about the Capacity Planning Dashboard
- Forward LoadingLearn about the Forward Loading Dashboard
- Resource Plan vs ActualsLearn about the Resource Plan vs Actuals Dashboard
- Forecast AccuracyLearn about the Forecast Accuracy Dashboard
- Forecast EvolutionLearn about the Forecast Evolution Dashboard
- Backlog EvolutionLearn about the Backlog Evolution Dashboard
- Forecast Analysis (Planning)Learn about the Forecast Analysis (Planning) Dashboard