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