Total Synergy

Total Synergy Addons

Fieldbook Overview

Fieldbook

Everything you need to know about the Synergy CRM Add-On

Synergy CRM Overview

SynergyCRM

HR Management Overview

Adding leave, editing leave, check leave balance

HR User Overview

SynergyHR

Project Information Management with SynergyPIM

SynergyPIM

Overview of Unified Workspace - Activating a Workspace as part of your PIM Add-On

The Unified Workspace Add-On

Enabling and configuring Unified Workspace for the first time (Sharepoint)

Enabling the Unified Workspace Add-On

How to subscribe and view if you have Unified Workspace enabled.

Subscribing to the Unified Workspace Add-On

Unified Workspace

Everything you need to know about the File name decoder.

File Name Decoder Overview

Document Control

How to enable the Email Management Add-On

The Email Management Add-On

Email Management

What to consider and configure before using Insights Pro

Insights Pro - Before You Start

Limitations based on Subscription Edition/Add-ons

Insights Pro Dashboard Availability - by Subscription

Everything 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

Insights Pro Upgrade Guide – The next evolution of Analytics Plus

Learn what the Insights Pro dashboards can do for your business and how to read them.

Insights Pro

Learn about the Business Overview Dashboard

Business Overview

Learn about the Business Performance Dashboard

Business Performance

Learn about the Revenue Analysis Dashboard

Revenue Analysis

Learn about the Recovery Analysis Dashboard

Recovery Analysis

Learn about the Profitability Analysis Dashboard

Profitability Analysis

Learn about the Average Rate Analysis Dashboard

Average Rate Analysis

Learn about the Revenue Outlook Dashboard

Revenue Outlook

Learn about the Team Performance Dashboard

Team Performance

Learn about the Staff Performance Dashboard

Staff Performance

Learn about the Business dashboards in Insights Pro

Business

Learn about the Finance Overview Dashboard

Finance Overview

Learn about the Invoicing Progress Dashboard

Invoicing Progress

WIP Analysis

WIP Profile

Learn about the Aged WIP Evolution Dashboard

Aged WIP Evolution

Learn about the Debtors Analysis Dashboard

Debtors Analysis

Learn about the Aged Debtors Evolution Dashboard

Aged Debtors Evolution

Learn about the Mark-up/Down Analysis Dashboard

Mark-up/Down Analysis

Learn about the Prebill Analysis Dashboard

Prebill Analysis

Rates Analysis

Learn about the Finance dashboards in Insights Pro

Finance

Learn about the Projects Overview Dashboard

Projects Overview

Learn about the Portfolio Summary Dashboard

Portfolio Summary

Learn about the Projects Snapshot Dashboard

Projects Snapshot

Learn about the Monthly Financials Dashboard

Monthly Financials

Learn about the Projects Forecast Dashboard

Projects Forecast

Learn about the Projects Resourcing Dashboard

Projects Resourcing

Projects Map

Learn about the Project Summary Dashboard

Project Summary

Learn about the Data Quality Flags Dashboard

Data Quality Flags

Learn about the Projects dashboards in Insights Pro

Projects

Sales Overview

Learn about the Ongoing Proposals Dashboard

Ongoing Proposals

Learn about the Pipeline Forecast Dashboard

Pipeline Forecast

Wins &amp; Losses

Learn about the Conversion Analysis Dashboard

Conversion Analysis

Book to Burn

Learn about the Clients Overview Dashboard

Clients Overview

Learn about the Sales dashboards in Insights Pro

Sales

Learn about the Resources Overview Dashboard

Resources Overview

Learn about the Headcount Trend Dashboard

Headcount Trend

Learn about the Utilisation Heatmap Dashboard

Utilisation Heatmap

Learn about the Utilisation Trend Dashboard

Utilisation Trend

Learn about the Utilisation Detail Dashboard

Utilisation Detail

Time Analysis

Learn about the Timesheet Detail Dashboard

Timesheet Detail

Learn about the Timesheet Compliance Dashboard

Timesheet Compliance

Learn about the Resources dashboards in Insights Pro

Resources

Learn about the Planning Overview Dashboard

Planning Overview

Learn about the Resourcing Overview Dashboard

Resourcing Overview

Learn about the Capacity Planning Dashboard

Capacity Planning

Learn about the Forward Loading Dashboard

Forward Loading

Learn about the Resource Plan vs Actuals Dashboard

Resource Plan vs Actuals

Learn about the Forecast Accuracy Dashboard

Forecast Accuracy

Learn about the Forecast Evolution Dashboard

Forecast Evolution

Learn about the Backlog Evolution Dashboard

Backlog Evolution

Learn about the Forecast Analysis (Planning) Dashboard

Forecast Analysis (Planning)

Learn about the Planning dashboards in Insights Pro

Planning

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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