BI reporting, i.e., the dashboard reporting tool, offers ready-made visual reports to monitor the overall status of your projects. You can track, for example, project income and expenses, unbilled materials, or sales activities. You can filter search results by, for example, time period or sales pipeline.
Permissions: Insights (Sales Insight = leads and deals) and feature-specific permissions
PSA plans: all
Basic Functions of Reports
Functions vary depending on the report module.
Filters
You can filter the content of reports by selecting filters from dropdown menus or under the Add filter button. Remember to click Search to update the search results.
Save this search
You can save the filters you have set for future use by clicking Save this search. Later, you can return to your saved searches by selecting the saved search from the Saved searches menu.
Charts
Some data is presented as bar or pie charts. By hovering the cursor, for example, over a specific month in the chart, you can see related figures.
Tables and Boxes
Some tables are expandable, meaning that by clicking a specific cell or row, a new side window opens on the right, showing a more detailed breakdown of the total.
Profit & Loss
This report presents a summary of income and expenses for selected projects.
View Options
Through the eye icon, you can specify by invoice types which date you want to use to view the data.
Filters
You can limit the data shown in the chart by clicking the attributes above the chart to cross them out. By default, all options are active.
Table
- Profit & Loss: Monthly income amount after expenses.
- Cumulative P&L: Income amount accumulated from the start of the period through the end of the given month after expenses.
- Sales Invoices: Sum of sales invoices in different statuses, unbilled scheduled invoicing, and automatic invoices. Note! Credit invoices and their credited counterparts are hidden (because the values cancel each other out).
- Bills: Sum of purchase invoices and orders in different statuses.
- Expenses: Sum of expense and travel invoices in different statuses.
- Hours: Income amount from the billing price of hours after internal costs (own cost price).
Hours
The Hours section helps track billable and non-billable hours as well as absence and vacation hours.
On this report, hours are mainly classified according to the project's billing type:
- Billable: e.g., won projects.
- Non-billable hours: e.g., projects in the proposal phase or internal projects.
- Vacation / Absence: e.g., internal vacation project or sick leave project.
Note! There are the following exceptions to the above rule:
- If the project is billable, its hours are shown as billable unless:
- the hours are defined as billable only after a certain date. In this case, only hours recorded on or after that date are shown as billable.
- the time entry has been manually changed to non-billable from the project's Actual Costs view.
- the work type of the time entry is defined as non-billable.
- Hours that have already been billed are always shown as billable.
Invoicing
At the top of the report, you see total invoicing amounts, and below, for example, the invoiced amount per product or invoicing type. You can also track unbilled project materials.
Leads
This report provides information on leads in the sales pipeline (unwon projects). You can track, for example, the newest leads or leads likely to close per month. You can filter data by sales pipeline or sales agent, for example.
If only one sales pipeline is filtered on the view, some data is displayed by pipeline stages. Otherwise, data is shown only by sales pipeline.
Deals
This report provides information on won deals (billable customer projects). You can track, for example, project value by category or sales agent specific win rate or the number of new deals. You can filter data by won date, project status, or sales agent, for example.
Win Rate Monthly
The win rate % is calculated with the formula: (total number of won projects / total number of leads) * 100
First, select whether you want to view the win rate, for example, by sales agent or by account, and which formula to use for the win rate calculation:
- Win Rate All Leads: Deals won by sales agent vs. all leads
- Win Rate Own Leads: Deals won by sales agent vs. sales agent's own leads
Activities
The Activities report gives an overview of activities and allows filtering by, for example, team, employee, or status. This way, you can monitor, for instance, overdue activities or monthly contact counts by sales agent. Activity types can be for example email, call, meeting, or note.