From data to direction
Reports & dashboards
Turn operational data into clear dashboards, reports and decision support.
Capabilities
What you can do with Reports & dashboards.
A practical overview of the main capabilities.
01
Dashboards
Combine key KPIs in role-based dashboards.
- Project KPIs
- Sales KPIs
- Service KPIs
- Financial KPIs
02
Operational reports
Analyse processes such as projects, planning, purchasing and service.
- Filters
- Drill-down
- Grouping
- Export
03
Capacity and utilisation
See planned, actual and available hours by employee, team and skill.
- Contract hours
- Planned hours
- Actual hours
- Available capacity
04
Financial insight
Analyse revenue, costs, margin and cash flow.
- Revenue
- Costs
- Margin
- Cash flow
05
Project insight
Track progress, forecast and profitability.
- Progress
- Forecast
- Budget versus actual
- Profitability
06
Exports and sharing
Export or share information with colleagues and external stakeholders.
- Excel/CSV
- Scheduled reports
- Permissions
The process
From start to result.
01Register
Capture operational data
02Combine
Bring data together across processes
03Visualise
Use dashboards and charts
04Analyse
Filter and compare
05Adjust
Use insight to steer
Ready for the next step?
See this process in a personal demo.
We demonstrate the workflow using your own organisation, roles and process.