Reporting

Get real-time visibility into every aspect of your agency’s performance.

Custom dashboards

Build dashboards tailored to your needs:

• Drag-and-drop widget placement
• Multiple dashboard views per user
• Real-time data updates
• Role-based dashboard access

Available widgets

• Revenue metrics — Monthly/quarterly revenue, growth trends
• Pipeline — Opportunity funnel, weighted forecast
• Utilization — Team utilization rates, capacity planning
• Project health — Budget tracking, timeline adherence
• Contract performance — EV metrics, profitability
• Time tracking — Hours logged, billable ratio

Export capabilities

Export your data in multiple formats:

• PDF reports
• CSV data exports
• Custom report builders
• Scheduled report delivery

Customer-facing reports (Elite)

Share professional reports with clients:

• Branded report templates
• Project status summaries
• Time and budget breakdowns
• Secure sharing links