Reports & BI-Reporting

MyDay, Profit & Loss, Activities Insights, Hours Insights, Invoicing Insights, Sales Insights, Tasks Insights, Project Overview, Income & Costs

22 articles in this collection
Written by Fredi Palmgren, Matti Patrakka, Mohsen Koolaji and 1 other

Business Intelligence (BI) Reporting

Goals Insights

How to activate permissions for goals insights & How to track goals in Reports

Written by Fredi Palmgren
Updated over a week ago

Get actionable sales insights on won deals

Monitor sales revenue, win rate, leaderboard and won deals development in one view.

Written by Fredi Palmgren
Updated over a week ago

Get actionable sales insights on pipeline leads

Discover new opportunities, get a complete overview of your pipeline and closing probability.

Written by Emma Närhi
Updated over a week ago

Analyzing Profit & Loss data

You can easily view the revenue and expenses of your customers, pipelines and projects in the Profit&Lost section of BI-reports.

Written by Emma Närhi
Updated over a week ago

Get actionable insights on tracked hours

View insights on billable and non-billable hours, vacation and leaves, and hours spent on different projects and accounts.

Written by Fredi Palmgren
Updated over a week ago

Get actionable invoicing insights

View insights on invoicing estimates, receivables, pending and due invoices and get an overview of your invoicing and expenses data.

Written by Fredi Palmgren
Updated over a week ago

Activities Insights

Written by Mohsen Koolaji
Updated over a week ago

Reports

Forecast report

Anticipate your business' gross profit, invoicing and costs in one comprehensive forecast report.

Written by Fredi Palmgren
Updated over a week ago

Revenue Recognition Report

Get a complete view of your recognised sales in one view by account and project

Written by Fredi Palmgren
Updated over a week ago

Profitability report

Analyse gross and net profit by client and project. Revenue versus bills, expenses and employee costs.

Written by Fredi Palmgren
Updated over a week ago

Taimer Standard & Pro users (Starter, Pro, Pro+, Team, Business, Enterprise)

Dashboard: The Teamchat box (Standard & Pro)

Communicate fast in your company newsfeed, within project teams and manual groups.

Written by Matti Patrakka
Updated over a week ago

User rights: Reports (Standard & Pro)

Define which users or user groups can see which reports. (Team, Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Dashboard: Organizing the boxes (Standard & Pro)

Customize your dashboard layout by organizing the boxes as you wish.

Written by Matti Patrakka
Updated over a week ago

Overview of Sales, Hours and Invoicing (Standard & Pro)

Get key insight on how your Business is doing and how your team is performing

Written by Fredi Palmgren
Updated over a week ago

Activity and Task manager to follow up on reminders (Standard & Pro)

How to quickly follow up on activities and reminders, in projects and accounts.

Written by Matti Patrakka
Updated over a week ago

Dashboard: The Sales Pipeline box (Standard & Pro)

A quick view of the project pipeline with all of the sales and margins.

Written by Matti Patrakka
Updated over a week ago

Dashboard: The Notifications box (Standard & Pro)

You will get a reminder in your Notifications box if some (ex. invoicing, calendar) actions have to be taken. (Team, Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Dashboard: The Notes box (Standard & Pro)

Use the Notes box to write down quick notes as if you were using post-its.

Written by Matti Patrakka
Updated over a week ago

Dashboard: The My Workflow box (Standard & Pro)

A quick overview of task resourcing. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago

Dashboard: The My Projects box (Standard & Pro)

A quick view of all the projects you are part of.

Written by Matti Patrakka
Updated over a week ago

Dashboard: The Invoicing box (Standard & Pro)

A quick view of what has been invoiced, the total of scheduled payments and purchase invoices.

Written by Matti Patrakka
Updated over a week ago

Dashboard: The Calendar Box (Standard & Pro)

A quick overview of daily calendar entries. (Business, Enterprise)

Written by Matti Patrakka
Updated over a week ago