Reports & BI-Reporting

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

Fredi Palmgren avatar Matti Patrakka avatar Mohsen Koolaji avatar +1
22 articles in this collection
Written by Fredi Palmgren, Matti Patrakka, Mohsen Koolaji and 1 other
Business Intelligence Reporting

Forecast report

Anticipate your business' gross profit, invoicing and costs in one comprehensive forecast report.
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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.
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Written by Fredi Palmgren
Updated over a week ago

Goals Insights

How to activate permissions for goals insights & How to track goals in Reports
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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.
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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
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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.
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Written by Emma Närhi
Updated over a week ago

Analyzing Profit & Loss data

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Written by Emma Närhi
Updated over a week ago

Activities Insights

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Written by Mohsen Koolaji
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.
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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.
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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.
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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)
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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.
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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
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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.
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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.
Matti Patrakka avatar
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)
Matti Patrakka avatar
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.
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Written by Matti Patrakka
Updated over a week ago

Dashboard: The My Workflow box (Standard & Pro)

A quick overview of task resourcing. (Business, Enterprise)
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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.
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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.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Dashboard: The Calendar Box (Standard & Pro)

A quick overview of daily calendar entries. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago