Keep on top of your projects with our project reporting dashboard

In addition to key project reports Synergist provides a project reporting dashboard. This dashboard is a summary of the health of your agency or consultancy.

Think of it as an agency KPI dashboard personalised to you, so at a glance you'll get a clear visual indication of how your area of responsibility is performing within the individual project or wider business. You'll gain peace of mind due to early warning flags of any issues that require your attention, preventing issues from growing.

The project reporting and dashboard also encourages accountability as everyone can see how they're performing and what is causing any issues or delays.

Separate dashboards can be set up for different departments including sales, finance, account management, and individuals creating full visibility of project health across each key area, maximising the effect on overall success.

See project dashboard examples:

Sales Dashboard

  • Pipeline of Opportunities
  • Confirmed Work (Sales) vs Targets
  • Planned vs Actual Billing
  • Chargeable Hours Sold vs Capacity

Management Dashboard

  • Monthly financial summary of WIP, turnover & gross margin
  • Staff utilisation by team showing chargeable vs Non-chargeable time
  • Top clients based on turnover or gross margin
  • Planned vs actual project and time billing

Personal Dashboard

  • Time entered in last 4 weeks showing chargeable vs Non-chargeable split
  • Upcoming work allocated in next week / day
  • Expense claims summary showing submission status

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