Business Intelligence & Dashboard Reporting

In addition to the key reports, Synergist gives you a dashboard summary of the health of your business. At a glance you have a clear visual indication of how your area of responsibility within the business is performing. This delivers peace of mind or an early warning of issues that require attention.

With separate dashboards for Sales, Management and Individuals, they focus on the areas that have maximum effect on your success. 

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 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

Synergist mobile app

All your jobs are in hand

Our new App is available to download for Android, iPhone and iPad devices.

iPhone / Android App

The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.


Synergist are sponsors of BMC The Business Marketing Club