Real-time business intelligence for agencies

Instantly see how your agency's performing

Synergist dashboards bring all your data together into a single source of truth. See all the key metrics you need, at the click of a button.

• Management dashboard  Get an instant view of your actual and forecast revenue and profit. Filter by company, team or user. Plus, see your top clients and earnings per head at a glance.
• Sales dashboard  Analyse your pipeline for new and existing clients and quickly see forecasts based on % probability (weighted). Track each account handler’s performance against their targets and instantly see hours sold vs available to sell for each resource type.
• Performance dashboard  See how effectively you’re utilising and recovering your team’s time. For example, track each team’s utilisation rate and chargeable/non-chargeable hours vs their targets.
• Scheduling dashboard  Get a short- and long-term view of your agency’s capacity. See hours estimated, booked and available by team, skill or individual over the coming days, weeks and months. Learn how winning opportunities could impact your resources, so you can plan proactively.

Monitor your project and clients in real time

Knowing what's on track or, more importantly, what's not on track, can help to drive a successful project.

• Job dashboards  See the financial health and profitability of your jobs instantly. Track estimated, quoted, invoiced or recognised vs actual time and costs - with a live view of % completion, potential overrun and profit.
• Client dashboards  Track the actual and forecast revenue and profit for each of your clients. See client investment - how much you've over or under-recovered across all their jobs, making sure each client meets your profit targets.
• Instant email alerts  Create automated emails when an action happens or data meets a specific criteria. For example, when new time or costs have been added to an invoiced job, or costs have reached X% of the budget on a job.

See more on agency project tracking

Get all the data and insight you need

Synergist delivers a suite of detailed reports to help you make intelligent business decisions and improve your agency’s performance and profitability.

• Financial reporting  Get an accurate picture of your planned, actual, work-in-progress, write-offs, profitability and forecasts at a business, client or project level.
• Utilisation  View how your team’s time is used, see missing timesheets and easily track staff utilisation.
• Cost management  Keep track of purchases and expenses with up-to-date cost reports.
• Budget tracking  Analyse estimates vs actuals to manage over-delivery and inform future job costings.
• Automated reporting  Schedule reports to be automatically emailed to your inbox, or generated when an event happens or data meets specific criteria.
• Custom reports  Customise reports using powerful filters and save your selected views for quick access.

See more agency management features

Integrated analytics

From top-level insights to highly detailed data, Synergist makes it easy to build your own reports, using the Data viewer reporting tool.

• Custom reports  Report on the exact data you want with sophisticated data filters, formulas, custom columns and cross-tabs - it's like having your own integrated PivotTable tool!
• Visualise data  Gain at-a-glance insights with tables and charts to download and share.
• Save reports  Save your reports or add them to your Data Viewer dashboard for easy future access.
• Share  Reports can be shared easily with your management team or across your business. Add to the Data Viewer dashboard for anytime access, download charts to use in presentations, export into Excel and even schedule to be regularly delivered by email.

Learn more about the advanced analytics features