Turn your data into business intelligence

From top-level insights to highly detailed data, Synergist makes it easy to uncover what’s happening in your agency and make informed decisions.

Agency office

Synergist advanced analytics tools give you the flexibility to create your own custom reports, dashboards and outputs.

Build insightful custom reports and charts

Unlock the full power of your data using the Data Viewer tool in Synergist. Summarise, analyse, explore and present your data - it's like having your own integrated PivotTable tool!

  • Report on your chosen data using sophisticated data filters and date ranges
  • Add multiple data fields, organise into columns or rows, cross-tab fields to compare variables
  • Use calculations, including additions, subtractions, divisions and percentage calculations, to show the exact data you want to see in your report
  • Add custom fields to report on specific data
  • View data in tables or interactive charts to easily see comparisons, patterns and trends
  • Create ad hoc reports when needed – for a meeting, a decision, or a deep dive – or save them for ongoing insights
Data Viewer

Create custom dashboards for your team

Build high-level dashboards for your leadership team, or set up specific dashboards for team members to track important metrics.

  • Combine multiple reports or charts into custom dashboards
  • Use the drag-and-drop editor to customise the layout
  • Customise views for different groups based on needs or roles. Set up reports so users only see the relevant data, such as their clients or jobs
  • Keep private data secure with advanced reporting permissions

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Share real-time insights quickly

Give everyone access to the data and insights they need at their fingertips.

  • Email reports directly from Synergist to yourself or multiple people on your team
  • Export data as a CSV or Excel pivot-ready file
  • Download charts in different image formats or as PDFs ready to share with your team or clients
  • Schedule regular reports to be emailed to an individual or distribution group. Define the frequency, days, time and format - table/chart embedded in the email or attachment
  • Feed report data into your other systems using our Data Viewer API
Data Viewer drag and drop reporting

Make decisions with confidence

Make smarter, data-backed decisions with built-in reporting, dashboards and analytics.

  • Access a suite of ready-made reports and dashboards designed to help you improve your agency’s performance and profitability
  • Create custom reports to dig deeper into the data. Synergist lets you analyse a range of components, including revenue, costs, profit, utilisation, capacity, opportunities and activities
  • Add custom fields for a highly comprehensive picture
  • Get all the data and insights you need to drive your agency forward in the right – and most profitable – direction.

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“A lot of other systems feel like they are standardised or off-the-shelf. And issues are often not dealt with quickly. Synergist feels like a living, breathing platform that evolves with you.” 

Andrew Roberts, Chief Operating Officer, Gilroy

See Synergist in action

Whatever your agency looks like – 10 to 500 people, design to digital – Synergist can be shaped to the way you work.

Synergist consultants, Agency Works, will be in touch to arrange your bespoke demo. Their experience working with hundreds of agencies means they can help you work out if Synergist is right for you.

All-in-one agency management software

From new business, costing, project and resource management, through to billing and reporting, Synergist brings together everything you need to manage your agency's projects, people, clients and financials.