The business dashboard and how it works

 |  By: Steve Johnson In: Agency management | Managing resource

How do dashboards work?

1. Everything in one place

Nobody wants partial information. Company dashboards only really get into gear when systems have everything joined up together – clients, projects, estimates, timesheets, purchases, expenses, the business pipeline and so. The payoff is that you see the big picture at a glance.

For example, Synergist's Business Management Dashboard shows you your financial summary, including turnover, gross profit and WIP. On the same screen you're also seeing your billings forecast for the next six months, plus staff utilisation showing chargeable vs non-chargeable hours with targets, and your top clients' contributions by turnover or profit for whatever period you wish.

2. … in real time

A key point of having everything connected is that it’s always up to date, even the expenses that someone entered 10 seconds ago from their mobile phone on a job 100 miles away. Everybody accesses the same live database all the time.

3. More detail when you want it

Behind the dashboard is the complete system. The dashboard highlights the big-picture snapshot of this moment, prompting you to dig deeper to see the detail. Even hovering over elements of the dashboard reveals key data, but of course you can interrogate the system and run reports to get at whatever you need.

4. Intuitive to use

Synergist dashboards don’t need special setting up. They automatically come with the system, and start performing the day the system goes live.

The data you see reflects your role in the agency and your access privileges. Note that dashboards aren't just for senior management. Everybody recording their time has their own personal dashboard too.

All Synergist dashboards contain on-screen options available to you, for example:


A. Financial summary
Turnover, gross profit and aged WIP, month by month.

B. Billings Forecast
Number of columns (months) being shown.
Turnover or gross profit.
Weighted or Unweighted.
Targets. Opportunities. Planned vs Invoiced.

C. Staff utilisation
By company or team.
With or without targets.

D. Top clients
Top 5 or 10 clients.
By turnover or gross profit.
Pie chart or Bar chart formats.


A. Business pipeline
Either weighted or unweighted.
Values quoted, gross, net, and number of opportunities.
By stage or rating, net margin or gross margin.
Bar chart or funnel chart formats.

B. Billing forecast
Planned vs invoiced.
By turnover or gross profit, weighted or unweighted.
With or without targets and planned opportunities.

C. Targets and orders
By turnover, net margin or gross margin.
Whether invoiced or promoted.

D. Hours sold
Hours sold vs available. Period averages. Option to sort by charge code.


Required hours.
Target hours.
Chargeable vs non-chargeable hours.

Expenses summaries by month.
Drill-down to see expenses.

Calendar summary for the day or week.

See also