Month-to-month: Make informed decisions
Big decisions are hard but necessary. What sorts of projects and clients should we be focusing on? Should we let a client go? Do we need to restructure or recruit? We all pride ourselves on our professional instinct. But having the data to back up instincts and forecast what’s likely to happen in the future makes tough decisions and conversations much easier.
- See which projects, clients and services are most profitable Synergist shows financial performance by client, project and job over a chosen period, detailing gross and net profit. So you can see who to give focus to... or who to drop.
- Track staff utilisation and capacity See under-utilisation or over-demand to make informed training, recruitment and freelancer-hiring decisions.
- Improve estimations and pricing See the estimated versus actual costs for each job, and the recommended charge vs. quoted charge. This can help you price more realistically and improve your profit margins.
Key reports can be automatically created and sent to you on (say) the first day of each month. As well as standard reports, the Data Viewer lets you build custom reports with a simple drag-and-drop interface. Create tables and charts. Export as an image or PDF, or into a spreadsheet or presentation. You can even schedule them for automatic delivery to nominated people.