Dashboards & Reporting

Build and share dashboards from any metric in the platform, and schedule them as reports — the Dashboards & Reporting module.

Add widgets from any metric, choose how each is visualized, tune its scope and date range, and arrange them into a dashboard that answers your question.

What you can measure — dozens of metrics across every module — and how scoping keeps every number honest and secure.

A daily point for the numbers that matter — pipeline, money owed, unbilled work, open tickets, utilization, project burn, recurring revenue, client health and prepaid hours — saved every night, so any of them can be charted over time with no setup.

The rules behind every figure on dashboards and in reports — tax, dates, rejected time, deleted records — written down once.

Schedule any dashboard to be emailed as a branded PDF, an Excel workbook or a CSV on a cadence, over a period you choose — or open it, print it and export it on demand.

One client's health, goals, service, satisfaction, hours and billing as a branded review — on screen or as a PDF — with a client copy you can send them.

Share a dashboard with your team, or publish a secure snapshot link — including a public, read-only view for people outside your organization.