Turn-key, out-of-the-box reports and dashboards make it easy to learn, use and consume by both technical and non-technical users.
Turn-key, out-of-the-box reports and dashboards make it easy to learn, use and consume by both technical and non-technical users.
Integrate teams, clients, and work into one centralized platform so everyone always has access to the most up-to-date client information.
Instill confidence in making the right business decision with a powerful business intelligence platform to track and measure business performance and profitability while forecasting and preparing for the future
An integrated platform enabling you to extract high fidelity, reliable and trustworthy data in real-time to foster contextual insights for higher margins and profits.
Identify over- or under-servicing clients with insights into the time and value of that work.
Review the profitability of your projects, tickets and retainers based on the work that's been logged-to-date and upcoming scheduled work.
Deep dive into your revenue sources to locate your most profitable clients and forecast revenue stream.
Identify your top performers by tracking your team's time entries, their cost and billable value all from a single dashboard.
Keep track of tasks that are overdue, and investigate how they're affecting your budgets and profitability.
Streamline your cash flow with insights to discover how long it takes to actually get paid.
Measure the accuracy of your project estimates by tracking the work your team planned to perform and comparing it to what was actually done. (Projects product purchase required)
Improve your renewal rates by identifying retainers coming up for renewal, and beginning the renewal process early. (Retainers product purchase required)