Knowledge is barely as highly effective because the reviews the place it’s displayed. We lately added a number of visualizations throughout a number of reviews that will help you motion your knowledge.
- AR Growing older: View purchasers’ unpaid invoices at a look, drill down by bill to see detailed historical past, or filter by date to concentrate on present balances.
- Price range v. Precise: Shortly examine budgeted hours with precise efficiency. You possibly can alter columns to investigate by mission or shopper to indicate underlying knowledge for in depth monetary insights.
- Work in Progress Growing older: See unbilled income by age. Use filters to concentrate on particular companies, and consider underlying time entries to streamline your billing course of.
- Manufacturing Evaluation: Â Analyze staff productiveness over a time interval. Regulate the date vary, filter the service merchandise, and drill into particular duties to discover labor prices.
- Workers Utilization: Examine logged hours to working hours. Regulate parameters to guage workforce productiveness throughout days and particular person workers members.
- Activity & Subtask Capability: Examine budgeted hours with precise working hours, supporting environment friendly process administration and useful resource planning.
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Knowledge is King. However knowledge can also be overwhelming. Get essentially the most out of your knowledge with reviews like this which might be pre-built for you. Then use performance like alerts and scheduled reviews to remain within the know with out having to hop in and analyze. Spend extra time on billable actions whereas additionally getting insights. Have your cake and eat it too.
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Every of those reviews pull from completely different knowledge sources, however all require Cover Professional. Right here’s a listing of the modules that every report makes use of:
- AR Growing older: Time & Billing
- Price range v. Precise: Time & Billing; Workflow
- Work in Progress Growing older: Time & Billing; Workflow
- Manufacturing Evaluation: Workflow
- Workers Utilization: Workflow
- Activity & Subtask Capability: Workflow
See extra about how these templates work right here.