1. Purpose of this page
Monitor performance across revenue, margin, time, and spend.
2. Main functionality
- Open report views from sidebar options.
- Apply date/client filters.
- Use insights to drive
delivery/commercial decisions.
3. Where to start
Start with headline KPIs and current period scope.
4. What to do next
Drill into weak areas and action them in projects/commercial pages.
Practical tips
- Reports give you a bird's-eye view of the business - revenue, margins, time and expenses across all your
projects.
- Use the sidebar to pick a report, then filter by date range or client. Save a report configuration if you
will want to run it again quickly.