Reporting & Analytics provides a command center for understanding how customers, teams, and projects are performing. Dashboards are designed for executives, operations, and customer success leaders who need fast, reliable insights.
Customize by role
Tailor filters, layouts, and scheduled exports so each stakeholder sees the metrics that matter most.
Dashboard Families
Overview Dashboard
- Key metrics for project count, completion rates, on-time delivery, and at-risk accounts.
- Visual timelines to spot trends in project progression and milestone velocity.
- Status distribution charts that reveal where work is stalling.
Stage Analytics
| Focus | What You Learn | Sample Actions |
|---|---|---|
| Lifecycle Performance | Average time per stage, conversion rates, bottlenecks | Rebalance resources or adjust playbooks |
| Stage Distribution | Volume of customers in each stage | Forecast workload and capacity |
| Stage Metrics | Completion rates, overdue tasks, success percentages | Trigger automations or escalate support |
Client Engagement Reports
- Track portal logins, session duration, and collaboration frequency.
- Monitor AI agent conversations, document consumption, and comment activity.
- View automatically calculated health scores that blend engagement, responsiveness, and task completion.
Performance & Team Usage
- Evaluate project duration, task throughput, and phase completion speed.
- Identify top contributors and workload imbalances across team members.
- Measure AI agent utilization, integration activity, and document storage trends.
Project & Portfolio Views
- Drill into a single customer project for detailed phase and task breakdowns.
- Compare all active projects with filtering by status, stage, priority, or owner.
- Trigger bulk updates or follow-up actions without leaving the dashboard.
Working with Analytics
Access the Reporting Hub
Open the Reporting & Analytics section from the global navigation to choose a dashboard.
Apply Smart Filters
Segment data by date range, lifecycle stage, industry, or team member to isolate trends.
Switch Visualizations
Toggle between bar, line, pie, heatmap, or funnel views to highlight the story behind the numbers.
Export & Share
Download CSV or PDF outputs for leadership decks, client reviews, or board updates.
Schedule Recurring Reports
Automate weekly or monthly deliveries so stakeholders receive insights without manual effort.
Strategic Benefits
From reactive to proactive
Dashboards highlight exceptions and opportunities in real time, helping teams intervene before risks escalate.
- Data-driven leadership: Replace intuition with evidence when allocating resources or setting goals.
- Operational vigilance: Detect slowing task cycles or dropping engagement before they impact renewals.
- Performance accountability: Celebrate high performers and quickly support teams that need assistance.
- Revenue intelligence: Correlate lifecycle progress with bookings, expansions, and retention.
- Executive clarity: Provide polished, digestible insights without building bespoke slide decks.
Continue with Task Management to see how execution data flows back into analytics automatically.