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REPORTING

Real-time business intelligence for agencies

Spend less time reporting and more time making data-driven decisions. See all the key metrics you need at the click of a button.

Instantly see how your agency's performing

Synergist dashboards bring all your data together into a single source of truth.

  • Get an instant view of your actual and forecast revenue and profit by company, team or user on the Management dashboard. Plus, you can see your top clients and earnings per head at a glance

  • Analyse your pipeline for new and existing clients and quickly see forecasts based on percentage probability on your Sales dashboard. Track each account handler’s performance against their targets and instantly see hours sold vs available to sell for each resource type

  • See how effectively you’re utilising and recovering your team’s time, with your Performance dashboard

  • Get a short- and long-term resource view on your Capacity dashboard.  See hours estimated, booked and available by team, skill or individual over the coming days, weeks and months and learn how winning opportunities could impact your resources

The biggest return is clarity. Now we actually have clarity on what we’re doing, I can take the strategic role of properly growing our business using data.

Image of Andrea Allen
Andrea Allen Commercial & Operations Director, Rooster Punk
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Monitor your project and clients in real time

Knowing what's on track and what's not can help drive a successful project over the finish line.

  • Job dashboards instantly show you your job's financial health and profitability. Track estimated, quoted, invoiced, or recognised time and costs vs. actual time and costs, with a live view of percentage completion, potential overrun, and profit

  • Client dashboards help you track the actual and forecast revenue and profit for each of your clients, plus you can see if you've over or under-recovered across all their jobs, making sure each client meets your profit targets

  • Instant email alerts can be sent when an action happens or data meets a specific criteria. For example, when new time or costs have been added to an invoiced job, or costs have reached X% of the budget on a job

    See more on agency project tracking

See these features in action

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Make smarter, data-led decisions

Synergist delivers a suite of detailed reports to help you make intelligent business decisions and improve your agency’s performance and profitability.

  • Get an accurate picture of your planned, actual, work-in-progress, write-offs, profitability and forecasts at a business, client or project level

  • View how your team’s time is used, see missing timesheets and easily track staff utilisation

  • Keep track of purchases and expenses with up-to-date cost reports

  • Analyse estimates vs actuals to manage over-deliver and inform future job costings

  • Schedule reports to be automatically emailed to your inbox or generated when an event happens or data meets specific criteria

Agency guides

Agency management intelligence

Business analysis often skips the to-do list, especially when you're too busy working in your business (the fun stuff). But you could be missing out on a game-changer.

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Build your own custom reports

From top-level insights to highly detailed data, Synergist makes it easy to build your own reports using the data analytics tool.

  • Report on the exact data you want with sophisticated data filters, date ranges, custom columns and cross-tabs

  • Visualise data with charts and tables you can download to use in presentations or export into Excel

  • Save reports and add them to your Analytics dashboard for easy anytime access

  • Share reports with different groups across the agency or schedule them to be regularly delivered by email

    Learn more about analytics