Looking for project, people or portfolio insights instead?

The business insights category is used to setup insight reports concerning the overall business situation. Look through the list of components below, and setup the best insight report for your business.

Budget list

List of financial data for the selected client. Choose between milestones or roles in the dropdown.


Notes field to use for commenting and providing information.

Projects list

Configurable list of project data for individual clients, e.g. project name, progress, time reported, and end date.

Reported time

List of registered time for individual clients, e.g. project, time reported, and spend.

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