Business Insights

Create reports for a single client

Looking for project, people or portfolio insights instead?

Business insights are used to create reports on a single client. Look through the list below, and find the components as you see fit. You can create as many reports as you'd like.

forecast_insights-business

Budget List

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

forecast_insights-business-budgetlist

Notes

Notes field to use for commenting and providing information.

forecast_insights-notes

Projects List

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

forecast_insights-business-projectlist

Reported Time

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

forecast_insights-business-reportedtime