Reports & Rollups
Real-time visibility across projects, services, billing, and schedules— so you can spot risks early and keep the team aligned.
- ✅Portfolio rollups by project, client, or team
- ✅Budget vs actuals, earned value, and backlog
- ✅Aging, WIP, and revenue forecasts
- ✅Export to CSV/PDF; share read-only links
Active Projects
24
Due This Week
18
WIP ($)
$128k
AR 30–60
$42k
Hours by Project (wk)
M1
M2
M3
M4
M5
Billing vs WIP (mo)
Aug$82k
Sep$78k
Oct$90k
Top Projects (billings last 30d)
| Miller Subdivision | $18,400 |
| Oak Creek Phase 2 | $14,250 |
| Riverbend Estates | $12,900 |
| Lubbock Retail | $10,150 |
Demo visuals for illustration only.
What you can do
📊
Operational rollups
Counts and trends for tasks, deliverables, reviews, and deadlines.
💵
Financial views
WIP, AR aging, and revenue forecasts with drill-downs by project.
🧾
Billing traceability
Proposals → invoices with line-item and %-complete history.
🏷️
Filters & segments
Slice by client, team, project, service, or date range.
⚠️
Risk flags
Past-due items, stuck reviews, and over-budget indicators.
📤
Export & share
CSV/PDF exports and shareable read-only report links.
How it works
- Step 1ConnectProjects, tasks, deliverables, proposals, and invoices feed the same metrics.
- Step 2AnalyzeFilter and drill into trends; compare periods to forecast workload and revenue.
- Step 3ShareExport snapshots or share live, read-only views with stakeholders.
Know where every project stands
Turn day-to-day work into clear metrics—then act with confidence.