The "Reporting" module is a complete dashboard containing a multitude of useful indicators for the management of your activity, organized in several views.
Contents
The Synthesis provides you with automatic reports on sales, HR, time & expenses as well as invoicing activity sorted by manager, business unit, resource, project, client, agency, company, etc. in the form of dynamic tables or graphs. Six types are available.
By default, BoondManager displays a non-exhaustive list of indicators by reporting (which you can customize).
- Commercial = reporting of the CRM, Opportunity and Projects modules
- Human resources = reporting of the Resources module
- Recruitment = reporting of Candidates modules
- Activities & Expenses = reporting of Activities & Expenses module
- Billing = reporting of Billing module
- Global = reporting reporting from the Resources, Projects, Activities & Expense and Billing modules
Tips:
- Explanation of the indicators: by hovering over the indicators, the calculation details appear. The bold numbers within the table are dynamic links; by clicking on them, you are redirected to the calculation details.
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Graphical view: you have the option to view your data in a graphical format.
Good to know:
You can choose standard calendar periods (current, past, future) or filter the data from the last few days, weeks, or months.
Additionally, you can analyze your performance more precisely by comparing it to another period 📈. For example, compare your signed turnover for January 2024 with that of January 2023.
This reporting allows you to get an overview of each of your projects.
This view has the same operation and the same configuration mode as the Summary view. It allows you to obtain a summary of each of your projects: signed turnover, signed and consumed time overall and by resource, costs, real margins compared to the data signed, Production turnover, Invoiced turnover, paid turnover...
By clicking on the advanced filters, you will be able to search for a specific resource and/or a company (as in the example below) and/or a CRM contact.
This tab allows you to get an overview of each of your resources, according to the indicators you have chosen. It is configured in the same way as the Synthesis view.
Notice that you have two different views possible:
View by periods
The Periods are placed horizontally and the Resources vertically, one below the other, with the same indicators per Resource. This view allows you to see the evolution of a Resource's figures over time.
View by Resource
Here, the Resources are placed horizontally and the indicators vertically. This view allows you to see a selection of Resources on the same indicators.
Tip
You can save your searches in order to have pre-recorded filters and thus find different Resource reports.
Find the documentation in the related article: Saving searches
This reporting allows you to analyze the distribution of your activity on your customer portfolio.
This tab " Distribution by client " has the same operation and configuration mode as the Summary view, but with 2 differences:
- the display is limited to 10 only.
- You can display the data in numbers or in percentage
This tab is designed to help you monitor the distribution of your activity (Sales signed, Nb of projects in progress, Nb of missions in progress, Nb of positionings...) for each client. 27 indicators are at your disposal to provide you with tables or graphs of the distribution of your activity on your client portfolio.
To configure the indicators of the Reporting, first click on the Configuration wheel.
You can "Add" or "Remove" indicators, "Add separators" and drag & drop them in the order of your choice. We recommend you to limit yourself to the most meaningful indicators according to your activity.
You also have the possibility to extract your data in excel format to work on them later.
Suggestion:
To help you choose, you can start by displaying them all to see what they are about and delete them as you go if you do not want to keep them.
Tip:
To return to the default configuration, simply clear the list completely and save.
We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.
If you still have any questions, feel free to get in touch with our Support team :
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