The "Reporting" module is a true dashboard grouping a multitude of key indicators useful for managing your activity, distributed across several views.
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Overview
The Overview provides you with automatic reportings on commercial activity, HR, timesheets and expenses, and billing by manager, business unit, resource, project, client, agency, company... in the form of dynamic tables or dashboards. Six types are available.
By default, BoondManager displays a non-exhaustive list of key indicators per reporting (which you can customize).
Commercial = reporting for CRM, Opportunities, and Projects modules
Human Resources = reporting for the Resources module
Recruitment = reporting for the Candidates module
Activity and Expenses = reporting for the Timesheets & Expenses module
Billing = reporting for the Billing module
Global = reporting for the Resources, Projects, Timesheets & Expenses, Billing modules
Tips:
Explanation of indicators: by hovering over the indicators, the calculation details appear. The bold numbers in the table are dynamic links; clicking them redirects you to the calculation details.
Graph view: you have the option to view your data in a dashboard.
Good to know:
You can choose standard calendar periods (current, past, future), or filter data by the last days, weeks, or months.
You can also analyze your performance in even greater detail by comparing it to another period 📈.For example, compare your signed turnover for January 2024 with that of January 2023.
Projects
This Reporting allows you to obtain an overview of each of your projects.
This view operates and is configured in the same way as the Overview. It allows you to obtain a synthesis for each of your projects: signed turnover, budgeted and taken time globally and by resource, reported costs, real margins compared to signed data, Production turnover, Billed turnover, Paid turnover...
By clicking on 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.
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Resources
This tab allows you to obtain an overview of each of your resources, based on the key indicators you have selected. It is configured in the same way as the Overview.
Note that here, you have two different views available:
Period View
Periods are placed horizontally and 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.
Resource View
Here, Resources are placed horizontally and indicators vertically. This view allows you to see a set of Resources with the same indicators.
Tip
You can save your searches to have pre-recorded filters and thus retrieve different Resource reportings.
Find the documentation in the related article: Save searches
Companies
This Reporting allows you to analyze the distribution of your activity across your client portfolio.
This "Distribution by client" tab operates and is configured in the same way as the Overview, but note 2 differences:
the display is limited to 10
there is the option to display data as numbers or percentages
This tab allows you to study the distribution of your activity (signed turnover, number of projects in progress, number of missions in progress, number of positionings...) for each client. 27 key indicators are available to help you understand, in tables or dashboards, the distribution of your activity across your client portfolio.
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Reporting Configuration
To configure the key indicators on the Reporting, click on the cogwheel for Configuration.
You can "Add" or "Remove" key indicators, "Add separators," and use drag & drop to sort them in the order you prefer. It is best to limit yourself to the most relevant key indicators based on your activity.
You also have the option to export your data in Excel format for further analysis.
Suggestion:
To help you choose, you can start by displaying all key indicators to see what they correspond to and remove them one by one if you do not wish to keep them.
Tip:
To return to the default configuration, simply empty a list completely and save.