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Dashboards & reports

How is delivery going? One page tells you.

A project reporting dashboard for small teams that builds itself from your tasks: progress on every project, task status, what is due next, what is overdue and who is carrying the load.

Start free

Free plan, no card needed. Or book a demo.

Reports

The whole picture, without building it.

Open Reports and the numbers are already there: how many projects and tasks, how much is complete and how much is overdue, with charts for each. Nobody has to update a spreadsheet on Friday afternoon.

  • Projects, Tasks, Completion and Overdue work
  • Project progress and task status charts
  • Upcoming work: tasks due in the next 14 days
One project

Zoom in on a single project.

From any project choose View project report and the same report filters to that project. It is the quickest way to answer a client who asks how things are going.

  • View project report from the project's More menu
  • Overdue work by project
  • Team workload: open tasks and estimated hours
Portfolios

Every project side by side.

Portfolios put health, progress, budget and dates for every project in one table. Group by health, status, owner or client to see where time and money are going.

  • Budget used and hours used per project
  • Group by health, status, owner or client
  • Amounts in other currencies shown on their own, never mixed
Initiative dashboards

A live dashboard for the things that matter most.

On the strategy map, open an initiative and choose Make dashboard. You get its progress, the key result it moves, the next milestone, anything overdue and the projects delivering it, kept up to date.

  • Initiative progress and the key result it moves
  • Next milestone and Overdue milestones
  • Projects delivering it and campaign results
Works with everything

Work talks to the rest of your business.

Everything below shows up on the client's record on its own, so you never piece the story together by hand.

WorkEvery number comes from your tasks and projects
WorkInitiative dashboards from the strategy map
PeopleTeam workload in open tasks and hours
WorkOne record per client
MoneyBudget used, from Money Manager expenses
MarketingCampaign results on initiative dashboards
Chip AI@chip on any task that looks stuck
Chip AI

Ask Chip. It already knows your work.

Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.

Meet Chip
Plans

Which plans include dashboards and reports?

Reports are part of Work, on every plan, including Free. Initiative dashboards come from goals on your strategy map.

  • FreeIncluded, free forever
  • StarterIncluded, 30-day trial
  • GrowthIncluded, 30-day trial
  • ScaleIncluded, 30-day trial
For agencies

Win the pitch. Bill the work.

Proposals, projects and invoices for every client, without four tools in between.

Questions about dashboards and reports

Do I have to build the report myself?
No. Reports fill in from your projects and tasks. Open the page and it is ready.
Can I see an overdue tasks report for one project?
Yes. From the project choose View project report, and every chart filters to that project.
Who can see the reports?
Each person sees delivery progress and risks across the work they have permission to open.
What is an initiative dashboard?
A live page for one initiative on your strategy map: its progress, key result, milestones, projects and campaign results. Make one with Make dashboard.

Stop asking "where are we on this?"

Project reports that build themselves from the work. Start free.

Start free
Or book a demo and we'll set it up with you.