Scoro's Reports library is the quickest way to find the essential metrics you can monitor to optimize your business performance. It holds almost 50 expert-built report templates, covering key insights across productivity, utilization, revenue, cost, profitability, and sales. Watch the video for a quick overview of what each category holds, or skim through the written article below.
Productivity reports help you understand if your team is working efficiently and identify areas for improvement. For example, you can view the Activity breakdown by users to understand if team members utilize their time and skills effectively.
Utilization reports help you monitor your team’s current and forecasted availability so you can improve resource allocation. View the User utilization forecast by months and learn if you have planned enough work for each team member in the upcoming periods.
If you realize you need more projects to keep everyone occupied, evaluate your sales outlook. The Pipeline forecast will help you understand if there are enough deals in your pipeline to ensure balanced workloads and profitability.
Revenue reports show you how much revenue your business generates and let you assess its financial viability. Keep an eye on key metrics like Overdue invoices by clients and take steps to maintain a healthy cash flow.
Profitability reports help you identify what contributes to or hinders your profit. Take a look at the Profitability by Clients report to prioritize clients with the highest profit margins.
Cost reports help you keep your cash flow under control by tracking unpaid bills and expenses, analyzing labor costs, and comparing budgeted costs with actual results. For example, view the Budgeted vs actual cost by projects report to follow the budget burndown as projects progress and act promptly if the team is exhausting resources too quickly.
You can tailor every report template and gain deeper insights by adding filters and data columns. For example, you could group the Planned vs actual time by users report by activity types to see what activities have taken up more of your team members' time than planned.
Bookmark reports and add to your favorites for easy access later or consolidate the essential metrics into one dashboard and gain complete visibility over your business in a single view. Return to the previous article if you want a refresher on easily accessing the data you want to monitor frequently.
You've now learned how to navigate Scoro's Reports library. You can learn more and explore other report templates in the more detailed article that's linked below. Next, we'll deep-dive into some of the reports so you can get the most value out of them from the get-go.
You've now learned how to keep track of your sales progress in Scoro. You can explore the additional resources below the article if you want to focus on the sales processes for a bit longer. Proceed to the next article to explore how to use Scoro's utilization report to balance workloads and inform your pipeline.