Performance monitoring

Sales funnel

This chart shows all active opportunities sorted by stage.

Sales pipeline progression

This chart illustrates the evolution of sales through the sales funnel in terms of wins and losses so that you can see trends or deviations that should be brought to the attention of the sales team.

Opportunities - weather changes

This chart displays an overview of the ‘weather condition’ changes that have happened over the last seven days for each opportunity in your roster so that you can get a sense of the progress being made.

Order intake

This chart shows the total order value of new deliverables by month.

Customer profitability

This chart displays a list of customers from a specific time period. Use this chart to learn how much profit your business generated from individual customers over a specific period.

Projects - weather changes

This chart displays an overview of the ‘weather condition’ changes that have happened over the last seven days for each project in your roster so that you can get a sense of the progress being made.

Billability per month

This chart gives insight into your company’s billable hours per month.

Billability per employee

This chart shows a monthly breakdown of working hours, target billable hours, and planned billable hours of each employee compared to their actual hours.

Project billabillity per department

This chart shows, in one view, the billability of all departments by month of the selected year, making it easy to compare their performance.

Billable vs. non billable hours

This chart gives you detailed insight into how efficiently your employees are using their work hours.

Resource utilization

This chart shows the planned or available resource utilization by week or by month.

Outstanding invoices

This chart shows you each of your customers’ outstanding invoices ordered by the amount due.

Project margins

This chart allows you to easily browse through a list of the profit margins for your active projects.

Financial KPIs

This chart shows the target budget and the realization per month for each KPI.

Revenue forecast

This chart shows you your potential and actual revenue based on your sales pipeline and active projects.

Work in progress

This chart compares, for each department, the actual costs made to the amount already invoiced as well as what’s left to be invoiced.

The Customers report

Lists all of the organizations that have ever been configured as customers.

The Suppliers report

Lists all of the organizations that have ever been configured as suppliers.

The Opportunities report

Lists all of the opportunities that have ever been created in VOGSY.

The Projects report

Lists all projects that have ever been created in VOGSY.

The Deliverables report

Lists all deliverables that have ever been created in VOGSY.

The Calculations report

Lists all calculations that have ever been created in VOGSY.

The Expenses report

Lists all expenses that have ever been recorded in VOGSY.

The Planned vs Actual report

Displays the hours planned and submitted per week, per employee, and per activity, as well as the difference between the planned hours and actual hours.

The Time entries report

Lists all time entries that have ever been added in VOGSY. This report can be filtered by week, year, activity, and employee.

The Billability employees report

Lists all available billability data by month for each employee in your company.

The Working hours vs Submitted hours report

Lists submitted hours vs work hours for each employee or contractor, sorted by week.

The Draft invoices report

Lists all draft invoices that are awaiting project manager approval.

The Outstanding invoices report

Lists all invoices that are currently out to customers for payment.

The Accounts payable report

Lists all of your outstanding purchase invoices that you have received from suppliers.

The Accounts receivable report

Lists all invoices that were generated from projects.

The Financial KPIs report

Lists the results of KPI calculations.

The Audit Trails report

This report records the history of the changes in roles and permissions granted to users.

The Trial balance report

Lists the ledger accounts data (credits and debits) for each organization.

The Financial transactions report

Lists all financial transactions that have ever been created in VOGSY.

The Forward looking invoicing report

Lists the estimated total amount of all invoices for each month, starting with the current month and projecting forward for twelve months.

The Project invoices report

Lists all invoices ever created in VOGSY.

The Resource planned hours report

Lists all planned hours that have ever been added in VOGSY.