Project reports
Project reports provide comprehensive insights into your commercial activity, helping you analyze project performance, track customer lifecycle stages, and plan for future business opportunities.
Commercial history
Track your project portfolio across different lifecycle stages to understand business performance and identify opportunities.
Active projects report
Purpose: Understand active projects and associated commercial activity over time.
The active projects report provides a detailed overview of your currently running projects, showing project timelines, asset allocations, and commercial activity. This report is essential for understanding your current business operations and project performance.
Key features:
Project timeline visualization: See project start dates, durations, and expected completion
Asset allocation tracking: Monitor how assets are distributed across active projects
Commercial activity analysis: Understand revenue and billing associated with active projects
Customer insights: See which customers have active projects and their scope
Filtering options: Focus on specific customers, products, or time periods
How to use:
Navigate to Reports → Active projects report
Review the project timeline and current status
Use filters to focus on specific customers or products
Analyze asset allocation patterns across projects
Export data for project management and customer communications
Best for: Project management, resource planning, customer relationship management, operational oversight.
Upcoming projects report
Purpose: Understand upcoming projects and associated commercial activity over time.
The upcoming projects report helps you prepare for future project launches, plan resource allocation, and understand your business pipeline. This forward-looking view is crucial for operational planning and customer success.
Key features:
Pipeline visibility: See all projects scheduled to start in the future
Resource planning: Understand upcoming asset and resource requirements
Customer preparation: Identify customers with upcoming project launches
Timeline planning: See project start dates and expected durations
Commercial forecasting: Understand upcoming revenue opportunities
How to use:
Navigate to Reports → Upcoming projects report
Review upcoming project start dates and requirements
Filter by time period to focus on near-term or long-term projects
Analyze resource requirements for upcoming launches
Use data for capacity planning and customer communications
Best for: Capacity planning, resource allocation, customer preparation, business forecasting.
Past projects report
Purpose: Understand past projects and associated commercial activity over time.
The past projects report provides insights into completed projects, helping you analyze historical performance, understand customer patterns, and identify opportunities for improvement or renewal.
Key features:
Historical analysis: Review completed project performance and outcomes
Customer lifecycle insights: Understand past customer relationships and project success
Performance benchmarking: Compare project durations, asset utilization, and outcomes
Renewal identification: Identify customers who might be ready for new projects
Lessons learned: Analyze what worked well in past projects
How to use:
Navigate to Reports → Past projects report
Review completed project details and outcomes
Filter by customer to see their project history
Analyze project performance metrics and timelines
Identify patterns that can inform future project planning
Best for: Performance analysis, customer renewal planning, business intelligence, process improvement.
Project lifecycle management
Track specific stages of the customer and project lifecycle to identify opportunities and manage transitions effectively.
Upcoming renewals
Purpose: Track upcoming project starts that are renewals of previous projects.
The upcoming renewals report helps you identify customers whose projects are scheduled to renew, enabling proactive customer success management and revenue retention planning.
Key features:
Renewal tracking: See which existing customers have renewal projects starting
Timeline visibility: Understand when renewals are scheduled to begin
Customer retention insights: Monitor your renewal pipeline and success rates
Revenue forecasting: Understand recurring revenue from customer renewals
Proactive management: Identify renewals that need attention or preparation
How to use:
Navigate to Reports → Upcoming renewals
Review customers with upcoming renewal projects
Plan customer success activities and renewal preparations
Monitor renewal timeline and ensure smooth transitions
Use data for revenue forecasting and customer retention planning
Best for: Customer success management, revenue retention, renewal planning, account management.
Upcoming expansion
Purpose: Track upcoming project starts that represent expansion for existing customers.
The upcoming expansion report shows you customers who are growing their relationship with you through additional or larger projects, helping you identify your most successful customer relationships.
Key features:
Growth tracking: See which customers are expanding their projects
Expansion opportunities: Identify successful customer relationships
Revenue growth: Understand how existing customers are increasing their business
Success patterns: Analyze what drives customer expansion
Account management: Prioritize high-growth customer relationships
How to use:
Navigate to Reports → Upcoming expansion
Review customers with expansion projects starting
Analyze expansion patterns and success factors
Plan account management activities for growing customers
Use insights to identify expansion opportunities with other customers
Best for: Account management, revenue growth analysis, customer success planning, business development.
Upcoming new business
Purpose: Track upcoming project starts that represent new business for new customers.
The upcoming new business report shows you new customer acquisitions and their initial projects, helping you understand your customer acquisition success and plan for new customer onboarding.
Key features:
New customer tracking: See new customers joining your platform
Acquisition analysis: Understand your customer acquisition patterns
Onboarding planning: Prepare for new customer project launches
Growth measurement: Track new business development success
Market expansion: Understand how you're growing into new customer segments
How to use:
Navigate to Reports → Upcoming new business
Review new customers with upcoming project starts
Plan onboarding and customer success activities
Analyze new customer acquisition patterns
Use data for business development and market analysis
Best for: Customer acquisition analysis, onboarding planning, business development, market expansion tracking.
Upcoming renewed
Purpose: Track upcoming project completions that have been renewed into new projects.
The upcoming renewed report shows you successful renewal transitions, helping you understand customer retention success and plan for smooth project transitions.
Key features:
Renewal success tracking: See completed projects that successfully renewed
Transition management: Plan for smooth handoffs between old and new projects
Customer retention analysis: Understand your renewal success patterns
Continuity planning: Ensure seamless customer experience during transitions
Success measurement: Track renewal conversion rates and timing
How to use:
Navigate to Reports → Upcoming renewed
Review projects completing that have successful renewals
Plan transition activities and customer communications
Ensure smooth handoff between completing and new projects
Analyze renewal success patterns and timing
Best for: Customer retention management, project transition planning, renewal success analysis.
Upcoming contraction
Purpose: Track upcoming project completions that represent contraction for existing customers.
The upcoming contraction report helps you identify customers who are reducing their project scope or scale, enabling proactive customer success intervention and retention efforts.
Key features:
Contraction identification: See customers reducing their project scope
Risk management: Identify potential customer satisfaction or business issues
Intervention opportunities: Plan customer success activities to address concerns
Revenue impact: Understand the financial impact of customer contractions
Retention planning: Develop strategies to prevent further contraction or churn
How to use:
Navigate to Reports → Upcoming contraction
Review customers with contracting projects
Plan customer success interventions and retention activities
Analyze contraction patterns and underlying causes
Develop strategies to prevent future contractions
Best for: Customer success management, retention planning, risk management, revenue protection.
Upcoming churn
Purpose: Track upcoming project completions that represent churn for existing customers.
The upcoming churn report identifies customers whose projects are ending without renewal, helping you understand churn patterns and potentially intervene to save at-risk relationships.
Key features:
Churn identification: See customers whose projects are ending without renewal
Risk assessment: Understand which customer relationships are at risk
Intervention opportunities: Identify last-chance retention opportunities
Churn analysis: Understand patterns and causes of customer churn
Business impact: Measure the revenue impact of customer churn
How to use:
Navigate to Reports → Upcoming churn
Review customers with ending projects and no renewals
Assess opportunities for last-minute retention efforts
Analyze churn patterns and contributing factors
Use insights to improve customer success and retention strategies
Best for: Churn prevention, customer retention, risk management, business intelligence.
Last updated