Reporting & Dashboards
Comprehensive Reports for Better Business Management
Track your income, profits, and future earnings in one place. See the numbers clearly so you can make the right choices for your business.
Free for 14 days | No credit card required
Join 100's of Professional Service Firms Using Magnetic
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The Magnetic Difference
Reporting that helps you plan smarter
Gain detailed insights to stay in control of your projects. Make decisions backed by real-time data and comprehensive reports.
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Forecast Budgets
Use real project history to plan future budgets that hold up under pressure.
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Surface Bottlenecks
Sport where timelines slip, teams overload or tasks get stuck - and step in before it impacts delivery.
Prioritise Profitable Work
See which clients, projects and services drive margin and focus effort where it counts.
Plan Workload Accurately
Use actual team output to schedule upcoming work without overbooking.
Catch overruns early
Track time and cost as work progresses so you can course correct before budgets break.
Advanced Reporting
All Your Key Metrics, One Place
No more scattered spreadsheets or stitched-together insights. Magnetic’s reporting suite gives you a single source of truth across pipeline health, team utilisation, project margins, over-servicing, and revenue forecasting, so you can move faster, smarter, and with more control.
Catch Over-Servicing and Margin Risks Early
Identify when work starts to exceed scope and protect against margin erosion. With clear visibility into time and budget performance, you can keep projects profitable from start to finish.
See billed vs actual hours
Monitor scope creep
Access historical trends
Get client specific insights
Reporting That Connects Resources to Results
Understand exactly how team time, capacity, and effort affect your bottom line. Use clear reports to balance workloads, spot overservicing early, and keep margins healthy.
Workload distribution views
Capacity vs. demand analysis
Utilisation rates
Plan Ahead With the Full Picture
Magnetic pulls in project pipeline, estimated billings, and resource availability to give you a real-time view of future revenue. Track which deals are active, stalled, or at risk, spot gaps early, and make confident planning decisions grounded in data, not guesswork.
Map out revenue potential
Forecast revenue by opportunity
Understand Opportunity aging
Use actionable insights from Profitability Reports to ensure every project contributes to your business’s growth and success.
Profitability Reporting
See exactly how much each client, project or team member contributes to your margins. Track billable vs. non billable time and more.
Overservicing dashboards
Compare scheduled vs. tracked hours, measure budget usage and flag overservicing in real-time
Pipeline Forecast
Track incoming opportunity value by client or owner, including weighted forecasts by close probability
Revenue Forecast
Visualise expected income across clients and projects with data pulled from CE's, Billing schedules and opportunity pipelines.
Customer Acquisition Costs
Track the full cost of winning each new customer, including time, expenses and input. Make smarted decisions and optimise for lifetime value.
WIP Reporting (WIP)
Track work that has been delivered but not yet invoiced. Understand WIP value and aging per client for better revenue recognition.
Average Hourly Rate (AHR)
Compare estimated, schedlued and actual rates across clients, projects and departments and identify where your real hourly return is.
Timesheet completion Reports
Instantly see how has missing time entries, how much is unlogged and where data gaps are hiding insights.
Custom Reporting Built for Every Role
Magnetic gives every role the exact insights they need - from live project timelines to margin control and team capacity - without digging through irrelevant data or juggling spreadsheets.
For Project Managers
For Ops Leaders
For Finance Teams
For Executives
Build custom dashboards - No Excel required
Apply custom filters by client, project, owner, time range or opportunity stage
Save and favourite reports to reuse instantly.
Share dashboards across your team or export - presentation-ready PDFs
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Get live updates with drill down functionality and investigate changes in real time.
Magnetic vs. Generic Tools
What Magnetic Replaces
When reporting is an afterthought, buried in spreadsheets or locked in disconnected tools, decision-making slows down. Magnetic gives you real-time visibility across every part of your business, from project progress to team performance, so you can act faster, with confidence.
Legacy Setup
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Static reports manually built in Excel or PowerPoint
No single source of truth across teams, projects, and financials
Outdated data that delays action and clouds judgment
Disconnected systems with inconsistent reporting standards
Time wasted chasing updates from different departments
Limited visibility into performance trends or delivery risks
Reporting viewed as a task, not a strategic advantage
With Magnetic
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Real-time dashboards across delivery, time, and margin
Unified data across delivery, resourcing, and finance in one platform
Custom views tailored for ops, finance, project leads, and executives
Automated reporting with no manual collation or formatting needed
Drill-down capabilities to identify blockers and course-correct early
Shareable, presentation-ready reports for internal or client use
Always-on insights that turn data into confident, informed action
Integrations
Integrate with your Existing Teck Stack
Connect all your favorite accounting tools in one place for a smoother, more cohesive financial management experience. Say goodbye to data silos and hello to seamless synchronisation.
Reporting and Analytics FAQs
Everything you need to know about Magnetic's Reporting and Analytics.
How does Magnetic’s reporting help me make better business decisions?
Magnetic provides real-time data on revenue, profitability, and resource usage, so you can make informed decisions instead of relying on guesswork. Whether it's adjusting budgets, reallocating resources, or forecasting revenue, you’ll have the insights you need at your fingertips.
Can I see which projects are the most profitable?
Yes! With profitability reports and margin tracking, you can instantly see which projects drive the most revenue and which ones may be cutting into your profits—allowing you to focus on high-value work.
How does Magnetic help prevent financial surprises in projects?
Magnetic tracks budgets vs. actual costs, giving you visibility into whether a project is on track financially or at risk of overspending. This helps you identify and resolve issues early before they impact profitability.
Can Magnetic help me understand why some projects lose money?
Absolutely. With over-servicing dashboards, you can compare billed vs. actual hours worked to see where time is being wasted and where scope creep may be eating into your profits.
How does Magnetic’s forecasting improve financial planning?
With revenue forecasting, Magnetic predicts future earnings based on current projects, billable hours, and trends—helping you plan growth strategies with confidence.
Can I track team performance through these reports?
Yes! Magnetic’s resource capacity reports show how your team is being utilised, helping you identify bottlenecks, inefficiencies, and opportunities to improve workload distribution.
Can I get a high-level overview of my entire business performance?
Yes! Magnetic’s dashboards allow you to see all key metrics at a glance, from profitability trends to revenue growth, helping you stay in control.
How do I get started with Magnetic’s reporting tools?
You can start a free 14-day trial (no credit card required) or book a demo to see how Magnetic’s dashboards can revolutionise your project reporting.
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