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

Screenshot of Magnetic's financial reporting dashboard, providing a 'Revenue Forecast' chart, 'Budget Spent' (46%), and 'Incurred Vs Billed' (124%) insights for comprehensive financial performance tracking.

Join 100's of Professional Service Firms Using Magnetic

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.

Forcast budgets

Use real project history to plan future budgets that hold up under pressure.

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 workloads 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.

Revenue Forecasting tools

Visualise expected income across clients and projects with data pulled from CE's, Billing schedules and opportunity pipelines.

Overservicing dashboards

Compare scheduled vs. tracked hours, measure budget usage and flag overservicing in real-time

Profitability reporting

See exactly how much each client, project or team member contributes to your margins. Track billable vs. non billable time and more.

Pipeline Forecasting Reports

Track incoming opportunity value by client or owner, including weighted forecasts by close probability

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)

See the true value of work in progress and unbilled time at a glance. Stay on top of project profitability and improve cash flow predictability.

Timesheet Completion Reports

Understand how delivery billing and payments affect your firms financial health in real time. Make adjustments to keep your business cash-positive.

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.

Book a demo

Advanced Reporting

Build custom dashboards-no excel required

Get live updates with drill down functionality and investigate changes in real time.

Share dashboards across your team or export - presentation-ready PDFs

Save and favourite reports to reuse instantly.

Apply custom filters by client, project, owner, time range or opportunity stage

Generic tools vs. magnetic

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.

With Magnetic

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

Get Started

Without Magnetic

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 judgement

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

See how Happy Friday improved reporting accuracy and cut admin by 30% with Magnetic

From duplicated tasks and scattered time tracking to a streamlined, scalable system, Magnetic gave Happy Friday the clarity and control to grow without getting buried in admin.

Stronger job costing data

No more spreadsheet reconcilliation

Built-in billing logic

Insight driven capacity planning

Live project insights

See the full story

Connect the dots across your tech stack

Magnetic integrates with your CRM, accounting, and other core systems, so data flows smoothly and teams work in sync. Need more? Use Zapier to plug into hundreds of other tools, fast.

Email

Campaign Monitor

Google Calendar

Zapier

Xero

Ziflow

Lead capture

Gmail

Google

Microsoft Outlook

Slack

Zoho Mail

Timeboost

Sage One

View all Integrations

Real Feedback

What our customers say

Real stories from teams transforming workflows with Magnetic.

4.5

Stars out of 5 on g2 and capterra

Magnetic has been an excellent choice for us. The system is easy to use and meets all of our tracking needs perfectly. I really appreciate that it’s customised to our specific requirements, which makes our workflows so much smoother.

11 July, 2025

Christine, M.

Small business

Operations Manager

11 July, 2025

"Significant time savings"

Ashleigh B

Small-Business (50 / fewer emp.)

"Helps internal processes flow smoothly"

Neesha Hassan

Traffic Manager, small business

Free for 14 days | No credit card required

Get started with magnetic's reporting tools

Transform how you plan, track, and deliver with Magnetic’s comprehensive reporting and analytics tools.

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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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