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Reporting

Vantage provides real-time visibility into your agency’s health. No more waiting for month-end to know how you’re doing.

Dashboard

Your command center shows:

All numbers update in real-time as time is logged and invoices are paid.

Report Categories

Financial Reports

ReportWhat It Shows
RevenueInvoiced and collected by period
AR AgingOutstanding invoices by age
ProfitabilityRevenue minus costs by client/project
WIPUnbilled time and expenses

Utilization Reports

ReportWhat It Shows
Team UtilizationBillable % by person
CapacityAvailable hours vs booked
ForecastProjected utilization

Project Reports

ReportWhat It Shows
Budget StatusHours/dollars consumed
Project HealthAt-risk projects
BacklogUpcoming work

Client Reports

ReportWhat It Shows
Client ProfitabilityMargin by client
Client HealthRelationship scores
Client HistoryAll work for a client

Utilization Deep Dive

Understanding Utilization

Utilization = Billable Hours / Available Hours × 100

Example:

Targets

Typical agency targets:

RoleTarget
Junior75-80%
Mid-level80-85%
Senior70-75%
Manager50-60%

100% utilization isn’t healthy. People need time for internal work, learning, and admin.

Utilization Report

The report shows:

Profitability Reports

By Project

For each project:

By Client

Roll up all projects for a client to see:

Internal Rates

Set cost rates per person to calculate true profitability:

Revenue: $15,000
Hours: 100
Avg cost rate: $75/hour
Cost: $7,500
Margin: $7,500 (50%)

Configure internal rates in Settings → Team.

Work in Progress (WIP)

WIP = unbilled time and expenses.

Why Track WIP

WIP Report

Shows by client/project:

High WIP is a red flag. It means work is done but not invoiced. Review weekly.

Custom Reports

Build your own:

  1. Go to Reports → Custom
  2. Choose data source
  3. Select dimensions (group by)
  4. Select measures (sum, count, avg)
  5. Add filters
  6. Save for reuse

Examples

Scheduling Reports

Get reports delivered automatically:

  1. Open any report
  2. Click Schedule
  3. Choose frequency (daily, weekly, monthly)
  4. Add recipients
  5. Save

Reports arrive as PDF attachments.

Exporting Data

Quick Export

Every report has a Download button:

Bulk Export

Export all data:

Good for:

Dashboards

Personal Dashboard

Your view shows:

Manager Dashboard

Managers see:

Executive Dashboard

Leadership sees:

Real-Time Updates

Unlike traditional PSAs where you wait for nightly batches:

This is what “real-time” means. No waiting.

Next Steps