Project Reports

Project Reports

Project reports provide detailed insight into how your projects perform financially and operationally. Access these reports from Reports › Projects to analyse profitability, timelines, and resource efficiency.

Project Profitability

The core project report, comparing revenue against costs for each project. The profitability margin is calculated as (Revenue − Costs) ÷ Revenue × 100 and displayed with colour-coded chips:

Margin Range	Colour	Indication
Above 60%	Green	Highly profitable
40%–60%	Orange	Moderate margin — review costs
Below 40%	Red	Low margin — action required

The report includes a breakdown of cost components: equipment rental, crew wages, transport, subrental fees, and miscellaneous expenses.

Timeline Compliance

Measures whether projects are delivered on schedule. Tracks:

• On-Time Completion Rate — percentage of projects completed by their scheduled end date
• Delayed Projects — list of projects that overran, with the number of days delayed
• Completion Rate Trend — line chart showing on-time delivery percentage over time

Filter by project type, client, or date range to identify patterns in delays.

Resource Allocation

Analyse how crew and equipment are distributed across projects:

• Crew Hours Per Project — total labour hours allocated, broken down by role
• Equipment Allocation Efficiency — compares booked equipment versus actually used equipment to identify over-allocation
• Resource Conflicts — highlights instances where crew or equipment are double-booked

Revenue by Project Type

A bar chart or pie chart showing how revenue is distributed across your project types (e.g., corporate events, festivals, installations, dry hire). Helps identify which project types are most lucrative and worth targeting in your sales efforts.

Active Project Pipeline

Overview of all current projects by status. Displayed as a funnel or stacked bar chart showing the count and value of projects in each stage:

1. Quote — proposal sent, awaiting approval
2. Confirmed — client approved, preparation underway
3. In Progress — currently being delivered
4. Completed — finished, pending final invoicing

Sub-Project Breakdowns

For projects with sub-projects, drill down into individual sub-project performance. Each sub-project shows its own revenue, cost, margin, crew hours, and equipment allocation. Costs roll up to the parent project total for consolidated reporting.

Project Duration Analysis

Analyses how long projects take across their lifecycle phases:

• Average Total Duration — mean number of days from confirmation to completion
• Build Phase — average time spent on setup and preparation
• Show Phase — average duration of the live event or rental period
• Strike Phase — average time for teardown and equipment return

Displayed as a stacked bar chart with each phase as a distinct colour segment.

Client-Linked Performance

View project performance grouped by client. Includes total projects, combined revenue, average margin, and on-time delivery rate per client. Useful for identifying your most reliable and profitable client relationships.

Cost Analysis

Detailed cost breakdowns per project:

• Crew Cost — wages, overtime, and travel expenses
• Equipment Cost — internal rental value and any subrental charges
• Transport Cost — vehicle hire, fuel, and logistics fees

Quote-to-Project Conversion

Tracks how effectively quotes convert into confirmed projects. Displays the conversion rate as a percentage, average time from quote to confirmation, and the total value of lost quotes. Filter by client, project type, or sales team member.

Period-Over-Period Comparison

Compare project metrics across time periods to identify growth trends:

• This Month vs Last Month — short-term performance changes
• This Year vs Last Year — annual growth analysis

Comparison tables show both absolute values and percentage changes for revenue, project count, average margin, and completion rate.

Project Status Distribution

A donut chart showing the proportion of projects in each status. Use this to quickly assess your operational load — a high percentage of projects in the “In Progress” stage may indicate capacity constraints, while a large “Quote” segment suggests strong pipeline activity.