About VOGSY real-time charts
VOGSY provides a comprehensive suite of real-time charts and dashboards that provide immediate insights into your business performance using live data from across the platform.
Multi-company, Multi-currency
Use the company selector at the top of the charts page to switch between different companies and their respective currencies. This also filters the data displayed across all charts accordingly.
1. Real-Time Data
Real-time data powers the charts pulled directly from the VOGSY platform. As users update project status, log time, manage opportunities, or track expenses, the corresponding dashboards and charts are automatically updated, ensuring your view always reflects the current state of the business.
2. Types of Charts & Insights
VOGSY provides a range of built-in charts covering different aspects of a professional services business:
Sales Pipeline: Monitor opportunity “weather conditions” and view order intake values over time to track pipeline evolution.
Project Performance: Track project progress, compare budgets to actuals, monitor project margins, and view health indicators (“weather conditions”) for quick status changes.
Resource Management: Visualize resource utilization (planned vs. available), monitor billability per employee and department, and compare actual vs. target billable hours.
Financial Health: Monitor key financial KPIs, revenue forecasts (based on pipeline and active projects), customer profitability, outstanding invoices, and work in progress.
3. Dashboards (Boards)
Users can build personalized dashboards, called Boards, by pinning selected charts for quick access.
A board can explicitly share charts by inviting others as board members.
The custom dashboards can be shared with colleagues, providing a tailored view of relevant metrics and KPIs for specific roles or teams.
When pinned to a board, the filter settings for a chart become the default filter.
Embed external charts from tools like Google Sheets, Power BI, Tableau, Excel 365, or Looker Studio for even more customized analytics.
4. Benefits
Instant Visibility: Gain real-time awareness of business performance across projects, resources, and financials.
Data-Driven Decisions: Make informed decisions using live, accurate data to monitor profitability, utilization, and project health.
Improved Management: Proactively manage projects, resources, and finances by identifying trends, potential issues (e.g., budget overruns or low utilization), and opportunities.
Enhanced Collaboration: Share dashboards across teams to keep everyone aligned with current data and priorities.