1. Freelancer Project Tracker
  2. Reports and analysis
Reference

Reports for the questions your team asks

Read delivery value, capacity, milestone exposure and collections.

Overview
Freelancer Project Tracker · Overview

Freelancer Project Tracker dashboard

This quarter

Expenses in view
6
Total amount
2,210
Submitted
6
Expense date in 14 days
3

Engagements by status

How far records got this quarter

StageReachedStep
Proposed49
Active3265%
On hold1856%
Completed1056%

Contract value by status

Sample totals per stage

10.0k0
10.0kProposed
10.0kActive
6.0kOn hold
4.0kCompleted
3.0kCancelled
Example screen with sample data

Questions to answer

Is delivery within scope?

Compare contract value and budget hours with delivered amount, logged hours and cost.

What is ready to bill?

Check approved service entries and approved milestones against invoice status.

Where is cash delayed?

Compare due dates and received dates for overdue or disputed milestone payments.

Who has capacity?

Compare a member’s logged hours with weekly capacity and utilization.

More reports

Engagement margin List

Compare contract value, delivered amount, delivered cost and gross margin by engagement.

Client delivery value Grouped

Group engagements under clients and compare delivered and invoiced service amounts.

Milestone collections List

Compare milestone amounts, invoiced payment amounts and payments received by due date.

Service approval queue List

Show submitted service value and hours by engagement and team member.

Time by engagement List

Compare billable and nonbillable hours with engagement budget hours.

Expense exposure List

Group billable expenses and expense status by engagement and category.

Team utilization List

Compare logged hours with weekly capacity and utilization by team member.

Billing exceptions List

Show approved or missed milestones with billing readiness and outstanding amount.

Payment aging List

Show overdue and disputed payments by due date and days past due.

Set up Freelancer Project Tracker your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started