Insights

  This article contains all of the facts, attributes, and metrics used in Mavenlink Insights. Fact—The raw, numeric data elements that can be agg...

  Overview Insights gives you visibility into team and resource utilization, project margins, revenue and cost forecasting, and other important bu...

    Overview The Dashboards tab of Insights Settings allows you to view all of your dashboards; Standard first, followed by Custom. At a g...

  INFO Insights Access Groups are not currently part of Mavenlink's standard Access Groups settings. Click here for more information about Access...

  Overview The Insights Details side panel consists of three sections; Details, Dashboards, and People. Details The Details section of the Insight...

  Various time elements are put into different buckets in the All Actual Hours Breakdown tab in the Utilization dashboard. You can categorize non-...

  What You'll Learn How to Access the Advanced Editor Anatomy of the Dashboard Tab Anatomy of the Reports Tab Anatomy of the Manage Tab Anatomy ...

  Overview The Mavenlink Insights Scheduled Data Exporter is a tool designed to automate the flow of data from Mavenlink to your external business...

     Overview The standard Utilization dashboard gives you complete visibility into how billable and non-billable resources are being leveraged acr...

     Overview The standard Time and Expense Admin dashboard allows you to view your time and expenses in several ways. You can see who is tracking ...

     Overview The standard Staffing & Capacity dashboard goes hand-in-hand with Master Planning and helps determine allocations. At a glance, you c...

     Overview The standard Project Health dashboard provides a comprehensive view of any project’s health. Anyone with access to it can easily see ...

     Overview See the status of every Task and deliverable on a Project with the standard Project Details dashboard. It also gives you a good look ...

     INFO To see reporting for Mavenlink’s multi-currency functionality, you must first enable Foreign Exchange for your account. Overview The Fe...

     INFO If you are looking for the new Insights Fees dashboard that includes improved fixed fee reporting, and multi-currency reporting, go here...

     Overview The Resourcing dashboard is designed to provide visibility into what resources are available to take on additional work and when. Kno...

     Overview The Margin & Cost dashboard reveals business-critical information, such as your organization's profit and loss down to the project-le...

     Overview The Scorecards dashboard is perfect for collaborators and project managers as it is focused on delivering timely data on time entries...

     Overview The Exports Dashboard lets you download raw data for some of the most common types of datasets like Projects, Time Entries, and Invoi...

     Step-by-Step How to Add a New Dashboard Follow these steps to add a new Insights dashboard: Hover over Settings from the left-side nav bar an...

     NOTE When you update or make changes to an Insights Access Group, it may take up to fifteen minutes before users are able to access the Insig...

     NOTE When you update or make changes to an Insights Access Group, it may take up to fifteen minutes before users are able to access the Insig...

     NOTE When you update or make changes to an Insights Access Group, it may take up to fifteen minutes before users are able to access the Insig...

     Overview One way to get more out of Insights is to clone a standard dashboard. It makes a copy of its tabs and corresponding reports, allowing...

       Overview When you clone a dashboard, you make a copy of its corresponding tabs and reports. Some common uses of a cloned dashboard incl...

  In this video, you'll learn how to fix a common "available area too small" error when building an Insights report.

  In this video, you'll learn how to add custom field currency or number fields to a custom report within Insights.