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Reporting & Dashboards

In the modern business landscape, evaluating financial performance and tracking key performance indicators (KPIs) is essential. From analysing revenue streams and project profitability to assessing client acquisition costs and other financial metrics, gaining a comprehensive understanding of your agency's performance is paramount.

However, translating this data into actionable insights to drive growth and enhance financial performance poses an ongoing challenge. With Magnetic's advanced analytics and reporting capabilities, you can effectively tackle this challenge, harnessing valuable insights to make informed decisions and propel your agency's success.

Unleash data insights with Magnetic's custom report builder:
Tailor-made reporting for informed decision-making

In addition to the extensive range of built-in reports and dashboards available in Magnetic, we offer you the flexibility to create your own custom reports with our advanced report builder. With this powerful tool, you can design personalised reports using a user-friendly drag-and-drop interface. Tailor your reports to suit your specific needs, incorporating the data and visual elements that matter most to you and your agency. Experience the freedom and convenience of generating custom reports effortlessly, empowering you to extract valuable insights and make data-driven decisions with ease.

Conquer over-servicing challenges:
Gain control and insight into client engagements

Dashboard - Agency Overservicing

Stop overservicing in its tracks with Magnetic's comprehensive dashboard, providing you with the tools to effectively monitor and manage client engagements.


Stay informed and in control through Magnetic's intuitive interface, gaining valuable insights into your projects and client relationships for improved efficiency and client satisfaction.

Harness the power of Magnetic's Revenue Forecast feature to gain real-time insights into your firms monetary performance


Track, analyse, and optimise your firms financial health. 


Take charge of your financial health with Magnetic's intuitive interface. Keep a close eye on billings, monitor budgets for open projects, and factor in potential revenue from upcoming opportunities. With real-time tracking and analysis capabilities, Magnetic empowers you to make informed decisions and drive profitability, ensuring the long-term success of your business.

Revenue Forecast

The Profitability Dashboard provides a comprehensive and real-time overview of key financial metrics, enabling businesses to make informed decisions and optimise their financial performance. This dynamic dashboard amalgamates various critical indicators, empowering users to assess profitability from multiple perspectives.

The Profitability Dashboard not only serves as a financial compass for the organisation but also empowers decision-makers to identify trends, make strategic adjustments, and enhance overall operational efficiency. Its user-friendly interface ensures that stakeholders can easily interpret complex financial data, fostering a proactive approach to financial management.

Unlock profitability and drive growth: Harness Magnetic's insights for effective over-servicing management and profitability analysis


Magnetic is simple and easy to use - navigating your way around tasks and campaigns is a great user experience. When I started using Magnetic 2 years ago, I was dreading learning how to use yet another project management system but to my surprise, the training proved that this really is a great tool. Tasking in projects and assigning them to users is easy and this tool in comparison to a competitor I have worked on previously is miles apart.

Some of the worlds greatest companies trust us.

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