New Feature Release: Insights Pro

For many leadership teams across A&E, the information needed to run their practices well already exists inside their practice management platform, captured daily through timesheets, project updates, invoices, and resource plans. 

However, this data is often only accessed at month-end; and by that point, it’s too late to act on. Until now.  

Total Synergy has just released the Insights Pro add-on, a complete intelligence layer across every dimension of practice performance. 

One of the most consistent challenges across A&E practices is generic dashboards. The numbers exist, but they’re not configured to reflect your utilisation model, project mix, resourcing demands or how real architecture and engineering firms measure performance. 

Insights Pro is built to fix that and replaces Analytics Plus. Key metrics, including utilisation targets, can be configured to reflect your staffing model, project mix, and business goals. Dashboards are designed to give you the right information in the right context, not just a data dump that requires interpretation. 

“There’s no such thing as too much data for me. It’s nice to know that [Analytics Plus] is being replaced with a far superior product. There’ll be a lot more usability from the directors.” – Senior Projects and QA Administrator and Total Synergy customer

What Insights Pro Delivers

• 52 dashboards across six domains: finance, projects, sales, resources, planning, and business overview 
• Dashboards refreshed every two hours 
• Key metrics including utilisation are configurable to your firm’s model 
• 27 net-new dashboards for firms moving from Analytics Plus, including an entirely new Planning module 
• Built specifically for A&E with no report-building or manual exports needed 

“Customers who have been spending time downloading reports and pivot tables, and building analytics in Excel, now have that time back to really analyse and understand what’s going on in their data and make decisions much faster with Insights Pro.” – Jonny Gray, VP of Professional Services & Analytics at Total Synergy

A Current View of The Whole Business

Insights Pro is organised across six domains, each built around the decisions A&E leaders actually need to make: from project health to resource planning.

The Business Overview gives principals and directors a live read on recovery rate, gross profit, WIP, and pipeline without waiting for a report to be prepared. The Finance module surfaces aged debtors, invoicing status, and WIP by project. Sales dashboards cover pipeline conversion, win/loss rates, and client performance, letting leaders see where business development time is best spent.  

The Resource module tracks utilisation by staff, timesheet compliance, and forward loading. And the Planning module, entirely new with this release, gives practice managers visibility into forecast revenue and forward capacity that has not previously been available in a practice management platform without custom BI. 

At the project level, project managers can see residual budget remaining, recovery rate, and whether actual hours are tracking to the resource plan, without having to run a report or wait for a finance update. 

“Week by week, knowing what has changed is one thing, but being able to say it changed on that project and know that information rather than relying on people to go through a list of what they changed is even better.” – Senior Project Manager and Total Synergy customer

Built For Principals, Directors, and Practice Managers

Insights Pro is designed for A&E firms where leadership is making resourcing, fee, and strategic decisions regularly, and where delayed data has a real cost.

It doesn’t require configuration expertise or data team support to operate. Insights pro gives you an always-on operational picture, purpose-built for practice leaders who need to understand what is happening across the firm without spending half a day pulling data together.

For firms already using Total Synergy with active projects and reporting issues they have quietly normalised, this is the release that changes things.  

“At the moment I have my own Power BI dashboard that I update. But it’s obviously a lot easier if they’re built in and maintained.” – Managing Director and Total Synergy customer  

To see Insights Pro in action and find out how it would work for your firm, book a demo today. 

About Total Synergy

Built in Australia, Total Synergy is a global software platform purpose-built for the architecture and engineering industry. Our all-in-one solution brings together project management, resourcing, budgeting, time tracking, document management, invoicing, and reporting into a single system. 

Trusted by thousands of A&E professionals worldwide, we simplify complex workflows so teams spend less time on admin and more time on billable work. 

With teams in Sydney and London offering around-the-clock support, we ensure you maximise the value of our platform. Book a demo today and discover how Total Synergy can transform your firm.