Insights Pro – Practice intelligence add-on
Most A&E leadership teams make resourcing, fee and profitability decisions on data that is two weeks old. That data already lives in Total Synergy. Insights Pro surfaces it as live dashboards, ready before the decision is made.
52
6
2hrs
“We used to wait until month-end to know where we stood. Now I open Insights Pro before the leadership meeting and the numbers are already there, fee recovery, utilisation, the projects drifting. It changed how quickly we make decisions.”
Finance Director / Principal
Leadership teams at A&E firms are not short of data. Every project, timesheet and invoice is captured inside Total Synergy, every day.
The gap is not in what you track. It is in how long it takes to see it. By the time a report is run and the numbers assembled, the resourcing decision has already been made, and the fee recovery that looked fine last week has slipped.
Five years ago that lag was an inconvenience. Today it costs you work and margin. Insights Pro removes it.
Insights Pro is an add-on to your Total Synergy subscription, an intelligence layer across every part of practice performance. It runs on the data already in Total Synergy, with no pipeline to build and no consultant to engage.
Six practice domains · 52 dashboards
From project health to forward capacity, each domain leads with the question your leadership team is already asking, and answers it with live dashboards.
dashboards
Are our projects tracking to budget, or heading for trouble?
Progress against budget across your entire active portfolio, with phase-level performance and financial risk in a single live view. No one has to chase a status update; the status is already live.
dashboards
Are we maximising billable time, or burning it on the wrong work?
Utilisation, billability patterns and capacity constraints by role and practice area, so operations and people leads can balance workloads and put your most experienced people on your highest-value work.
Finance Intelligence
dashboards
Where are our margins strong, and where are they slipping?
Project profitability in real time, fee realisation and write-off patterns, debtor aging and budget variance. The work your Finance Manager spends days assembling, available on demand.
dashboards
Are we making money, or just staying busy?
Revenue composition, profitability by sector and business unit, WIP health and cash flow efficiency in one view, so you can tell the difference between a firm that is busy and one that is profitable.
dashboards
Are we chasing the right clients and the right work?
Win rates by sector and client type, client profitability and pipeline health, showing where your business development time earns a return and where it goes on work you are unlikely to win.
dashboards
Can we hit our revenue targets with our current resources?
Pipeline value mapped against actual capacity, so resource demand, revenue forecasts and commitment risk surface before they become problems. You can see whether you are able to deliver on what you have sold.
Why Insights Pro
Revenue composition, profitability by sector and business unit, WIP health and cash flow efficiency in one view, so you can tell the difference between a firm that is busy and one that is profitable.
Insights Pro runs directly on the data already inside Total Synergy, with no export, no third-party pipeline and no consultant setting up a connection. What you see is your own firm’s data, current within two hours.
An add-on to your existing Total Synergy subscription. Once it is active you have all 52 dashboards across the six domains, with no onboarding project, no configuration window and no six-figure BI investment.
Your data is already there. Insights Pro surfaces it across 52 dashboards and six practice domains, ready the day you activate.
Questions
Insights (included with Total Synergy) gives you access to a core set of practice dashboards. Insights Pro is a premium add-on that expands coverage to 52 dashboards across six domains, including forward planning, sales pipeline, and advanced financial analysis, with two-hour data refresh.
No. Insights Pro runs directly on your existing Total Synergy data. Once added to your subscription, all 52 dashboards are available immediately, no configuration, no external data pipeline, no onboarding project required.
Dashboards refresh every two hours, so you are always working within two hours of the activity recorded in your Total Synergy account.
Insights Pro is designed for any practices, where leadership wants a real-time view across multiple projects, teams and financial dimensions at once.
Yes. Book a demo and we will walk through the dashboards using a live demonstration environment.
Simplify Product Delivery
Reduce Project Risk
Win the Right Projects
Receive 24/7 Support
Produce Budgets & Quotes
Make budgeting and quoting easier, more accurate, and less stressful.
Manage Projects
Track Time
Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.
Allocate Resources
Easily see who’s working on what, their availability, and how to best balance workloads.
Process Invoices
Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.
Track Finances
Make budgeting and quoting easier, more accurate, and less stressful.
Decide with Data
Make smarter decisions with real-time dashboards and reports.
Forecast Revenue
Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.
Apply Document Control
Centralize your project information for seamless collaboration, better control, and fewer headaches.