Three Reports That Took Our Internal Data Work to a New Level

For many years, we have been digitizing and optimizing our clients’ processes. We believe that meaningful change must come from within. That’s why we constantly improve our own internal processes — not just to be more efficient, but to experience the benefits and practical value of our solutions firsthand.

As part of an internal project this year, we introduced three major improvements in how we work with and evaluate data. Thanks to these, we now have reports that provide a quick overview, support managerial decision-making, and save time in daily operations.

Time Reporting and Workload Tracking Report

In many companies, employees still record their work in Excel spreadsheets. An alternative is an application designed for time reporting — which is exactly what we implemented. The application serves as a central hub where employees report the time spent on individual projects, and managers track team utilization.

The application enables:

• completing timesheets – employees enter which project they worked on, for how long, with an option to add comments
• monitoring employee workload (utilization) with an overview of billable projects, internal activities, and presales efforts
• automatic integration with a reporting interface in Power BI – managers see summary data in real time
• filtering by projects, teams, employees, and time periods
• approval of reported hours by project managers
• an overview of project statuses and workload at a monthly or annual level

Various Expansion Options

This application can include different filters tailored to each company’s needs, such as sending automatic notifications to employees who have not filled out their timesheets for the previous month or generating billing documents based on actual reported work. The application helps streamline project management, capacity planning, and brings transparency to resource usage.

Profitability Report: Overview of Project Profitability

The second strategic tool is the profitability report, which focuses on analyzing cooperation with clients. This report integrates data from multiple sources and creates a comprehensive picture of a project’s economic efficiency. The source data cube connects the CRM via Dataverse, timesheets, an SQL database, and Microsoft SharePoint.

The report includes:

• overview of order amounts
• number of contracted hours
• reported hours from timesheets and internal project costs
• real-time invoicing progress
• calculation of current and future company profitability
• ability to create various dashboards and views

Key benefits:

• provides a basis for strategic decision-making
• allows early identification of inefficient projects
• supports retrospective analysis as well as future planning

CRM Report: Comprehensive Sales Overview

It’s standard for CRM systems to offer various predefined reports that cover the basic needs for tracking sales activities. In addition to these standard reports, it’s possible to create custom reports tailored to specific requirements. We developed exactly such a report based on our management’s needs.

This CRM report includes:

• tracking of won and open sales opportunities
• a list of active orders
• overview of issued invoices
• calculation of total revenue from various sources
• data segmentation by different business criteria
• predictive analysis of future sales results

These three solutions are examples of how processes in a company can be simplified, connected, and made more efficient through comprehensive data work. At Millennium, we can build similar solutions for your company too — whether it’s performance tracking, project management, sales reporting, and more.

Do you want to have your data under control and streamline your processes? Don’t hesitate to contact us. We’ll gladly show you how to “tidy up” your data work.