KPIs & Analytics
A KPI dashboard for your whole business
See how the business is doing without building a spreadsheet. Workflow turns your invoices, projects, timesheets and meetings into live KPIs — financial, operational and people — with annual trends.
What you can do with KPIs & Analytics
Financial KPIs
Revenue, invoiced and outstanding amounts, expenses, net profit and employee payouts, across every currency.
Project and task KPIs
Total projects and tasks, completion rates and tracked hours — approved and pending.
People and collaboration
Active employees, clients with projects, and the time your team spends in meetings.
Annual trends
Compare month by month across the year to spot growth, seasonality and slowdowns early.
How it works
Work as usual
Invoices, tasks, timesheets and meetings are recorded as part of the daily work.
Open the KPI dashboard
Every figure is calculated for you — financial, operations, people and trends.
Act on the numbers
Spot what is slipping, compare periods and decide with confidence.
Frequently asked questions
Do I need to enter KPI data by hand?
No. KPIs are calculated from the invoices, payments, projects, timesheets and meetings you already manage in Workflow.
Which KPIs are included?
Financial KPIs (revenue, expenses, net profit, outstanding invoices), operations KPIs (projects, tasks, completion rate, tracked hours) and people KPIs (employees, clients, meetings), plus annual trends.
Can employees see their own performance?
Yes. Every employee has a personal report with their hours and tasks for any period.
Who can see the KPI dashboard?
Company owners, and anyone you give the KPI permission to through roles.
Ready to bring your team into one workspace?
Start on the free plan — no credit card required — and upgrade when your team grows.
Start free