From project data to better business decisions
Transform everyday work data into meaningful insights that help you manage costs, improve efficiency, and grow profitability.
Get Complete Visibility Into Your Agency Performance
OneSuite Reporting helps agencies understand project health, improve team efficiency, control costs, and make better decisions with connected business insights.
Understand project performance
- See how projects are performing across time, costs, revenue, and overall financial results.
- Identify performance gaps early and know which projects need your attention.
Optimize team performance
- Understand where your team's time goes across projects, clients, and work types.
- Use real workload insights to improve productivity and resource planning.
Protect project profitability
- Compare revenue, time costs, expenses, and margins to understand the true profitability of your work.
- Spot financial risks and opportunities before they impact your bottom line.
Stay on top of billing and revenue
- Track invoiced, uninvoiced, paid, and outstanding amounts with better financial visibility.
- Identify unbilled work and keep project delivery connected with revenue.
Plan with reliable business data
- Use historical project, time, cost, and financial data to improve estimates, budgets, and future planning.
- Replace assumptions with real performance insights when planning upcoming work.
Run a more informed and profitable agency
- Bring project, team, and financial insights together to understand the bigger picture of your agency.
- Use connected reporting data to improve operations, control costs, and support profitable growth.
Get a Clear View of Your Business Performance
OneSuite Reporting brings project, time, cost, billing, and profitability data together so you can understand what is happening across your agency.
Track Project Performance
See project revenue, costs, tracked time, and performance in one view.
Analyze Team Time
Break down tracked hours by team member, project, client, or work type to understand where time goes.
Monitor Project Profitability
Compare project revenue and costs to see how each project is performing financially.
Track Billing Performance
Review invoiced, paid, outstanding, and uninvoiced amounts to keep billing under control.
Understand Project Costs
Bring time and expense data together to see the real cost of delivering client work.
Create Custom Reports
Build reports around the metrics, filters, and information your agency needs to monitor performance.
Save and Reuse Reports
Save frequently used report configurations so your team can return to important business insights quickly.
Filter the Data You Need
Use filters such as project, client, team member, status, and timeframe to focus on specific areas of your business.
View Business Performance Over Time
Compare performance across different periods to identify changes in revenue, costs, workload, and profitability.
Save big with OneSuite
Try OneSuite to manage projects, leads, documents, invoices, and clients all in one app.
Features
Don't take our word for It - hear it from freelancers, consultants & agencies like you
Every update improves usability and performance. The support team is responsive and genuinely invested in my success. OneSuite keeps exceeding expectations.
OneSuite consolidated our entire agency stack. Client portal, invoicing, e-signatures, and lead management, all in one place. We cut subscriptions, reduced overhead, and now deliver faster.
OneSuite became our daily driver. It gives the team a clean, structured space to plan and execute every week, with far fewer clicks.
Great for keeping track of several projects at once. Lets me assign priority so I always focus on what matters most. Easy to use from day one.
I used to live in Notion and hated it. OneSuite is clean and simple, and the CRM is so good I'm in it for hours every day. It feels complete.
I've used it for 5 months to manage client projects and assign tasks. So intuitive. You don't need to explain to your team where to find anything. Nothing escapes me now.
For our sales workflow it just works. The client signs, pays, and converts automatically. OneSuite looks great and keeps getting better.
The client directory, invoicing, and leads management are outstanding. Months in and I still haven't found anything I don't like. It's become indispensable for daily operations.
Managing all client projects in one platform has transformed how we work. Team statistics, task records, employee effort, everything tracked in a single source of truth.
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Turning Daily Work into Structured Team Execution with OneSuite
I have to go day by day, person by person to see throughput. That's not how trends are visualized. OneSuite became our daily driver. It gave our team a structured space to plan and execute every week. And fewer clicks—that's key for me. OneSuite gives us a clean structure for daily execution and team insight.
Sartaj Anand, CEO at Egomonk
OneSuite's user experience beats Notion for daily use
Normally, I was using Notion. but I hate the user experience of Notion. I really don't like it. OneSuite is very clean and simple for me. Right now, I rely heavily on the CRM, because I really like how you made the user experience. I'm using OneSuite every day, for hours. I take everything there. If you have project management, documents, clients, and CRMs, then it's complete. I can use only this.
Eryk Lewandowski, CEO at Flowbound
Automating sales workflows for a smoother client journey
We use it only for sales for now, so if we talk about other departments, it's a different workflow. But for sales, it's supposed to include all this stuff, otherwise it's very hard to manage. So it's very nice when it happens automatically… we send him a contract, he signs, pays, and he's converted to a client. OneSuite looks nice, and I see that you fix bugs and it's going…
Dennis Eideland, Founder at Ojoo
Frequently asked questions
Project performance, tracked time, project costs, profitability and billing, all drawn from the work your team is already doing. Because the data comes from one system, a report can put revenue next to the hours and expenses that produced it.
Yes. You choose the fields to group by and the metrics to measure, so a report answers the question your agency is actually asking rather than a fixed template someone else designed.
Yes. Save any configuration you use regularly and your team can reopen it whenever they need it, instead of rebuilding the same view every month.
Cost combines tracked hours at each person's rate with the expenses recorded against that project. That is what lets a profitability report show a margin rather than just revenue.
Yes. Reports run over a week, month, quarter or year, so you can put periods side by side and see how revenue, costs, workload and profitability have moved.