Client Success Dash

Delivery Management / Client Success

1. Bookings Anchors & Engines Report
2. Monthly CFO / Full Burn Report / Forecast
3. Experts Engaged in Contracts Report
4. Client Forecast Dashboard
5. Client Forecast Reporting
6. View Engagement Agreements and Contracts

Network Units & Credits Reporting

1. Per Company & Per Group Net Units Burn Reports
2. Per Group per Expert Net Units Burn Reporting (TO ENABLE)
3. Per Company Units Burn Summary and by Group (Doesn’t work for me but would be really useful!)
4. Transfer Units Between Client Groups (RUTH ONLY!!)
5. All Available SK Units Now (Doesn’t work for me but would be really useful!)
6. All Consumed Units by Company between dates (Doesn’t work for me but would be really useful!)
7. Show all EP with Active Agreements that haven’t submitted bookings