Reports and Analytics

KnowExactlyWhereYourFirmStands

Reports and analytics for architecture firms provide real-time visibility into profitability, utilization, cash flow, and pipeline health so principals can make informed decisions instead of guessing. Costifys includes seven purpose-built reports that cover every dimension of A&E firm performance, from project margins to team workload to revenue forecasting.

Unlike generic BI tools that require hours of setup and custom queries, Costifys reports are pre-built for A&E workflows and ready to use on day one. While spreadsheet-based reporting requires manual data collection and is outdated the moment it is assembled, Costifys dashboards pull from live data and update in real time.

18%

Higher margins for firms reviewing profitability weekly

12-15%

Improvement in billable capture with utilization visibility

11 days

Average DSO reduction with AR aging dashboards

7

Built-in reports covering every aspect of firm performance

The Visibility Problem

Most principals cannot answer basic questions about firm performance

Which projects are profitable? Who on the team has capacity? How much revenue will you collect next quarter? When these answers require assembling data from three different spreadsheets, most firms simply stop asking the questions.

Hours spent assembling data

Project managers spend 3-5 hours per week pulling data from timesheets, invoices, and budgets into spreadsheets just to see where things stand. That time is non-billable and the reports are stale by the time they are done.

Decisions based on gut feel

Without reliable reports, hiring, pricing, and pursuit decisions are based on intuition instead of data. Firms that review profitability weekly earn 18% higher margins than those that check monthly or never.

Invisible cash flow problems

AR aging hides in accounting software that principals never open. By the time a cash crunch surfaces, it is too late to fix. Firms with AR dashboards reduce days sales outstanding by 11 days on average.

Seven reports that cover your entire firm

Costifys reporting is built for A&E principals, project managers, and finance teams. Every report is pre-configured with the metrics that matter for design firms. No setup, no custom queries, no waiting for IT.

Project Profitability Report

See revenue, costs, and margin for every project. Filter by project type, client, or team lead. Identify which work makes money and which drains it so you can make smarter pursuit decisions.

Utilization Report

Track billable versus available hours by person, team, or firm-wide. Set utilization targets and see who is over capacity and who has bandwidth. The report updates as time entries come in.

Pipeline Report

View your entire sales pipeline by stage, value, and probability. See weighted revenue forecasts by month and quarter. Identify stalled deals and gaps in your pipeline coverage.

AR Aging Report

Break down outstanding invoices by aging bucket: current, 30 days, 60 days, 90+ days. See which clients owe the most and how long they take to pay. Prioritize collection efforts with data.

Budget Variance Report

Compare budgeted versus actual spend for every project and phase. See earned value metrics, projected overruns, and phase-level burn rates. Catch problems before they become write-offs.

Revenue Forecast Report

Project future revenue from your active projects, pipeline, and historical trends. See best-case, likely, and worst-case scenarios. Plan hiring and growth decisions with confidence.

Time Analysis Report

Break down how your team spends time across projects, phases, and tasks. See billable versus non-billable splits, identify time sinks, and find opportunities to improve how your firm allocates its most valuable resource.

Three steps from question to answer

Open a report, filter to what matters, and export or schedule delivery. No spreadsheet assembly required.

01

Open a Report

Pick from seven built-in reports on the Reports dashboard. Each report loads with smart defaults: current month, all projects, and firm-wide scope. Adjust filters to narrow your view.

02

Filter and Drill Down

Slice data by date range, project type, client, team member, or office. Click any row to drill into the underlying detail. See the hours, expenses, and invoices behind every number.

03

Export or Schedule

Export any report to PDF or CSV with one click. Schedule automatic delivery to your inbox on a weekly or monthly cadence. Share live dashboard links with your team.

Frequently asked questions

Everything you need to know about reports in Costifys.

Start making data-driven decisions

Try Costifys free for 14 days. No credit card required. See your first report in under five minutes.