Upland Analytics Out-of-the-Box Client Contact Dashboard and Reports

The Client Contact Dashboard allows Client Contacts to have insight on their Projects.

This article details the out-of-the-box Client Contact Dashboard under Upland Analytics > Dashboards & Reports > Client Contact.

Projects tab

From the Projects tab you can view the following reports/widgets:

A Pie chart detailing the Health of Projects(s) belonging to the logged in Client.

A Report detailing the Project name, Health, Project End date, Current Billable Hours, Total Billable Hours and the % Time Consumed of all Projects(s) belonging to the Client.

A Report detailing the Project name, Project Manager Name, Project Start date, Project Actual Start date, Client Currency, Billable Budget, Total Billing and the Remaining Budget of all Projects(s) belonging to the Client.

A Report detailing the Project name, Project Manager Name, Status Report Start date, Status Report End Date, Project Health, Actual Billable, Billable Time and the Total Invoiced amount of all Projects(s) belonging to the Client.

Work Items tab

From the Work Items tab you can view the following reports/widgets:

A Bar chart detailing the # of Work Items by Project (s) belonging to the Client.

A Report detailing the Project name, Work Item Type, Work Item, Summary, State and the Assigned User name.

A Pie chart detailing the Active Work Items associated to Projects belonging to the Client.

Financials tab

From the Financials tab you can view the following reports/widgets:

A Report detailing the Project name, Invoice Number, Start Date, End Date, State, Payment Term, Last Payment Date, Last Payment in Client Curr, Total Amount w o Tax in Client Curr, Total Amount with Tax in Client Curr, Total Payment in Client Curr and Total Tax in Client Curr.

A Report detailing the Account Executive, PO Number, Project, Issue Date, Valid From, Valid To, Status, Currency, Amount, Prepaid, Amount Invoiced, Amount Remaining and Amount Utilization.