INSIGHTS & REPORTS · AFTER THE WORK IS DONE

See what the work really left.

Compare planned with actual, see where team time went, and price the next job with evidence.

Completed results overview for June: 27% actual delivery margin against 40% planned, a 13 percentage point margin gap below plan with the calculation available
The problem

Know what a busy month actually left.

Compare what different work contributed, see how team time was used and bring reviewed delivery evidence into the next estimate.

Commercial performance

See which work deserves a closer look.

Find the clients, services and types of work that delivered less than planned, before the pattern repeats.

  • Compare planned and actual results on completed work.
  • See earned revenue alongside delivery contribution.
  • Review results by project, client, service or pricing model.

The report shows where to look. Your team's review explains why.

Revenue and contribution by service: brand identity and content marketing each earned about £24,000 with delivery contributions of £8,200 and £7,900
Utilisation

See where team time actually goes.

Capacity shows who is available. Utilisation shows how much of that time goes into billable work, so you can spot allocations worth rebalancing.

  • Compare scheduled utilisation with recorded utilisation.
  • Move from team summaries into detail by role or person.
  • Read it alongside contribution: busy time is not always profitable time.

High utilisation is a signal to review, not a guarantee of margin.

Scheduled utilisation for October 2026: 63% scheduled billable across 430h of 682.5h available, with utilisation by role from 45% for project lead to 80% for developer
Learn from past work

Put the experience you already have to work.

Bring in supported past records and close out finished projects. As comparable reviewed evidence builds, MarginNudge Intelligence can surface findings for similar quotes.

  • Import supported historical records so learning starts sooner.
  • Findings come only from eligible, comparable completed work, with the evidence open to inspect.
  • Allowances are optional. You decide what goes into the quote.

Intelligence informs the estimate. It never changes your price for you.

MarginNudge Intelligence finding: discounted quotes average 16.8% expected margin against 42.0% for undiscounted quotes, based on 8 quotes with 2 discounted

Try it on your finished projects.

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Decisions it supports

Read the results the way you run the business.

  • Where margin is won

    See which clients and services contribute most, and which quietly cost you.

  • Estimate against delivery

    Put the planned effort and cost beside what the work actually took.

  • How team time was used

    Compare recorded time with available capacity across the team.

  • What to change next time

    Carry reviewed findings into the next similar quote.

Each result comes from reviewed project records, not guesswork.

Useful reporting starts with reviewed records

Know which result you are looking at.

Use delivery forecasts while work is underway. Review completed records to understand the outcome and establish what can inform future estimates.

Expected margin
The estimate before delivery starts.
See Quotes
Forecast margin
The current estimate while work continues.
See Delivery
Actual delivery margin
The result based on completed, checked delivery records. It is not net business profit.

Ready to put the evidence to work? See how Quotes uses it

Quick answers

Do I need past projects before I see reports?
No. Reports build as you close out projects. Supported imports can bring in past records so learning starts sooner.
Is actual delivery margin the same as profit?
No. It is based on completed, checked delivery records. It is not net business profit.
Are completed-project findings on every plan?
No. Findings from comparable finished work depend on your plan. Compare plans to see what each includes.
Will findings change my quotes for me?
No. Findings inform the estimate. You decide what goes into the quote and what you charge.

Make the next quote better informed.

Start with a finished project and see what it really left.