progress report, agency report
The Almighty Progress Report: How And Why You Need To Use It

Progress reports are beneficial on long-term projects, but can be used for projects of any length and teams of any size. Here’s how and why you need to use them.

The Almighty Progress Report: How And Why You Need To Use It
The Almighty Progress Report: How And Why You Need To Use It

Progress reports are beneficial on long-term projects, but can be used for projects of any length and teams of any size. Here’s how and why you need to use them.

Product updates
3 min read
How To Use Custom Fields On Deals
How To Use Custom Fields On Deals

Here are tips for using custom fields on deals. Start analyzing your sales data, learn from it, and, hopefully—improve your sales efforts.

Product updates
2 min read
How To Custom-View Agency Profitability
How To Custom-View Agency Profitability

Tracking your agency’s profitability can be super simple. Read more to see how to custom-view agency profitability in Productive.

Product updates
2 min read
Utilization Metrics For Your Agency
Utilization Metrics For Your Agency

Utilization is the key metric for your agency. How do you know if you’re generating enough revenue? Start by analyzing where your time is going.

Product updates
3 min read
How To Group Clients By Industry
How To Group Clients By Industry

If your clients come from different industries, you might consider grouping them when you’re analyzing data. Productive is here to help.

Product updates
2 min read
How To Do Sales Forecasting and Projection using Custom ‘Date’ Fields
How To Do Sales Forecasting and Projection using Custom ‘Date’ Fields

In our ongoing mission to provide even more customization and flexibility, we’ve added a new type of custom field that can be used throughout Productive – Date field.

Product updates
2 min read
How To Organize Projects By Business Line
How To Organize Projects By Business Line

Most of the companies have divided their talent into different business lines, also called departments based on their skills and specialities. Here is how to organize projects by business line in Productive.

Product updates
3 min read
How To Calculate The Two Most Important Agency Metrics
How To Calculate The Two Most Important Agency Metrics

Agencies have a few KPI (key performance indicators) or agency metrics to track. Do you know what the two most important ones are?

Product updates
3 min read
How To Set Up Custom Fields On Tasks
How To Set Up Custom Fields On Tasks

Even though your clients might disagree, not everything is equally urgent and important. Having good visibility over what the focus at any given moment is, might make the difference between success and failure.

Product updates
1 min read
How To Organize Staff With Custom Fields
How To Organize Staff With Custom Fields

Custom Fields help you can organize your data the way you find meaningful, and later you can easily find it, group and build reports. Let’s find out how custom fields can help your business.

Product updates
1 min read
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