Insight to action: reporting and forecasting in Float

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Reporting & forecasting

Float gives professional services teams the full picture of your delivery performance—and this session shows you exactly how.

Our Customer Success Specialist, Monique Lonardi, guides you through a 30min live walkthrough of Float’s reporting features and forecasting functionality, so you know what to look at, when, to make smarter real-time decisions that protect your margins.

What you’ll learn 

  • Use filters and saved views to surface the right information quickly
  • Track budgets, timelines, and utilization in one place
  • Compare scheduled vs. logged hours to monitor project performance
  • Export, share, and connect your Float data to other workflows

Whether you’re in Ops, Finance, or Delivery, this session helps you move beyond the numbers, so you’re working with the right signals, at the right time, to deliver every project on time and budget.

Watch the walkthrough

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