Which reports does the CRO Suite include?

The Decision Cockpit on every proposal, the forecast with health status and projected profit per project, eight portfolio reports from project list to expected receipts, and the company dashboard.

Which reports does the Sponsor Suite include?

A Decision Cockpit per study and for the portfolio, spend projection by year and quarter, month-end accruals, burn-down, paid vs. forecast, budget vs. actuals, cost per patient and site, enrollment and visits per site, and business-unit comparison. Forecasts share the scenario engine.

Where do the forecasts come from?

From the data the teams produce anyway: tracked hours and cost rates, recorded invoices, planned costs and, for sponsors, the active scenario. There is no manual forecast entry to keep up to date.

Can reports be exported?

Yes. Every filtered view exports as CSV exactly as shown on screen, and reports are available as configurable PDF in your layout.

How are the KPIs calculated?

By the same engine as every report: burn vs. progress compares the share of budget spent with the share of visits completed, effort vs. budget compares hours booked with hours budgeted to date, and margin vs. contract compares projected profit with the margin you sold.

Reports & Forecasts

Every number a decision needs

Decision Cockpits, forecasts and exports – before award, during the study, at the board table.

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Spend vs. planOn track

96.2 %

Forecast at completionOn track

€ 4.82 M

Budget € 5.10 M

Cost per patient− 3.2 %

€ 9,840

Expected receipts · Q4+ 8 %

€ 1.21 M

Reports & Forecasts

Every number a decision needs

Decision Cockpits, forecasts and exports – before award, during the study, at the board table.

Book a demo

Take the product tour

Spend vs. planOn track

96.2 %

Forecast at completionOn track

€ 4.82 M

Budget € 5.10 M

Cost per patient− 3.2 %

€ 9,840

Expected receipts · Q4+ 8 %

€ 1.21 M

Reports & Forecasts

Every number a decision needs

Decision Cockpits, forecasts and exports – before award, during the study, at the board table.

Book a demo

Take the product tour

Spend vs. planOn track

96.2 %

Forecast at completionOn track

€ 4.82 M

Budget € 5.10 M

Cost per patient− 3.2 %

€ 9,840

Expected receipts · Q4+ 8 %

€ 1.21 M

Three moments

Three moments where the number decides

Trialytix produces its reports where a decision is taken – not in a BI project afterwards.

Margin gauge of an open proposal against your average

Before Award

Margin and staffing for a proposal, or a site budget against your own benchmarks.

Learn more

During the Study

Forecasts, health status, burn-down and paid vs. forecast on every running study.

Learn more

At the Board Table

Reports cover spend projection, portfolio reports and multi-study views, read every month.

Learn more

Three moments

Three moments where the number decides

Trialytix produces its reports where a decision is taken – not in a BI project afterwards.

Before Award

Margin and staffing for a proposal, or a site budget against your own benchmarks.

Learn more

During the Study

Forecasts, health status, burn-down and paid vs. forecast on every running study.

Learn more

At the Board Table

Reports cover spend projection, portfolio reports and multi-study views, read every month.

Learn more

Three moments

Three moments where the number decides

Trialytix produces its reports where a decision is taken – not in a BI project afterwards.

Before Award

Margin and staffing for a proposal, or a site budget against your own benchmarks.

Learn more

During the Study

Forecasts, health status, burn-down and paid vs. forecast on every running study.

Learn more

At the Board Table

Reports cover spend projection, portfolio reports and multi-study views, read every month.

Learn more

Forecasts that calculate themselves

Clinical trial budget forecasting without a spreadsheet: the numbers come from the work, the invoices and the costs you planned.

Forecast table with its health status badge and the burn-down as an inset card

From Work and Invoices

Tracked hours, recorded invoices and planned costs update the forecast every day.

From Your Scenarios

Paid months stay invoice-driven; future months follow the active scenario.

Health Status

On Track, At Risk or Off Track on every study, so the portfolio reads at a glance.

Forecasts that calculate themselves

Clinical trial budget forecasting without a spreadsheet: the numbers come from the work, the invoices and the costs you planned.

From Work and Invoices

Tracked hours, recorded invoices and planned costs update the forecast every day.

From Your Scenarios

Paid months stay invoice-driven; future months follow the active scenario.

Health Status

On Track, At Risk or Off Track on every study, so the portfolio reads at a glance.

Forecasts that calculate themselves

Clinical trial budget forecasting without a spreadsheet: the numbers come from the work, the invoices and the costs you planned.

From Work and Invoices

Tracked hours, recorded invoices and planned costs update the forecast every day.

From Your Scenarios

Paid months stay invoice-driven; future months follow the active scenario.

Health Status

On Track, At Risk or Off Track on every study, so the portfolio reads at a glance.

KPIs

The KPIs you can steer by

Each one is tied to money or time and moves early enough to act, before a deviation reaches the result.

Sponsor Suite

Will the study land inside its budget?

CRO Suite

Will the study keep the margin you sold?

KPIs

The KPIs you can steer by

Each one is tied to money or time and moves early enough to act, before a deviation reaches the result.

CRO Suite

Will the study keep the margin you sold?

Margin vs. contract

Effort vs. budget

Department utilization

Expected receipts

Explore CRO Suite

Sponsor Suite

Will the study land inside its budget?

Forecast vs. budget

Burn vs. progress

Enrollment vs. plan

Cost per patient

Explore Sponsor Suite

KPIs

The KPIs you can steer by

Each one is tied to money or time and moves early enough to act, before a deviation reaches the result.

CRO Suite

Will the study keep the margin you sold?

Margin vs. contract

Effort vs. budget

Department utilization

Expected receipts

Explore CRO Suite

Sponsor Suite

Will the study land inside its budget?

Forecast vs. budget

Burn vs. progress

Enrollment vs. plan

Cost per patient

Explore Sponsor Suite

Dashboards for every role

The same data model, four views – each role opens Trialytix and sees its own questions answered.

Executive dashboard tiles: health status, forecast and budget used across all studies

Executives

Portfolio budget, liquidity and health status in real time, on the numbers the teams use.

Expected receipts and payments for the next six months

Finance and Controlling

Forecast against baseline, expected receipts and payments, accruals and exports.

Project workspace of NV-118 with study phases, today and open tasks

Project Managers

Budget, tasks, milestones and time on one screen, with alerts before anything slips.

A CRA's tasks for the week with time budgets and status

Study Teams

Task budgets, deadlines and time tracking: the part of the report each person owns.

Dashboards for every role

The same data model, four views – each role opens Trialytix and sees its own questions answered.

Executives

Portfolio budget, liquidity and health status in real time, on the numbers the teams use.

Finance and Controlling

Forecast against baseline, expected receipts and payments, accruals and exports.

Project Managers

Budget, tasks, milestones and time on one screen, with alerts before anything slips.

Study Teams

Task budgets, deadlines and time tracking: the part of the report each person owns.

Dashboards for every role

The same data model, four views – each role opens Trialytix and sees its own questions answered.

Executives

Portfolio budget, liquidity and health status in real time, on the numbers the teams use.

Finance and Controlling

Forecast against baseline, expected receipts and payments, accruals and exports.

Project Managers

Budget, tasks, milestones and time on one screen, with alerts before anything slips.

Study Teams

Task budgets, deadlines and time tracking: the part of the report each person owns.

Results

One engine. No second truth. What customers say about their reporting.

Admin

50%

less admin effort

Reporting

80%

faster reporting

Accuracy

99%

fewer calculation errors

Spreadsheets

70%

less Excel

Figures reported by Trialytix customers.

Results

One engine. No second truth. What customers say about their reporting.

Admin

50%

less admin effort

Reporting

80%

faster reporting

Accuracy

99%

fewer calculation errors

Spreadsheets

70%

less Excel

Figures reported by Trialytix customers.

Results

One engine. No second truth. What customers say about their reporting.

Admin

50%

less admin effort

Reporting

80%

faster reporting

Accuracy

99%

fewer calculation errors

Spreadsheets

70%

less Excel

Figures reported by Trialytix customers.

Questions about reports and forecasts

Short answers for leadership, finance and project teams.

Which reports does the CRO Suite include?
The Decision Cockpit on every proposal, the forecast with health status and projected profit per project, eight portfolio reports from project list to expected receipts, and the company dashboard.
Which reports does the Sponsor Suite include?
Where do the forecasts come from?
Can reports be exported?
How are the KPIs calculated?

Questions about reports and forecasts

Short answers for leadership, finance and project teams.

Which reports does the CRO Suite include?
The Decision Cockpit on every proposal, the forecast with health status and projected profit per project, eight portfolio reports from project list to expected receipts, and the company dashboard.
Which reports does the Sponsor Suite include?
Where do the forecasts come from?
Can reports be exported?
How are the KPIs calculated?

Questions about reports and forecasts

Short answers for leadership, finance and project teams.

Which reports does the CRO Suite include?
The Decision Cockpit on every proposal, the forecast with health status and projected profit per project, eight portfolio reports from project list to expected receipts, and the company dashboard.
Which reports does the Sponsor Suite include?
Where do the forecasts come from?
Can reports be exported?
How are the KPIs calculated?

See the reports on your own portfolio

Start with a 30-minute call about your reporting — the demo that follows shows which board-pack numbers Trialytix produces on its own.

Book a demo

Take the product tour

See the reports on your own portfolio

Start with a 30-minute call about your reporting — the demo that follows shows which board-pack numbers Trialytix produces on its own.

Book a demo

Take the product tour

See the reports on your own portfolio

Start with a 30-minute call about your reporting — the demo that follows shows which board-pack numbers Trialytix produces on its own.

Book a demo

Take the product tour