# Project insights
The **Insights** tab of the project details panel is where you analyze a single project's performance — profitability, effort versus costs, planning accuracy, and how effort breaks down by task, staff, team, or reference. Open a project from the [Clients & projects board](/guides/clients-and-projects-board) (or a planner) and switch to **Insights**.

:::lock{title="Required rights"}
Read access to the project
:::

![](/images/guides/project-insights/image-mqpevnze.png)

## Selected period

Everything on the tab is calculated for the **Selected period**. Use the dropdown (e.g. **All Time**) to choose the timeframe, or the ‹ › arrows to step through periods.

## KPI cards

A customizable strip of KPIs for the project and selected period — for example **Profitability inc. Forecast**, **Billable percentage**, **Uninvoiced**, **Effort incl. Forecast**, and **Effort**. Hover a card for its breakdown — for instance, *Uninvoiced* splits into uninvoiced time entries and uninvoiced expenses.

Use **Customize KPIs** to choose which cards appear and drag them into order. The available KPIs are grouped into **Time tracking & billing**, **Budget & costs**, and **Performance**.

![](/images/guides/project-insights/image-mqpev5s5.png)

## Planning accuracy

The planning-accuracy chart plots **tracked effort over time** against what was planned, with shaded areas for under- and over-planned periods and the project's overall **planning-accuracy %**. It's the same chart as on the [Clients & projects board](/guides/clients-and-projects-board), scoped to this project.

## Effort, costs & surplus

Two charts show the project's economics over time, using three figures:

* **Effort** (green) — the billable value of tracked time plus expenses.
* **Costs** (red) — staff and expense costs.
* **Surplus** (green) — Effort minus Costs, i.e. the project's margin.

### Periodic

Per-period bars showing effort and costs for each period, so you can see how each one contributed.

![](/images/guides/project-insights/image-mqpewfj6.png)

### Cumulative

The same figures as running totals over time, so you can watch effort and costs accumulate and the surplus widen or narrow.

![](/images/guides/project-insights/image-mqpewogn.png)

## Breakdown

A table that splits the project's tracked effort by dimension — switch between **Tasks**, **Staff**, **Teams**, and **References**. Each row shows:

* **Name** — the task, staff member, team, or reference.
* **Percentage** — its share of the project's effort.
* **Amount** — the billable amount (€) and the tracked hours.
* **Estimate** (References only) — the linked Jira issue's estimate, with how tracked time compares to it (over/under, in hours and %).

Sort by clicking a column header.

![](/images/guides/project-insights/image-mqpewzkv.png)

### Connect a HubSpot deal

From the breakdown area you can link the project to a HubSpot deal via **HubSpot → Connect deal** (requires the HubSpot integration). See [Connect HubSpot](/guides/connect-hubspot).

## Related

* [Edit a project](/guides/edit-a-project)
* [Clients & projects board](/guides/clients-and-projects-board)