---
title: "Task: What is the Monthly Business Insight Report Task and how do you use it?"
last_updated: "2026-04-01T12:43:38.263Z"
category: "Tasks"
canonical_url: "https://maybeclients.com/h/mash-help-centre/task-what-is-the-monthly-business-insight-report-task-and-how-do-you-use-it"
help_centre: "MaSH! Help Centre"
---

# Task: What is the Monthly Business Insight Report Task and how do you use it?

Monthly Business Insight Report

Category: Reporting & Insight

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|  | Primary team
Account Management | Also useful for
Leadership / Senior Management | Frequency
Monthly (automatic) |
WHAT THIS TASK DELIVERS

Burn rates, team availability and capacity. Performance against time vs financials to manage jobs.

How it is triggered: Automatic. Delivers to Account Management at the start of each month.

WHAT IT PRODUCES

Monthly account-level report covering burn rates, capacity, and time versus budget performance.

FREQUENTLY ASKED QUESTIONS

Q  Can I share this report directly with clients?

A  No. It contains internal agency data including team availability and burn rates. Extract the relevant metrics and present them in your own format for client QBR conversations.

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Q  The report shows 80% of hours used. Is that a problem?

A  It depends on timeline. At 80% of budget with 80% of work complete, you are on track. At 80% of budget with 50% of work remaining, you need an account review conversation immediately.

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TASK SCOPE

|  | This task does | This task does not |
|  | ✓  Deliver monthly burn rate and capacity data by client account | ✗  Produce client-shareable reports directly |
|  | ✓  Show time versus financial performance | ✗  Provide real-time data — use Resource Checker |
|  | ✓  Support internal account reviews and QBR preparation | ✗  Cover whole-agency capacity — use Company Insight |