Gain valuable insights into project performance, financial health, and resource utilization
In today’s fast-paced business environment, having access to accurate, real-time insights is crucial for making data-driven decisions. Keka’s CEO Dashboard and Finance Manager Dashboard are designed to provide actionable insights for improving operational efficiency, managing resources, and optimizing profitability. Let’s explore how these dashboards can transform your workflow and decision-making processes.
Why Use the CEO and Finance Manager Dashboards?
These dashboards are not just for executives. While their names suggest they’re tailored for CEOs, COOs, or Finance Managers, anyone with the relevant permissions—be it project managers, resource planners, or operations leaders—can benefit from the wealth of insights they offer.
- For CEOs and COOs: Monitor project health, identify gaps in resource allocation, and assess regional opportunities to make strategic decisions.
- For Finance Managers: Track project expenses, analyze profitability with detailed cost variance reports, and streamline invoicing processes.
Seamlessly integrated into your workflow, these dashboards empower teams to make informed, data-backed decisions, fostering growth and operational excellence.
Benefits of Using Keka Dashboards
- Actionable Insights: Make data-driven decisions with real-time information at your fingertips.
- Improved Efficiency: Reduce operational inefficiencies by identifying bottlenecks and optimizing resource utilization.
- Enhanced Profitability: Analyze financial performance and adjust strategies to maximize margins.
- Streamlined Workflow: Access all critical metrics in a single, user-friendly interface.
CEO Dashboard: Empowering Leadership with Data
The CEO Dashboard delivers a high-level overview of business-critical metrics, enabling leaders to monitor project performance, resource utilization, and regional trends effectively.
Key Insights
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Opportunity Breakup by Client or Prospect
Gain a clear view of how opportunities are distributed across clients or prospects, helping you prioritize efforts. -
Opportunity Breakup by Locations
Identify trends and untapped potential by analyzing opportunities segmented by geographic locations. -
Utilization & Time Spent Over Time
Compare planned hours with approved timesheets, categorized into billable, non-billable, and unlogged hours for better resource management. -
Bench Trend Over Time
Track employees on the bench and associated costs to reduce idle time and improve productivity. -
Effort vs Revenue Over Time
Visualize the relationship between team efforts, estimated billings, and actual invoiced amounts to evaluate financial performance over time.
Where to Find It: Navigate to Projects from the left navigation bar and then click on Dashboard tab.
Finance Manager Dashboard: Simplifying Financial Oversight
The Finance Manager Dashboard equips finance teams with the tools to manage expenses, track profitability, and oversee invoicing efficiently.
Key Insights
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Expense Categories by Projects or Clients
Analyze employee expenses by project or client to gain transparency over cost allocation. -
Expense Breakdown by Reimbursability
Distinguish between reimbursable and non-reimbursable expenses across the organization for better cost management. -
Cost, Profit, and Margin Variance: Planned vs Actual
Monitor financial discrepancies over time to ensure profitability and identify improvement areas. -
Current Invoice Status
Track the status of invoices—whether pending, paid, or overdue—to maintain financial control. -
Opportunity Funnel by Amount/Count
Assess the sales pipeline by examining opportunities based on their monetary value or count.
Where to Find It: To access this, go to the left navigation panel, select "Projects," and then click on the "Finances" tab followed by the "Summary" section.
Unlock Your Business Potential with Keka
Whether you're an executive overseeing company-wide operations or a project manager handling day-to-day tasks, Keka’s CEO Dashboard and Finance Manager Dashboard provide the insights you need to drive growth and efficiency. Start leveraging these powerful tools today and transform the way you manage your business!