It provides comprehensive financial, project, and resource analysis to optimize your operations and drive growth
TABLE OF CONTENTS
- Introduction
- Purpose
- Key Features
- Benefits of Keka PSA Analytics
- How to Access and Use Keka PSA Analytics
- Steps to Perform Data Analysis
- Customizing Your Analysis
- Data Validation & Reporting
- Why Use Keka PSA Analytics?
Introduction
Keka PSA Analytics is designed to provide businesses with powerful insights into their financial health, project performance, and resource utilization. With actionable data at your fingertips, you can make informed decisions, optimize resources, and enhance overall operational efficiency.
Purpose
The Analytics module in Keka PSA empowers organizations by delivering insights into:
- Financial Health: Monitor revenue and costs.
- Project Performance: Track success metrics and identify areas for improvement.
- Resource Utilization: Ensure effective workforce allocation and identify bottlenecks.
By leveraging these insights, businesses can identify opportunities, improve efficiencies, and drive sustainable growth.
Key Features
1. Revenue Analysis
Analyze revenue through multiple lenses:
- Invoice Value & Estimated Billing: Understand revenue sources and project billing.
- Dimensions: Break down revenue by country, date range, clients, projects, roles, and verticals.
- Top Performers: Identify top clients, projects, and revenue-generating streams.
2. Cost and Margin Analysis
Gain insights into costs and margins:
- Breakdown: Analyze by clients, projects, and job roles.
- Trends: Evaluate performance over time, such as month-over-month, quarter-over-quarter, or year-over-year comparisons.
3. Resource Utilization Analysis
Track and optimize resource allocation:
- Utilization Metrics: Monitor resource usage percentages across projects.
- Trends Over Time: Identify potential inefficiencies or bottlenecks.
- Project-Level Insights: Understand resource allocation at a granular level.
4. Project Opportunity Analysis
Assess opportunities within your sales pipeline:
- Opportunity Stages: Analyze projects based on their progress in the pipeline.
- Forecasting: Use data to predict future opportunities and prepare accordingly.
Benefits of Keka PSA Analytics
- Improved Decision-Making: Leverage data-driven insights for strategic planning and better resource allocation.
- Enhanced Profitability: Pinpoint high-performing clients and projects to maximize revenue and profit margins.
- Optimized Resource Utilization: Ensure workforce efficiency and reduce operational costs.
- Increased Visibility: Gain a comprehensive, real-time overview of your business performance.
- Faster Insights: Access key metrics quickly and make decisions with confidence.
How to Access and Use Keka PSA Analytics
To access the Analytics module:
- Navigate to the Projects tab. Select Analytics and click on Insights.
- Choose the type of analysis you need:
- Revenue Analysis
- Cost and Margin Analysis
- Resource Insights
- Project Opportunity Analysis
Steps to Perform Data Analysis
- Apply Filters: Refine your data by applying filters such as country, date range, clients, projects, roles, and verticals.
- View Insights: Explore charts and tables that reveal trends, patterns, and KPIs.
Customizing Your Analysis
- Revenue Insights: Choose revenue streams and dimensions for a targeted view of financial performance.
- Cost & Margin Insights: Break down data to understand costs and profitability across projects.
- Resource Utilization Insights: Focus on time and effort across different projects.
- Opportunity Insights: Analyze the potential of new projects and their likelihood of conversion.
Data Validation & Reporting
With Keka PSA Analytics, data validation is straightforward. Apply filters to focus on specific data sets and generate reports that support business decisions. For an in-depth exploration of reporting functionalities, visit the Reports section within the Analytics module.
Why Use Keka PSA Analytics?
Keka PSA Analytics offers a comprehensive view of your business, enabling you to unlock valuable insights that drive growth. From revenue tracking to resource management, the platform ensures that all critical data is easily accessible, allowing you to make proactive, informed decisions.
Ready to unlock your business potential? Dive into the data and gain insights that drive success.
For further insights on Reports, simply click on the provided link to delve deeper into the data analysis and reporting functionalities offered within the Keka PSA Analytics module.