Purpose
The primary goal of the Analytics module is to provide actionable insights into your organization's financial health, project performance, and resource utilization. By understanding these key metrics, you can identify areas for improvement, optimize resource allocation, and enhance overall business efficiency.
Key Features
- Revenue Analysis: Analyze revenue by invoice value or estimated billing fees across various dimensions like country, date range, clients, projects, roles, and verticals. Identify top-performing clients, projects, and revenue streams.
- Cost and Margin Analysis: Evaluate cost and margin performance by clients, projects, and job titles, with options to analyze trends over time (month-over-month, quarter-over-quarter, or year-over-year).
- Resource Utilization Analysis: Track resource utilization by percentage, over time, and across different projects to optimize workforce allocation and identify potential bottlenecks.
- Project Opportunity Analysis: Analyze project opportunities based on their stage in the sales pipeline.
Benefits
- Improved Decision Making: Data-driven insights to support strategic planning and resource allocation.
- Enhanced Profitability: Identify high-performing clients, projects, and revenue streams.
- Optimized Resource Utilization: Maximize resource efficiency and reduce costs.
- Increased Visibility: Gain a comprehensive overview of business performance.
- Faster Time to Insights: Quickly access and analyze key metrics.
How to Access and Use
To access the Analytics module, navigate to Projects then go to Analytics and click Insights.
Select Analysis Type: Choose between Revenue, Cost and Margin, Resource, or Project Opportunity analysis.
1. Revenue By:
2. Cost and Margin By:
3. Resource Insights By:
4. Project Opportunity By:
Data Validation Process:
- Apply Filters: Use the available filters (country, date range, clients, projects, roles, verticals, etc.) to refine your analysis.
- View Insights: Explore the generated charts and tables to uncover trends, patterns, and key performance indicators.
By utilizing the Keka PSA Analytics module, you can unlock the full potential of your data and drive your business towards 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.