Uncovering the Hidden Revenue Losses with Keka PSA's Reports

Overview

In this guide, you will learn:

• How to access and use revenue loss reports in Keka PSA
• Key metrics that indicate productivity gaps or underutilization
• How to use these insights to improve financial performance
  

Who Can Do This?

• Finance Analysts
• Project Managers
• PSA Admins

Pre-requisites

1. Access to the Analytics module in Keka PSA
2. Subscription to PSA with reporting enabled

Step-by-Step Instructions

Access Revenue Loss Reports in Keka PSA

1. Click on Project in the left navigation bar.
2. Go to Analytics, then select the Reports tab.

3. Under Resource Management, access:

   • Revenue Loss at Project Level
   • Revenue Loss at Org Level

   
   

Analyse Revenue Loss Report at the Project Level

• Purpose: Identify productivity gaps within individual projects.

• Key Metrics:

  1. Allocated Hours
  2. Actual Approved Hours
  3. Non-Productive Hours
  4. Bill Rate
  5. Project Billing Loss

  
  

Use Case: Helps spot underutilized resources, inaccurate forecasting, or misaligned bill rates across active projects.

Analyse Revenue Loss Report at the Organizational Level

• Purpose: Monitor organization-wide resource idle time and cost impact.

• Key Metrics:

  1. Capacity
  2. Allocated Hours
  3. Idle Hours
  4. Total Capacity Cost
  5. Idle Hours Cost
      

  
  

Use Case: Understand overall resource efficiency and calculate financial impact of unallocated time.

How It Connects with Other Modules

• Projects: Links resource allocation to revenue outcomes.
• Timesheets: Pulls actual hours worked to compare with allocated hours.
• Billing: Uses rate cards to calculate loss based on productivity.

FAQs

• Q: How is Project Billing Loss calculated?
  A: It’s based on the difference between allocated hours and approved hours, multiplied by the bill rate.
• Q: What does Idle Hours Cost represent?
  A: It’s the cost of capacity not utilized across the organization.
• Q: Can I filter the data by client or department?
  A: Yes, most reports support filters for granular analysis.

Troubleshooting

• Report not showing expected data?
  • Ensure resource allocations and timesheets are updated.
  • Validate that bill rates and capacity data are configured correctly.

To discover more about the different reports available and how they can benefit your organization, please click here: Reports in Keka PSA