An executive dashboard for every active project
The executive summary puts each project on a single row with its delivery confidence — and because the score is captured daily, you get direction of travel rather than a snapshot.
- One row per active project
- Daily confidence trend
- Owners and admins only
The answer before the meeting
Because the follow-up question is always why, and it should be one click away.
- 01
Open the summary
Every active project on one line, with its current delivery confidence.
- 02
Read the direction
Daily snapshots mean you see which way a project is moving, not just where it sits.
- 03
Find the cause
Risk patterns and blocker radar name the reopened work, the overloaded person, or the blocker nobody cleared.
- 04
Check the commercials
Profitability and unbilled time sit alongside delivery health for owners and admins.
Summary and evidence in one place
Portfolio health, and the specific work behind every number.
Executive summary
Every active project on one line, with delivery confidence.
Confidence trend
Captured daily, so direction of travel is visible.
Profitability
Cost against value, per project and per client.
Unbilled time
Billable hours worked but never invoiced.
Workload
Who is carrying too much, across teams.
Overview dashboard
The at-a-glance view across the workspace.
What sits behind the rollup
Financial and executive reporting is restricted to owners and admins.
- Executive summaryAnalytics
- One line per active project with its confidence score. Depends on Analytics being enabled.
- Daily snapshotsAnalytics
- Confidence captured every day, so trends are readable rather than inferred.
- ProfitabilityBudgets
- Requires the Budgets module and rates set for your people.
- Unbilled timeReports
- Billable hours that have not been invoiced yet.
- Workload and balanceAnalytics
- Scored from open work, overdue items, and hours per person.
- SLA complianceSLA Management
- How the organisation is performing against its own targets.
- Role restrictionsWorkspaces
- Financial and executive reports are visible to owners and admins only.
Common questions
Who can see the executive and financial reports?
Owners and admins only. Financial reporting also depends on the Budgets module and on rates being set for your people.
Is the confidence score comparable across teams?
Yes, because it is computed the same way everywhere — overdue work, blockers, movement, and milestone progress — even when teams have renamed their statuses.
Can I see why a project dropped?
Yes. Risk patterns and blocker radar name the cause, and every input is real work you can open from the score.
Do I need to ask someone to build this report?
No. It is a standing view that reads live data, which is generally the point — nobody should be assembling a portfolio slide by hand.
“The executive rollup replaced a Friday afternoon spent copying numbers into a slide. Now it's just the truth, live.”
- 1 line
- per active project
- Daily
- confidence snapshots
- Live
- no manual reporting cycle
Stop finding out about risk
in the retro
Score every project, catch scope creep while it is still cheap, and give clients a seat at the table — without another status meeting.
- 90 days
- Free, full platform
- No card
- Nothing to enter up front
- 20 min
- Guided walkthrough on request