Analytics & reports
Answers where the work already is.
Fourteen system dashboards, forty prebuilt reports, saved views, metric alerts, and baselines — portfolio to member detail without exporting to a BI tool first.
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14
system dashboards
40
prebuilt reports
Executive summary
Margin
32%
Utilization
84%
DSO
19d
Sound familiar
Three questions worth asking first.
Where Kestrio differs
Most PSAs ship a reports tab. Kestrio ships 14 dashboards and 40 reports wired to live delivery, time, and billing records.
Exporting to a BI tool before anyone can answer a simple question?
Rebuilding the same margin view by hand every month-end?
A number in the board deck nobody can trace back to a project?
What's included
What you get.
Each role opens on its own numbers.
Executive, financial, delivery, and resourcing dashboards
The report you need already exists.
40 prebuilt system reports plus custom saved views
Metrics tell you before you go looking.
Metric alerts and project baselines
Drill from portfolio down to one member.
Portfolio, team, agile, and client decision surfaces
14 system dashboards
Seeded on day one, for every seat in the firm.
- Overview
- Delivery & Throughput
- Financial
- Team & Workload
- Time Tracking
- Accounts
- Resourcing & Allocation
- Executive Summary
- Billing & Cash
- Milestones & Schedule
- Expense Management
- Roles & Org
- Client 360
- Project Health
40 prebuilt reports
28 of them, by name:
- Project Performance
- Operations Insights
- People Performance
- Team Member Workload
- Ticket Operations
- CSAT Report
- Portfolio Reporting
- Utilization Report
- Project Time Analytics
- Timesheet Submissions
- Billing & Invoicing
- Financial Summary
- Budget Tracking
- Expenses Report
- Baselines
- Project Margin
- Invoice Aging
- Milestone Delivery
- Client Portfolio
- Resource Allocation
- Sprint Velocity
- Sprint Scope Change
- Sprint Cycle Time
- Sprint Health
- Epic Progress
- Backlog Health
- Incident Management Health
- 1:1 Compliance
In the same layer
Keep going.
Automations
Runs today
212
Failed
0
Timesheet submitted
Notify approver
Ticket breaches SLA
Escalate + Slack
Invoice overdue 7d
Send reminder
Automations
No-code rules and approval chains
Automations
Runs today
212
Failed
0
Timesheet submitted
Notify approver
Ticket breaches SLA
Escalate + Slack
Invoice overdue 7d
Send reminder
Approvals
One inbox across the firm
Inbox
Go-live checklist sign-off
INV-2041 — question on line 3
VPN ticket follow-up
Client threads in the workspace
How much ships before I configure anything?
14 system dashboards and 40 prebuilt system reports, before you build a single saved view.
Do I still need a separate BI tool?
Not for portfolio-to-member questions. Saved views, metric alerts, and baselines answer them where the work already lives.
Can I be told when a number moves?
Metric alerts watch the metrics you choose, and project baselines give a fixed line to measure drift against.
Put analytics & reports on your ledger.
Set it up on a real engagement and see it against your own numbers. Start free, or [email protected]