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app.kestrio.com/portfolio

Executive summary

Margin

32%

Utilization

84%

DSO

19d

By role

Executive summary

Margin

32%

Utilization

84%

DSO

19d

Operations leaders

One operating picture across delivery, margin, and capacity.

Fixes: Portfolio status lives in five different tools.

Portfolio health

Active

On track

At risk

Northstar ERP rollout

Helix onboarding

Atlas data migration

Project managers

Plans, agile boards, status, and client visibility without tool-hopping.

Fixes: The SOW and the task list drift apart.

Invoice INV-2041

Northstar Consulting

$48,200

Ready to send

Implementation — Sprint 432h$12,800

Advisory retainer1 period$18,000

Billable expenses6 items$2,400

Support block40h$15,000

Finance teams

Rate cards, invoices, credit notes, and profitability from approved work.

Fixes: Invoices get rebuilt from a spreadsheet every cycle.

Capacity · this week

Utilized

87%

Over allocated

Available

Resource managers

Skills, capacity, and allocations with utilization guardrails.

Fixes: The bench is invisible until it’s too late.

By industry

Portfolio health

Active

On track

At risk

Northstar ERP rollout

Helix onboarding

Atlas data migration

Consulting firms

Utilization, project margin, and client delivery in one ledger.

Fixes: Partner dashboards lag reality.

My timesheet · this week

Logged

36.5h

Billable

26.5h

Status

Submitted

Agencies

Retainers, creative delivery, time, and billing without the glue work.

Fixes: Retainer burn is a surprise at renewal.

Open tickets

SLA met

96%

At risk

CSAT

4.8

#1042VPN drops on client siteCritical18m

#1039Invoice PDF missing logoHigh4h

#1035Sprint board accessMedium1d

#1028Portal invite expiredLow3d

IT services & MSPs

Projects plus service desk, SLAs, and support retainers together.

Fixes: Tickets and projects never link to the same account.

Sprint 14 · Northstar

Velocity

32 pts

Remaining

4 days

Done

9 / 16

To do

In progress

Done

Software & technology

Implementation, onboarding, and professional services at product speed.

Fixes: The handoff from sales loses the quote detail.

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