📊 Executive & Analytics User Guide
Reports, Dashboards, KPIs & Insights
Overview
The Executive module provides data-driven insights for leadership decisions. Generate reports, track KPIs, and view dashboards that summarize project portfolio performance. Access executive features under Executive in the navigation menu.
Reports & Analytics
Navigation: Executive → Reports & Analytics
Features
- Report Builder: Create custom reports from project data
- Pre-Built Reports: Common reports ready to generate (financial, time, project)
- Date Range Selection: Generate reports for any time period
- Export Options: Download as PDF or CSV
Available Report Types
| Report |
Description |
| Project Financial Summary |
Revenue, costs, and profit by project |
| Time Analysis |
Labor hours by project, employee, or period |
| Change Order Summary |
All CO activity and budget impact |
| Procurement Spend |
Vendor spending breakdown |
| Safety Report |
Incident counts and compliance |
| Milestone Progress |
Project milestones vs. schedule |
Generating a Report
- Navigate to Executive → Reports & Analytics
- Select a report type from the list
- Set filters: date range, project, department
- Click "Generate Report"
- View results on screen or export
Dashboards
Navigation: Executive → Dashboards
Features
- Portfolio Overview: All active projects with status indicators
- Financial Summary: Total revenue, spend, profit across all projects
- Project Health Cards: Color-coded project status at a glance
- Trend Charts: Visualize performance over time
| Widget |
Shows |
| Active Projects |
Count and list of in-progress projects |
| Revenue |
Total billed and expected revenue |
| Budget Performance |
Actual vs. planned spend |
| Schedule Performance |
On-time vs. delayed items |
| Team Utilization |
People deployed vs. available |
KPIs
Navigation: Executive → KPIs
- Gross Profit Margin: Revenue minus direct costs
- Schedule Adherence: Percentage of milestones on schedule
- Budget Variance: Planned vs. actual spend
- Change Order Rate: COs as percentage of original contract value
- Safety Incident Rate: Incidents per hours worked
- Client Satisfaction: Project completion and payment metrics
Insights
Navigation: Executive → Insights
Features
- AI-Generated Insights: Automated analysis of project data patterns
- Risk Alerts: Proactive notifications about potential issues
- Performance Trends: Historical comparison of key metrics
- Recommendations: Suggested actions based on data analysis
Admin Panel
Navigation: Executive → Admin Panel (Admin users only)
Features
- User Management: Add, edit, and deactivate user accounts
- Role Assignment: Assign department access and permissions
- System Settings: Configure platform-wide settings
- Audit Logs: View system activity and access logs
Tips & Best Practices
- Review the Dashboard weekly to catch potential issues early
- Set KPI targets and monitor against them monthly
- Use Insights to identify patterns you might miss manually
- Export reports for board meetings and stakeholder updates
Last Updated: February 2026