This article introduces the MIS (Management Information System) reporting capabilities in KEBS. You will learn how to navigate from the KEBS homepage to the Reports module, search for projection reports, and use the Projections Report to analyze live revenue projections generated from operational data across your projects. MIS reports in KEBS pull data directly from resource allocations, timesheets, and billing configurations, giving leadership real-time visibility into financial performance without manual data entry.
Navigate to the Reports Module
Quickly reach the centralized reporting hub where all MIS, financial, and operational reports are available for analysis and decision-making.
After logging in, the KEBS Homepage displays a personalized dashboard with several widgets. The My Favorite Apps section in the top-left provides quick-access shortcuts to the modules you use most frequently. You can see icons for KEBS Support, Accounts, Employee Directory, Opportunities, Reports, and Projects. If Reports is not already in your favorites, click + Add Apps to add it.
The homepage also displays useful context for your day-to-day work:
- My Info: Shows your PMS Score, Pending Leave, and OKR Score along with your Reporting Manager and a link to view the Organizational Hierarchy.
- Notifications: Displays any pending notifications or alerts.
- Smart Reminders: Shows automated reminders from KEBS (e.g., pending approvals, overdue tasks).
- Timesheet Of The Week: A quick view of your current week’s timesheet with Total Hours, Billable, Non-Billable, and Leaves. The submission status is shown (e.g., Submitted).
- Pending Approvals: Lists any items awaiting your approval.
Click on Reports from the My Favorite Apps section or from the left sidebar to open the Reports module.
Browse Available Reports
Understand the breadth of reporting capabilities in KEBS so you can identify the right report for any financial, operational, or resource management question.
The Reports module opens with a grid of all available reports. The header shows the Total Reports count (e.g., 36) and provides a Search Reports bar for quick filtering. KEBS organizes its reports across several categories, covering the full spectrum of professional services operations:
| Category | Key Reports |
|---|---|
| Governance & Sales | Governance, Sales Dashboard, EC Report |
| Timesheets | Timesheet Dashboard, Timesheet Stats Report, Timesheet Daily Log Report (Table View and Calendar View) |
| Resource Allocation | People Allocation Gantt, Allocation Status Report, Employee Soft Booking Report, People Allocation Dashboard |
| Financial Projections | Projections Report, Quote Monthly Projection, Revenue Report, Revenue Forecast |
| Project Performance | Project Efficiency Dashboard, Project Milestone Report, Project Header Report, Utilization Report |
| Billing & Revenue | Billing Tracker Report, UBR Report (New), UBR Posting Report |
| Other | Resource Demand Report, Bench Aging Report, Integration Trace Logs, Project Allocation Report |
Search for Projection Reports
Instantly locate the specific financial projection report you need without scrolling through the full report library.
Type a keyword into the Search Reports bar to filter the report grid. For example, searching for “projection” narrows the results to show 2 filtered reports:
- Projections Report: A comprehensive project-level report that compares budgeted hours, revenue, and cost against actuals and future allocations. This is the primary MIS report for revenue projections. Click this card to open it.
- Quote Monthly Projection: A quote-level breakdown of monthly revenue projections based on quoted rates and planned resource allocations.
Click on Projections Report (highlighted with a red background when selected) to open the detailed projection view.
Understand the Projections Report
Make informed financial decisions by comparing budgeted expectations against actual performance and future resource allocations, all in a single view that updates automatically from live project data.
The Projections Report opens with a header showing the Total Projects count (e.g., 19) and a Back button to return to the Reports library. The report is organized as a hierarchical table where each project can be expanded to reveal its positions and individual resources.
Metric Toggles
At the top of the report, a row of checkboxes lets you control which metrics are displayed in the table. All are enabled by default:
- Hours (Hrs.): The number of billable hours.
- Revenue (Rev): The revenue amount generated from those hours.
- Cost: The cost incurred (resource salaries, overheads).
- GM (Gross Margin): The difference between revenue and cost.
- GM% (Gross Margin Percentage): The gross margin expressed as a percentage of revenue.
You can uncheck any metric to simplify the view if you only need to focus on specific financial dimensions.
Currency Toggle
The report supports multi-currency viewing. Use the USD – M and INR – Cr toggle buttons in the top-right corner to switch between currencies. The Customize button lets you further adjust the report layout and columns.
Report Data Sections
The table is divided into four major column groups, each providing a different perspective on project financials:
| Column Group | What it shows |
|---|---|
| Budget | The planned or budgeted values based on the quote and billing plan. Includes Hrs., Rev, Cost, GM, and GM%. This represents what was originally planned for the project. |
| Actual | The real values recorded from timesheets and billing. Shows what has actually been delivered and billed so far. For projects that have not started billing, these values will be 0.00. |
| Allocated (Future) | The projected values based on current resource allocations that have not yet been billed. This is the forward-looking component that shows what revenue and cost are expected based on who is currently allocated to the project. |
| Balance | The remaining values after subtracting Actual and Allocated from the Budget. This tells you how much of the budgeted work is still unaccounted for. Positive values mean budget remains; negative values indicate over-delivery or over-allocation. |
Project Hierarchy
Each project row can be expanded to reveal its internal structure. Click the expand arrow next to a project name to see its positions (e.g., Test EN, Backend Developer), and further expand a position to see the individual resources assigned to it (e.g., Aadithya Krishna, Jack Singh). This drill-down capability lets you trace financial projections all the way from the project level down to the individual contributor.
In the example shown, the project Gadgeon Hr Test 1 is expanded to show two positions: Test EN (with 2 assigned resources) and Backend Developer. Each level shows its own Budget, Actual, Allocated (Future), and Balance figures, allowing you to pinpoint exactly where projections are on track or deviating.
How Live Projections Are Generated
The Projections Report generates its data automatically from the operational modules in KEBS. Understanding the data flow helps you interpret the numbers correctly:
- Budget values are derived from the billing plan and quote configuration. When a billing plan is set up with positions, hours, and rates, those become the budget baseline.
- Actual values come from approved timesheets and billed invoices. As team members log hours and invoices are generated, the Actual columns update automatically.
- Allocated (Future) values are calculated from active resource allocations that extend beyond the current date. If an employee is allocated to a project through June 2026, the system projects their remaining hours, revenue, and cost based on their billing rate and allocation percentage.
- Balance values are simply Budget minus Actual minus Allocated (Future). A positive balance means there is still budgeted work that has not been delivered or allocated. A negative balance flags potential over-runs.
