Management Dashboards FAQs

Management Dashboards in KEBS are executive level visualizations that bring together key performance indicators from every business function on a single screen. They consolidate data from CRM, Deal Management, Project Management, Resource Management, Finance Management, and Ticket Management to give leaders a complete view of business health in real time.

To access them, navigate to Dashboards > Management Dashboard.

The Management Dashboard surfaces a comprehensive set of strategic metrics, including:

• Revenue Performance: Monthly recurring revenue, billable hours, and revenue forecasts.
• Pipeline Health: Deal stages, conversion rates, and pipeline value.
• Project Status: Active projects, milestones, delays, and budget consumption.
• Resource Utilization: Workforce capacity, bench size, and utilization rate.
• Customer Metrics: Churn rate, top accounts, and customer satisfaction scores.
• Financial KPIs: Profitability, expenses, and cash flow indicators.

Management Dashboards are designed for senior leadership including CEOs, COOs, CFOs, business unit heads, delivery heads, and practice leaders. They provide the strategic visibility needed to make data backed decisions on growth, profitability, and operational efficiency without digging into individual modules.

KEBS Management Dashboards are powered by real time data. Every new deal, project update, timesheet entry, expense claim, or customer interaction is reflected immediately. Leaders always work with the most current view of business performance, with no delays from manual report compilation.

Yes. KEBS allows full customization of dashboards. CEOs may focus on revenue and growth, CFOs on profitability and cash flow, delivery heads on project health and utilization, and sales heads on pipeline and conversions. Each role can configure its own widgets, charts, and KPIs through Dashboards > Customize.

KEBS AI brings predictive and prescriptive insights to dashboards. It forecasts revenue trends, flags pipeline risks, predicts resource bench accumulation, identifies projects at risk of overruns, and recommends corrective actions. This shifts leadership from reactive review to proactive decision making.

Yes. Every widget on a Management Dashboard supports drill down. Clicking on a metric, chart, or KPI takes you directly to the source data in the relevant module, whether it is a specific project, deal, customer, or employee record. This makes investigating anomalies fast and seamless.

KEBS supports a wide range of visualization types, including bar charts, line graphs, pie and donut charts, KPI tiles, funnels, heat maps, and tabular views. Leaders can choose the format that best represents their data and switch between views with a single click.

Yes. Dashboard filters can be applied globally or at the widget level. You can slice data by business unit, region, practice, time period, customer segment, or any other configured attribute. Saved filter combinations help leaders return to the views they care about most.

Dashboards can be shared internally with selected users or roles. Navigate to Dashboards > Share and choose the recipients. Access can be set as view only or edit, and dashboards can also be scheduled for email delivery at defined intervals.

Yes. KEBS allows you to export dashboards as PDF, image, or data file. This is especially useful for board presentations, monthly business reviews, and quarterly planning sessions where dashboards need to be shared with external stakeholders or printed for offline reference.

KEBS is built as a unified platform, so the Management Dashboard pulls data natively from CRM, Deal Management, Project Management, Resource Management, Finance Management, and Ticket Management. There is no data integration overhead or manual consolidation required.

Yes. The Management Dashboard includes dedicated widgets for project profitability, showing billable hours, costs incurred, revenue earned, and margin per project. Leaders can identify high margin engagements and intervene early on projects trending toward losses.

The Management Dashboard surfaces resource utilization, bench size, billable versus non billable hours, and skill availability. Combined with the KEBS Staffing Agent, leaders can see where the organization has surplus capacity, where it has skill deficits, and where hiring or reskilling investments are needed.

Yes. KEBS is ISO 27001 certified, AICPA SOC 2 Type 2 compliant, and GDPR aligned. Dashboard data is protected through encryption, role based access controls, and a full audit trail, ensuring strategic and financial data remains confidential and compliant with regulations.

Access is governed by role based permissions. Administrators can decide which dashboards are visible to which roles, ensuring that sensitive financial or strategic data is accessible only to authorized leaders. Configure access under Settings > Roles & Permissions.

Yes. KEBS offers plug and play integration with leading enterprise platforms including SAP, Oracle, NetSuite, Microsoft 365, Microsoft Dynamics 365, Salesforce, HubSpot, QuickBooks, Zoho Books, Tally, Slack, Teams, and SharePoint. This allows dashboards to reflect a complete picture of the business even when data lives in external systems.

Yes. KEBS allows you to configure threshold based alerts on dashboard metrics. For example, you can set an alert when project budget consumption exceeds 80 percent, when utilization drops below a defined level, or when pipeline value falls below target. Alerts can be delivered through email or in app notifications.

Yes. KEBS provides responsive dashboard access on mobile devices, enabling leaders to review business performance on the go. Whether traveling, in a client meeting, or working remotely, you can monitor key metrics anytime, anywhere.

Getting started is simple. Request a demo through the KEBS website and our implementation team will guide you through dashboard configuration, KPI mapping, data integration, and user training. Most organizations roll out Management Dashboards within a few weeks and start gaining strategic visibility immediately.