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\u002Fblog\u002F","20","\u002Fblog\u002F","\u002Fblog\u002Fpage\u002F, \u002Fblog\u002Fcategory\u002F","global","ai-summary-button","global\u002Fai-summary-button",null,-50,[],false,489331641,"0d9a7987-4973-46e5-a6d1-d0158a1db64b","2026-01-08T14:35:55.899Z","default","ai-summary-button\u002F",[],{"name":68,"created_at":69,"published_at":70,"updated_at":71,"id":72,"uuid":73,"content":74,"slug":2342,"full_slug":2343,"sort_by_date":57,"position":2344,"tag_list":2345,"is_startpage":60,"parent_id":2347,"meta_data":57,"group_id":2348,"first_published_at":70,"release_id":57,"lang":64,"path":57,"alternates":2349,"default_full_slug":57,"translated_slugs":57},"8 best KPI dashboard software tools for delivery teams in 2026","2026-11-09T11:21:03.674Z","2026-11-11T09:08:35.431Z","2026-11-11T09:08:35.450Z",239753886476114,"6064ab46-d1d1-484f-8ab7-dadc567b65d2",{"seo":75,"_uid":81,"body":82,"image":2203,"title":68,"author":2208,"sidebar":2244,"category":2317,"postBody":2339,"component":2340,"contentCopy":80,"readingTime":2341},{"_uid":76,"title":77,"plugin":78,"description":79,"og_image_type":80},"seo-meta","KPI dashboard software: 8 best tools for delivery in 2026","seo_metatags","KPI dashboard software for delivery teams: compare 8 tools by where each KPI's time, rate and budget data is captured, plus pricing and a KPI source 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takeaways",{"type":83,"content":95},[96],{"type":97,"content":98},"bullet_list",[99,113,123,133],{"type":100,"content":101},"list_item",[102],{"type":103,"content":104},"paragraph",[105,111],{"text":106,"type":107,"marks":108},"What it does:","text",[109],{"type":110},"bold",{"text":112,"type":107}," KPI dashboard software gathers your key metrics in one view and tracks them against targets, alerts and reports.",{"type":100,"content":114},[115],{"type":103,"content":116},[117,121],{"text":118,"type":107,"marks":119},"What decides the choice:",[120],{"type":110},{"text":122,"type":107}," Delivery KPIs such as budget burn, utilization and margin are only as current as the time, rates and budgets beneath them.",{"type":100,"content":124},[125],{"type":103,"content":126},[127,131],{"text":128,"type":107,"marks":129},"Four tool groups:",[130],{"type":110},{"text":132,"type":107}," The eight tools split into platforms that capture delivery data, BI layers, connector-based KPI dashboards and a display layer.",{"type":100,"content":134},[135],{"type":103,"content":136},[137,141],{"text":138,"type":107,"marks":139},"What you can use today:",[140],{"type":110},{"text":142,"type":107}," A KPI source map, a worked budget-burn example and four \"choose this when\" rules.","storyKeyTakeaways",{"type":103,"attrs":145,"content":146},{"textAlign":57},[147],{"text":148,"type":107},"The best KPI dashboard software for a delivery team calculates its numbers where your team records time, cost rates and budgets. Every delivery KPI is built from those inputs, so a dashboard is only as current as the timesheets underneath it. On my team at Teamwork.com, requests always outnumber our hours, so I decide what gets delivered by its expected contribution to pipeline and revenue.",{"type":103,"attrs":150,"content":151},{"textAlign":57},[152,154,170],{"text":153,"type":107},"A screen that can't show that contribution, or shows it a week late, leaves the call to guesswork. SPI Research’s ",{"text":155,"type":107,"marks":156},"2026 Impact of AI on Professional Services report",[157],{"type":158,"attrs":159},"link",{"href":160,"uuid":161,"anchor":57,"target":162,"linktype":163,"story":164},"\u002Fresources\u002Fspi-ai-benchmark","8ece9046-e5e2-4be0-8f55-dbd8956f9f1e","_self","story",{"name":165,"id":166,"uuid":161,"slug":167,"url":168,"full_slug":168,"_stopResolving":169},"SPI AI benchmark",230213991154296,"spi-ai-benchmark","resources\u002Fspi-ai-benchmark",true,{"text":171,"type":107},", co-sponsored by Teamwork.com, found that firms with highly ready data report project margins of 43.6%, against 35.2% for firms whose data is not ready or fragmented. Numbers pieced together by hand arrive after the decision they were meant to inform, and an overrun spotted late is margin you can’t recover.",{"type":103,"attrs":173,"content":174},{"textAlign":57},[175],{"text":176,"type":107},"If you rebuild the same status numbers every week, you know how much of the week that eats. We've put Teamwork.com first because it's our platform, and grouped all eight tools by where their KPI numbers come from. Find the group that matches where your numbers live: platforms that capture delivery data, BI layers, connector-based KPI dashboards or a display layer.",{"type":178,"attrs":179,"content":181},"heading",{"level":180,"textAlign":57},2,[182],{"text":183,"type":107,"marks":184},"What is KPI dashboard software?",[185,188,192],{"type":186,"attrs":187},"textStyle",{"color":80},{"type":189,"attrs":190},"anchor",{"id":191},"what-is-kpi-dashboard-software",{"type":110},{"type":103,"attrs":194,"content":195},{"textAlign":57},[196,198,205,207,213],{"text":197,"type":107},"KPI dashboard software keeps the numbers that show whether delivery is on track in one view, refreshed from the systems underneath. ",{"text":199,"type":107,"marks":200},"NIST's glossary",[201],{"type":158,"attrs":202},{"href":203,"uuid":57,"anchor":57,"target":57,"linktype":204},"https:\u002F\u002Fcsrc.nist.gov\u002Fglossary\u002Fterm\u002Fkey_performance_indicator","url",{"text":206,"type":107}," defines a KPI as \"A metric of progress toward intended results.\" The page for ",{"text":208,"type":107,"marks":209},"G2's KPI software category",[210],{"type":158,"attrs":211},{"href":212,"uuid":57,"anchor":57,"target":57,"linktype":204},"https:\u002F\u002Fwww.g2.com\u002Fsoftware\u002Fkpi",{"text":214,"type":107}," adds that KPI tracking is typically a capability of a variety of other G2 software categories.",{"type":103,"attrs":216,"content":217},{"textAlign":57},[218,220,232],{"text":219,"type":107},"That's why this list mixes PSAs, BI tools and dashboard apps. A PSA, or ",{"text":221,"type":107,"marks":222},"professional services automation platform",[223],{"type":158,"attrs":224},{"href":225,"uuid":226,"anchor":57,"target":57,"linktype":163,"story":227},"\u002Fpsa-software-guide\u002Fwhat-is-psa-software\u002F","8bc02d02-d35e-4629-a749-7d40c0ab93d2",{"name":228,"id":229,"uuid":226,"slug":230,"url":231,"full_slug":231,"_stopResolving":169},"What is PSA software?",196246285948284,"what-is-psa-software","psa-software-guide\u002Fwhat-is-psa-software",{"text":233,"type":107},", connects projects, resources and financials so delivery and money sit in one system. A delivery or PMO leader needs answers to four questions:",{"type":97,"content":235},[236,243,250,257],{"type":100,"content":237},[238],{"type":103,"attrs":239,"content":240},{"textAlign":57},[241],{"text":242,"type":107},"Which projects are burning budget faster than they're progressing?",{"type":100,"content":244},[245],{"type":103,"attrs":246,"content":247},{"textAlign":57},[248],{"text":249,"type":107},"Who is over or under capacity in the next few weeks?",{"type":100,"content":251},[252],{"type":103,"attrs":253,"content":254},{"textAlign":57},[255],{"text":256,"type":107},"Where is planned vs actual drifting?",{"type":100,"content":258},[259],{"type":103,"attrs":260,"content":261},{"textAlign":57},[262],{"text":263,"type":107},"Which clients and projects are making money?",{"type":103,"attrs":265,"content":266},{"textAlign":57},[267,269,281],{"text":268,"type":107},"Dashboards also come in strategic, operational, analytical and tactical forms, which our guide to ",{"text":270,"type":107,"marks":271},"types of dashboards",[272],{"type":158,"attrs":273},{"href":274,"uuid":275,"anchor":57,"target":57,"linktype":163,"story":276},"\u002Fblog\u002Fdashboard-reporting\u002F","091f03ad-b854-4b6e-9835-b9731feec5f3",{"name":277,"id":278,"uuid":275,"slug":279,"url":280,"full_slug":280,"_stopResolving":169},"What is dashboard reporting? A complete guide | Teamwork.com ",582828750,"dashboard-reporting","blog\u002Fdashboard-reporting",{"text":282,"type":107}," explains. Whatever the form, a tool can answer those questions alone only if it holds, or reliably receives, the time, rate and schedule data behind them.",{"type":178,"attrs":284,"content":285},{"level":180,"textAlign":57},[286],{"text":287,"type":107,"marks":288},"How we selected these tools",[289,291,294],{"type":186,"attrs":290},{"color":80},{"type":189,"attrs":292},{"id":293},"how-we-selected-these-tools",{"type":110},{"type":103,"attrs":296,"content":297},{"textAlign":57},[298],{"text":299,"type":107},"We judged each tool first on where its delivery numbers come from, because KPI tracking sits inside so many software categories. Every assessment draws on public product information, pricing pages, documentation and verified reviews.",{"type":97,"content":301},[302,313,324,335,346,357,368,379],{"type":100,"content":303},[304],{"type":103,"attrs":305,"content":306},{"textAlign":57},[307,311],{"text":308,"type":107,"marks":309},"Where the KPI inputs come from:",[310],{"type":110},{"text":312,"type":107}," Whether the tool captures time, rates and budgets or pulls them from elsewhere.",{"type":100,"content":314},[315],{"type":103,"attrs":316,"content":317},{"textAlign":57},[318,322],{"text":319,"type":107,"marks":320},"Delivery KPIs out of the box:",[321],{"type":110},{"text":323,"type":107}," Whether burn, utilization, plan vs actual and margin exist without custom work.",{"type":100,"content":325},[326],{"type":103,"attrs":327,"content":328},{"textAlign":57},[329,333],{"text":330,"type":107,"marks":331},"Data freshness:",[332],{"type":110},{"text":334,"type":107}," How often numbers refresh, and what limits that rate.",{"type":100,"content":336},[337],{"type":103,"attrs":338,"content":339},{"textAlign":57},[340,344],{"text":341,"type":107,"marks":342},"Portfolio roll-up:",[343],{"type":110},{"text":345,"type":107}," Whether KPIs roll up across projects and clients.",{"type":100,"content":347},[348],{"type":103,"attrs":349,"content":350},{"textAlign":57},[351,355],{"text":352,"type":107,"marks":353},"Alerts and follow-up:",[354],{"type":110},{"text":356,"type":107}," Whether a threshold notifies a named person when a number crosses it.",{"type":100,"content":358},[359],{"type":103,"attrs":360,"content":361},{"textAlign":57},[362,366],{"text":363,"type":107,"marks":364},"Sharing with stakeholders and clients:",[365],{"type":110},{"text":367,"type":107}," Whether view-only access and scheduled reports exist, and on which plans.",{"type":100,"content":369},[370],{"type":103,"attrs":371,"content":372},{"textAlign":57},[373,377],{"text":374,"type":107,"marks":375},"Setup effort:",[376],{"type":110},{"text":378,"type":107}," Who has to build and maintain the data model.",{"type":100,"content":380},[381],{"type":103,"attrs":382,"content":383},{"textAlign":57},[384,388],{"text":385,"type":107,"marks":386},"Pricing model:",[387],{"type":110},{"text":389,"type":107}," Whether pricing is per user or a flat fee, and whether it's public.",{"type":103,"attrs":391,"content":392},{"textAlign":57},[393],{"text":394,"type":107},"Utilization tiles need one extra test. I hold back part of my team's hours for strategic work and the unexpected, so a tile with 100% as its target misreads that plan. Whichever tool you choose, show booked hours next to the buffer you meant to keep.",{"type":178,"attrs":396,"content":397},{"level":180,"textAlign":57},[398],{"text":399,"type":107,"marks":400},"Quick glance: 8 best KPI dashboard software tools",[401,403,406],{"type":186,"attrs":402},{"color":80},{"type":189,"attrs":404},{"id":405},"quick-glance-8-best-kpi-dashboard-software-tools",{"type":110},{"type":103,"attrs":408,"content":409},{"textAlign":57},[410],{"text":411,"type":107},"Put side by side, the eight tools split on one column: where each KPI is calculated. 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Klips suits teams with a formula-minded builder, and pulls data from 130+ integrations, including Harvest, Toggl, Jira, QuickBooks and Xero.",{"type":103,"attrs":1522,"content":1523},{"textAlign":57},[1524],{"text":925,"type":107,"marks":1525},[1526],{"type":110},{"type":97,"content":1528},[1529,1536,1543],{"type":100,"content":1530},[1531],{"type":103,"attrs":1532,"content":1533},{"textAlign":57},[1534],{"text":1535,"type":107},"Refresh every 4 hours on Base, every hour on Grow, every 15 minutes on Team and up to the minute on Team+.",{"type":100,"content":1537},[1538],{"type":103,"attrs":1539,"content":1540},{"textAlign":57},[1541],{"text":1542,"type":107},"Unlimited users on every plan.",{"type":100,"content":1544},[1545],{"type":103,"attrs":1546,"content":1547},{"textAlign":57},[1548],{"text":1549,"type":107},"Scheduled reports (PDF or image snapshots by email) and published links on Grow and higher.",{"type":103,"attrs":1551,"content":1552},{"textAlign":57},[1553],{"text":955,"type":107,"marks":1554},[1555],{"type":110},{"type":97,"content":1557},[1558,1565],{"type":100,"content":1559},[1560],{"type":103,"attrs":1561,"content":1562},{"textAlign":57},[1563],{"text":1564,"type":107},"Base allows 3 dashboards and leaves out published links and scheduled reports.",{"type":100,"content":1566},[1567],{"type":103,"attrs":1568,"content":1569},{"textAlign":57},[1570],{"text":1571,"type":107},"G2's review summary notes a steep learning curve for beginners.",{"type":103,"attrs":1573,"content":1574},{"textAlign":57},[1575],{"text":794,"type":107,"marks":1576},[1577],{"type":110},{"type":97,"content":1579},[1580,1591,1602,1613],{"type":100,"content":1581},[1582],{"type":103,"attrs":1583,"content":1584},{"textAlign":57},[1585,1589],{"text":1586,"type":107,"marks":1587},"Base:",[1588],{"type":110},{"text":1590,"type":107}," $120\u002Fmonth (billed annually, flat fee) or $140\u002Fmonth (billed monthly)",{"type":100,"content":1592},[1593],{"type":103,"attrs":1594,"content":1595},{"textAlign":57},[1596,1600],{"text":1597,"type":107,"marks":1598},"Grow:",[1599],{"type":110},{"text":1601,"type":107}," $190\u002Fmonth (billed annually, flat fee) or $220\u002Fmonth (billed monthly)",{"type":100,"content":1603},[1604],{"type":103,"attrs":1605,"content":1606},{"textAlign":57},[1607,1611],{"text":1608,"type":107,"marks":1609},"Team:",[1610],{"type":110},{"text":1612,"type":107}," $310\u002Fmonth (billed annually, flat fee) or $350\u002Fmonth (billed monthly)",{"type":100,"content":1614},[1615],{"type":103,"attrs":1616,"content":1617},{"textAlign":57},[1618,1622],{"text":1619,"type":107,"marks":1620},"Team+:",[1621],{"type":110},{"text":1623,"type":107}," $600\u002Fmonth (billed annually, flat fee) or $690\u002Fmonth (billed monthly)",{"type":178,"attrs":1625,"content":1626},{"level":180,"textAlign":57},[1627],{"text":594,"type":107,"marks":1628},[1629,1631,1634],{"type":186,"attrs":1630},{"color":80},{"type":189,"attrs":1632},{"id":1633},"geckoboard",{"type":110},{"type":103,"attrs":1636,"content":1637},{"textAlign":57},[1638],{"type":613,"attrs":1639},{"id":57,"alt":1640,"src":1641,"title":1642,"source":1643,"copyright":57,"meta_data":1644},"Geckoboard live support KPI dashboard","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F0x0\u002Fd66097f32f\u002Ffloating-dashboard-1hy5c26-ts4-w.webp","Source: Geckoboard","https:\u002F\u002Fwww.geckoboard.com\u002Fproduct\u002F",{},{"type":103,"attrs":1646,"content":1647},{"textAlign":57},[1648],{"text":1649,"type":107},"Live screens are Geckoboard's focus, with KPIs on office TVs, Slack, Teams, email and mobile. Geckoboard says it's built for keeping teams aligned in real time rather than for analysis, so it suits teams whose numbers are already right. Metrics come from 90+ integrations, spreadsheets, SQL databases and an API.",{"type":103,"attrs":1651,"content":1652},{"textAlign":57},[1653],{"text":925,"type":107,"marks":1654},[1655],{"type":110},{"type":97,"content":1657},[1658,1665,1672],{"type":100,"content":1659},[1660],{"type":103,"attrs":1661,"content":1662},{"textAlign":57},[1663],{"text":1664,"type":107},"Refresh rates set by source, such as within 3 minutes for Google Sheets and 15 minutes for Jira.",{"type":100,"content":1666},[1667],{"type":103,"attrs":1668,"content":1669},{"textAlign":57},[1670],{"text":1671,"type":107},"Goals and status indicators, plus Slack or Teams alerts on Performance and higher.",{"type":100,"content":1673},[1674],{"type":103,"attrs":1675,"content":1676},{"textAlign":57},[1677],{"text":1678,"type":107},"Scheduled snapshots, plus sharing links with unlimited viewers.",{"type":103,"attrs":1680,"content":1681},{"textAlign":57},[1682],{"text":955,"type":107,"marks":1683},[1684],{"type":110},{"type":97,"content":1686},[1687,1694],{"type":100,"content":1688},[1689],{"type":103,"attrs":1690,"content":1691},{"textAlign":57},[1692],{"text":1693,"type":107},"Essentials caps you at 2 dashboards, 1 editor and 1 screen.",{"type":100,"content":1695},[1696],{"type":103,"attrs":1697,"content":1698},{"textAlign":57},[1699],{"text":1700,"type":107},"Margin or forecast calculations have to happen in another tool before Geckoboard can show them.",{"type":103,"attrs":1702,"content":1703},{"textAlign":57},[1704],{"text":794,"type":107,"marks":1705},[1706],{"type":110},{"type":97,"content":1708},[1709,1720,1731],{"type":100,"content":1710},[1711],{"type":103,"attrs":1712,"content":1713},{"textAlign":57},[1714,1718],{"text":1715,"type":107,"marks":1716},"Essentials:",[1717],{"type":110},{"text":1719,"type":107}," From $79\u002Fmonth (billed annually, flat fee)",{"type":100,"content":1721},[1722],{"type":103,"attrs":1723,"content":1724},{"textAlign":57},[1725,1729],{"text":1726,"type":107,"marks":1727},"Performance:",[1728],{"type":110},{"text":1730,"type":107}," From $319\u002Fmonth (billed annually, flat fee)",{"type":100,"content":1732},[1733],{"type":103,"attrs":1734,"content":1735},{"textAlign":57},[1736,1739],{"text":849,"type":107,"marks":1737},[1738],{"type":110},{"text":853,"type":107},{"type":178,"attrs":1741,"content":1742},{"level":180,"textAlign":57},[1743],{"text":1744,"type":107,"marks":1745},"Choose KPI dashboard software by where each number is captured",[1746,1748,1751],{"type":186,"attrs":1747},{"color":80},{"type":189,"attrs":1749},{"id":1750},"choose-kpi-dashboard-software-by-where-each-number-is-captured",{"type":110},{"type":103,"attrs":1753,"content":1754},{"textAlign":57},[1755],{"text":1756,"type":107},"Choose KPI dashboard software by where your most important KPIs get their inputs: time, cost rates, budgets and schedules. The eight reviews above sort into four groups on exactly that line, and a KPI is only as current as its slowest input.",{"type":103,"attrs":1758,"content":1759},{"textAlign":57},[1760],{"text":1761,"type":107},"In practice, timesheets come in late, cost rates live in a finance spreadsheet and allocations sit in a planner nobody has updated since kickoff. The dashboard refreshes on schedule, but its inputs don't, so it shows a confident number built on old facts.",{"type":103,"attrs":1763,"content":1764},{"textAlign":57},[1765,1767,1773],{"text":1766,"type":107},"Doubt about data holds decisions back well beyond delivery teams, as ",{"text":1768,"type":107,"marks":1769},"a Financial Times survey",[1770],{"type":158,"attrs":1771},{"href":1772,"uuid":57,"anchor":57,"target":57,"linktype":204},"https:\u002F\u002Fwww.inpublishing.co.uk\u002Farticles\u002Ffinancial-times-study-finds-three-quarters-of-leaders-dont-know-what-data-to-trust-26701",{"text":1774,"type":107}," of more than 500 global decision-makers shows. InPublishing reported that 74% of business leaders in the 2026 study had held back a decision over not knowing what data to trust. If your burn figure might be weeks old, you'll hesitate on the change order too, and on a fixed fee that delay costs margin.",{"type":103,"attrs":1776,"content":1777},{"textAlign":57},[1778],{"text":1779,"type":107},"Most delivery KPIs need an input that connect-and-display tools rarely see live. In the KPI source map for delivery dashboards, only pipeline coverage passes cleanly.",{"type":87,"attrs":1781},{"id":1782,"body":1783},"74dd7e61-32a0-4249-8d39-218afcd851b2",[1784],{"_uid":1785,"title":1786,"header":1787,"padding":438,"component":439,"categories":1800,"withHeaderPrice":60},"i-0dd2128c-5a96-48a7-806f-7f6ce21628d6","KPI",[1788,1792,1796],{"_uid":1789,"price":80,"title":1790,"ctaLink":1791,"ctaLabel":80,"subtitle":80,"component":425,"highlighted":60},"i-703fe980-b207-43f7-9bfa-faf6db87bb39","Inputs it needs",{"id":80,"url":80,"linktype":163,"fieldtype":424,"cached_url":80},{"_uid":1793,"price":80,"title":1794,"ctaLink":1795,"ctaLabel":80,"subtitle":80,"component":425,"highlighted":60},"i-00b6e292-bad2-4f9b-bb25-5de8c43b142e","Where those inputs usually live",{"id":80,"url":80,"linktype":163,"fieldtype":424,"cached_url":80},{"_uid":1797,"price":80,"title":1798,"ctaLink":1799,"ctaLabel":80,"subtitle":80,"component":425,"highlighted":60},"i-a0d7c4e5-fb12-4ee1-a389-112c74246bf9","Can a connect-and-display tool show it live?",{"id":80,"url":80,"linktype":163,"fieldtype":424,"cached_url":80},[1801],{"_uid":1802,"rows":1803,"text":80,"title":80,"component":595},"i-05258c30-8660-4d77-86eb-3a5a8aac64de",[1804,1820,1836,1852,1868,1884],{"_uid":1805,"cols":1806,"header":1816,"component":465},"i-0450a89f-bbc4-421a-bfc5-40fc3da3f2ee",[1807,1810,1813],{"_uid":1808,"icon":80,"text":1809,"component":450},"i-c56634b6-5053-462c-a1f3-0fd6c59ed33e","Logged hours, cost rates, budget, percent complete",{"_uid":1811,"icon":80,"text":1812,"component":450},"i-837b711e-009e-44ca-b9b4-4a024c1b7be6","Timesheets, rate tables, project budget",{"_uid":1814,"icon":80,"text":1815,"component":450},"i-d1a158e4-d25b-4ad9-a6ba-5e32b8f4580d","Only if all three sync on the same refresh",[1817],{"_uid":1818,"title":1819,"tooltip":80,"component":464},"i-07215552-8594-4f1f-83c9-a8e23d6db2e3","Budget burn ratio",{"_uid":1821,"cols":1822,"header":1832,"component":465},"i-d3de024c-b3e1-4e1a-ac6a-3f131d9e27a7",[1823,1826,1829],{"_uid":1824,"icon":80,"text":1825,"component":450},"i-ca62c31a-8403-442b-b2a4-dbcbde6369f2","Billable hours, available hours after leave",{"_uid":1827,"icon":80,"text":1828,"component":450},"i-98b3f4b1-0798-4fb1-9417-00c0fe0ba634","Timesheets, leave calendar",{"_uid":1830,"icon":80,"text":1831,"component":450},"i-169d8139-2695-4580-b430-e5c20f929db4","Partly, available hours often sit in a separate calendar",[1833],{"_uid":1834,"title":1835,"tooltip":80,"component":464},"i-22d813c8-4d57-4fd8-a6ba-62598e452a75","Billable utilization",{"_uid":1837,"cols":1838,"header":1848,"component":465},"i-adb4f896-4534-48ad-9ec6-0faffa803030",[1839,1842,1845],{"_uid":1840,"icon":80,"text":1841,"component":450},"i-ddae3155-edce-4ed2-86f9-663f986ee6c1","Allocated or estimated hours, logged hours",{"_uid":1843,"icon":80,"text":1844,"component":450},"i-efd43a6c-5a3c-4850-9cdc-c41b38be9b7d","Resource schedule, timesheets",{"_uid":1846,"icon":80,"text":1847,"component":450},"i-3d892d5b-2a27-41a4-aabd-faa0332592a7","Only if it can read the schedule",[1849],{"_uid":1850,"title":1851,"tooltip":80,"component":464},"i-7e1f2a68-76b0-47cf-a1df-ccc8df59c316","Plan vs actual hours",{"_uid":1853,"cols":1854,"header":1864,"component":465},"i-45f68796-d828-4df3-b4df-ecb38962b56c",[1855,1858,1861],{"_uid":1856,"icon":80,"text":1857,"component":450},"i-2c291f91-2d21-4790-a694-2565f5617276","Billable value, hours times cost rates, expenses",{"_uid":1859,"icon":80,"text":1860,"component":450},"i-4aa1f551-3904-4da2-8428-61c020eb48fe","Timesheets, rate cards, expenses",{"_uid":1862,"icon":80,"text":1863,"component":450},"i-87b74fb4-594c-494d-9f3f-48b92ae7f74d","Rarely, cost rates seldom leave finance or HR",[1865],{"_uid":1866,"title":1867,"tooltip":80,"component":464},"i-7d39a857-ddc5-4b39-b5c0-0c3d8ffdd7e0","Project margin",{"_uid":1869,"cols":1870,"header":1880,"component":465},"i-52139904-4f65-4295-8dd4-bf575b0de495",[1871,1874,1877],{"_uid":1872,"icon":80,"text":1873,"component":450},"i-04e5130b-a372-4029-ab08-146b957cb7b6","Allocations, tentative projects, availability",{"_uid":1875,"icon":80,"text":1876,"component":450},"i-c07af11b-6fbd-4619-b55d-9093309c2510","Resource scheduler, pipeline",{"_uid":1878,"icon":80,"text":1879,"component":450},"i-22f63405-7b30-4ff3-bacf-860f1c57cdab","Rarely, allocations stay in the planner",[1881],{"_uid":1882,"title":1883,"tooltip":80,"component":464},"i-fd0a3079-cef8-40a8-8217-3ee42e113818","Forward capacity",{"_uid":1885,"cols":1886,"header":1896,"component":465},"i-bc1f730a-39cb-447f-aa43-1413c36fc0a5",[1887,1890,1893],{"_uid":1888,"icon":80,"text":1889,"component":450},"i-cdea8187-bd21-44d1-a7bf-cd3fc57cb57c","Deal values, close dates",{"_uid":1891,"icon":80,"text":1892,"component":450},"i-3e5f3317-fee5-475f-b451-7f3fd401bccf","CRM",{"_uid":1894,"icon":80,"text":1895,"component":450},"i-89643950-7369-46e5-a10a-974ea44d3837","Yes, connector tools handle CRM data well",[1897],{"_uid":1898,"title":1899,"tooltip":80,"component":464},"i-d82ddd39-c3cb-4a1c-ab6b-9edd3cd235b9","Pipeline coverage",{"type":103,"attrs":1901,"content":1902},{"textAlign":57},[1903,1905,1917,1919,1931],{"text":1904,"type":107},"Burn and plan vs actual warn earliest of the six. We've covered how to pair ",{"text":1906,"type":107,"marks":1907},"leading indicators like budget burn",[1908],{"type":158,"attrs":1909},{"href":1910,"uuid":1911,"anchor":57,"target":57,"linktype":163,"story":1912},"\u002Fblog\u002Fleading-lagging-indicators-professional-services\u002F","df8d63f4-8f7c-443b-b73f-1113c1db1525",{"name":1913,"id":1914,"uuid":1911,"slug":1915,"url":1916,"full_slug":1916,"_stopResolving":169},"Leading vs lagging indicators for professional services: a pairing map finance can act on",234855875671825,"leading-lagging-indicators-professional-services","blog\u002Fleading-lagging-indicators-professional-services",{"text":1918,"type":107}," with lagging results, and the ",{"text":1920,"type":107,"marks":1921},"margin formulas",[1922],{"type":158,"attrs":1923},{"href":1924,"uuid":1925,"anchor":57,"target":57,"linktype":163,"story":1926},"\u002Fblog\u002Fproject-profitability-metrics-agency-should-track\u002F","29c86fa2-37b5-43c6-b4a3-cd990e6d104c",{"name":1927,"id":1928,"uuid":1925,"slug":1929,"url":1930,"full_slug":1930,"_stopResolving":169},"Project profitability metrics every agency should track",174230076650030,"project-profitability-metrics-agency-should-track","blog\u002Fproject-profitability-metrics-agency-should-track",{"text":1932,"type":107}," behind the project margin row.",{"type":103,"attrs":1934,"content":1935},{"textAlign":57},[1936],{"text":1937,"type":107},"Input lag can flip that warning from red to green. Take an illustrative fixed-fee project with a $48,000 budget that's 50% complete. Time logged so far, valued at cost rates, totals $31,200, or 65% of the budget, which gives this burn ratio:",{"type":103,"attrs":1939,"content":1940},{"textAlign":57},[1941],{"text":1942,"type":107},"$$\\text{Budget burn ratio} = \\frac{31{,}200 \\div 48{,}000}{0.50} = 1.3$$",{"type":103,"attrs":1944,"content":1945},{"textAlign":57},[1946],{"text":1947,"type":107},"A dashboard fed by a timesheet export every few weeks still shows $21,600 spent, or 45% of budget and a ratio of 0.9. It reads on track while $9,600 of cost is missing, and the real 1.3 burn points to a finish around $62,400, a $14,400 overrun. With half the work still ahead, a scope conversation, a change order or restaffing has room to recover it.",{"type":103,"attrs":1949,"content":1950},{"textAlign":57},[1951],{"text":1952,"type":107},"Four rules turn the source map into a shortlist:",{"type":1954,"attrs":1955,"content":1957},"ordered_list",{"order":1956},1,[1958,1965,1972,1979],{"type":100,"content":1959},[1960],{"type":103,"attrs":1961,"content":1962},{"textAlign":57},[1963],{"text":1964,"type":107},"Choose a platform that captures delivery data (Teamwork.com, Kantata, Productive) when your key KPIs are delivery KPIs whose inputs aren't in one place yet.",{"type":100,"content":1966},[1967],{"type":103,"attrs":1968,"content":1969},{"textAlign":57},[1970],{"text":1971,"type":107},"Add a BI layer (Power BI, Looker Studio) when you need delivery KPIs combined with finance or CRM data and someone owns the model.",{"type":100,"content":1973},[1974],{"type":103,"attrs":1975,"content":1976},{"textAlign":57},[1977],{"text":1978,"type":107},"Choose a connector-based KPI dashboard (Databox, Klipfolio) when your KPIs come from SaaS tools that already hold clean marketing, sales or support data.",{"type":100,"content":1980},[1981],{"type":103,"attrs":1982,"content":1983},{"textAlign":57},[1984],{"text":1985,"type":107},"Choose a display layer (Geckoboard) when the numbers are right and the problem is getting them in front of the team.",{"type":103,"attrs":1987,"content":1988},{"textAlign":57},[1989],{"text":1990,"type":107},"When a new request reaches my team, I check what it depends on and what it would push back, then lay that out for stakeholders. That conversation moves faster when capacity and priorities share one screen. Put each KPI next to the decision it informs: burn beside the change-order call, forward capacity beside the next start date.",{"type":103,"attrs":1992,"content":1993},{"textAlign":57},[1994],{"text":1995,"type":107},"These rules have edges. If one person logs all the time on a handful of projects, a spreadsheet dashboard is often enough. If you already run a data warehouse and a BI team, keep BI for analysis, but capture inputs where delivery happens and feed them in.",{"type":178,"attrs":1997,"content":1998},{"level":180,"textAlign":57},[1999],{"text":2000,"type":107,"marks":2001},"Why Teamwork.com stands out for KPI dashboard software",[2002,2004,2007],{"type":186,"attrs":2003},{"color":80},{"type":189,"attrs":2005},{"id":2006},"why-teamwork-com-stands-out-for-kpi-dashboard-software",{"type":110},{"type":103,"attrs":2009,"content":2010},{"textAlign":57},[2011],{"text":2012,"type":107},"Teamwork.com is the agentic PSA that calculates delivery KPIs from the time, rates and budgets your team logs while delivering. It puts those numbers on dashboards, alerts and reports, so capture, calculation and action happen in one platform.",{"type":103,"attrs":2014,"content":2015},{"textAlign":57},[2016],{"text":2017,"type":107},"Project tools track the work but can't manage the money. Traditional PSAs manage the money, but our view at Teamwork.com is that a PSA reports only what people enter, so a tool teams resist produces poor data. Teamwork.com pairs PSA-grade financials with a platform your delivery team will actually log time in.",{"type":97,"content":2019},[2020,2031,2056],{"type":100,"content":2021},[2022],{"type":103,"attrs":2023,"content":2024},{"textAlign":57},[2025,2029],{"text":2026,"type":107,"marks":2027},"Capture the inputs once:",[2028],{"type":110},{"text":2030,"type":107}," Each time hours get copied between systems, the figure has one more chance to drift or fall behind. In Teamwork.com, people log time against their task once, with cost and billable rates already set. Those hours flow straight into project budgets, the Utilization Report and invoices without anyone copying them across. Every KPI then rests on one set of hours, logged by the people who did the work.",{"type":100,"content":2032},[2033],{"type":103,"attrs":2034,"content":2035},{"textAlign":57},[2036,2040,2042,2054],{"text":2037,"type":107,"marks":2038},"See burn before the budget runs out:",[2039],{"type":110},{"text":2041,"type":107}," A burn figure that updates monthly arrives after the change-order window has closed. ",{"text":2043,"type":107,"marks":2044},"Budget Tracking",[2045],{"type":158,"attrs":2046},{"href":2047,"uuid":2048,"anchor":57,"target":57,"linktype":163,"story":2049},"\u002Fproduct\u002Fcost-profitability-management\u002Fbudgeting-profitability\u002F","7ea0d894-d42b-48dc-888e-54109544266b",{"name":2050,"id":2051,"uuid":2048,"slug":2052,"url":2053,"full_slug":2053,"_stopResolving":169},"Budgeting & Profitability",66769948573041,"budgeting-profitability","product\u002Fcost-profitability-management\u002Fbudgeting-profitability",{"text":2055,"type":107}," sends an email or push alert at the usage thresholds you set on time and materials and retainer budgets. The Profitability Report values logged hours at cost and billable rates, so a 1.3 burn shows at halfway, with a change order still an option.",{"type":100,"content":2057},[2058],{"type":103,"attrs":2059,"content":2060},{"textAlign":57},[2061,2065],{"text":2062,"type":107,"marks":2063},"Rebalance people before the overrun:",[2064],{"type":110},{"text":2066,"type":107}," An overbooked week usually surfaces as overtime, a missed date or hours logged outside the budget. The AI Utilization Summary (beta) in the Workload Planner flags who's over capacity, underused or unassigned, then suggests resourcing changes for a manager to approve. You get a staffing fix at the calendar stage, before it becomes a budget problem.",{"type":103,"attrs":2068,"content":2069},{"textAlign":57},[2070,2072,2084],{"text":2071,"type":107},"SugarCRM unified projects, time tracking and billing in Teamwork.com and reached ",{"text":2073,"type":107,"marks":2074},"near-perfect invoicing accuracy",[2075],{"type":158,"attrs":2076},{"href":2077,"uuid":2078,"anchor":57,"target":57,"linktype":163,"story":2079},"\u002Fcustomer-stories\u002Fsugarcrm\u002F","508e63d9-1ff8-46af-abe0-85fd9deaf720",{"name":2080,"id":2081,"uuid":2078,"slug":2082,"url":2083,"full_slug":2083,"_stopResolving":169},"SugarCRM",594030894,"sugarcrm","customer-stories\u002Fsugarcrm",{"text":2085,"type":107},": less than $20K credited on $10M+ in annual invoicing. Accurate invoices and accurate KPIs start in the same place, so compare tools on where they capture hours before you compare charts.",{"type":87,"attrs":2087},{"id":2088,"body":2089},"d2635d5b-81b6-4f9b-8d29-f621db991fc0",[2090],{"_uid":2091,"text":2092,"ctaLink":2093,"ctaLabel":2095,"component":2096,"openInNewTab":60,"backgroundColor":2097},"i-7fe35f5a-0dd4-4b1c-8708-ff7128da03a1","See how Teamwork.com compares with other platforms on resourcing, budgets and reporting.",{"id":80,"url":2094,"linktype":204,"fieldtype":424,"cached_url":2094},"\u002Fcompare\u002F","Compare Teamwork.com","storyBannerCta","purple",{"type":178,"attrs":2099,"content":2100},{"level":180,"textAlign":57},[2101],{"text":2102,"type":107,"marks":2103},"FAQs about KPI dashboard software",[2104,2106,2109],{"type":186,"attrs":2105},{"color":80},{"type":189,"attrs":2107},{"id":2108},"faqs-about-kpi-dashboard-software",{"type":110},{"type":87,"attrs":2111},{"id":2112,"body":2113},"84480d71-a557-4cbf-bad7-b39a7371999e",[2114],{"_uid":2115,"items":2116,"component":2202},"i-86917789-883a-4d20-88ed-46e24388e966",[2117,2132,2146,2160,2174],{"_uid":2118,"open":60,"answer":2119,"question":2125,"component":2131},"i-a548c9a2-7c29-47d7-afd0-88b01d85a33d",{"type":83,"content":2120},[2121],{"type":103,"content":2122},[2123],{"text":2124,"type":107},"Yes, Data Studio (formerly Looker Studio) costs nothing, and Databox Free covers 1 user and 3 data sources. Power BI has a free account that can't share reports, and Teamwork.com's Free plan covers up to 5 users. A free tier lowers the license cost but leaves the work of capturing time, rates and budgets where it was.",{"type":83,"content":2126},[2127],{"type":103,"content":2128},[2129],{"text":2130,"type":107},"Is there free KPI dashboard software?","TwFAQItem",{"_uid":2133,"open":60,"answer":2134,"question":2140,"component":2131},"i-1535a3fb-0aad-49d7-bd4b-0730de9414cb",{"type":83,"content":2135},[2136],{"type":103,"content":2137},[2138],{"text":2139,"type":107},"A KPI dashboard should show only as many KPIs as the decisions it supports. Give each audience one screen, such as a portfolio view for the PMO and a client view for account owners. If a tile never changes anyone's decision, move it into a report.",{"type":83,"content":2141},[2142],{"type":103,"content":2143},[2144],{"text":2145,"type":107},"How many KPIs should a KPI dashboard show?",{"_uid":2147,"open":60,"answer":2148,"question":2154,"component":2131},"i-96bd31e5-e3c8-498d-99a1-da18bfa4ad23",{"type":83,"content":2149},[2150],{"type":103,"content":2151},[2152],{"text":2153,"type":107},"No, not for delivery KPIs, because the PSA already holds the time, rates and budgets they're built from. Add a BI tool when you need delivery data blended with finance or CRM data in one model. Give that model a named owner, since joins and refresh schedules need upkeep.",{"type":83,"content":2155},[2156],{"type":103,"content":2157},[2158],{"text":2159,"type":107},"Do you need a BI tool if your PSA already has dashboards?",{"_uid":2161,"open":60,"answer":2162,"question":2168,"component":2131},"i-3dc2cd60-01ce-4f17-8378-e2aac187e855",{"type":83,"content":2163},[2164],{"type":103,"content":2165},[2166],{"text":2167,"type":107},"Yes, Teamwork Connect gives direct SQL access to raw Teamwork.com data for BI tools such as Power BI, Tableau and Looker. It offers EU and US endpoints and joins to invoicing or ERP feeds. Teamwork Connect is arranged through sales rather than switched on in settings.",{"type":83,"content":2169},[2170],{"type":103,"content":2171},[2172],{"text":2173,"type":107},"Can Teamwork.com send its data to Power BI or Looker?",{"_uid":2175,"open":60,"answer":2176,"question":2196,"component":2131},"i-fad1cd4e-368c-4b55-876c-592e5121c2aa",{"type":83,"content":2177},[2178],{"type":103,"content":2179},[2180,2182,2194],{"text":2181,"type":107},"A PMO delivery dashboard should start with budget burn, plan vs actual, utilization against target, forward capacity and project margin. Together they show whether projects are on budget, on schedule, staffed and profitable. For definitions and formulas, see these ",{"text":2183,"type":107,"marks":2184},"project management KPIs",[2185],{"type":158,"attrs":2186},{"href":2187,"uuid":2188,"anchor":57,"target":57,"linktype":163,"story":2189},"\u002Fblog\u002Fproject-management-kpis\u002F","d38a8805-8912-43d8-9080-4f64d81f484c",{"name":2190,"id":2191,"uuid":2188,"slug":2192,"url":2193,"full_slug":2193,"_stopResolving":169},"14 project management KPIs your agency should track",366219562,"project-management-kpis","blog\u002Fproject-management-kpis",{"text":2195,"type":107},".",{"type":83,"content":2197},[2198],{"type":103,"content":2199},[2200],{"text":2201,"type":107},"Which KPIs should a PMO put on a delivery dashboard?","TwFAQ",{"id":2204,"alt":2205,"filename":2206,"fieldtype":2207},239753828721355,"Teamwork.com financial and utilization insights report showing utilization by user, client profitability and projects over budget","\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F0x0\u002Fed49775b24\u002Fblog-hero-image-client-reporting.png","asset",{"name":2209,"created_at":2210,"published_at":2211,"updated_at":2212,"id":2213,"uuid":2214,"content":2215,"slug":2235,"full_slug":2236,"sort_by_date":57,"position":2237,"tag_list":2238,"is_startpage":60,"parent_id":2239,"meta_data":57,"group_id":2240,"first_published_at":2241,"release_id":57,"lang":64,"path":2242,"alternates":2243,"default_full_slug":57,"translated_slugs":57,"_stopResolving":169},"Livio Cammardella","2025-05-28T08:36:02.860Z","2026-10-20T12:34:37.239Z","2026-10-20T12:34:37.253Z",678494640,"0733dd12-3db1-47cd-b184-e0169778ae31",{"bio":2216,"seo":2217,"_uid":2220,"body":2221,"name":2209,"role":2224,"picture":2225,"sidebar":2229,"linkedin":2230,"component":2232,"afterArticles":2233,"beforeArticles":2234},"Livio Cammardella is Head of Revenue Marketing at Teamwork.com, leading SEO, paid media, demand generation, and web development to drive inbound growth. He focuses on building scalable acquisition engines, improving conversion rates, and turning marketing investment into measurable pipeline and revenue. Combining strategic leadership with a hands-on approach, Livio uses data, experimentation, and cross-functional collaboration to optimise performance across channels. Livio holds a Masters Degree in Communication and Marketing, throughout his career has had the opportunity to nurture his skills and broaden his knowledge working on different areas of digital marketing.",{"title":2209,"json_ld":80,"noindex":60,"og_image":80,"og_title":80,"description":2218,"og_image_tag":80,"og_image_type":80,"twitter_image":80,"twitter_title":80,"og_description":80,"og_image_light":60,"og_image_media":80,"og_image_title":80,"twitter_description":80,"og_image_background_color":2219},"Livio Cammardella is Head of Revenue Marketing at Teamwork.com, leading SEO, paid media, demand generation, and web development to drive inbound growth. 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