Executive visibility without
waiting for the status meeting.
A dedicated executive dashboard giving leaders live portfolio status, team performance, financial health, and delivery risk indicators — with AI-generated sprint summaries from Dhyey.
Everything leadership needs — live and in one place
Portfolio delivery status, KPI tracking, team performance, financial health, risk indicators, and Dhyey AI summaries — all in a dedicated executive-only layout, accessible to Owner and Admin roles.
Portfolio overview
All active projects in one view — sprint completion rates, milestone progress, and overall delivery health score across every engagement.
KPI tracking
Live KPIs for velocity, SLA compliance, utilisation, and revenue realisation updated continuously from operational data.
Team performance
Individual and team utilisation rates, sprint velocity trends, ticket resolution performance, and capacity risk at a glance.
Financial intelligence
Revenue realisation, project margin, invoice status, cash position, and client profitability rankings from live billing data.
Delivery risk indicators
Late deliverables flagged automatically, over-allocated team members highlighted, and SLA breach risk scored per client.
AI-narrated summaries
Dhyey generates natural-language sprint summaries, capacity risk warnings, and delivery performance narrations on demand.
Every active project — health score, progress, and sprint status in one view
The Executive Dashboard surfaces a consolidated portfolio view the moment you log in. Sprint completion rates, milestone progress, and overall delivery health scores are calculated from live data across all active projects — no manual roll-up required.
- All active projects listed with real-time delivery health scores
- Sprint completion rates and milestone progress per project
- Blocked task count and critical path flags surfaced at portfolio level
- Delivery health score calculated from sprint velocity, SLA compliance, and scope drift
- Drill-down from any project card into sprint-level detail
Active Projects
12
+2 this month
Revenue Pipeline
$142k
+18% vs Feb
SLA Compliance
94.2%
−1.8% vs Feb
Team Utilisation
78%
Optimal range
Project Health
Cash position, margin, and client profitability — without opening a spreadsheet
Financial KPIs on the Executive Dashboard are drawn from live contract, time log, and invoice records. Revenue realisation, project margin, invoice pipeline status, and client profitability rankings are always current and require no manual reconciliation.
- Revenue realisation tracked per contract and billing period
- Project margin analysis accounting for internal cost and rate conditions
- Invoice status overview: issued, overdue, and pending payment
- Cash position calculated from paid and outstanding invoices
- Client profitability rankings across all active engagements
$47.2k
Contracted
$38.4k
Billed
81%
Margin
Utilisation, SLA compliance, and velocity — across every team member
The Executive Dashboard gives leaders a cross-team performance view without requiring access to individual task boards. Utilisation rates, SLA compliance scores, ticket resolution performance, and sprint velocity trends are all computed from live operational records.
- Individual and team-level utilisation rates per period
- SLA compliance rates per client and per support level
- Ticket resolution performance: average time to resolve by priority
- Sprint velocity trends across multiple sprints for each team
- Over-allocation flags for team members exceeding configured capacity
92%
billable
78%
billable
85%
billable
60%
billable
Know what is at risk before it becomes a missed commitment
The Executive Dashboard automatically flags delivery risk without requiring leaders to dig through individual project boards. Late deliverables, over-allocated members, and SLA breach risk per client are surfaced and scored so the right conversations happen before deadlines are missed.
- Late deliverables identified and flagged automatically from due date data
- Over-allocated team members highlighted with capacity overage percentage
- SLA breach risk scored per client based on open ticket age and priority
- Blocked tasks surfaced with duration and assigned owner
- Dependency conflicts and milestone risk flagged at portfolio level
18
Committed
12
Completed
6
Carry-over
Velocity (story points)
Sprint summaries and risk narrations generated on demand by Dhyey
Dhyey, the Effigate built-in AI assistant, is available directly from the Executive Dashboard. On demand, Dhyey generates natural-language sprint summaries, capacity risk warnings, and delivery performance narrations — giving leaders a clear narrative alongside the quantitative KPIs. AI-generated content is clearly labelled and opt-in per tenant.
- Natural-language sprint summaries generated from live delivery data
- Capacity risk warnings narrated when members approach over-allocation
- Delivery performance narrations highlighting trends and anomalies
- AI content clearly labelled as AI-generated in the dashboard UI
- Opt-in per tenant — no data sent to external AI APIs without configuration
User Story
"As a user I can log in via SSO and have my permissions applied automatically"
AI-generated — review before adding to sprint
From login to live portfolio insight — in seconds
The Executive Dashboard is designed to deliver immediate situational awareness. Live data, no manual assembly, and AI summaries available on demand.
-
1
Executive logs in
Owner and Admin users access the Executive Dashboard from the tenant application. It opens in a dedicated full-screen layout without the standard sidebar — no configuration or setup required.
- Owner / Admin role required
- Dedicated layout
- No sidebar
-
2
Live portfolio data displayed
The dashboard immediately surfaces portfolio delivery health, KPIs, team performance metrics, and financial intelligence — all drawn from live operational records.
- Live operational data
- No batch refresh
- Instant render
-
3
Drill-down into at-risk areas
Leaders can click through from high-level KPIs into the underlying delivery data — blocked tasks, SLA breach risk, over-allocated members — without leaving the executive context.
- Project drill-down
- Risk indicators
- Sprint-level detail
-
4
AI summary available on demand
When deeper narrative context is needed, Dhyey generates a natural-language sprint summary or capacity risk narration on demand — directly within the dashboard.
- Dhyey AI narration
- Sprint summaries
- On-demand generation
Designed for every stakeholder who needs portfolio visibility
C-Suite & Owners
Portfolio delivery health, revenue realisation, and team performance in one view — without attending status meetings or requesting manual reports.
Operations Directors
Utilisation rates, over-allocation risk, SLA compliance scores, and blocked task counts surfaced across every project and team simultaneously.
Finance Executives
Live cash position, project margin, invoice pipeline status, and client profitability rankings drawn from governed billing records — not spreadsheet estimates.
Board & Investors
High-level KPIs, financial performance, and Dhyey-narrated sprint summaries ready for board packs and investor reporting with no additional data assembly.
Deliver executive alerts through the channels leadership already uses
Route executive dashboard alerts, weekly digests, and portfolio notifications to Slack, Teams, email, and your source control platforms — so leaders stay informed without logging in.
Slack
Deliver executive alert notifications and portfolio health snapshots to dedicated Slack channels when risk indicators are triggered.
Executive alertsSend weekly executive digest emails with portfolio KPIs, financial highlights, and AI-narrated sprint summaries to leadership inboxes.
Weekly digestMicrosoft Teams
Broadcast portfolio status notifications and delivery risk alerts to Microsoft Teams channels configured for executive stakeholders.
Portfolio notificationsGitHub
Include commit and deployment activity as source data for delivery performance tracking visible on the executive dashboard.
Commit trackingGitLab
Incorporate merge request cycle time and pipeline outcomes into sprint execution KPIs surfaced at executive portfolio level.
Deployment trackingQuestions about the Effigate Executive Dashboard
The Executive Dashboard is available exclusively to users with the Owner or Admin tenant role. It is accessible from within the tenant application and opens in a dedicated full-screen layout without the standard sidebar — designed to give leaders a distraction-free view of portfolio health. Client users, Members, and Contributors do not have access to this dashboard under any role configuration.
All data on the Executive Dashboard is drawn from live operational records — time logs, sprint events, invoice records, ticket outcomes, and SLA results are reflected in real time as your team works. There is no nightly batch import or manual data refresh required. KPIs and financial figures update continuously, so the view you see at 9 AM is the same fidelity as the view you see mid-afternoon.
The Executive Dashboard integrates with Dhyey, the Effigate built-in AI assistant. Dhyey generates natural-language sprint summaries, capacity risk warnings, and delivery performance narrations on demand. AI-generated content is clearly labelled in the dashboard. The feature is opt-in per tenant and requires AI features to be enabled in tenant settings — no AI data leaves your tenant without your explicit configuration.
Yes. The Executive Dashboard is designed for portfolio-level visibility first, with drill-down capability into individual projects, sprints, and at-risk areas. Leaders can click through from high-level KPIs into the underlying delivery data — blocked tasks, over-allocated team members, SLA breach risk per client — without navigating away from the executive context. The layout maintains the executive view while surfacing the detail needed to act.
No. The Executive Dashboard and the Reports module serve different purposes. The Executive Dashboard is a live, always-on portfolio view surfacing real-time KPIs, risk indicators, and AI summaries for leadership. The Reports module is for structured, filterable reporting with CSV/XLS export, historical trend analysis, and stakeholder distribution. Many executives use both — the dashboard for daily situational awareness and the reports module for board packs and financial reconciliation.
Give leadership the portfolio visibility they need — live, not in a status meeting.
14-day free trial. Executive Dashboard available from day one for Owner and Admin roles.
Related features