Portfolio health, financial KPIs, and team performance —
without digging through project boards.
Effigate gives executives and leadership teams a single, real-time view of portfolio health, revenue performance, team utilisation, and delivery risk — narrated by Dhyey, the built-in AI assistant.
Stop chasing status updates across disconnected systems
Leadership teams waste hours assembling reports from tools that were never designed to talk to each other. Effigate surfaces the numbers that matter — automatically.
Data in silos
Project data, support metrics, billing records, and team utilisation scattered across separate tools with no single source of truth.
Manual roll-ups
Finance and operations teams spend hours assembling spreadsheet reports that are outdated by the time they reach leadership.
No real-time visibility
By the time escalations reach the executive level, the window to intervene has already closed. Decisions are made on stale data.
AI insights scattered
AI summaries and assistant tools exist in separate platforms that know nothing about your actual delivery data, contracts, or team.
A live executive dashboard — not a weekly slide deck
The Effigate executive dashboard consolidates portfolio health, open risk items, sprint progress, SLA compliance, and revenue pipeline in one real-time view. No manual assembly, no waiting for Monday's report.
- Portfolio-level delivery health with RAG status per project and programme
- SLA compliance rates across all active contracts in a single view
- Sprint velocity trends and milestone attainment without opening individual boards
- Revenue pipeline showing contracted, invoiced, and outstanding amounts
- Configurable KPI tiles so each leader sees the metrics most relevant to their remit
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
Contract revenue, billing accuracy, and margin — always current
Effigate connects project delivery to the billing engine, so financial KPIs are calculated from live data rather than reconstructed from timesheets. Executives see what was contracted, what was delivered, and what was billed — without a reconciliation exercise.
- Contracted vs delivered vs invoiced revenue across all active contracts
- Billing accuracy indicators that flag rate card mismatches before invoices are issued
- Bucket hour burn rates for Bucket-Based contracts with exhaustion forecasts
- Revenue realisation by project, team, contract type, and client
- Invoice pipeline showing pending, issued, and overdue amounts in one view
Outcome
23% faster delivery
91%
On-time rate
−1.4w
Avg variance
Dhyey surfaces what needs your attention — before you ask
Dhyey, the Effigate AI assistant, monitors delivery data and proactively surfaces blockers, capacity risks, SLA drift, and milestone delays in plain language. No dashboards to interpret — just the insight and the recommended action.
- Daily delivery summaries narrated in natural language from live Effigate data
- Proactive risk identification: at-risk milestones, over-capacity teams, SLA trends
- Sprint review narratives that surface what went well and what needs attention
- Capacity and resource conflict warnings before they become delivery problems
- All AI-generated content is clearly labelled and non-destructive — Dhyey proposes, you decide
$47.2k
Contracted
$38.4k
Billed
81%
Margin
Questions from executive and leadership teams
The executive dashboard shows portfolio-level delivery health, SLA compliance rates, sprint velocity trends, revenue pipeline, team utilisation, and open risk items — all in real time. KPI tiles are configurable so each leader sees what matters most to their role.
Financial KPIs are derived directly from live contract, time log, and invoice data in Effigate. Contracted revenue, delivered hours, invoiced amounts, and outstanding balances are computed automatically — not assembled from spreadsheets.
Dhyey monitors live delivery data and surfaces delivery risks, capacity conflicts, SLA trends, and milestone delays in plain language. It can produce daily summaries and sprint review narratives without requiring executives to navigate individual project boards.
Yes. Effigate's portfolio view provides a consolidated status across every active project, programme, and contract. RAG status, SLA compliance, revenue, and delivery health are visible at the portfolio level without drilling into individual projects.
Give your leadership team the visibility they need
14-day free trial. No credit card required. Full platform access from day one.