Project Reporting & BI Software for Professional Services

BI built to bring delivery, capacity, and financials into one view

When project updates, capacity, and financials live in separate reports, it's hard to see what's really happening. Birdview brings them together in a growing library of 250+ prebuilt BI reports and dashboards, plus custom-built reports for specific needs.

DELIVERY CONTROL

Project health, performance, and delivery risk

Project performance: schedule, budget, milestones, and progress
Baseline comparison: baseline, forecast, and actual performance side by side
Delivery exceptions: missing updates, overdue work, and delivery variance
Root-cause detail: drill from project health into the activities behind the risk

Project Analysis Dashboard showing project progress, schedule variance, costs, margins, and hours by status

PORTFOLIO INTELLIGENCE

Project health and performance across the portfolio

Compare performance: portfolio health, risk, priority, progress, and financial results side by side
Segment the portfolio: group projects by client, team, service line, owner, or status
Spot patterns: identify recurring delivery issues across projects
Focus attention: see where leadership intervention is needed

Portfolio dashboard comparing project health, risk, priority, progress, and financial results across the portfolio

RESOURCE PERFORMANCE

Connect workload, capacity, and utilization

Analyze utilization: compare billable and non-billable time by person, team, and role
Compare plan and actual: see planned workload alongside actual time and utilization
Find capacity issues: identify overload, unused capacity, and emerging bottlenecks
Connect to performance: review utilization alongside project delivery and margin

Resource utilization dashboard comparing billable and non-billable time, planned versus actual workload, and capacity by person and team

FINANCIAL OUTLOOK

Financial performance, forecasts, and profitability

Compare plan and forecast: budget, actual cost, forecast, and Estimate at Completion (EAC)
Track revenue and margin: revenue, billing readiness, and margin by project
Analyze profitability: by client, service line, project type, or team
Spot financial risk: identify cost overruns and margin erosion while work is active

Explore the report library

Financial performance report showing budget, actual cost, forecast, Estimate at Completion, revenue, and margin by project

NATIVE CUSTOM REPORTS

Custom reports, built directly in Birdview

Create your own table, chart, and metric project management reports using different data sources. Have full control over what is included, from date ranges to appearance, then export to PDF or Excel.

Custom report builder screen showing report fields, filters, and a generated chart with project budget breakdown

From business-wide performance
to project-level detail

Financial outcomes at risk across the portfolio

Review portfolio health, budget variance, utilization, revenue, and margin
Compare performance by client, service line, department, or period
Identify the projects driving financial variance and requiring attention
See where results are likely to finish, not just where they stand today

Explore report examples

Portfolio financial dashboard showing budget variance, utilization, revenue, and margin by client, service line, and department

Delivery drift across projects

Monitor cross-project schedules, capacity, dependencies, and risk
Compare actual performance with baselines and forecasts
Identify recurring delivery issues and where intervention is needed
See where upcoming demand or capacity constraints may affect delivery

Explore report examples

Project scorecard showing schedule, budget, milestone, and progress performance against baseline and forecast

Project status and what needs action next

Track milestones, budget burn, workload, and percent complete
Spot missing updates, schedule slips, and budget variance
Drill from reporting signals into the work causing the issue
Share consistent project status with stakeholders without rebuilding the report

Explore report examples

Project Status Summary dashboard showing project RAG status, project status distribution, customers by market, design types, and project details

Proven performance. Measurable results

50% Increase in revenue

The most important outcome from Birdview PSA is happier resources. We can measure and award quality of the work being done.

80% Of tasks completed on time

Birdview PSA has centered our team and is increasingly having that effect on other teams in our business.

1,700 Hours saved per year

We were able to standardize our processes through every stage of the project life cycle while tailoring the system to fit our needs.

15% More projects on-budget & on schedule

With Birdview PSA, every consultant is using the same system, which adds more discipline to our approach to projects.

See Birdview PSA in action

Frequently Asked Questions

Answers to common questions about project reports, BI dashboards, and reporting on capacity, financials, and portfolio performance in Birdview PSA.

What is the difference between project reports and BI dashboards?

Project reports answer defined questions with a fixed structure: project status, resource loading, budget variance, time logs. BI dashboards are interactive: they let you filter, change views, and drill into underlying data without rebuilding the report. Birdview provides both on the same live project, resource, and financial data.

What project and portfolio reports are included?

Birdview includes prebuilt reports for project health and status, baseline adherence, schedule and budget variance, portfolio health, project scorecards, performance trends, resource loading, demand projections, utilization, financial overview, and time logs.

Explore report examples

Can Birdview report on resource capacity and utilization?

Yes. Reports and dashboards show planned versus actual utilization, billable and non-billable time by person, team, and role, workload distribution, and demand projections against current capacity.

Explore resource planning

Can Birdview report on project profitability and margin?

Yes. Financial reports compare budget with actual cost, forecast, and Estimate at Completion, and show revenue, billing readiness, and margin by project, client, service line, or team.

Can teams build their own reports?

Yes. The report builder creates table, chart, and metric reports from different data sources, with control over date ranges, filters, and layout. Reports can be exported to Excel or PDF. Power BI dashboards are a separate layer for interactive analysis.

What is included in Birdview business intelligence?

Birdview includes 250+ BI reports and dashboards covering projects, resources, financials, and service delivery, with drill-down, connected datasets, and filtering. Reports can be customized to match how your organization measures performance.

Can reports be filtered by client, team, project, or service line?

Reports can be filtered and grouped using relevant project, client, team, role, owner, status, and time-period fields. Available options depend on the report and data source.