Project reporting and AI dashboards, live in one place.

Financials, projects, tasks, capacity, utilisation, sales and team performance, from the same live data. Build dashboards in minutes, share them with anyone, and ask AI why a number moved.

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Executive overview

Last 9 months ▾ExportShare

OverviewFinancialsProjectsDeliveryPeopleSales

Revenue

$4.82M▲ 12.4%

Gross margin

38.2%▲ 2.1 pts

Utilisation

78%▲ 3 pts

On-time delivery

86%▼ 4 pts

Revenue vs cost$K · 2026

JanFebMarAprMayJunJulAugSep

Project health37 projects

On track24

At risk9

Off track4

Utilisation by team%

Engineering93

Design78

Product72

Data61

Marketing70

Task throughputtasks / week

JanFebMarAprMayJunJulAugSep

Pipelinedeals

Qualified182

Proposal96

Negotiation48

Won31

What you can report on

Every part of the business, one source of truth.

Financials

Revenue, cost, margin, budget vs actual and forecast.

Pipeline created, by monthThis year

Aug

Sep

Oct

Nov

Projects and portfolios

Health, schedule, scope and risk across every project.

Review Q3 launch planDone

Sign off budgetIn review

Brief the design teamTo do

Tasks and delivery

Throughput, cycle time, overdue and burndown.

What changed in my pipeline today?

Kroolo AI

2 deals moved to Proposal; 1 slipped a week.

Capacity and utilisation

Who is booked, billable and available.

Timesheet, this week62h

Website relaunch32h

Client onboarding21h

Internal ops9h

Sales and pipeline

Funnel, forecast and win rate from your CRM.

Funnel, last quarter

Leads1,240

Qualified570

Proposal298

Won94

Team performance

Output, quality and workload by team.

Attainment

87%

+6%

Forecast

$610k

+9%

Dashboard builder

Build a dashboard in minutes.

Drag widgets onto a canvas, pick a metric, and you are done. Resize, arrange and filter without a single query.

Drag and drop KPIs, charts, tables and heatmaps

Global filters for date, team, client and project

Start from templates or build your own

Widgets

⠿ KPI

⠿ Bar chart

⠿ Line chart

⠿ Donut

⠿ Table

⠿ Funnel

⠿ Heatmap

⠿ Gauge

Revenue

$4.82M▲ 12%

Margin

38%▲ 2 pts

Backlog

$2.1M▼ 5%

Revenue by month

JanFebMarAprMayJunJul

Drop a widget here

Revenue

$4.82M▲ 12%

Cost

$3.01M▼ 7%

Margin

38.2%▲ 2 pts

Revenue, cost and margin$K

JanFebMarAprMayJunJulAugSep

ProjectBudgetActualVariance

Project Atlas$420K$388K$32K

Brand refresh$180K$196K-$16K

Mobile app$610K$574K$36K

Data platform$340K$352K-$12K

Financials

Know your margin before the quarter ends.

Revenue, cost and margin by project, client and team, with budget versus actual updating from time and expenses.

Budget vs actual and forecast to complete

Margin by project, client, team and role

Time and expense data flows in with no re-entry

Projects and delivery

See delivery health across every project.

Roll up status, schedule, risk and throughput from tasks and projects, from a single team to the whole portfolio.

Portfolio rollups with health and variance

Burndown, throughput and cycle time

Risks, dependencies and overdue work in one view

Schedule variance (days)

Atlas2

Mobile6

Brand11

Data5

Open risks by severity

High5

Medium11

Low18

Cycle timedays

JanFebMarAprMayJunJulAugSep

Overdue tasks

JanFebMarAprMayJunJulAugSep

Capacity and utilisation

Put every hour to work.

See who is overbooked, who has room and how much time is billable, then act before projects slip.

Utilisation and billable split by team and role

Demand vs supply forecast by month

Bench cost and hiring need at a glance

Utilisation

78%▲ 3 pts

Billable

72%▲ 2 pts

Bench hrs

146▼ 9%

Allocation by person and week% of capacity

Aisha708590958060

Marco951101201059585

Priya758080706560

Lena405045554035

Tom85901001159085

Sofia859095908070

Pipeline

$3.4M▲ 18%

Win rate

27%▲ 3 pts

Avg deal

$38K▼ 4%

Deals by stage

Qualified · 182

Proposal · 96

Negotiation · 48

Won · 31

Sales and CRM

From first lead to closed won.

Pipeline, win rate and forecast from Kroolo CRM, next to delivery and revenue, so sales and ops share one picture.

Funnel, conversion and win rate by rep and source

Forecast with weighted pipeline

Link deals to the projects they create

Team performance

Measure output, not busyness.

Compare teams on completed work, on-time delivery and cycle time, and spot where help is needed.

Scorecards per team and per project

Trends over time, with benchmarks

Share with managers, not just admins

Team scorecard · this month

TeamDoneOn timeCycle

Engineering4892%6.2d

Design3188%4.1d

Product2290%5.0d

Data1785%3.4d

Marketing2681%4.6d

SourceProjects

Group byClient

MeasureMargin %

FilterStatus is Active

ChartBar

Margin % by clientActive projects

Northwind44

Acme Co41

Globex37

Initech31

Umbrella24

Save reportAdd to dashboardSchedule

Custom reports

Ask any question, get a report.

Pick a source, group it, filter it and choose a chart. Save it, put it on a dashboard or schedule it.

Any project, task, time, finance or CRM field

Group, filter, sort and calculate without SQL

Save reports and reuse them as widgets

Scheduled reports

Weekly leadership update
Every Monday 8:00 · PDF to 6 peopleActive

Client status · Northwind
Every Friday 16:00 · LinkActive

Monthly financials
1st of month · Email + exportActive

Export PDFExport CSVShare linkEmbed

Share and schedule

Get the right numbers to the right people.

Send reports on a schedule, share a live link or export the data. Access follows your workspace permissions.

Scheduled email and PDF delivery

Live share links and embeds

Export to PDF and CSV

Ask AI

Ask why a number moved, get the answer.

Type a question in plain language. AI queries your live data, explains the change and builds the chart.

Ask in plain language, get a chart or a table

Explain variances and trends with drivers

Turn any answer into a saved report

Why did margin drop on Brand refresh?

Margin on Brand refresh fell 6 points in September. Actual cost is $16K over budget, mostly from 74 extra design hours after scope changed on Aug 28. Two contractor rates also rose.

Show the breakdownAdd to dashboardEmail this to Priya

Why teams switch

Reports that are always current.

Spreadsheets and BI exportsKroolo Reports

Data freshnessExported, then staleLive from the work

SetupPipelines and modelsReady on day one

ContextNumbers without the storyClick through to the task

AIExtra add-onBuilt in

FAQs on Kroolo Reports

What can I report on?

Financials, projects and portfolios, tasks, capacity and utilisation, sales pipeline and team performance, all from the same workspace data.

Do I need to know SQL?

No. Build reports and dashboards with drag and drop and plain filters.

Is the data live?

Yes. Dashboards read from the live workspace, so numbers update as work changes.

Can I send reports to people outside my team?

Yes. Schedule emails or PDFs, or share a link. Access follows your permissions.

Can I ask questions in plain language?

Yes. Ask AI to answer a question, explain a change or build a chart.

See the whole business at a glance.

Start free, or see it on your own projects in a demo.

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