# See every project, then decide where your people go next > Health, progress, capacity and margin come from the work itself, not from slides put together the night before. Ask the assistant for the summary and keep the meeting for decisions. - [Book a demo](https://akollo.com/en/demo) - [Read the docs](https://docs.akollo.com/en) ## How leadership teams run the portfolio in Akollo Teams record their work once. You read the same records, rolled up, whenever you need them. 1. **Tie projects to the goals they serve** (Goals) — Each goal shows the progress and health of the work linked to it, so you see which priorities are moving and which are not. 2. **Read health from the teams, not from a deck** (Projects) — Leads publish On track, At risk or Off track with a short note, and are reminded when a project goes 14 days without an update. 3. **See capacity across the company** (Resource planning) — Available and planned time for every team, week by week, before you say yes to the next project. 4. **Try a change before you make it** (Scenarios) — Move dates or people in a copy of the plan and see the effect. The live plan changes only when the scenario is applied. 5. **Check what each project earns** (Budgets & profitability) — Cost, expenses, revenue and margin per project and department, month by month, from approved hours and rates. ## The views leadership teams open before every review Each one is built from the same records the teams work in, and shows only what your role allows. ### All projects timeline Every active project you can open on one time axis, with epics, milestones, sprints and a line for today. - Projects and epics as bars - Slipping milestones marked - Zoom by days or weeks ### Insights overview Tasks completed, hours tracked and cycle time compared with the previous period, with weekly throughput and time by project. - Last 7, 30 or 90 days - Compared with the previous period - Any chart as a table ### Goals Organisation goals and initiatives with their progress, health and the projects linked to each one. - Progress by value or by items - Health from the linked work - Status updates per goal ### Profitability Cost, expenses, revenue and margin per month for every project or department, with a forecast for each row. - Projects or departments - Pick the months to compare - Hours without a rate flagged ## What you can see before the meeting starts Each figure comes from records the teams already keep, and you see only the projects and people your role allows. - **Project health** — The latest status of every project with its author and date, and the risks with the highest scores. (Project status and risks) - **Capacity across teams** — Available against planned time per team and week. Unknown values are shown separately, never counted as zero. (Team capacity report) - **Margin by project and department** — What each project and department cost and earned, month by month, with hours that have no cost rate flagged. (Finance → Profitability) - **Progress against goals** — Progress and health for each goal, worked out from the projects and sub-goals linked to it. (Projects → Goals) ## Get the summary, keep the meeting for decisions Akollo AI reads projects, capacity and reports within your permissions, and shows the sources behind every answer. - “Which projects need a decision at Monday's leadership meeting?” — Two projects are At risk and one is Off track. The data centre move has missed two milestones. Here is a one-page brief with sources. - “Do we have the people to start the client portal in June?” — Platform has about 60 free hours a week in June; design is fully booked until the 20th. Shall I try a scenario with a later design start? - “Summarise last week across all projects.” — The weekly summary is drafted from logged hours and status updates. It is sent once a manager approves it. Summaries state counted figures with their sources and never rank people. The assistant reads only what you could open yourself. ## The Akollo modules leadership teams use - [Reports & dashboards](https://akollo.com/en/products/insights) — Health, capacity and delivery in one place. - [Projects & tasks](https://akollo.com/en/products/work) — Every project's timeline, goals and scenarios. - [Resource planning](https://akollo.com/en/products/people) — Capacity across every team, week by week. - [Budgets & profitability](https://akollo.com/en/products/finance) — Cost, revenue and margin per project. - [AI assistant](https://akollo.com/en/products/ai) — Briefs and summaries for the leadership meeting. ## Questions leadership teams ask ### Is there one view of every project? Yes. The Projects timeline shows every active project you can open on one time axis, each project carries its latest health, and Insights reports health, budget and capacity across projects. ### Can we try a change to the plan before committing to it? Yes. A scenario is a copy of a project plan where you move dates or people and see the effect. The assistant can propose alternatives, and the live plan changes only when you apply one. ### Does Akollo rank people by productivity? No. Reports and summaries are built from approved totals and state counted figures with their sources. They never set people side by side or recommend a change about someone. ### Can the figures go into our own BI tool? Yes. Akollo publishes reporting datasets that Power BI, Tableau or Looker Studio read with a read-only key or over SQL. ### Can Akollo run on our own servers? Yes. Akollo runs in our cloud, in your own cloud account or on your own servers, with the same product in each. ## See your portfolio in Akollo We will set up a demo with projects and teams like yours and walk you through the leadership view on a call. - [Book a demo](https://akollo.com/en/demo) - [Read the docs](https://docs.akollo.com/en) --- Source: https://akollo.com/en/solutions/leadership · [Türkçe](https://akollo.com/tr/cozumler/yonetim-ve-portfoy), [Deutsch](https://akollo.com/de/loesungen/geschaeftsfuehrung-und-portfolio)