Oversight is a powerful data unification, reporting, and workforce management platform built to create actionable insights from the software your team is already using. Learn more about our core features:
Agile Resource Planning
Adaptive Budget Management
Smart Forecasting & Notifications
Data-Rich Project Hubs
Custom Reports & Dashboards
Our pre-built reports make it easy for teams of all sizes to gain insights into their company, team, projects, marketing, and customers without needing a data scientist or software guru.
Connect your data
Choose your reports
Set a schedule + recipients
And start receiving insightful PDF reports where and when you need them.
Keep a pulse on your agency's performance with a report that analyses and forecasts the most important data for your client service firm.
We provide insights that matter by helping you visualize how your resources are performing at the business, technical, and individual levels.
Our reports connect our resource planning with your time tracking to provide up-to-date insights about your current resource bandwidth and project health.Learn More
Get granular insights on project resource data and see how your team is performing compared to original projections.
Keep projects on-pace and tickets from going stale by receiving insightful data about your team’s sprint performance.
No need to manually send your client updates about a project’s progress and budget, because this report provides key data insights to keep them in the loop.
Keep your manager’s manager happy with this top-level report that showcases team performance metrics.
Our AI-enabled Dashboards provide engage-able insights into your data. There are multiple dashboards available to visualize any data you need from team to projects to customers and more. Machine learning models provide predictive analytics as well as insightful metrics including churn, productivity, momentum, and more. Keep a close finger on the pulse of your organization all in one place.
Our team productivity dashboard provides a birds-eye view of your organization's resources. Compare time-frames, review trends, and dive into individual resource data to view up-to-date metrics based on team or project. Get as granular as you need on data from your PMS, git management, design software, time tracking, and more.
Keep an eye on your organizations sales health all in one place. Review CRM sales trends, contract status, and agent performance right along side your latest invoices, payment statuses, customer subscriptions, and trending company growth.
Keep a better eye on all of your project data, all in one interactive view. Review ticket progress, billing health, resource hours, code commits, design updates, and more. Easily toggle between projects and keep a quick eye on all of the moving projects for your agency.
Oversight provides AI-enabled resource planning built for agile teams. Enter resource allocation, track hours, and the AI-planner will adjust schedules week-to-week to ensure planning and execution remain aligned. What’s the point of resource planning if you can’t track and adjust to ensure success?!
Not quite “set it and forget it”, but close! Oversight provides a flexible budget tracking interface to track budgets both for on-going clients as well as fixed-timeline projects. But the real power is that Oversight doesn’t just track budgets, it will also forecast and alert you if or when there is a problem.
Have you ever run a report and wished your system would have alerted you before it was too late?! Wish granted! 🎆 With Oversight’s AI-driven Data Forecasting combined with our Notification Builder, enables managers to create robust monitoring rules to ensure your resources and projects stay on-track. Notify select people, or send an update directly to a chat channel. Let Oversight keep an eye on the things that matter most to you, and the platform will alert you if there is ever a problem.
Oversight provides data-rich Project Hubs to help you keep a pulse on your project metrics. View projects by health score, budget, or hours. Easily expand any project to dig into the granular details including project health warnings, budget forecasting, resource scheduling issues, and more.
Coming soon! Oversight will allow you to choose the data and visualize it the way you want for both our reports and dashboards. Mix & match data sources, connect machine learning models, choose visualizations, and start receiving the insights that matter most for your organization without needing a data scientist on-staff.