Upland Analytics for PSA

Project Insights at Your Fingertips

Fully integrated into the Upland PSA experience, Upland Analytics is a purpose-built analytics solution for services organizations. Intuitive and easy to use, organizations can easily gather tangible insights into project and business performance. Interactive dashboards give teams real-time data visualization, helping to monitor trends, identify gaps and make strategic decisions – before they impact the bottom line.

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PSA Software With
Built-In Analytics

Native to Upland PSA, Upland Analytics helps you understand your business without the need for technical expertise or 3rd party reporting tools.

Fast and secure, Upland Analytics enables real-time decision support with deep dive analysis for all your project, resource, and financial data. Slice and dice, and pivot your data to get a complete view of your key performance indicators. Create role-based dashboards, and send reports by email to anyone across the organization, and give your team the answers they need to start making data-driven decisions.

  • Pre-configured Dashboards

    Out-of-box dashboards provide insight into common use cases but can be customized according to your business needs.

  • Drag & Drop Report Builder

    Visual editor makes it easy to create custom reports without the need for technical expertise.

  • Drill Down Capability

    Spot trends and gaps, then drill down to the core data for in-depth root cause analysis.

  • Report Scheduler

    Export reports and dashboards to Excel or PDF, and send them to anyone across the organization, to keep them abreast of important trends.

  • Presentation Mode

    Launch executive-ready presentation from any dashboard, with the ability to drill-down to the details.

  • Multiple Charting Options

    Visualize your data with bar charts, pie charts, sunbursts, scattergrams, heat maps and more, that can be color-coded according to corporate branding.

  • Connect to External Data Sources

    Connect to 3rd party enterprise systems, via the Upland Integration Platform, for a holistic view of your business

  • UplandOne

    Experience a consistent and familiar work environment with the Upland User Experience / User Interface (UX/UI).

Take Your Services Business From Reactive to Proactive

Upland Analytics for PSA screenshot of resource utilization

Evaluate Resource Utilization

Gain organization-wide visibility into resource utilization. Monitor trends and make proactive decisions about internal or external resources. Identify gaps in skills, competency or utilization targets, and quickly adjust according to project forecasts.

Upland Analytics for PSA screenshot of project status report and dashboard

Monitor Project Progress

Quickly grasp project status and identify risks, issues and variance that may affect delivery of key milestones. Drill into the data to identify measures needed to meet budgets and targets.

Upland Analytics for PSA screen shot of project financial status reporting

Manage Your Business With Complete Financial Transparency

Visually summarize project financials at all stages of the lifecycle. From forecast to delivery, and invoicing, ensure complete transparency on actuals and variance of the financial health of your entire portfolio.

See the Power of Upland Analytics