Table of Contents

Intake Insights

Overview

Altus has a comprehensive suite of Power BI dashboards that provide rich insight into the data captured. These are embedded into tabs within Altus to make it easy for users to access the content.

In Altus Portfolio, the Intake Insights dashboard provides the following information:

  • Proposal Overview: Listing all proposals including start/finish dates, costs, proposed ROI, and effort required to implement.
  • Proposal Timelines: Start/Finish dates for each proposal.
  • Resource Demand: Projected resource demand to deliver all proposals. Users can drill down on individual proposals and/or roles/name users.
  • Resource Forecast: Forecasting of resource demand not only for proposals but also for projects as well.

Report Tabs

The sections below cover off each of the tabs:

Proposal Overview

Listing all proposals including start/finish dates, costs, proposed ROI, and effort required to implement.

Proposal Timelines

Start/Finish dates for each proposal.

Resource Demand

Projected resource demand to deliver all proposals. Users can drill down on individual proposals and/or roles/name users.

Resource Forecast

Forecasting of resource demand not only for proposals but also for projects as well.