Reporting & Analytics
One of the biggest pain points in PPM is reporting. Sensei IQ solves it by including a complete set of automated Power BI reports out of the box — covering every level of the organization, updated automatically as your data changes.
No spreadsheets. No manual status collection. No stale data.
Always-On Reporting
Sensei IQ reports are embedded directly in the application and connect to your live Dataverse data. Every report refreshes on a schedule, so stakeholders always see current information without waiting for someone to compile a deck.
Reports are available to users based on their role — executives see portfolio-level dashboards, project managers see project detail, and resource managers see availability and utilization.
Portfolio & Program Reports
High-level views for executive leadership, portfolio managers, and PMO:
| Report | What it shows |
|---|---|
| Portfolio Overview | Health, status, and financial summary across all active projects |
| Program Overview | Roll-up status and health across projects within each program |
| Portfolio Timelines | Gantt visualization of all projects across the portfolio |
| Program Timelines | Gantt visualization of projects within each program |
| Cost Breakdown | Aggregate planned vs. actual spend across the portfolio, with program-level and project-level drill-down |
Project Reports
Detailed views for project managers and project stakeholders:
| Report | What it shows |
|---|---|
| Project Tracking | Overall health — schedule, cost, scope at a glance |
| Project Details | Full project governance data in one report |
| Project Financials | Planned budget vs. actual and committed cost |
| Key Dates | Milestone and phase gate tracking |
| Project Timelines | Gantt view of the project schedule |
| Deliverables | Status of all tracked project deliverables |
| Project Tasks | Task completion and progress from connected work management tools |
| Project Milestones | Milestone status pulled from the project schedule |
| Resource Work | Assignments and hours per resource on the project |
| Project Resources | Resource allocation and utilization within the project |
Resource Reports
Capacity, utilization, and financial views for resource managers:
| Report page | What it shows |
|---|---|
| Information | Overview of the bookable resources in the pool |
| Availability | Available vs. booked capacity across any time horizon |
| Requests | Resource requests and demand across the portfolio |
| Assignments Overview | All current and upcoming project assignments |
| Assignments Details | Detailed assignment-level view per resource and project |
| Allocation Variance | Planned vs. actual allocation by resource and project |
| Timesheet Overview | Submission and approval status across all timesheets |
| Timesheet Actuals | Actual hours by resource, project, and period — with drill-through into Work, Cost, Sell, and Margin views |
| Non Project Time | Non-project time entries across the resource pool |
| Actuals Variance | Difference between timesheet actual hours and committed request hours |
Strategy & Benefits Reports
Strategic alignment views for executives and benefits managers:
| Report | What it shows |
|---|---|
| Benefits Overview | Summary of planned and tracked benefits across strategic goals |
| Cost Benefits | Financial benefits by project and strategic goal |
| Revenue Benefits | Revenue impact tracking against strategic targets |
| Benefits Breakdown | Benefits by type and strategic theme |
| Number Benefits | Numeric (non-financial) benefits tracking |
| Percent Benefits | Percentage-based benefit metrics |
Customization & Extensibility
All Power BI reports are delivered as source files that you own. You can:
- Modify existing reports to match your organization's terminology, branding, or KPIs
- Build new reports on top of the same Dataverse data model
- Connect to additional data sources through the Power Platform
- Point Sensei IQ to custom reports you've built in your own Power BI workspace
Sensei periodically ships updated report versions. You can apply Sensei's updates, keep your customizations, or merge changes — the choice is yours.
What You Need
Power BI reporting in Sensei IQ requires Power BI Pro or Power BI Capacity licenses for all users who need to view the reports. This is a standard Microsoft license available as part of most Microsoft 365 plans or as a standalone add-on.