Portfolio Analytics

Portfolio Analytics provides cross-engagement visibility into your audit program's performance, coverage gaps, resource utilization, and risk trends.

Key Analytics Views

Engagement Portfolio

• By Status — distribution across Draft/Planned/Fieldwork/Reporting/Closed
• By Type — breakdown by Compliance/Operational/Financial/IT/Special
• By Business Unit — which units have active engagements
• Timeline View — Gantt-like view of engagement schedules

Findings Analytics

• Severity Distribution — Critical/High/Medium/Low across all engagements
• Aging Analysis — how long findings remain open
• Recurring Findings — findings that appear across multiple engagements
• Root Cause Patterns — common themes in finding causes

Coverage Analysis

• Universe Coverage — percentage of auditable entities covered in the current period
• Coverage Gaps — entities not audited within the defined cycle
• Risk-Based Coverage — high-risk entities prioritized

Resource Metrics

• Auditor Utilization — hours planned vs. actual across engagements
• Engagement Duration — average time per engagement type
• Review Cycle Time — time from submission to approval

AI Analytics

The AI can analyze portfolio data to surface insights:

• "Three business units haven't been audited in 24+ months"
• "Critical finding remediation rate has dropped 15% this quarter"
• "Compliance engagements take 40% longer than operational ones"

Export

All analytics views can be exported as CSV or PDF for external use and board presentations.