Project Accounting

The Project Accounting dashboard provides an overview of project financials, including revenue, costs, profitability, and progress. It helps teams monitor project performance and completion status to support effective project management.

Benefits of this dashboard

• Improve project profitability: Helps track revenue, costs, and margins for better financial control.
• Enhance budget management: Compares actual versus budgeted costs to ensure projects stay within budget.
• Track projects in real time: Provides visibility into completion percentage and overall financial health.
• Optimize resource allocation: Supports efficient management of project categories and statuses.
• Strengthen strategic decision‑making: Supports data-driven decisions to maximize project profitability and efficiency.

Key performance indicators (KPIs)

KPI	Description
Project Revenue	Total revenue generated from projects.
Project Gross Profits	Gross profit from projects, calculated as revenue minus costs.
Project Gross Margin	Gross profit as a percentage of project revenue.
Project Net Income	Net income from projects after all project-related expenses.
Project Cost	Total expenses incurred in project execution.
Project Observed % Completed	Percentage of completion based on observed progress.

Visual components

Title	View type	Description
Top Projects by Net Incom	Horizontal Bar	Highlights the most profitable projects by net income.
Projects by Status	Doughnut	Shows the distribution of projects by status: Active, In Progress, and Completed.
Projects by Category	Pie	Categories projects by billing type: Billable, Non-billable, and Contract.
Actual Cost vs Budgeted Cost	Vertical Bar	Compares actual project spending with budgeted cost.
Top Location by Net Income	Vertical Bar	Shows the locations contributing the most to project net income.

Filters

You can filter the dashboard with these panels:

• Company
• Year
• Period
• Customer
• Location
• Project
• Project Type