Project Overview
The Project Overview dashboard provides a high-level summary of project financial performance, cost estimation, and budget tracking. It helps project managers and finance teams monitor project profitability, track cost commitments, and analyze budget variances in real time.
Benefits of this dashboard
- Track project financials comprehensively: Provides a complete view of project revenues, costs, and profitability.
- Improve budget management: Helps track variances between estimated, committed, and actual costs to ensure financial control.
- Enhance revenue and profitability insight: Compares budgeted and provisional sales, allowing early identification of financial risks.
- Optimize resource allocation: Tracks labor progress and workload consumption to improve project efficiency and planning.
- Enable real‑time project decisions: Offers actionable insights into project performance, cost overruns, and margin fluctuations, enabling proactive management.
Key performance indicators (KPIs)
| KPI | Description |
|---|---|
| Budget Sales Amount | Projected project revenue based on budget expectations. |
| Budget Cost Amount | Estimated total project cost, including labor, materials, and other expenses. |
| Budget Margin Amount | Project budget margin amount, calculated as Budget Sales Amount - Budget Cost Amount. |
| Provisional Sales Amount | Project revenue earned to date to support tracking against budget targets. |
| Provisional Cost Amount | Project costs incurred to date to support expenditure tracking. |
| Provisional Margin Amount | Project margin to date, calculated as Provisional Sales Amount - Provisional Cost Amount. |
Visual components
| Title | View type | Description |
|---|---|---|
| Consumed Load vs Revised Load | Horizontal Bullet | Compares actual work completed with revised estimates to support workload management. |
| Revised Labor Progress | Simple Gauge | Shows labor completion percentage against the revised workload estimate. |
| Total Cost Estimation Broken Down by Cost Type | Tree Map | Shows estimated project cost by type (for example, labor, materials, and overhead). |
| Cost and Margin Breakdown by Project Task | Worksheet | Shows budgeted versus committed costs, actual spending, and margin by project task. |
Filters
You can filter the dashboard with these panels:
- Currency
- Currency
- Project State
- Project
- Project Budget
- Project Task
- Customer
- Sales Rep