Explore what a Projects dashboard looks like in Power BI
This Power BI Projects dashboard provides clear visibility of project profitability, margins, and cost performance, enabling management to quickly identify high-performing projects, customers, and project managers.
The report is split across three interactive pages, each designed to support both high-level overview and detailed project analysis.
So, let’s talk through this dashboard and you can give it a go for yourself!
If you have not used Power BI before, or wish to refresh your memory, check out the quick tutorial we have put together which demonstrates how to navigate through Power BI.
Projects Dashboard
The Projects dashboard gives an overview of project profitability, highlighting top-performing projects, customers, and job managers.
Key Visuals
Top 10 Projects by Profit Value
Displays the highest-value projects ordered by total profit, allowing you to quickly identify which jobs are delivering the greatest financial return.
Profit by Job Manager
A comparative view of profit contribution by job manager, helping assess individual performance and workload profitability.
Top 5 Customers by Profit
Ranks customers based on total profit generated, supporting strategic decision-making around key client relationships.
Top 10 Projects by Profit Margin
Highlights projects achieving the strongest margins, helping identify best-practice project types and pricing strategies.
On the left hand side you are able to filter the visuals by Job Manager, Customer and Job Number.
Projects Totals
The Projects Totals page provides a detailed financial summary for every project, combining revenue, costs, and margin data in a single, structured view.
Projects Totals Table
For each job, the report displays:
- Revenue (Budget, Committed, Actual, Total)
- Costs (Budget, Committed, Actual, Total)
- Margin Value
- Margin Percentage
- Planned Completion Date
- Job Manager and Customer
This allows you to clearly see how each project is performing against expectations.
Margin Performance Visibility
Both positive and negative margins are clearly shown, enabling early identification of:
- Loss-making projects
- Underperforming budgets
The filters on the left allow you to look at specific Customers, Job Manager or individual Job Numbers.
Project Breakdown
The Project Breakdown page delivers an in-depth analysis of an individual project, focusing on cost structure and budget performance.
Key Features
Cost vs Revenue Analysis
A clear visual comparison showing:
- Total project revenue
- Total project costs
- Overall cost-to-revenue ratio
This immediately highlights project profitability.
Cost by Expense Type
Breaks costs down into categories such as:
- Labour
- Materials
- Subcontractors
- Plant
- Admin and Expenses
This helps you understand where project costs are concentrated.
Budget vs Total Value
Compares budgeted values against actual totals by expense type, highlighting:
- Overspends
- Underspends
- Areas requiring closer cost control
Project Filter
You select an individual job number on the left to dynamically update all visuals to only show data for that specific project.
Summary
Together, these three pages provide a complete project performance reporting solution, combining high-level oversight with detailed financial insight. The dashboard empowers you to:
- Identify the most profitable projects and customers
- Monitor project margins and cost performance
- Analyse job manager contribution
- Drill down into individual project costs and budgets
Now that we’ve gone through the Sales Order Targets and Margins dashboard step-by-step, why not try our free interactive dashboard to have a go in navigating around this report yourself?
If you are interested in finding out more about how Power BI can assist you, our experts are here to help. Complete the enquiry form on this page or contact us directly on 01332 959008.
