Skip to main content

Project Accounting

The Project Accounting Dashboard provides an overview of project financials, tracking revenue, costs, profitability, and progress. This dashboard helps businesses manage projects effectively by monitoring financial performance and completion status.

Key Metrics at a Glance:​

  • Project Revenue: The total revenue generated from projects.
  • Project Gross Profits: The difference between project revenue and costs.
  • Project Gross Margin: The percentage of profit relative to revenue.
  • Project Net Income: The total profit after deducting all project-related expenses.
  • Project Cost: The total expenses incurred in project execution.
  • Project Observed % Completed: The percentage of completion based on actual progress.

Visual Components:​

  • Top Projects by Net Income: Highlights the most profitable projects.
  • Projects by Status: A pie chart showing the distribution of projects in different statuses (e.g., Active, Completed).
  • Projects by Category: A pie chart categorizing projects based on billing type (e.g., Billable, Non-billable, Contract).
  • Actual Cost vs Budgeted Cost: A comparison of actual project spending versus planned budgets.
  • Top Location by Net Income: Displays locations contributing the most to net project income.

Benefits of this Dashboard:​

  • Improved Project Profitability: Helps track revenue, costs, and margins for better financial control.
  • Enhanced Budget Management: Compares actual vs. budgeted costs to ensure projects stay within budget.
  • Real-Time Project Tracking: Provides visibility into project completion percentage and financial health.
  • Resource Allocation Optimization: Helps in managing project categories and statuses efficiently.
  • Strategic Decision-Making: Supports data-driven decisions to maximize project profitability and efficiency.

Filtering​

You can filter the dashboards using these filtering panels:

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