Excel Dashboards Templates
Project Financial Insight Excel Dashboard
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Project Financial Insight Excel Dashboard
Project Financial Insight Excel Dashboard
Elevate your project management and financial tracking with the Dynamic Financial Analysis Dashboard, a comprehensive and intuitive Excel solution designed to streamline decision-making and optimize project performance. Whether you're managing multiple projects or tracking key financial metrics, this dashboard offers a seamless way to gain actionable insights.
This Excel Dashboard empowers businesses to monitor their financial performance across various projects in real time. By providing a detailed overview of project statuses—current, closed, or canceled—it enables managers to stay informed and make data-driven decisions. The tool also delivers in-depth analysis of project values, budgets, and profitability, helping businesses identify cost-saving opportunities and measure financial gaps.
Interactive visualizations make it easy to track key metrics, such as project value, as-built costs, and submitted values. With its user-friendly interface, you can efficiently assess budget savings, analyze total PAT/GAP, and categorize projects based on their related criteria. This Dynamic Financial Analysis Dashboard transforms raw data into clear and actionable insights, enabling teams to align their financial strategies with organizational goals.
Ideal for professionals in project management, finance, or operations, this dashboard simplifies complex data and ensures an organized approach to financial planning. By leveraging its capabilities, users can improve efficiency, control costs, and achieve better outcomes for ongoing and future projects.
Choose the Dynamic Financial Analysis Dashboard by Other Levels to empower your team with the tools they need for smarter financial decisions.
Key Features
Dynamic Yearly Analysis
- All analytics are seamlessly connected to a yearly slicer for precise, time-based insights.
Project Totals Overview
- Total Number of Projects
- Projects Value
- As-Built Costs
- Submitted Values
- Budget Savings
- Total PAT/GAP
- Current Projects
- Closed Projects
- Cancelled Projects
Departmental Budget Insights
- Projects categorized by Budget/Issued Departments for in-depth relational analysis.
Visual Data Representation
- Line Chart: Displays the GAP between Target and Actual amounts, broken down by months.
- Includes Current Target vs. Current Actual amounts.
- GAP values with percentages for quick evaluation.
Dynamic and Interactive Insights
- Text updates dynamically based on slicer selections, enhancing user interactivity.
Comprehensive GAP Analysis
- GAP 1: Budget vs. Scope of Work
- GAP 2: Scope of Work vs. Work Orders
- GAP 3: Method of Payment (MOP) vs. As-Built Costs
- GAP 4: Invoiced Amounts vs. As-Built Costs
Business Type Filters
- Controlled by Business Type Slicer:
- Project Values by Business Type
- Projects Categorized by Business Type
- Includes four doughnut charts showcasing GAPs and numeric summaries.
Project Milestone Tracking
- Creative Line Chart displays Total Projects by Milestone Stage.
- Scrollable bar highlights selected stages for focused analysis.
- Milestone updates/details dynamically adjust based on slicer selections.
Comprehensive Project Status Reporting
- Detailed Project Data Table:
- Provides essential values in a clear, detailed view.
- Built using innovative Pivot Tables, fully integrated with the Yearly Slicer for enhanced usability.
Template Features
Package Details
Software Compatibility
Skill Level Required
Intermediate
FAQs
Please read our FAQs page to find out more.
Are the templates fully customizable?
Yes, all our templates are fully customizable. You can adjust the layout, data, and design elements to fit your specific needs. Our templates are designed to be flexible, allowing you to easily tailor them to your preferences.
Can I order a product in any language?
Yes, we provide products in any language. Simply select the "Other Language" option from the product options during your purchase. Once your order is placed, you will receive it within 48 hours.
What happens if I choose the wrong monitor screen size for my dashboard?
If you choose the wrong screen size, the dashboard may not display correctly on your monitor. Elements could appear too large, too small, or misaligned, affecting the readability and usability of the dashboard. We recommend selecting the appropriate screen size to ensure optimal viewing and performance.
Do I need any specific skills to use the dashboards?
Yes, to effectively use our advanced Excel dashboards, you must have at least a basic understanding of PivotTables. This will help you customize and analyze the data efficiently.
Do you provide services to add our own data to the purchased templates?
No, we do not offer services to input your specific data into the purchased templates. The templates are fully customizable, allowing you to easily add your own data.
Do I need specific skills to use the advanced Excel dashboard templates?
Our advanced Excel dashboards are easy to use, the only thing you need to know is how to work with PivotTables. With basic knowledge of PivotTables, you'll be able to customize and fully utilize these templates effortlessly. "Please check the skill level required"
Can I showcase these templates on websites or online platforms?
No, it is against our copyright policy to showcase these templates on websites, social media, or any online platforms. The templates are for your personal use only and are not permitted for public display or distribution.
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