The report summaries a broad range of Project based data both financial and non financial data in a succinct one page summary. The report compares actual to plan to prior year data for the following revenue, expenses, project tracking, planning. Additionally the report considers key metrics tracking by task and by month in easy to follow charts. 

The file has the ability to track a range of metrics and plot the completed percentage against each metric. The filters help compare sales, volume, commission and transactions. The various departments have automatically generated drill down depending on selection making the combo boxes dynamic.

One of the nice aspects of this dashboard is it uses a heat map to determine performance against a predetermined plan. A colour code is added to the file for exceeding or falling short of financial expectations. This adds a certain dynamism to the report which helps non financial people digest the data quickly and easily.

Users will gain the maximum benefit from this file if they are already competent spreadsheets users. The file is designed for people who use Excel on a regular basis, and are comfortable with using its tools and functions. Incorporation of new data should be plug and play considering the calculations you wish incorporated. 

If you have any questions regarding this tool, don’t hesitate to reach out by email directly. 

This business tool includes
1 Excel File (10 tabs)