Purpose of Project Analysis Dashboards Tech companies use Project Analysis Dashboards to look for trends, opportunities and issues in their professional services business. When used as part of good business practices in a Project Management Office (PMO) and Financial Planning & Analysis (FP&A) departments, an organization can improve its services revenues and strategic planning, and it can reduce the chances that managers miss important signals in their consulting metrics with resulting lack of action.
Example of a Project Analysis Dashboard Here is an example of a Project Performance Dashboard with year-over-year comparisons.
Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, Consulting Leaders, Project Managers. Other Reports Often Used in Conjunction with Project Analysis Dashboards Progressive Project Management Office (PMO) and Financial Planning & Analysis (FP&A) departments sometimes use several different Project Analysis Dashboards, along with detailed utilization reports, detailed project reports, billing reports, consulting dashboards, PMO dashboards, financial reports, financial KPI dashboards, project forecasting models, annual consulting budgets and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
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TAGS: Reporting, Planning, Forecasting, Analysis, Budgeting, CPM, KPIs, ERP, Dashboards, Industry, Financial Reporting, Template Library