Professional Services – Project Status Dashboard

What is Project Status Dashboard? Project Status Dashboards are considered monitoring tools and are used by project leaders and executives to track how well the delivery teams are doing with active projects. Some of the main functionality in this type of dashboard is that it is parameter driven so the user can run the report for the current period or any historical months. The dashboard itself is very simple but powerful as it uses graphics to display the following: 1) Percent of all project with red, yellow and green status. Red means there are significant issues, yellow means there are some issues, and green means everything is on track, 2) The middle chart shows specifically which clients has red status, and 3) The right chart shows which clients has yellow status. You find an example of this type of dashboard below.

Purpose of Project Status Dashboards Professional Services organizations use Project Status Dashboards to give managers a snapshot of the general health of their projects using simple indicators like red, yellow and green. When used as part of good business practices in Project Management Offices (PMO) and in consulting departments, a company can improve its project strategies and profitability, and it can reduce the chances that a number of projects go off track without any well known warning signals.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Service Leaders, Project Managers. Other Reports Often Used in Conjunction with Project Status Dashboards Progressive Project Management departments sometimes use several different Project Status Dashboards, along with detailed project reports, project dashboards, project budgets, project forecast models, utilization reports, billing reports, financial statements 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 xFP&A solutions.

Built for professional services finance teams and aligned with Solver's xFP&A platform, this Solver dashboard template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Professional Services – Project Status Dashboard in Solver? The Professional Services – Project Status Dashboard is a pre-built xFP&A dashboard template in Solver designed for professional services organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for professional services finance workflows.

Who uses this Solver dashboard template? Cfos, project managers, and professional services finance teams in professional services organizations rely on this Solver dashboard template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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