Tech – Project Performance Overview

What is a Project Performance Dashboard? Project Dashboards are considered professional services analysis tools and are used by Executives and Consulting Leaders to review and benchmark performance across consulting teams and projects. Some of the main functionality in this type of dashboard is that it provides KPI analysis from five different perspectives. These include: 1) Percent of projects on budget with comparison to prior year, 2) Percent of projects on time with prior year comparison, 3) Percent of projects cancelled versus prior year, 4) Percent of projects completed in the current year versus prior year, and 5) Table with percent-based metrics and year over year comparison and variances by customer and consulting team, including: Projects on budget, Projects on time, Projects cancelled, and Projects completed. You find an example of this type of dashboard below.

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.

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 xFP&A solutions.

Built for technology finance teams and aligned with Solver's xFP&A platform, this Solver report 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 Tech – Project Performance Overview in Solver? The Tech – Project Performance Overview is a pre-built xFP&A report template in Solver designed for technology organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for technology finance workflows.

Who uses this Solver report template? Finance leaders at technology organizations — including CFOs, FP&A managers, and technology finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

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. Salesforce and subscription billing systems such as Binary Stream can also be connected for unified SaaS and technology metrics. Once connected, the template updates in near real-time with no manual data entry required.

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