Help | Dashboards

Projects Dashboards

The dashboard displays relevant data regarding the company projects.

Filters section allows to display relevant data on different Entities and projects. Custom timeframe is also available.

Projects

Displays the total number of projects and categorize them by:

  • Open projects;

  • Near finish projects (project that have month until closure);

  • Closed projects.

If this section is accessed it will display the list of the projects that have these characteristics.

 

Projects stages

 

Displays a graphic that shows the stages of the active projects.

Projects types

Displays a graphic that shows the types of the active projects.

Projects statuses

This section shows the lists of the projects that are in certain status related to risks:

  • Projects in good standing;

  • Projects that need attention (gross profit below 30%);

  • Projects at risk (gross profit below 15%).

Cash Flow

This section displays the graphical variation of the cash flow at month level: revenues, expenses and available at the end. There is the option to display just one or two of these values.

Profit & Loss

This section displays the graphical variation of the P&L at month level: revenues and expenses. There is the option to display just one of these values.

EBITDA

The section also contains a graph that displays relevant information on other P&L indicators like Gross Profit, EBITDA and Net Profit. There is the option to display just one or two of these values.