Finance Teams Use This Gap Analysis to Catch Cost Overruns

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⭐️ Project Financial Insight Excel Dashboard

Real-Time Analytics for Smarter, More Profitable Decisions

The Dynamic Financial Analysis Dashboard by Other Levels is a powerful, all-in-one Excel solution crafted for project managers, finance professionals, and operations leaders who demand complete financial visibility across multiple projects.

Designed to transform raw data into meaningful insights, this intuitive dashboard helps you monitor budgets, detect inefficiencies, and evaluate project performance — all in real time, without any coding or external tools.

⸻

Key Features & Capabilities

• Real-Time Project Overview
Gain a high-level view of your entire portfolio:
– Total number of projects
– Total project value
– As-built costs vs. submitted values
– Budget savings and PAT (Preliminary Acceptance Test) gaps
– Breakdown of current, closed, and canceled projects

• Dynamic Yearly Filtering
Instantly filter and refresh all dashboard visuals by year using built-in slicers — stay focused, stay accurate.

• Deep Financial GAP Analysis
Pinpoint financial risks and inefficiencies across four critical gaps:
– Budget vs. Scope of Work
– Scope vs. Work Orders
– Method of Payment vs. As-Built Costs
– As-Built vs. Invoiced Amounts
Each gap is clearly visualized through charts, percentages, and numeric summaries for better decision-making.

• Department & Business Type Insights
Segment and evaluate financial performance by department, business type, and sector using interactive slicers and filters.

• Advanced Visual Reporting
– Line charts to track monthly GAPs (target vs. actual)
– Doughnut charts for quick metric summaries
– Milestone-based line charts to monitor project stages dynamically

• Comprehensive Project Table
Explore every project in detail with a structured table view:
Project name, PO number, department, budget, scope, MOP, as-built, invoicing, and more — fully linked to all slicers.

What You’ll Learn in This Tutorial

• Track Financial Health with Confidence
– Analyze budget gaps and savings across project lifecycles
– Spot cost overruns and calculate PAT percentage
– Monitor live performance vs. plan in real time
• Visualize KPIs with Clarity
• Monitor Milestones and Progress

00:05 Excel Dashboard Overview: Track Projects & Financial Gaps
00:25 Key Metrics: Total Projects, As-Built, Invoiced & Savings
00:49 Gap Analysis: Budget vs Scope vs Work Order vs Invoices
01:03 Project Status, Monthly Invoicing & RFP Milestones
01:33 Explore the Excel Dataset Structure
02:26 Create Pivot Table: Count Total Projects
03:05 Total Project Value, As-Built, Invoiced, Savings Amount
04:11 Calculate Savings % and Budget After Savings
04:26 Build PAT % Bar Chart and Remaining Budget Indicator
04:47 Start Building the Dashboard Sheet
05:00 Link KPIs to Pivot Table Values
06:17 Insert Bar Charts: Budget vs PAT vs Remaining
07:28 Chart Formatting and Customization Tips
10:16 Final Review – Get the Template at other-levels.com

#ExcelDashboard #ProjectFinance #FinancialAnalysis #ExcelSecrets #BusinessDashboard #MicrosoftExcelTips #ExcelTemplates #OtherLevels #ProjectManagement #FinanceTools

Видео Finance Teams Use This Gap Analysis to Catch Cost Overruns канала Other Level’s