Real-time project P&L, built in Power BI.
This BI sample is a working Project Performance Report that tracks revenue, hours, and gross profit across active projects — filterable by company, branch, department, project leader, or salesperson. It's the kind of report services businesses need but rarely build because the underlying data is in too many places.
What this is
An interactive Power BI report you can click through. Change filters, compare projects, and see exactly how we present project performance to operations leaders.
What the report covers.
Revenue & profitability
Tracks revenue, hours, and gross profit. Filterable by company, branch, department, project leader, or salesperson. Drill down from the portfolio level to a single project to see exactly where margins are holding or slipping.
Project overview breakdown
Comparisons by project leader and company. Visualizes projected revenue, invoiced amounts, and paid amounts side-by-side so you can see the cash-conversion cycle for each project.
Who this is for.
- Operations directors at services businesses who need real-time project visibility
- Project managers who want to see how their projects compare to peers across the organization
- CFOs tracking project-level margin to drive pricing and staffing decisions
- Sales leaders validating that won deals are actually profitable after delivery
What it helps you do.
Track real-time performance. Identify revenue opportunities and bottlenecks. Make strategic decisions to drive project success.
Rubi Works — Project Performance Report
- See which projects are bleeding margin before month-end
- Identify project leaders whose portfolios consistently outperform (or underperform) peers
- Compare projected revenue to invoiced and paid amounts to spot billing or collection issues early
- Use real data to drive pricing, staffing, and portfolio decisions
See the live report.
Part of our BI showcase series — see related samples for financial dashboards, labor forecasting, and opportunity analysis.