Setup

You will need the following permissions in your security group:

Can access the intelligence page

Click here to learn about permissions and security groups.

How to Understand Your Projects Performance Dashboard

For a glossary of the concepts we have mentioned, please review this article

1. To access the dashboard, go to Main Menu > Insights and Reports > Click Projects Performance

Filter the data

You will see Filters. Apply these to focus on specific projects

Branch
Cost Centre
Supervisor
Category
Last 12 months (or Last 6 months)

There are two tabs: Financials and Timeline. We will go through these sections below

Historical Projects

This section will show you the analytics on Projects which are Complete and Archived.

A summary table of the Total number of Historical projects, On time delivery rate, Avg duration, Quoted margin, Actual margin and Gross profit.

Metrics	Calculations
Total	Total count of projects that are Complete and Archived (not active)
On time delivery rate	% of projects completed before the estimated completion date
Avg duration	The mean durations between actual start and actual completion dates.
Quoted margin	`100.0` * `(quoted sell - quoted cost)` / `Absolute(quoted sell)`
Actual Margin	`100.0` * `(net invoiced - actual cost)` / `Absolute(net invoiced)`
Gross profit	`Cash position` on all project related tasks

Financial Summary

Current Financials

This graph visualises your cash position over the chosen 6 or 12-month period using stacked bars.

For a deeper look into the months, hover over a bar and a popover will appear showing a snapshot of the financial accounts, categorised by revenue (Invoice.types) and Product.types (labour, material etc) for that period.

Note: Invoice revenue is from invoices raised from the project screen

Metrics	Calculations
Invoice Revenue	`Invoiced` + `Received` Cumulative value of all invoices that have been authorised
Unpaid invoices	`Invoiced` Outstanding authorised invoices that haven't been settled via being paid or credited
Unpaid costs	`Actual cost` that have been incurred from project tasks, but haven't been paid.
Cash position	`Received` - `Paid cost`
Gross profit	`actual_profit` == `actual_sell` - `actual_cost` == `(Invoiced + Received) - (Incurred + Paid Cost)`
Total costs	Cumulative `Paid cost` for that month
Total revenue	`Received` invoices

Cost Breakdown

The Cost breakdown chart visualised your Paid cost for the filtered period and is designed to give you an indication of your expenses for each of the Product.types.

Metrics	Calculations
Total project count	Sum of all active projects. Excluding statuses canceled and complete
Project count by status	Total count of projects in that status.
Remaining balance (aggregated)	Sum of all remaining claimable value by status
Remaining balance by status	(`invoiced` + `Received`) - `Quoted sell` by status (on hold, ready, in progress

Projects by stage

Projects by stage is broken down into status to give you a clear visualisation of your outstanding revenue by status.

Projects In Progress

This section will show you the analytics on Projects that are in the In Progress status.

A summary table of Total In Progress projects as well as Quoted cost, Quoted Profit, Estimated cost, Committed Cost and Actual Cost

Metrics	Accounts
Quoted cost (aggregated)	`Quoted cost`
Quoted profit (aggregated)	`Quoted profit`
Estimated cost (aggregated)	`Estimated cost`
Committed cost (aggregated)	`Committed cost`
Actual cost (aggregated)	`Actual cost` + `Paid cost`

A more detailed table showing Start date, Timeline, Quote, Revised, Cost and Project Health

Timeline

Start Date: This is the actual start date of the project set automatically when the project status is set to Inprogress
Expected Completion: This is the expected completion date of the project

Sections	Accounts
Quoted	`Quoted cost`, `Quoted profit`
Revised	`Revised cost`, `Revised sell`
Incurred cost	`Estimated cost`, `Committed cost` Incurred cost = (`Actual cost` + `Paid cost`)
Cashflow	`Cash position`

Metrics	Calculations
Labour budget	Labour hours actual / labour hours budget
Revised cost	`Estimated cost + committed cost + incurred cost + paid cost`

Timeline view

The following data is used to formulate the individual project timelines over a 12 month period:

Expected start date
Actual start date
Estimated completion date
Actual completion date

The views can be changed from the available filters at the page level

Understanding the timeline bars

In progress (with estimated start, actual start and estimated completion)

The project is in progress and has an actual start date

No Actual start date

Understanding the task profitability window

Profitability in Uptick

Financial performance dashboard

[Beta] How to manage projects (installation work)

[Beta] Cost Breakdown & variance analysis for projects