Finance & Project KPI Dashboards

The Challenge

Finance could not see at a glance what was billed, collected or overdue — and project stakeholders had no single view of risk, scope and budget health.

Strategy

Build role-specific dashboards: aging and collection trends for finance; KPI cards, risk register and lessons learned for project delivery — all filterable by period, customer and owner.

Execution

• ✓ Invoice aging dashboard: billed vs outstanding, overdue distribution by risk class, sales vs collection trend
• ✓ Collections leaderboard by salesperson and top-customer tracking
• ✓ Project KPI dashboard: scope, schedule and budget performance (SPI/CPI), risk register and lessons learned

Results

Overdue invoices and project risks are now visible at a glance, so follow-ups happen earlier and status meetings start from facts.

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