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Transport Section · Financial Dashboard

Project Financial & Performance Dashboard

Free browser dashboard to track planned vs actual cost, contribution, invoicing, receipts and debtors across multiple projects. Print to A3 or save as PDF.
The user can take printout on any project on A3 size sheet for further actions.
by Shahid Pervaiz: pervaiz.shahid@gmail.com
Project—
Client—
Project Code—
Status—
Projects Tracked—
Not saved to a file yet
Project 1 of —

Planned Cost vs Actual Cost

Salary, Direct, Fee cost — planned vs actual (Millions)

Receipts and Debtors

Invoiced, not invoiced, receipts & pending (Millions)

Contribution

Actual salary / direct cost / margin as % of planned fee

Project Details

Location
—
Duration
—

Project Scope

—

Project Issues

—

Mitigation Measures

—
Method & practical use

Understand the result.

Free browser dashboard to track planned vs actual cost, contribution, invoicing, receipts and debtors across multiple projects. Print to A3 or save as PDF.

How to use this tool

  1. Enter the project details and reporting date; replace any sample records.
  2. Add or import your records, then review the summaries and outstanding actions.
  3. Save the project and use the available export or print controls to share the current report.

Units & method

Use the dates, quantities and currency shown in the workspace. Keep one currency and a consistent reporting cut-off.

Compare the loaded projects using their cost, receipts, contribution and narrative records. Keep reporting dates and currencies consistent.

Method: the owner’s supplied worksheet and the arithmetic described above.

Worked examples

Illustrative inputs for checking the method; these are not project records.

Worked scenario

Example: receipts of 900 against invoicing of 1,000 leave 100 outstanding. Confirm the reporting cut-off before comparing projects.

Frequently asked questions

What does this tool calculate or track?

Free browser dashboard to track planned vs actual cost, contribution, invoicing, receipts and debtors across multiple projects. Print to A3 or save as PDF.

Which units and assumptions should I use?

Use the dates, quantities and currency shown in the workspace. Keep one currency and a consistent reporting cut-off. Compare the loaded projects using their cost, receipts, contribution and narrative records. Keep reporting dates and currencies consistent.

Can I save or share the result?

Use the save, export and print controls shown in this workspace. Where CSV export is available, the exported data can be opened in a spreadsheet. Browser print can save a PDF.

Continue your workflow

Transport Section Dashboard · project names withheld for confidentiality — reference by Project Code · build print-fix-v3 27 projects loaded

How to use the Multi Project Financial & Performance Dashboard

Everything runs in your browser — nothing is uploaded. If you are new to the tool, follow these steps in order.

1

See what the tool can do

Press 📊 Load Sample Data to replace everything with a demo portfolio of projects. Then scroll down the page:

  • Project selector — step through the projects with ← Prev and Next →, or pick one from 📋 Project List.
  • Project Details — code, status, client, location, duration, planned and actual salary and direct costs, invoicing, receipts, debtors, scope, issues and mitigation for the selected project, with charts.

The first time you open the tool (when there is no data of yours in this browser) the sample is loaded for you, so you can see how it works straight away. Replace it with your own entries, press + New Project / Clear All to start empty, or load your saved project.

Load Sample Data replaces the data in the tool. Save your own work first.

2

See how the data file looks

Press ⬇ Export Table (.csv). It downloads every project as one row in a CSV file that opens in Excel, with these columns:

ColumnWhat to enterExample
Row Label, Project Code, Status, Client, Location, DurationProject detailsPRJ-014
Planned Salary, Planned Direct, Fee (Planned)Planned amounts1200000
Actual Salary, Actual Direct, Actual Cost, ContributionActual amounts (Actual Cost and Contribution are calculated)
Invoiced, Not Invoiced, Receipts, DebtorsBilling figures
Scope, Issues, Mitigation MeasuresText
3

Enter your own data and import it

Put one project per row under the heading row. You can import the Excel file (.xlsx) directly, or a CSV. Then press ⬆ Import Table (.csv) and choose the file.

  • Columns are matched by their heading names, so keep the headings (their order does not matter). Headings from common finance exports (e.g. "Prj Code", "Sum of Salary Cost 1") are also recognised.
  • Enter amounts as plain numbers.
  • Import replaces the whole portfolio.
4

Save your project and open it later

💾 Save Project (.json) saves all projects in the portfolio in one .json project file. 📂 Load Project opens that file again, on any computer.

The note beside the Save button tells you whether you have unsaved changes or when you last saved. If you try to close or leave the page with unsaved changes, the browser asks you to confirm first (not needed when Autosave is ticked, because your work is kept in this browser).

Use the project file for backups and for sharing with colleagues. Don't edit it by hand.

5

Print, PDF and report

  • 🖶 Print / Save as PDF prints a one-page A3 landscape report for the selected project. To get a PDF, choose Save as PDF as the printer in the print dialog.
  • 📄 Generate Report opens a formatted project report in a new tab, where you can print it or save it with ⇩ Download HTML. If nothing opens, allow pop-ups for this site.
6

Other buttons and options

  • Autosave in this browser (tick box) — while ticked, your work is kept automatically in this browser and comes back the next time you open the page. It stays only on this computer and browser. It is not a backup; use Save Project for that.
  • 👁 View Current Data shows every project in one worksheet.
  • + New Project adds a new project to the portfolio.
  • Clear All removes every project (it asks first; this cannot be undone).
7

Explore the other tools

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The Related tools links at the bottom of this page lead to tools that are often used together with this one.

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