Project Dashboard

The Project Dashboard module provides a clear and concise overview of the profit and loss details of the project/class. It provides a comprehensive view of key financial metrics, empowering you to:

• Identify profitable projects: Quickly discern projects generating positive returns and those requiring attention.

• Monitor project health: Track performance over time and identify potential risks or opportunities.

• Make informed decisions: Base your decisions on concrete financial data, leading to better resource allocation and overall project management.

Selecting Project Status

To analyze the profit and loss associated with the projects, begin by selecting the project status from the "Project Status" dropdown option. This feature enables you to filter your project data based on the status of the project or class.

Project Dashboard Sections

The Project Dashboard typically consists of two key sections:

$ Project - Profit & Loss (Overview)

At the top section of the Project Dashboard, you will find a summary of key financial figures, including income, expenses, and the resulting profit or loss. This section allows you to quickly gauge the financial performance of your projects or classes.

$ Project - Profit & Loss Fields

Field	Description
Project	This field displays the name of the project/class.
Status	This field displays the status of the project/class.
Income	This field represents the revenue generated from sales orders associated with the project or class. It is calculated as: Income=Standard Unit Price×Quantity of Items in Sales Orders
Expense	This field reflects the total cost incurred for the sales orders linked to the project or class. It is calculated as: Expense=Average Unit Cost×Quantity of Items in Sales Orders
Profit	Displays the profit or loss (Income-Expense) resulting from the sales orders related to the project or class. Profit figures are shown in green with an upward arrow, while loss figures are shown in red with a downward arrow.

Project - Profit & Loss (Visual Representation)

This section provides a visual representation of the income and expenses associated with the project in the form of a bar chart. his graphical representation allows for a quick and intuitive understanding of financial performance.

Interactive elements

• Income/Expense Details: By hovering your cursor over any of the bar lines in the chart, you can view detailed income and expense information for that specific point in time.

• Print: Users can download the report as an image or document by clicking on the three-line menu and choosing the desired format

• Refresh: Click on the "Refresh" icon to refresh and re-load the updated data.

Project Dashboard Options

• Refresh: The refresh option at the top-right corner of the module allows you to refresh the page and re-load the updated data.

Benefits of Project Dashboard

The Project Dashboard module offers several benefits, including:

• Improved Visibility: The module provides a clear and concise overview of your project's financial performance, enabling you to make informed decisions.

• Enhanced Analysis: The graphical representation of income and expense data allows for quick and easy analysis of profit and loss trends.

• Increased Efficiency: With the ability to filter project data by status, you can focus on specific projects or classes and optimize your resources accordingly.