Project Overview
The Project Overview dashboard for Sage X3 compares budgeted and actual project costs, sales, and margin by project. It helps project managers and finance teams see where projects are ahead of or behind budget and how labor and cost estimates are tracking against revised workloads.
How to use the project overview dashboard
- Review revenue, cost, and profitability together across budget and actual figures for each project.
- Trace cost variances between estimated, committed, and actual spending by project task.
- Match budgeted and provisional sales to catch financial risks early.
- Follow labor progress against revised workload to see where project effort is running ahead or behind.
- Break down total cost estimates by type, such as labor, materials, and overhead, to see where project spending concentrates.
Filters
Use the filtering panel at the top of the Project Overview dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Currency: multiple values
Project Status: multiple values
Project: multiple values
Project Budget: multiple values
Project Task: multiple values
Customer: multiple values
Sales Rep: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) are displayed at the top of the dashboard. They show budgeted and provisional sales, cost, and margin amounts, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Budget Sales Amount | Projected project revenue based on budget expectations. |
| Budget Cost Amount | Estimated total project cost, including labor, materials, and other expenses. |
| Budget Margin Amount | Project budget margin amount, calculated as Budget Sales Amount - Budget Cost Amount. |
| Provisional Sales Amount | Project revenue earned to date to support tracking against budget targets. |
| Provisional Cost Amount | Project costs incurred to date to support expenditure tracking. |
| Provisional Margin Amount | Project margin to date, calculated as Provisional Sales Amount - Provisional Cost Amount. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Consumed Load vs Revised Load | Horizontal Bullet | Compares actual work completed with revised estimates to support workload management. |
| Revised Labor Progress | Simple Gauge | Shows labor completion percentage against the revised workload estimate. |
| Total Cost Estimation Broken Down by Cost Type | Tree Map | Shows estimated project cost by type (for example, labor, materials, and overhead). |
| Cost and Margin Breakdown by Project Task | Worksheet | Shows budgeted versus committed costs, actual spending, and margin by project task. |