Business Unit Dashboard

Who It’s For

• Senior Executives.

• Project Managers, Consultants & Freelancers

• Small Businesses/Startup founders,

• Agencies (marketing, IT, construction)

• Corporate departments (PMO, HR, ops teams)

• SaaS/Project Management Software tool users (users of Notion, ClickUp, Asana, Excel, Jira)

Value Proposition

✔ Built-in Earned Value Management (EVM) automation.

✔ can be utilize across the verticals considering compatibility & ease in use.

✔ Readily available & provide up to date information on P&L, Resourcing, and projects to Senior executives & also with data accuracy, integrity and ease help improving productivity of Project Managers by saving Hugh efforts in data consolidation, review & reporting.

✔ Dynamic Project Dashboard with SPI, CPI, CV, SV & Forecasts for Project & Operations running within Business Unit.

✔ Dynamic Resource Dashboard with Resource Monthly, Quarterly and Annual Utilization (Individual & across the Projects) within Business Unit.

✔ Dynamic Profit & Loss Dashboards with Monthly, Quarterly and Annual Break Up of P&L statement for respective financial year & to forecast Quarterly Budget & track expenditure within Business Unit.

✔ Irrespective of methodology of execution, seamlessly support various efforts estimation techniques (FP, UCP, Story Points etc).

✔ Advanced automation (formulas, dashboards, dynamic charts)- it eliminates the need for bulky software or manual updates.

✔ Works out of the box, basic MS excel knowledge needed.

✔ To avoid any changes in formulas, will have Protected access to the core worksheets.

✔ No VBA OR MACRO functionality incorporated within any worksheet, simple interface.

✔ Only Device-based access managed through MACRO — fair, scalable, and secure.

Dashboard mainly Includes:

1.    Profit & Loss Dashboard Worksheet.

2.    Resource Dashboard Worksheet.

3.    Project & Operation Dashboard Worksheet.

4.    Resource Plan Worksheet.

5.    Resource Calendar Worksheet.

6.    Resource Rate Card Worksheet.

7.    Supporting Worksheets (Budget Analysis, P&L Analysis, and Performance Analysis)