Project Reporting, Dashboards & KPIs

Weekly and monthly reports and live dashboards that turn project data into decisions.

What we do

Good reporting answers the questions management asks first: are we on schedule, are we on budget, and what needs attention. We design reports and dashboards around those questions.

Where it helps, we automate the data flow so reports refresh from the schedule and cost files instead of being rebuilt by hand each period.

Portfolio overviewSample data
0.94Portfolio SPI
0.99Portfolio CPI
7 of 9Milestones on track
JanFebMarAprMayJun
ProjectSPICPIStatus
Project A0.981.01On track
Project B0.910.97Watch
Project C0.840.93Behind
Dashboard shown with sample data.

What is included

Weekly and monthly reports

Structured progress reports covering schedule, cost, risks, issues and look-ahead.

Executive dashboards

One-page views of status, trends and exceptions for owners and senior management.

Power BI reporting

Interactive dashboards connected to schedule and cost data sources.

Automated reporting

Repeatable data pipelines that refresh reports with less manual work.

SPI, CPI and earned value metrics

Performance indices and trend charts with plain-language commentary.

S-curves and trend charts

Planned, actual and forecast progress curves, with variance at the data date.

Portfolio dashboards

Roll-ups across projects so program leaders can compare and prioritize.

KPI definition and management

Agreed measures, targets and thresholds, with ownership for each.

What you receive

  • Report templates and the first issued reports
  • Dashboard files with a data model
  • KPI definitions and thresholds
  • S-curves and trend charts
  • Documentation for refreshing the reports
  • Commentary on variances and actions

Why it matters

Status at a glance

Dashboards show exceptions first so attention goes where it is needed.

Consistent numbers

Every report draws from the same data and definitions.

Time saved each cycle

Automation replaces repeated manual formatting and copying.

Portfolio visibility

Compare projects on the same measures without re-working each report.

How it works

  1. Define the questions

    We agree who reads the reports, what they need to decide and which KPIs matter.

  2. Build the reports

    We create the templates, data connections and dashboards.

  3. Run and improve

    We issue the reports each period and refine them as the project changes.

Delivered remotely: files, calls and screen-share reviews keep the work moving with teams anywhere in the United States, with no site visit needed for this service.

Tell us about your project.

Send a few details and we will reply with a clear next step.