Project Dashboard KPIs
The Dashboard view takes the Summary data and renders it as charts and KPI tiles. Useful when presenting to stakeholders who don't want raw totals.
Tile Strip (Top)
| Tile | Value |
|---|---|
| Direct Costs | Total DC with month-over-month delta. |
| Overheads | Total OH with delta. |
| Sell Value | Total sell with margin % callout. |
| Items | Item count and unfinished count. |
| Carbon | Total emissions (tCO₂e). |
Charts
| Chart | Data |
|---|---|
| Cost by Category | CostByCategory — pie / donut of CostCategoryBreakdown (Category, Amount, Percentage, Color). |
| Cost by Resource Type | Bar chart of CostByResourceType. |
| Overhead by Resource Type | Bar chart of overhead pool split by type. |
| Top Direct Costs | Bar chart of TopDirectCostItems (Rank, Item, Amount, Percentage). |
| Top Overheads | Same for overheads. |
| Carbon by Scope | Doughnut of Scope 1 / 2 / 3. |
| Margin Over Time | Line chart from historical snapshots if available. |
Drilling Down
Click a chart segment to:
- Filter the Direct Costs / Overheads view by that category / resource type.
- Or open a pop-out list of items contributing to that segment.
Updating
The dashboard subscribes to the same data feed as the Summary view. Changes in the grid appear on the dashboard within a debounce window (250 ms by default).
Printing / Exporting
The dashboard is included in the Project Summary PDF (12.3). You can also:
- Screenshot via Dashboard → Copy Image.
- Export individual chart data to Excel.
Widgets
Admins can configure which widgets show on the dashboard via Settings → Dashboard Widgets. Common customisations:
- Remove the carbon widget for non-sustainability-reporting projects.
- Add a custom "Tender Factor" widget that shows the average
MultiplicationFactoracross items.