Hi,
Checked and I like where it is headed. I have tinkered a bit but have hit a few roadblocks.
https://docs.google.com/file/d/0BwPHNW9l7JFGZG5wWEl5UzBPOE0/edit?usp=sharing
1, The Dashboard shows the Margin in F7 as 18.2%. This is correct. The graph below shows the project is in the red...
Hi Narayan,
They are very much dummy figures. The 25% Planned margin will be the case most of the time. I'm quite keen on sticking to the bar graph if possible
Steve
Usual jobs have a sell of 25% margin and the scale should be between 0 to 50%.
Essentially I'd like to be able to represent that a job was sold at x % and the red or green bar showing if a project manager has been able to increase the margin or if the profit erodes. Does that make sense.
Fair point. How about an indicator showing a + or in the same format as the last column of this dashboard http://chandoo.org/wp/2011/08/10/mlb-pitching-stats-dashboard/
Hi,
Happy with your points 1 and 2. before 3 can happen the following is needed:
Cell F7 (months info) needs to be replaced with a Gauge that conveys the Original Margin as a Numerical figure and also shows the current margin like this...
HI,
I'm not spotting what has changed???
To make sure we are on the same page; on the Dashboard tab, change 'Settings' drop down menu to 'Original Order' and 'Monthly'. The Shell UWILD project should be in the top position.
1, The % in C7 should reflect the total % complete.
2, The $484K...
Hi Narayan,
Looks like my boss has promised that this new dashboard will be ready today. Sorry to be a pain, but if you could help I would be really grateful.
PyratSteve
Ah. of course. Thanks
https://docs.google.com/file/d/0BwPHNW9l7JFGOXp2b2taZkV1UUE/edit?usp=sharing
I think I'm in a position to ask these questions again:
To make sure we are on the same page; on the Dashboard tab, change 'Settings' drop down menu to 'Original Order' and 'Monthly'. The...
Hi,
I have updated the tables but as you can see but I'm missing something in updating your formulas on row 48. It's a mess. Changing the source from Plan 1 to Plan 2 etc doesn't have the desired effect. What am I missing...
Hi Narayan,
Are you saying the format of each of the projects on the 'Project Plans' tab simply require the same column headings? That's not a bother to simply copy the same project data from the Project 1 Shell UWILD to the others as none of the data is real.
Nice work thanks.
To make sure we are on the same page; on the Dashboard tab, change 'Settings' drop down menu to 'Original Order' and 'Monthly'. The Shell UWILD project should be in the top position.
1, The % in C7 should reflect the total % complete.
2, The $484K and the graph below...
Hi,
My apologies. I uploaded the wrong file.
Please see here https://docs.google.com/file/d/0BwPHNW9l7JFGRzg4bURVOWJTek0/edit?usp=sharing
I have put some dummy data in Project 1 (Shell UWILD). As you can see I have renamed the columns to be clearer.
Activity 1 is 100% Complete and...
Hi Narayan,
If cost is A1, and the as sold price is B1
Margin=(B1-A1)/B1
If the actual costs on a job don't change from the prediction when the job was sold the 'As Sold Margin' will equal the 'Actual Margin' but if things change on a job and costs increase (for example) then the 'Actual...
Hi,
I'd like some assistance in enhancing the Project portfolio Dashboard please. I'd like to add better financial tracking features.
Essentially, I'd like to be able to add (On the 'Project Plans' tab)a Cost column, an 'As Sold Margin' and a 'Actual Margin' columns. The 'Actual...