Inzicht in financiën en facturatie met projectmanagementdashboard Power BI

Standard project
management dashboard
in Power BI

Insight into finance, time recording and invoicing

As a business owner or controller of a service organisation, you have a lot to keep an eye on: projects, budgets, timesheets, CRM data, invoicing. With so many different packages, you may lack an overview or projects may soon face overruns. How do you get it all together in an orderly fashion without connecting all kinds of different packages? Our IT consultants make it very simple: with our project management dashboard in Power BI. It allows us to bundle sales, time tracking, project management and invoicing in one single dashboard developed based on input from our accountants. It’s very easy to use, efficient and often saves on costs. For a fixed monthly fee, you will quickly have the right insight into your business. And would you like more information in your dashboard later on? No problem: you can further expand or adapt this to your needs and requirements at any time.

You will get this

Standard dashboard

Inrichting Exact Online

Check on your setup of Exact Online

Onboarding Power BI dashboards

Onboarding

Nazorg Power BI dashboards

Aftercare

Power BI Dashboard is voor Stichting MKB Rotterdam-Rijnmond

What our clients say

"Since we have been clients for many years, Moore DRV knows exactly how our organization works and what we need. It’s great not having to explain our entire administration again. We have only been using the Power BI dashboard for a few weeks, but I can already see that it will save us a lot of time. And we can better spend that time on the foundation. We always tell the entrepreneurs in our network to automate for this reason, and I’m glad we have done so ourselves now"

Patricia Gijp - Stichting MKB Rotterdam-Rijnmond

Why a standard project management dashboard in Power BI?

A standard dashboard lets you get started with Power BI in an accessible way. Power BI is a service that connects you to one or more data source(s), such as your accounting in Exact Online Project Management, payroll, time-recording system, etc. The data are retrieved from the application into a data warehouse, where they are structured and then visualised in a dedicated project management dashboard. Together with our partner TapTarget, we have provided a well-standardised project management dashboard, giving you the right insights into your relevant data and your projects. Our accountants are explicitly involved in the development of the dashboard. The benefit? This ensures that the key figures and KPIs in your dashboard are the right ones in order to make informed decisions for your organisation. We are also very good at assessing what information is needed to meet the expectations of your stakeholders.

 

What do we offer?

A standard project management dashboard based on your financial and operational data, at a fixed price per month. We check your administration(s) and link them to the Power BI dashboard. We then provide a personal onboarding of everyone involved within your organisation. Aftercare is provided in the following month and there is always room for low-threshold contact for questions or support. All this at low one-off set-up costs.

You don’t need any knowledge of data and technology in your organisation. Are you satisfied with the standard project management dashboard, but want some additional information added based on your own KPIs? If so, we will be happy to have a look together if we can add it to the standard dashboard. Allowing you to be and stay flexible at all times!

Benefits of our standard project management dashboard in Power BI

  • Saving time on processes.
  • User-friendly and always the right insights per project at hand.
  • Financial ratios established by a recognised accounting firm.
  • Quick onboarding and therefore quick to use.
  • Cloud-based, so accessible anytime, anywhere.
  • Easy to connect to multiple administrations.
  • Possibility of expanding the dashboard (flexible and scalable solution).
  • Setup, onboarding and aftercare all included in the package.
Voordelen standaard Power BI dashboard

For whom are standard project management reports and dashboard in Power BI of interest?

Power BI is particularly interesting for companies in business services that want to manage operational data, such as: administrative offices, consulting firms, marketing and communication agencies, architects, and business services. Do you work on an hourly basis? If so, a project management dashboard can save you a lot of time and costs.

Think about insight into costs per phase of a project, hours budget per project and billable hours. Do you have a large amount of data (sources), lack insight to solve certain challenges or regularly experience a sense of anxiety? Then Power BI can help you. By taking advantage of this low-threshold entry point, you can start off small at first, and possibly take things further later on.

 

Want to get off to a good start with the standard project management dashboard in Power BI?

To get acquainted first and get off to a good start straight away, we offer the following:

  • Meet one of our consultants. They will provide a no-obligation demo and tell you more about the possibilities for your organisation.
  • Scan and advice. Our consultants will do a quick scan of your administrations and then advise on the set-ups and follow-up process.
  • Set-up. We make optimisations in your administrations so that linking gives the right output. We then link the standardised dashboard to your administrations.
  • Delivery and onboarding. Once everything has been properly tested by us, we deliver the dashboard and then do an onboarding at your office (or online if you prefer). This involves us explaining to all involved how it works and provide reference material.
  • Our consultants will contact you again in the second month after delivery to hear if you are happy with the current dashboard and if there is anything else we can help you with.
  • Do you run into problems during use or have specific questions? You can always contact us for service requests.

Want more information about a project management dashboard in Power BI?

Want to know more about our standard project management dashboard in Power BI or want to know more about Power BI in general? Leave your contact details here and we will contact you with no obligation.

M.P.C. (Maarten) Molenaars MSc

partner and director it consultancy & analytics
+31 6 29640665
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