Project Management Dashboard
Operating Businesses Excel Template (Free Download)
Review the people and costs behind project delivery. Compare staffing capacity, billable utilisation, revenue and margins in one Excel dashboard to support resource planning and hiring decisions.
professionals from Deloitte
Used by professionals from
About this dashboard
The Project Management Dashboard brings together team capacity, utilisation and financial performance to support decisions about resourcing project work. See how staffing levels, billable hours and compensation affect revenue and margins, and use the summary to identify where the delivery team may need closer attention.
The supporting workbook provides a five-year staffing and financial plan. Headcount, utilisation, hourly rates and compensation are entered by seniority level, connecting available people with billable activity and its cost. The dashboard summarises the final forecast year, including blended utilisation, revenue per employee and EBITDA margin. Editable thresholds highlight results that fall outside your chosen targets.
Use it when reviewing hiring needs, team structure or the financial implications of changing workloads. Adjust the assumptions to compare resource plans and discuss whether expected billable activity supports the proposed staffing cost. The workbook focuses on team-level capacity and economics; individual project tasks, deadlines and completion status are managed separately.
What every dashboard includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Project Management Dashboard
- Five-year staffing plan across five seniority levels
- Headcount growth, utilisation and hourly-rate assumptions
- Billable-hours and revenue calculations by level
- Compensation and other operating-cost forecasts
- Dashboard summary of utilisation, productivity and margins
- Editable thresholds for performance status indicators
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What does this project management dashboard cover?+
It covers the resource and financial side of project delivery: staffing, billable utilisation, compensation, revenue and margins. Use it to review the economics of the delivery team and compare staffing assumptions.
Can I track tasks, deadlines and project completion?+
The workbook does not include a task register, Gantt chart or completion tracker. It supports team-level resource planning and financial reviews alongside the tools you use to manage individual projects.
How is team capacity reflected in the forecast?+
Average headcount and available hours per employee establish the hours base. Utilisation determines billable hours, and hourly rates turn those hours into revenue. Assumptions are entered separately for each seniority level.
Can I compare different staffing plans?+
Yes. Change headcount growth, utilisation, rates or compensation in the assumptions and review the resulting revenue, costs and margins. Save separate workbook copies if you want to retain and compare multiple plans.
What period does the dashboard show?+
The supporting schedules cover five forecast years, while the dashboard summarises the final year. Selected metrics use editable thresholds to show On track, Watch or Stretched status for the planned outcome.
Have more financial modelling questions? Contact us
Related dashboards
Startup Financial Dashboard
See startup revenue, headcount, P&L, funding rounds, burn, cash, and runway across a 60-month operating plan.
3 Statement Dashboard
Integrated profitability, financial position, liquidity, working capital, debt, and balance-check metrics for a three-statement forecast.
KPI Dashboard
A board KPI dashboard with 24-month trends, MoM and YoY changes, YTD comparisons, and a one-page reporting summary.
Financial Health Dashboard
12-month liquidity, solvency, profitability, and efficiency ratio dashboard.
