Cost Control & Financial Efficiency Dashboard — Excel Template
See cost overruns early, speed up collections, and protect project margins—right in Excel. This ready-to-use dashboard transforms your job-cost, billing and timesheet exports into an executive view of Cost Variance (CV), Budget Utilization, Profit Margin per Project, Change-Order Impact, Billing Collection Rate, Cash Flow Coverage, DSO, Unbilled Revenue %, Cost Performance Index (CPI), Labor Cost per Hour, Material Cost Variance %, and Overhead %—so finance and project leaders can act before profits slip.
What you’ll track (prebuilt KPIs & formulas)
A) Project Financial Health
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Cost Variance (CV) = Earned Value − Actual Cost
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Budget Utilization Rate (%) = Actual Costs ÷ Total Budget × 100
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Profit Margin per Project (%) = (Project Revenue − Project Costs) ÷ Project Revenue × 100
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Change-Order Impact (%) = Cost of Change Orders ÷ Project Budget × 100
B) Cash Flow & Billing
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Billing Collection Rate (%) = Payments Collected ÷ Total Billed × 100
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Cash Flow Coverage Ratio = Operating Cash Flow ÷ Debt Obligations
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Days Sales Outstanding (DSO) = AR ÷ Credit Sales × Days in Period
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Unbilled Revenue (%) = Unbilled Revenue ÷ Total Revenue × 100
C) Project Cost Efficiency
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Cost Performance Index (CPI) = Earned Value ÷ Actual Cost
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Labor Cost per Hour = Total Labor Cost ÷ Labor Hours
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Material Cost Variance (%) = (Budgeted − Actual Material Cost) ÷ Budgeted × 100
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Overhead Percentage (%) = Overhead Costs ÷ Total Project Costs × 100
Why teams choose this template
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Immediate visibility: Paste your CSVs—no macros or add-ins—and the dashboard lights up.
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Actionable insight: Variance flags and trend lines surface overspend, slow collections, and margin erosion.
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Project & portfolio ready: Compare jobs, phases, or cost centers and roll them up to a CFO view.
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Scales with you: Perfect on its own in Excel; easy to pair with Power BI later.
For ready-to-use Dashboard Templates:
