Dynamics 365 Finance & Operations

Project control analysis

Reports and dashboards designed for critical analysis.

Metrixs project analytics gives Dynamics 365 Finance and Operations teams ready-made Power BI reports on project status, financials, resources, and schedules. Track earned value, estimate at completion, budget utilization, profit margin, and billing status for every project. Data refreshes every 15 to 30 minutes, depending on Fabric capacity.

See if you qualify for a free 6-month trial

Key dashboards

  • Project financials dashboard Displays financial performance across projects, including budget vs actual costs, profitability, revenue recognition, billing status, and cost variances.
  • Timesheet financial impact dashboard Connects timesheet entries to financial metrics, displaying labor costs, revenue recognition from billable hours, cost variances, and profitability by project, client, and resource.

Key metrics

  • Inception-to-date revenue (ITD)
  • Contract-to-date revenue (CTD)
  • Estimate to complete (ETC)
  • Estimate at completion (EAC)
  • Earned value (EV)
  • Planned value (PV)
  • Project profit margin
  • Recognized revenue
  • Total committed cost
  • Budget utilization %
  • Schedule performance index (SPI)
  • Cost performance index (CPI)
  • Project backlog value

Project status & overview reports

  • Project summary Provides an overview of all active, completed, and pending projects with key details.
  • Project health report Displays project status indicators like budget utilization, schedule adherence, and completion percentage.
  • Project milestone tracking Tracks the completion status and deadlines of project milestones.
  • Project progress vs plan Compares actual project progress against planned timelines and deliverables.
  • Project budget summary Summarizes total budget, committed costs, consumed budget, and remaining budget per project.

Financial & revenue reports

  • Project profitability Calculates revenue, cost, and profit margins for each project.
  • Project billing status Displays billed, unbilled, and pending invoices for each project.
  • Project cost analysis Breaks down labor, expense, subcontractor, and material costs across projects.
  • Project budget variance Highlights differences between planned budgets and actual costs for each project.
  • Project revenue forecast Projects future revenue based on current progress, billing schedules, and remaining work.

Resource & utilization reports

  • Project resource assignment Lists resources assigned to each project with roles, allocation percentages, and effort estimates.
  • Resource availability by project Shows availability, over-allocation, and under-utilization of resources assigned to projects.
  • Project team performance Summarizes productivity, billable hours, and performance KPIs of project team members.
  • Project roles & billing rates Lists project roles, assigned resources, and corresponding billing rates.

Schedule & compliance reports

  • Project schedule variance Compares planned vs actual start and end dates of projects, phases, and key tasks.
  • Project milestone adherence Tracks whether key project milestones were met on time or delayed.
  • Project change request Summarizes scope or cost changes made through formal change requests per project.
  • Project contract compliance Monitors project delivery against contract terms, billing agreements, and service levels.

Frequently asked questions

Project reports fall into four groups: status and overview; financial and revenue; resource and utilization; and schedule and compliance. They include Project summary, Project health report, Project profitability, Project billing status, Resource availability by project, and Project schedule variance. The summary dashboards are Project financials and Timesheet financial impact.

Key metrics include inception-to-date revenue (ITD), contract-to-date revenue (CTD), estimate to complete (ETC), estimate at completion (EAC), earned value (EV), planned value (PV), project profit margin, recognized revenue, total committed cost, budget utilization (%), schedule performance index (SPI), cost performance index (CPI), and project backlog value.

Metrixs reads Dynamics 365 Finance and Operations data through Link to Microsoft Fabric or Azure Synapse Link, models it for project reporting, and delivers the reports in Power BI. Data refreshes every 15 to 30 minutes, depending on Fabric capacity, without slowing down ERP transactions.

Metrixs goes live in about six weeks, with Veratas running planning, configuration, deployment, and handoff. Companies on Dynamics 365 Finance and Operations can also see if they qualify for a free 6-month trial.