D365 Project Operations Analytics for Real-Time Project Visibility
Know which projects make money before they close. Track costs, margins, resource utilization, and billing status across your entire portfolio.
Project Operations Data
Cost & Margin Insights
Resource Utilization Clarity
Near Real-Time Reporting
What You Get Beyond Standard Dynamics 365 Project Operations Reports
Your PSA tracks time. Your ERP tracks costs. Metrixs connects both to show which projects actually deliver margin and which burn it.
Project Economics Complete
Combine time entries, expenses, subcontractor costs, and revenue recognition into unified project P&Ls. See true margin, not just billable hours.
Utilization Reality
Connect resource assignments to actual time worked. Know which consultants are overbooked on paper but underutilized in practice.
Billing Aligned to Delivery
Track unbilled revenue, WIP balances, and invoice aging by project. Finance and delivery see the same numbers without reconciliation.
Portfolio-Wide Visibility
Compare margin, utilization, and delivery health across all active projects. Spot problems early, not at project close.
Where Dynamics 365 Project Operations Reporting Falls Short
Project managers track progress in one system. Finance books revenue in another. Time entries flow through approval workflows while expenses post to the ledger on different schedules. By the time anyone sees a complete picture, the project is already over budget or the billing window has passed.
Resource managers forecast capacity based on assignments, but actual utilization never matches the plan. Some consultants log 120% while others sit at 60%. Nobody knows until month-end reports reveal the gap between what was sold and what was delivered.
How Metrixs Delivers Project Operations Analytics at Scale
Metrixs extracts data from D365 project operations into a governed analytics layer built for scale. This establishes a consistent foundation for D365 project operations analytics without interfering with live project execution or transactional workflows.
Unify Time, Cost, and Revenue Into Project P&Ls
Metrixs connects time entries, expense reports, and subcontractor invoices with revenue recognition schedules. Project managers see actual margin against budget without waiting for finance to close the books.
Calculate True Resource Utilization
The platform compares resource assignments against actual time logged, showing billable utilization by person, role, and project. Resource managers identify capacity problems before they impact delivery or profitability.
Track Billing Status Alongside Delivery Progress
Unbilled revenue, work-in-progress, and invoice aging roll into project dashboards. Delivery and finance teams see the same billing status, eliminating surprises when revenue doesn’t match expectations.
What Changed After Project Operations Dashboards Went Live
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Their professionalism, responsiveness, and deep understanding of D365 analytics made collaboration seamless. Thanks to Veratas, we enhanced our reporting capabilities and drove better business outcomes. I highly recommend them for any organization looking to optimize data analytics and ERP reporting.
Frequently Asked Questions
With D365 project operations, approved time entries are automatically mapped to the correct cost and revenue transactions. Project managers can see labor cost accruals alongside billed revenue without waiting for period-end processing. This directly connects what consultants log in the system with what finance records, removing the disconnect between delivery data and financial reporting.
Yes. Dynamics 365 project operations calculates estimated margin by combining actual costs, recognized revenue, and forecasted performance. Project managers can spot margin erosion while work is still in progress instead of after the engagement is complete. Leadership also gets portfolio-level margin trends with the ability to drill down into individual projects.
Utilization dashboards in D365 project operations compare scheduled capacity with actual time logged, showing billable percentages by individual, role, practice, and project. Resource managers quickly see who is overallocated and who has availability, allowing smarter staffing decisions before utilization gaps affect delivery timelines.
Yes. Dynamics 365 project operations calculates work-in-progress and unbilled revenue using time entries, milestones, and billing schedules. Finance teams can monitor aging unbilled balances and prioritize invoicing, while delivery teams clearly understand how billing status aligns with overall project progress.
Executive dashboards powered by D365 Project Operations display margin, utilization, and billing health across all active engagements. Leadership can quickly see which projects are outperforming expectations, which are underperforming, and what success patterns emerge. Drill-through capabilities connect high-level portfolio metrics to detailed project-level data.
Yes. With Dynamics 365 project operations, margin analysis can be broken down by client, project type, practice area, and engagement size. This helps leadership identify consistently profitable segments and those that regularly underperform, informing pricing strategy, client targeting, and future bid decisions.
Data in D365 project operations can refresh every 15 minutes for teams that need near real-time visibility into project performance. For organizations focused on periodic reporting, nightly refresh cycles are also available at a lower cost. Either option ensures leadership sees recent time and expense data without manual consolidation.
Yes. Dynamics 365 project operations supports both billing models and calculates margin and revenue recognition based on contract terms. Fixed-price projects track percent complete against budget, while time-and-materials engagements show billable hours aligned with rate structures, giving accurate financial insight across project types.
Ready to See Which Projects Actually Make Money?
Schedule a demo to see how Metrixs gives project and finance leaders visibility into margin, utilization, and billing across your entire portfolio. We'll show you dashboards built for the decisions your team makes every week.
