Project Profitability (Power BI Report)

APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).

The Project Profitability report offers statistics for each of your projects, and shows how actual costs perform against prices.

The statistics help you identify projects with low or no profit, and can point you to where to make changes.

Use the report

Leadership teams use the report to identify high and low performing projects, and make changes to ensure profit goals are met.

Key Performance Indicators (KPIs)

The Project Profitability report includes the following KPIs:

• Actual Profit
• Actual (Total Cost)
• Actual Profit Margin %
• Billable (Invoiced Price)
• Budget (Total Price)
• Budget (Total Cost)
• Budget Profit Margin %

Click on the link for a KPI to learn more about what it means, how it is calculated, and what data was used in the calculations.

Tip

Tip:
You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.

Data used in the report

The report uses data from the following tables in Business Central:

• Project
• Project Ledger Entries
• Tasks

Try the report

Try the report here: Project Profitability

Tip

Tip:
If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

See also

Track your business KPIs with Power BI metrics
Power BI Projects app
Built-in Projects reports
Project management analytics overview
Project management overview