PM accountability at the portfolio level
The PM Oversight Dashboard creates a dedicated scoreboard for each project manager. Filter by PM name to see their full portfolio: revenue, costs, profit margins, cost breakdowns, invoicing trends, and job locations — all live from Sage.
What’s included (12 cards)
- Yearly & Quarterly Revenue — revenue tables by job type and period
- Yearly & Quarterly Costs — cost tables by cost type and period
- Yearly & Quarterly Profit — profit scorecards with adjustable overhead % slider
- Cost Pie Charts — yearly and quarterly cost-type breakdowns as pie charts
- Costs & Margin Tracking — table showing cost and margin trends across every job in the PM’s portfolio
- AR Invoices by Date — bar chart of billing activity over time
- Job Sites Map — US map showing job locations by state
Available filters
Job Type • Invoice Quarter • Cost Quarter • Adjustable Overhead % • Client Name • Job Status • Date Range
Who it’s for
- Company principals tracking PM-level accountability across all active jobs
- Senior project managers reviewing their portfolio before ownership meetings
- Controllers identifying over-budget jobs by manager before period close
- Operations managers running weekly PM review meetings with live data
⚠️ Requires a DataXcel Subscription — choose the plan that fits your team:
Explorer — $200/mo
1 user • data warehouse access • buy reports à la carte • 3 training sessions
View Explorer →Get It All — $799/mo
20 users • all 61 dashboards ($17,580 value) included • unlimited access
View Get It All →Both plans require a one-time $2,500 onboarding & setup fee.
📊 Try it live — no login required
Explore a live demo of this dashboard using real sample data. Filters, charts, and drilldowns all work — no account needed.
🔗 Open Live Demo →