Every metric a PM needs, one job at a time
The Simplified Project Manager Job Review gives project managers a focused, single-job view with 14 key metrics — margins, billings, AR, cost codes, and contract tracking — plus built-in navigation to step through jobs without leaving the dashboard. Includes a companion PM Jobs List for searching and filtering.
PM Job Review (14 cards per job)
- Job Info — job name, client, PM, status, and contract details
- Inception to Date Margins — contract, cost, profit, and margin % since job start
- Year to Date Margins — same metrics scoped to the current year
- Original / Current / Variance — contract value tracking with dollar variance
- Over/Under Billing — earned revenue vs. billed amount with overbilled/underbilled flag
- Cost-to-Cost % Complete — percentage complete from cost-to-date vs. estimated cost
- Inception to Date Billings — total invoiced, payments received, and outstanding balance
- Remaining to Bill — revised contract minus billings to date
- AR Aging — outstanding invoices by 30/60/90+ day buckets for this job
- WIP Cleanup — flags for closed jobs with open WIP balances
- Job Breakdown by Cost Code — pivot table of budget vs. actual by cost code and cost type
- Previous / Next Navigation — step through jobs without returning to the list
Included: PM Jobs List
A searchable, filterable list of every job with year-end WIP or current-year activity. Filter by project manager, status, or job name, then click any row to open the full Job Review.
Available filters
Job Number • Project Manager • Job Status • Job Name
Who it’s for
- Project managers reviewing individual job health before meetings
- Controllers drilling into specific jobs flagged on the WIP report
- Operations managers stepping through a PM’s jobs during weekly reviews
- Executives wanting quick single-job financial snapshots
⚠️ Requires a DataXcel Core Subscription — $799/mo. You must be an active DataXcel subscriber to add this dashboard to your plan. View Core Subscription →
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