Financial & Performance Overview

Finance and branch performance dashboard for construction companies showing turnover, gross profit, overdue debt, retention tracking, and job KPIs.

  • At a glance, you can view:

    ✅ Turnover % Achieved – Instantly see if your business is on track with revenue goals
    ✅ Gross & Net Profit – Visual gauges show current margins vs targets
    ✅ Debt Exposure – Total overdue debt and breakdown by customer
    ✅ FWP Projection – Forecasted performance to help you stay ahead
    ✅ Retentions Due – Monitor when cash is due to return, improving cash flow predictability
    ✅ Overdue Risks – Understand lock-up days, WIP exposure, and debtor timelines
    ✅ Navigation Menu – Quick access to deeper analysis (CVR, FWP, Lock-Up, Debt)

  • Many firms rely on fragmented spreadsheets, finance system exports, or inconsistent updates to understand project health. This leads to:

    • Late recognition of margin erosion

    • Missed cashflow opportunities (e.g. overdue retentions)

    • Limited visibility across branches or teams

    • Lost time pulling together reports instead of taking action

    • Spot risk before it impacts profit

    • Keep Commercial Managers and Directors aligned

    • Save hours of reporting each month

    • Track KPIs across branches with one source of truth

    • Improve cash forecasting with real-time data

  • This dashboard was built for:

    • Commercial Managers

    • Finance Directors

    • Managing Directors in construction and maintenance firms

What Is This Dashboard?

This is a Finance & Branch Performance Dashboard designed for construction and property maintenance companies. It brings together key financial and operational data into one central hub — allowing senior leadership to make faster, data-driven decisions without needing to dig through reports or spreadsheets.