Leverage the capabilities of Power BI using your Deltek data to craft custom reports that illuminate the performance and financial metrics of your firm. Extracting data from Deltek allows Power BI to offer an enhanced level of customization and analytical depth, transforming complex and clunky data into clear, actionable insights.

Powerful Customization

With Power BI, create custom reports featuring unparalleled flexibility and insight. View any metric, combine columns in any form, and utilize extensive drill-down capabilities and filters. Envision a performance report that blends employee utilization with project profitability, or a financial forecast that delves into cash flow by project, considering expected billing and costs. You might also link client satisfaction with project expenditure to assess the ROI of your client relationships. These scenarios are mere examples of the countless custom reports we can construct, each designed to provide a deep understanding and actionable insights into the specific performance and financial nuances of your projects. Below are a few examples to strike some inspiration!

  • Employee Utilization and Profitability Report: Analyze how employee time is utilized against the profitability of projects to identify high-performing teams and projects.
    the
  • Project Cash Flow Forecast: Create detailed projections of cash flow for each project, incorporating variables such as expected billing, costs, and timeline changes.
    the
  • Overdue Accounts Receivable Analysis: Track and manage overdue payments by visualizing accounts receivable aging alongside client and project details.
    the
  • Budget vs. Actuals Report: Compare budgeted amounts for projects against actual expenditures and revenues to monitor financial health and identify areas of concern early.
    the
  • Resource Allocation Overview: Gain insights into how resources are distributed across ongoing projects, helping in optimizing future allocations and identifying bottlenecks.
    the
  • Project Milestone Tracking: Visualize the progress of projects against key milestones and deadlines to ensure timely delivery and client satisfaction.
    the
  • Time and Expense Tracking by Project: Monitor the time and expenses logged for each project, providing a clear view of where resources are being consumed most.
    the
  • Profit Margin Analysis by Business Unit or Division: Break down profit margins by different segments of the organization to identify the most and least profitable areas.