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Dashboard and report examples Power BI Project Management Dashboard Example for Fintech
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Power BI Project Management Dashboard Example for Fintech

Power BI Project Management Dashboard Example for Fintech

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Report Author: Agbata Dickson Ukolojo

2378

Combo Bar Timeline Donut Information Technology Banking

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This Power BI project management dashboard uses the Fintech Project Management dataset. It was submitted to the FP20 Analytics ZoomCharts Data Challenge 32 in November 2025.

The report helps analyze project performance, delivery efficiency, budget variance, time variance, task status, and risk levels across fintech departments and projects. It is designed for project managers, PMO teams, analysts, and executives who need an interactive project tracking dashboard to monitor budgets, timelines, workloads, and delivery outcomes.

Key insights of this report

This Power BI project management dashboard gives you a clear view of important project KPIs, including:

  • Actual budget and planned budget
  • Cost variance and cost variance %
  • Actual hours and planned hours
  • Time variance %
  • On-time delivery %
  • PM efficiency score
  • Task efficiency score
  • Project count by risk level
  • Tasks by status
  • Tasks by priority
  • Planned vs. actual project hours
  • Planned vs. actual department hours
  • Planned vs. actual budget by project status

These metrics make it easier to spot budget overruns, delayed work, high-risk projects, and resource planning gaps.

Interactive dashboard features

This report uses a combination of ZoomCharts Drill Down PRO visuals and native Power BI visuals, making it easy to explore the data directly from the charts.

You can:
  • Click on charts and table elements to filter the report
  • Drill down from risk level to priority
  • Drill down from year to quarter
  • Drill down from project name to task name
  • Use slicers to filter the data by project country, planned end year, and employee experience level
  • Reset the dashboard with one click
  • Switch between report pages using the navigation menu
  • Open the user guideline from the help button

Instead of only viewing static charts, you can interact with the report and explore the story behind the numbers.

How to use this report template

To interact with this Power BI project management dashboard, click any active element directly on the visuals. Use the navigation menu to switch between the overview, delivery performance, and project tracking pages.

Download this Power BI report template to explore the visuals, formulas, calculations, drill-down settings, and dashboard design. You can adapt it to your own project management, PMO, fintech, operations, or delivery tracking data with a few adjustments.

ZoomCharts visuals used

Drill Down Combo Bar PRO Drill Down Combo Bar PRO
Drill Down Timeline PRO Drill Down Timeline PRO
Drill Down Donut PRO Drill Down Donut PRO

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Power BI Project Management Dashboard Example for Fintech

Report Author: Agbata Dickson Ukolojo

2378

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