Project finance dashboard: identify delivery risk before it hits your bottom line
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For Finance leaders in professional services, the biggest risk isn’t missing data: it’s seeing the signal too late.
Margins start drifting during planning. Costs creep up mid-project. Revenue quietly concentrates in a handful of clients. By the time numbers get reported, the outcome is already locked in.
The new Project finance dashboard in Float gives CFOs and Finance teams a current, active overview of delivery signals like margin, revenue, and cost risk—so you can intervene while there’s still time to act.
Spot delivery-driven risk early
Margin is made or lost in the plan.
The Project finance dashboard connects delivery signals to financial impact, so you can see where revenue, cost, and margin are tracking before the period closes.
In a single view, you can see whether projects are generating the margin they were priced to deliver, if delivery costs are trending above baseline, or whether delivery costs and bill rates are protecting margin. Instead of backward-looking reporting, you get real-time visibility grounded in live schedule, rates, and budget data.
Finance teams can use the dashboard and align with their Ops teams to:
- Monitor delivery margin trends and identify when the scope or cost mix needs to be revisited
- Evaluate pricing assumptions against delivery reality
- Review delivery exposure per client
When delivery margin and period performance are on the line, early visibility isn’t optional—it’s your must-have to protect performance.
Built for Finance + Ops alignment
Built for CFOs and Finance teams, the new dashboard is a clear, trusted view of delivery profitability and risk.
Because it’s powered by live delivery data in Float, Operations leaders can see the same financial signals at the same time, without reconciliation loops or duplicate reporting.
Finance and Operations work from a single shared set of numbers, enabling earlier intervention, joint trade-offs, and stronger margin control before results are locked in.
One source of truth for earlier alignment and more predictable outcomes.
The Project finance dashboard is rolling out with a companion view, the People operations dashboard. Where the Project finance dashboard surfaces margin, cost, and revenue risk, People ops centers on the capacity and workforce signals that often sit behind the financial impact, so Finance and Operations are looking at the same picture at the same time.
Access
Because the Project finance dashboard includes sensitive financial data, access is limited to Account Owners and Admins, or guests with equivalent permissions.
If your Finance team isn’t in Float yet, invite them as free Guests so they can view the Project finance dashboard.
What plan should I be on?
The Project finance dashboard is available on Float’s Pro and Enterprise plans.
On Starter? Start a free 30-day Pro trial by reaching out to our support team at support@float.com. We’ll help you get set up.
Getting started
To get the most accurate and complete view from the Project finance dashboard, make sure the financial inputs in Float are set up correctly.
Margin, revenue, and cost metrics are powered by three core elements:
- Your schedule (planned and logged work)
- Your rates (bill rates and cost rates)
- Your project budgets (time & materials or fixed fee)
For best results:
- Set cost and bill rates: we recommend starting at the role level. If needed, use a blended company or role-wide rate as a starting point.
- Track projects using fee-based budget types: the most accurate forecasting comes from time-and-materials or fixed-fee budgets. If you’re using an hours-based budget Float won’t be able to calculate revenue.
If you are looking for additional guidance, try registering for one of our live sessions. The Plan smarter session covers rates and budget setup, while the Insight to action session covers both dashboards.
