Project Management

Home Track WIP Over/Under Billing in Excel to Protect Cash Flow Learn how to analyze work-in-progress (WIP) over/under billing in Excel so you can see where billing timing is putting pressure on cash flow. In this lesson, you’ll learn how to break down project performance by month and job type, spot which areas of the […]

Home Change Order Revenue: How to Track Scope Creep and Project Risk in Excel Learn how to measure change order revenue as a percentage of contract value so you can spot scope creep, quoting issues, and planning breakdowns before they hurt project margins. In this lesson, you’ll see how to compare results across project managers

Home Labor Cost per Install Hour in Excel: Track Project Efficiency & Profitability Learn how to analyze labor cost per install hour in Excel so you can spot project inefficiencies before they hurt profitability. In this lesson, you’ll see how to compare planned vs. actual install hours, identify costly labor overages, and uncover which project

Home Track Projects Exceeding Budget in Excel: Improve Project Cost Control Learn how to measure how many of your projects are going over budget and what that says about your operations. In this lesson, you’ll see how to track performance by project manager, identify where costs are slipping, and build a clear visual to improve

Home Gross Margin per Project: Track Profitability in Excel Learn how to analyze your gross margin per project and quickly identify where margin is being gained or lost. In this lesson, you’ll build a clear visual that compares actual vs planned performance, highlights trends over time, and helps you pinpoint which projects or managers are

Home Title example How to Create a KPI Dashboard in Excel Learn step-by-step how to visualize key metrics and track performance in your department. Download the Excel file used in this tutorial: Download     Step By Step Instructions How to Calculate Loss Ratio % by Insurance Product Line in Excel This walkthrough explains how to

Home Title example How to Create a KPI Dashboard in Excel Learn step-by-step how to visualize key metrics and track performance in your department. Download the Excel file used in this tutorial: Download     Step By Step Instructions How to Calculate Loss Ratio % by Insurance Product Line in Excel This walkthrough explains how to

Home Cash Flow per Project in Excel: How to Track and Control Working Capital Learn how to analyze cash flow per project in Excel so you can see which jobs are putting the most pressure on working capital. In this lesson, you’ll learn how to compare cash in vs. cash out, track average cash flow

Home How to Track Warranty Callback Rate to Protect Project Margins Learn how to measure warranty callback rate by project manager and spot where install-related rework may be hurting margin. In this lesson, you’ll see how to organize callback data, compare performance across team members, and build a clear chart that highlights who is above

Home How to Track Rework Rate and Reduce Costly Project Mistakes Learn how to measure Rework Rate % in Excel so you can spot where jobs are being redone, identify patterns by project manager and system type, and uncover the hidden issues that hurt efficiency and profit. Download the Excel file used in this tutorial: