L1: Management Dashboard
Executive Portfolio Overview
Portfolio Profit Margin
Target: 15.0%
▼ 8% varianceYoY change
+2.3 pts
Revenue Forecast
+5.4%
Efficiency Score
91%
Portfolio margin at 13.8% is tracking 1.2% below target. Monitor 4 at-risk projects to prevent further erosion.
Project Status
Total Projects
15
Total Revenue
$4,200,000
Total Costs
$3,620,400
Active Projects
15
Bid Win Rate
18.0%
Trend Analysis
Revenue vs Costs
Revenue by Service
$2.1M
50%
$1.3M
30%
$630K
15%
$210K
5%
New vs Existing Clients
4
$200K (5%)
10 avg
$4.0M (95%)
Cashflow & Risk Score
$475K
-3.1% from last month68
ModerateProject Health Matrix
| Status | Project | PM | CPI | SPI | Margin | Primary Issue | Actions |
|---|---|---|---|---|---|---|---|
| 🔴 | Heritage Plaza Brookfield Properties | Sarah Chen | 0.87 | 0.85 | 6.2% | Cost overrun detected | |
| 🔴 | Riverside Tower Oxford Properties | Mike Johnson | 0.92 | 0.82 | 8.5% | Schedule slippage | |
| 🟡 | Ottawa Commons Cadillac Fairview | Sarah Chen | 0.97 | 0.94 | 12.8% | Performance issues | |
| 🟡 | Lakeshore Complex OMERS Realty | Mike Johnson | 0.94 | 0.95 | 12.6% | Performance issues | |
| 🟡 | Queen Street Restoration City of Toronto | David Park | 0.96 | 0.95 | 13.1% | Performance issues |
Priority Alerts
S3/S4 OnlyLabour costs 29% over budget
Heritage PlazaLabour category has exceeded budget by $13,000. Current EAC shows $58,000 against $45,000 budget. Primary driver: Overtime hours due to schedule compression. Immediate intervention required to prevent further cost escalation.
Impact: $13K
Safety certification expiring in 3 days
Heritage PlazaWorking at Heights certification for 3 crew members expires January 17. Work cannot proceed without valid certifications. Schedule recertification immediately or reassign certified workers.
Impact: $5K