Project Realization (Power BI Report)
APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).
The Project Realization report shows how billing is performing against the costs.
The report compares the billable (invoiced price) value to the actual (total price) value, and highlights how much of each project was invoiced.
Use the report
Leadership and project managers use the report to identify which projects they need to invoice. CFOs also use this report.
CFOs can check which projects have low realization, and send invoices accordingly to ensure you meet monthly invoicing goals and have healthy turnover.
Project managers use this report to identify projects with completed work that isn't invoiced.
Key Performance Indicators (KPIs)
The Project Realization report includes the following KPIs:
Click on the link for a KPI to learn more about what it means, how it is calculated, and what data was used in the calculations.
Tip
You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.
Data used in the report
The report uses data from the following tables in Business Central:
- Project
- Project Ledger Entries
Try the report
Try the report here: Project Realization
Tip
If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.
See also
Track your business KPIs with Power BI metrics
Power BI Projects app
Built-in Projects reports
Project management analytics overview
Project management overview