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Report Author: Nina Ikpe
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This fintech project management dashboard example shows how Power BI can be used to analyze project health, budget utilization, task progress, resource efficiency, and portfolio risk in one interactive report.
Built with the Fintech Project Management dataset, this report features both ZoomCharts Drill Down PRO custom visuals for Power BI and native Power BI visuals. It was built during the FP20 Analytics ZoomCharts Data Challenge 32 in November 2025.
The report is designed for project managers, PMO teams, business analysts, and operations leaders who need a practical way to monitor project delivery. Users can explore portfolio-level performance and drill into details by project, task, country, department, employee, and risk level.
Use this Power BI project management dashboard to track:
The report includes three interactive pages:
This report combines ZoomCharts Drill Down PRO visuals with native Power BI visuals to support interactive project analysis. Users can click directly on visuals, drill down by country, city, project, department, and task, switch between financial and hours-based KPIs, and reset the dashboard with one click.
Download this free Power BI project management dashboard example to explore the full setup and adapt it to your own project management, PMO, fintech, operations, or resource planning data.
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How to use a PBIX template
Preview the interactive report, download the PBIX file, open it in Power BI Desktop, and replace the same data connection with your own dataset.
Preview and download
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Open in Power BI Desktop
Open the downloaded PBIX file in Power BI Desktop.
Connect your data
Replace the sample data source with your own dataset.
Refresh and adjust
Refresh the model and update fields or visual were needed.
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