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Dashboard and report examples Fintech Project Management Dashboard in Power BI
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Fintech Project Management Dashboard in Power BI

Fintech Project Management Dashboard in Power BI

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Report Author: Nina Ikpe

2367

Scatter Combo Bar Timeline Donut Banking

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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.

What you can analyze

Use this Power BI project management dashboard to track:

  • Planned vs. actual budget
  • Budget variance and budget utilization
  • Planned vs. actual hours
  • Hours variance and hours utilization
  • Project status and risk level
  • Task priority and completion rate
  • Milestone delays
  • Labor cost and average hourly rate
  • Resource utilization by country, department, and experience level

Report pages

The report includes three interactive pages:

  • Portfolio overview: monitor project health, financial performance, hours usage, project status, and risk distribution.
  • Project and task performance: review project execution, task efficiency, budget variance, completion rates, and milestone delays.
  • Resource and experience insights: analyze labor cost, hourly rates, employee experience, task status, and resource utilization.

Interactive features

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.

ZoomCharts visuals used

Drill Down Scatter PRO Drill Down Scatter PRO
Drill Down Combo Bar PRO Drill Down Combo Bar PRO
Drill Down Timeline PRO Drill Down Timeline PRO
Drill Down Donut PRO Drill Down Donut PRO

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Fintech Project Management Dashboard in Power BI

Report Author: Nina Ikpe

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