Summary

This Power BI fintech project management dashboard helps users monitor project progress, task and milestone completion, budget utilization, and resource efficiency across fintech initiatives.

Created by Akshay Patil, this three-page report was selected as the winner of the FP20 Analytics ZoomCharts Data Challenge 32 in November 2025. It combines project, financial, and workforce insights in an interactive Power BI report.

Key Insights of the Power BI Fintech Project Management Dashboard

The report provides several perspectives on fintech project performance. Its main insights include:

• Project progress: track performance across projects, tasks, and milestones
• Budget utilization: review how project budgets are being used
• Resource efficiency: compare results by seniority, country, and individual employee
• Team performance: examine employee efficiency across teams and roles
• Task completion: identify patterns that may reveal project delivery bottlenecks

ZoomCharts Drill Down Bubble PRO, Drill Down Combo Bar PRO, and Drill Down Donut PRO visuals allow users to explore the report from different perspectives while keeping related project information connected.

This report was created for the FP20 Analytics ZoomCharts Data Challenge 32.

How to Use This Power BI Fintech Project Management Dashboard

Click active chart elements to filter the report and explore project, budget, task, and resource results in more detail. Move between the three report pages to examine different areas of project performance.

Preview the dashboard online or download the PBIX template to review its visuals, calculations, and report structure in Power BI Desktop.