Project Cost Allocation and Profitability Dashboard Template

Analyze Project Costs, Allocate Overheads, and Forecast Profitability with Confidence

This ready-to-use Power BI template helps you calculate project revenues, allocate staff and overhead costs, and forecast future profitability.

The package includes a fully designed Power BI (.pbix) file with sample accounting, timesheet, and expense data, DAX measures, forecast parameters, and interactive visuals — so you can go from raw project data to actionable insights in minutes.

Perfect for financial analysts, operations managers, and project-based businesses that want a complete cost allocation model.

You Will Be Able To

📊 Analyze Project Revenues and Expenses
Combine accounting, employee, and timesheet data to measure true project profitability across clients and departments.

🧮 Build Interactive Project P&L Dashboards
Use DAX measures and visuals to compare monthly project revenues, direct costs, and allocated overheads in one view.

⚙️ Allocate Non-Direct Costs and Overheads
Automatically distribute non-project costs based on hours or revenue using custom DAX allocation logic.

📈 Forecast Profitability
Adjust forecast parameters (Revenue %, Salaries %, Overhead %, etc.) to project how changes impact margins.

🧭 Reconcile and Validate Allocations
Confirm that total allocated costs match your original P&L and ensure data consistency across all tables.

🧰 Edit Everything Easily
Fully editable PBIX + CSV files — no locked logic or hidden dependencies.

New to Microsoft Power BI Desktop?
Download it free from Microsoft, open the included .pbix file, and replace the sample CSVs with your own data to use the template with your business.

Built for Real-World Project Analytics

This template connects accounting and operational data, giving you a 360° view of project costs and profitability:

• Clean Power BI data model linking accounting, timesheets, employees, and expenses
• DAX measures for revenue, direct cost, employee allocation, and overheads
• Interactive dashboards for project P&L and cost allocation
• Forecast measures with adjustable what-if parameters
• Validation check to ensure allocations reconcile perfectly
• Dynamic visuals that recalculate instantly when assumptions change

Evaluate project performance, forecast profits, and make confident data-driven decisions.

Template Preview

🔍 Explore pages for project revenue analysis, cost allocation, profitability tracking, and forecast sensitivity.

See the Template in Action

▶️ Step-by-Step Tutorial
Learn how to build this entire model in Power BI — import data, create DAX measures, allocate costs, and run profitability forecasts.
Read the full tutorial

Why Choose This Template?

• Save time with a ready-to-use, fully customizable Power BI file
• Designed for finance, project analysis, and forecasting
• Includes prebuilt parameters for revenue, salaries, and overhead
• Simple and transparent structure with clean DAX and relationships
• Professional dashboards for cost allocation and forecast presentations
• Risk-free with a 30-day money-back guarantee

Risk-Free Purchase

I stand behind my products with a 30-day money-back guarantee — if you’re not completely satisfied, simply request a full refund, no questions asked.

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