Model Project Financing and Revenue Recognition in Microsoft Power BI
This ready-to-use Project Financing & Revenue Recognition dashboard template lets you model CAPEX, contracts, billing, revenue recognition, debt financing, cash flow, and returns directly inside Microsoft Power BI.
You get a complete Power BI .pbix file with:
- Project and contract structure with start, end, and milestone dates
- Forecast and budget CAPEX phasing by project
- Contract transaction values with milestone vs service allocation
- Billing (invoicing) schedules separated from revenue recognition
- Dynamic Calendar table for time-aware financial analysis
- Revenue recognition logic for milestone and straight-line service revenue
- Contract asset and contract liability calculations
- Project financing logic with debt drawdowns, repayments, and interest
- What-If parameters for leverage, interest rate, tenor, OPEX %, and discount rate
Designed for finance teams, analysts, project finance professionals, consultants, and anyone who needs a structured, transparent way to analyse long-term project economics in Microsoft Power BI.
You Will Be Able To
🏗️ Model CAPEX-Driven Projects Over Time
Track construction spend, cumulative investment, and budget variance across the full project lifecycle.
📑 Implement Revenue Recognition Correctly
Separate billing from accounting revenue using milestone-based and service-based recognition, and analyse resulting contract assets and liabilities.
💳 Forecast Project Financing and Debt
Model debt drawdowns linked to CAPEX, repayment schedules tied to project completion, and interest expense over time.
💸 Analyse Cash Flow (Unlevered and Levered)
Compare project economics before and after financing, including cumulative cash balance, payback, and equity cash flows.
📈 Evaluate Returns and Investment Metrics
Calculate NPV, IRR, EBITDA, payback period, and credit-style ratios such as DSCR and leverage.
🔁 Run Scenario & Sensitivity Analysis
Stress-test leverage, interest rates, repayment timing, operating cost assumptions, and discount rates using interactive sliders.
🧰 Fully Editable and Reusable
Includes PBIX + CSV files — adapt the model to your own projects, extend the DAX logic, or reuse it for client or internal analysis.
New to Microsoft Power BI Desktop?
Download it free from Microsoft, open the included .pbix, and replace the sample data with your own project inputs.
Built for Real-World Project Finance Analysis
This template includes a complete project finance and revenue recognition framework:
- Projects and contracts with milestone and service components
- CAPEX forecasting and cumulative investment tracking
- Revenue recognition independent of billing
- Contract asset and liability analysis
- Debt draw, repayment, outstanding balance, and interest expense
- Unlevered and levered cash-flow statements
- NPV, IRR, payback, and EBITDA calculations
- Credit metrics including leverage and DSCR
- Dashboards for revenue recognition, financing, cash flow, and financial summary
A practical, professional project finance model — fully transparent and fully editable inside Microsoft Power BI.
Template Preview
🔍 Explore the project financing, revenue recognition, debt, and cash-flow dashboards.
See the Template in Action
▶️ Step-by-Step Tutorial
Follow a detailed walkthrough showing how the full project financing and revenue recognition model is built in Microsoft Power BI.
Why Choose This Template?
- Ready-to-use Power BI file with a clean financial data model
- Integrated CAPEX, revenue recognition, and financing logic
- Project finance–style cash flow and return analysis
- Scenario planning built in — no Excel required
- Transparent DAX designed for learning and extension
- Native Power BI visuals, no custom visuals required
- Suitable for real-world project finance and investment analysis
- 30-day money-back guarantee
Risk-Free Purchase
Your purchase is protected by a 30-day money-back guarantee — if it’s not a good fit, you get a full refund.
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