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Northgate Builders: construction and real estate CFO dashboard

Built in Power BI Desktop. Fictional company, invented data.

Book a 20 minute call Which projects, buyers and cost codes put this month's cash and the projected margin at risk?

Overview
Units sold, cash due in, past-due buyers, projected margin, and what needs attention today.
Unit map
Every unit floor by floor: sold, reserved, available or late on installments.
Installments & cash in
Buyer installments against planned vendor payments, and who is past due.
Construction cost
Actual cost against budget by cost code, from contract to projected margin.
Project 360
One project's contract, progress, cost and margin on one page.
Unit detail
One unit's buyer, price and full payment schedule.

01 / THE DECISION

What it helps you decide

Which buyers to call first, ranked by dollars past due and days late.
Whether installment cash in covers planned vendor payments, and which month runs short.
Which cost codes run over earned budget, and what that does to each project's margin.
Which units to hold, discount or release, floor by floor.

02 / THE INPUTS

What feeds it

Unit register: floor, position, status, list and sale price.
Buyer contracts with installment schedules and payments received.
Budget by project and cost code, and actual cost from the ledger.
Change orders, approved and billed, and the planned vendor payments.

03 / THE FIT

Who it fits

Developer-contractors who sell units off plan and fund construction from buyer installments.
CFOs and owners running several projects who need one weekly view of cash, cost and margin.
CFO firms that want to hand a report like this to their clients under their own brand.

BUILT AROUND YOUR CLIENTS

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Twenty minutes to see whether it fits your firm and your clients’ data.

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