Dashboard

Every project across the companies in your group on one screen: revenue, cost, net profit and margin per project from the posted Xero ledger, a Next row per live project, a cost-analysis view and a 'today on site' view. Nothing is typed here — it is the front door that opens the breakdown of any job.

You enter

Nothing. The period, status, kind and basis filters narrow what you look at, and travel with every link you click.

Saral fills in

Revenue, cost and net per project from the group's Xero journal lines, consolidated across every company — the same fact cache the Portfolio report uses.
The status vocabulary: a project with no revenue yet is 'Not yet invoiced', never a loss; margin % is withheld where revenue is too small to make it meaningful.
The headline tiles (revenue, cost, net profit, how many trading projects are profitable) for the period picked.
One Next row per live project — the single instruction from each project's Next card.
The member jobs under a main project, expandable on the rows that really do split.

It produces

The project list with each row's entries exported or emailed as Excel.
Deep links into the Live Project Report, CVR, Payment schedule and Contract & Budget that carry the period with them.

What this page is for

The first number anyone reads on this module. It answers 'how is the group doing, job by job' from the books, and hands you to the screen that explains any figure. The dashboard is frozen by decision: alerts and cockpit work live on the Overview.

Reading the status column

Zero revenue is the test for 'not yet invoiced', not a tolerance on net: a job that has started on site and raised no valuation is all cost by definition and is work in progress, whatever its size. A project that has invoiced and is behind shows as a loss. Margin % is shown only where revenue is large enough for the ratio to say something; the money columns are always exact.

The basis

Group basis eliminates intercompany pairs so a job carried by two companies is counted once — the default for every Projects report. Entity shows each company's books as they stand. Audit shows the raw buckets with the Class (IC) filter. The reconciliation strip states the identity between them whenever a basis is applied, so a basis change can never quietly move a number.

Where next

Open a project's Overview for its Next card and alerts, the Live Project Report for cost by code down to the invoice line, and the Portfolio for the board view across projects.

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.