The Project finance dashboard shows margin, cost, and revenue trends across your clients so you can spot delivery risk before it impacts the numbers. It’s designed to show delivery health while the period is still open.

The Project finance dashboard feature is available on Pro and Enterprise plans only. If you are currently on a Starter plan and would like to use the dashboard, you can start a free 30-day Pro trial—just let us know!
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The Project finance dashboard is available to Account Owners and Admins only.

To access it:

📝Note: Managers and Members cannot access the Project finance dashboard. If you navigate to the URL without sufficient permissions, you'll see a message indicating you don't have access to view this dashboard.
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To get the most value from the Project finance dashboard, ensure you have the following data configured in Float:

Setting up cost rates, bill rates, and monetary budgets ensures your dashboard reflects an accurate picture of your delivery performance. The more complete your setup, the more reliable and actionable the dashboard insights will be.

The top row displays six key performance indicators with trend comparisons to the previous period.

​💡 Here's a tip: Hovering over each card shows how each metric is calculated.

Total revenue from active projects for the selected period. Delivery revenue only includes projects with a Time & materials (T&M) or Fixed fee budgets; projects with hours-based (fixed hours) budgets or no budget are not included.
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How it's calculated

Float uses the straight-line method to recognize revenue for fixed fee projects. Revenue is recognized based on elapsed calendar days between the project start and end dates, rather than actual hours worked.
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Example:
A project with a $10,000 fixed fee spanning 10 days recognizes $1,000 per day. If 4 days have passed, $4,000 (40%) of the revenue is recognized, regardless of hours worked.
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Trend indicator
The percentage and arrow show how revenue has changed from the previous period. A green upward arrow indicates revenue has increased, and a red downward arrow indicates a decrease.
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Only billable time contributes to delivery revenue. Non-billable time scheduled on a billable project does not add to revenue, but it still adds to delivery costs, because the work is being done either way. This is why a project with significant non-billable time can show a lower margin than expected.
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📝Note: If your delivery revenue figure looks lower than expected, check that your projects have the correct budget type (Time&materials or Fixed fee) and that billable time is scheduled as billable in the plan.
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Total costs of executing active work for the selected period. Rising delivery costs may indicate overruns or inefficient delivery.
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How it's calculated
​Costs = Cost of people's time on projects + Project expenses
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This includes both billable and non-billable project time, plus any project expenses entered in Float. It does not include overhead, bench time, salaries, office costs, software, or benefits that aren't tied to a project.
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Trend indicator
The percentage and arrow show how costs have changed from the previous period. For costs, a red upward arrow indicates costs have increased (generally negative), while a green downward arrow indicates costs have decreased (generally positive).

Both billable and non-billable time contribute to delivery costs. If a team member spends time on non-billable work within a billable project, that time still incurs a cost, even though it doesn’t generate revenue. This is why projects with significant non-billable time can show higher costs and lower margins than expected.

Profit margin as a percentage of delivery revenue. Low or shrinking margin may point to scope creep, non-billable expenses, or mis-pricing.
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How it's calculated
​Margin = (Revenue − Costs) ÷ Revenue
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This shows both the margin percentage and the dollar amount of margin alongside it.
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Trend indicator
The percentage and arrow show how the margin has changed from the previous period. A green upward arrow indicates the margin has improved.

What you actually earned per hour worked, including the impact of non-billable time. A drop may signal non-billable hours are increasing.
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How it's calculated
​Effective bill rate = Revenue ÷ Hours worked (billable + non-billable)
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Because this includes all hours, not just billable ones, your effective bill rate will be lower than your average bill rate if you have significant non-billable time (e.g. internal projects or training).
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Trend indicator
The percentage and arrow show how the rate has changed from the previous period. A green upward arrow indicates the rate has improved, and a red downward arrow indicates a decline.
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The average hourly bill rate across your team, based on billable work only. A rate lower than your target may indicate over-servicing or projects being discounted from their rate cards.
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How it's calculated
​Average bill rate = Revenue ÷ Billable hours
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If your average bill rate is lower than your target bill rate, it may indicate:

Trend indicator
The percentage and arrow show how the rate has changed from the previous period. A green upward arrow indicates the rate has improved, and a red downward arrow indicates a decline.
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📝Note: Effective bill rate (EBR) and Average bill rate (ABR) show different total hours; EBR includes all project hours (billable and non-billable), while ABR only includes billable hours. ABR reflects your pricing strategy: whether the rates you've quoted are holding across your active client base.

Each metric and chart element displays a trend indicator comparing the current period to the previous period:

📝Note: For revenue and margin, an increase (⬆) is generally positive. For costs, a decrease (⬇) is generally positive. The dashboard uses inverted color coding for costs, showing increases in red and decreases in green.

The Project finance dashboard displays financial data for a selected time period (default: current month).

The Project finance dashboard includes filtering options to help you analyze specific segments of your business. Click the filter icon in the top right corner of the dashboard to open the filter panel. You can filter by the following:

​Project stage: Filter by project stages (Draft, Tentative, Confirmed, Completed, Canceled, or any custom stage). By default, all stages are active, but you can filter to include or exclude specific stages.
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📝Note: Archived projects are excluded.

Search - Quickly find specific items across all filter categories
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​How filters work:

📝 Note: Clear all filters to return to viewing your complete financial data.

Scheduled / Past logged + Future scheduled: Toggle between viewing scheduled hours only, or a combination of logged hours (past) and scheduled hours (future). Use "Past logged + Future scheduled" to compare actual performance against projections.

Weeks / Days: Switch between weekly and daily chart granularity. Daily view can help you spot peaks and valleys in revenue or costs that may not be visible at the weekly level.
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A line chart displaying delivery revenue and delivery costs over the selected time period, with a breakdown by project stage. The gap between the two lines represents your profit; a widening gap indicates improving profitability, while lines moving closer together may signal margin compression.
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Key elements:

📝Note: The project stages shown in the legend reflect the stages you've selected in the Project stage filter. Adjust the filter to include or exclude stages from the breakdown.
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Hover over any point on the chart to see financial details for that period:

This lets you track your financial performance across the selected period, making it easy to identify trends, spot anomalies, and pinpoint when significant changes occurred in your profitability.

A donut chart showing how your delivery revenue is distributed across clients. The center displays the total revenue, which matches the Delivery revenue metrics (rounded to the nearest whole number).
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This breakdown helps you understand client concentration risk. If one client represents a large percentage of revenue, it may be worth reviewing that engagement or diversifying your client base.
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​How it's calculated
Each client's segment represents their share of total delivery revenue for the selected period, calculated using the same logic as the delivery revenue metric (billable value of time and expenses for T&M projects, straight-line recognition for fixed fee projects).

Hover over any segment of the donut chart to see a detailed project breakdown for that specific client.

The tooltip displays:

A bar chart showing how your delivery costs are distributed across person types and project expenses. Each bar is split into billable (dark) and non-billable (light) portions.

This breakdown helps you identify where your costs are concentrated, whether in employees, contractors, or project expenses, and monitor the balance between billable and non-billable work. High non-billable costs may indicate internal projects, training, bench time, or scope creep that's impacting profitability.
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Key elements:

Hover over any bar to see how costs for that category are split between billable and non-billable work.

The tooltip displays:

When you hover on the top right of the chart, you'll find two icons:

The Project finance dashboard is your insights view, a visualization of your delivery signals. When you need the raw data behind those signals (per-project rows, per-person breakdowns, exportable tables), Float's People and Project reports are the source of truth.
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Every chart on the dashboard includes a View full report action in the top right, which opens a pre-filtered report for the same date range and filters. Use this when the dashboard surfaces a signal you want to investigate (e.g. a department delivering unusually high margins, or a spike in non-billable costs), and you need to drill into the underlying data to answer the "why."
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