Forecast over fee by project

Projects forecast to finish above agreed fee · prudent forecast (higher of project- and stage-level)

Projects by RAG status

Record count · 15 projects

Flagged projects (Red and Amber)

Sorted by RAG, then forecast over fee

Fee burn vs % complete

Above the dashed diagonal = fee used ahead of progress · bubble size = agreed fee · flagged projects labelled
Red — Over fee, or a stage 25+ pts ahead of progress
Amber — Fee use 5+ pts ahead of progress, or forecast over 105% of fee
Watch — Fee burn flat 6+ weeks (no time booked) or past planned end
Green — On track

Actionable insights Red then Amber · by £ forecast over fee · each with an owner

Demo only: this is a static page. Assignments you choose here are kept in this browser only and aren't saved or shared. In a live engagement, owners are set in your shared data sheet.

Alerts board

Dated from the weekly fee burn series (time booked each week, cumulative) · progress from month-end PM snapshots, interpolated weekly · stage rules checked at each month-end report · as at 30 Sep 2026

Current condition still holds at 30 Sep 2026 · each with a next action for this week, taken from the insights panel next steps (recommendation, not data) · each action has an owner; use Assign to hand it off (demo: saved in this browser only)

Previous resolved (condition later cleared) or superseded (escalated, or replaced by a newer alert on the same rule) · kept for the record

What's working: lessons from on-track projects

Burn gap by project (pts)

Fee burn minus % complete · reference lines at +5 and −5 pts

Burn-rate forecast: where each active project lands if nothing changes

Forecast at completion = time to date ÷ % complete (straight line) · bars = forecast % of agreed fee, sorted by £ over/(under) · dashed line = 100% of fee · where the dashboard's prudent stage-level forecast is higher, it is shown after the label

Stage drill-down

Pick a project to see each RIBA stage: progress against time used, and the stage detail table
Drop-down control · applies to the stage charts below only

% complete vs time used

Stage % completeTime used (% of stage fee)

Stage detail

Stage view: findings shown by stage where the data supports it. HV-2407 looks on track at project level; Stage 4 has used 83% of its fee at 44% complete.
Amber "Hrs this qtr" = hours booked this quarter to a stage already marked Complete (HV-2407: 44 h to S3 after sign-off). Text box is static, as in Data Studio.

Project notes

Dated notes from the project team: what happened, at which stage, and why · status is the writer's call at the time, separate from the dashboard's calculated RAG · sample notes are fictional
demo: saved in your browser only

    Project fee burn with notes marked

    Why projects slip: reasons from project notes

    Count of notes by reason across all projects · each note has one reason · positive 'Going well' reasons are not counted here; they feed the 'What's working' insight · includes notes added in this browser
    What does this mean?
    Dashboards show what happened to the fee; notes record why. Counted across projects, the reasons show where fee is really being lost, so you know which habit to fix first. Here, client changes worked on before a fee variation was agreed come up most, followed by site and supplier problems that forced redesign. That points to two fixes: log every change as a variation before the work starts, and allow for survey and supplier risk in fee proposals.

    Project RAG table

    Sorted by RAG · % complete is self-reported by project leads; every forecast shows its basis

    Utilisation vs target by grade

    Bars = project hours ÷ available hours · line = target

    Weekly utilisation by grade

    Filter control: grade (multi-select)

    Grade summary

    Variance ≤ −10 pts red · ≥ +10 pts amber · value at standard charge-out rates

    Staff codes

    Staff shown as codes only, no names · sorted by variance

    Capacity look-ahead: next 12 weeks

    Planned project hours from won work ÷ available hours, by week · coloured against each grade's target utilisation · staff codes only
    Over 100% (overloaded)Above target by 10+ ptsAround target15+ pts under target (spare)Planned leave

    Unbilled WIP by project

    Earned fee not yet invoiced · coloured by RAG

    Watchlist

    Sorted by days since last time booked · ≥ 42 days purple · WIP ≥ £5,000 bold

    Unbilled work, aged debt and lock-up

    Lock-up days = (unbilled WIP + unpaid invoices) ÷ average daily billing this quarter · invoice ledger is fictional sample data, consistent with each project's invoiced-to-date total · 30-day terms
    Unpaid invoices by age
    Unpaid invoices

    Fee-to-finish forecastSAMPLE

    Projected final labour margin per project if the current burn rate carries on (forecast at completion × each project's cost-to-charge ratio) · target margin 55% (sample assumption) · worst first

    Over-run early warning

    Stages in progress where time used (% of stage fee) runs ahead of % complete · Red: 25+ pts or already over fee · Amber: 10–25 pts · Watch: 5–10 pts
    Weekly alert preview (what project leads would receive each Monday)

    Change and variation tracker

    Scope changes logged against projects (fictional log aligned with the sample project notes) · ready to claim = priced, evidence on file, not yet sent to the client

    Client and sector profitability

    Ranked by projected final labour margin (agreed fee less forecast salary cost at completion) · margin to date = earned fee less cost to date · client codes are fictional

    By client

    By project type (sector)

    Quote a new job: fee benchmarking

    What similar past projects actually used, stage by stage · time used = time value at standard rates ÷ stage fee (100% = on fee) · fictional archive of completed projects plus completed stages from the current portfolio
    lowest to highest middle half (25th–75th percentile) median 100% of stage fee
    Comparable projects used
    Prepared with LeadStance Project Profitability Dashboard. Reviewed and issued by [client]Sample data: Harrow & Vale Architects is a fictional firm.
    Published with deed.page