Financial dashboard: Understanding Your Metrics in PSOhub
Learn what the Financial dashboard shows and how its tiles, graphs, and charts reflect your organization's financial health
Published: 1 June 2026
Audience
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Admin
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Controller
Objective
Understand what the Financial Summary report is, how it is structured, and what each tile, graph, and panel represents so you can interpret your organization's financial performance at a glance.
Introduction
The Financial Summary is PSOhub's organization-wide financial reporting view. It gives Admins and Controllers a real-time snapshot of project value, invoicing activity, cash inflow, and portfolio health — all in one place.
Unlike project-level reports, the Financial Summary aggregates data across all active projects and invoices. It is the quickest way to assess overall financial health without navigating individual records.
The report is read-only and updates automatically. It is made up of three sections: an Overview with summary tiles and cash inflow graphs, and a Financial Portfolio Health section with three ranked panels.
📌 Note: Your access level determines which reports are available to you. The left-hand navigation lists the reports visible to your role. Admins and Controllers have access to Financial Summary, Resource & Capacity, Project Portfolio, and Personal Summary.
Accessing the Financial Summary
To open the Financial Summary, click Reports in the top navigation bar. The Financial Summary opens by default.
The page header shows the last update timestamp and two action buttons: Create Snapshot and Update date.
📌 Note: Your access level determines which dashboards are available to you. Admins and Controllers see all four dashboards. Project Managers see the Project and Personal dashboards. Team Members and Team Member Plus users see the Personal dashboard only.
Overview section
Summary tiles
The five tiles at the top of the Overview section each surface a single, high-level financial metric across your organization.
| Tile | What it shows |
|---|---|
| Number of active projects | Total number of projects with the stage set to Active. |
| Active projects total value | Sum of the Total Project Value field across all Active projects. |
| Total amount invoiced | Total value of all invoices with the status Approved, Sent, or Paid. |
| Total amount paid | Total value of all invoices with the status Paid. |
| Total amount outstanding | Total value of invoices with the status Sent where the Due days invoice threshold (set at the project level) has been reached. |
Cash inflow graphs
The Overview section displays two cash inflow graphs side by side.
General cash inflow this year
This bar chart shows your organization's monthly cash inflow for the current calendar year, broken down by category.
| Category | What it represents |
|---|---|
| Paid | Total value of all invoices with the status Paid. |
| Expected | Total value of invoices with the status Draft, Approved, or Sent. |
| Overdue 1M | Total value of Sent invoices where the Due days invoice threshold has been reached and is within one month. |
| Overdue 3M | Total value of Sent invoices where the Due days invoice threshold has been reached and is within three months. |
General cash inflow next 12 months
This bar chart shows projected inflow for the next 12 months based on scheduled billing, broken down by type.
| Category | What it represents |
|---|---|
| Installment | Value of contract lines set to Installment billing scheduled within the next 12 months. |
| Recurring | Value of contract lines set to Recurring fixed fee billing scheduled within the next 12 months. |
Together, the two graphs give a complete view of your current cash position and near-term revenue forecast.
Financial Portfolio Health section
Below the Overview, the Financial Portfolio Health section contains three ranked panels that highlight customer value, project profitability, and portfolio risk.
Top 10 customers
This panel lists your ten most valuable customers, ranked by their total Active project value. It provides a quick view of where your highest-value client relationships are concentrated.
Top 10 most profitable projects
This panel lists the ten projects with the highest margin percentage. For each project it shows the Budget, the amount Used, and the Margin %.
| Column | What it shows |
|---|---|
| Project | Project name and assigned Project Manager. |
| Budget | Total budget assigned to the project. |
| Used | Amount of the budget consumed to date. |
| Margin % | Profit margin as a percentage of the project value. |
Top 10 projects at risk
This panel lists the ten projects closest to or over budget, with a Health indicator for each.
| Column | What it shows |
|---|---|
| Project | Project name and assigned Project Manager. |
| Budget | Total budget assigned to the project. |
| Used | Amount consumed — may exceed budget for Critical projects. |
| Health | Risk status badge. Critical indicates the Used/Budget ratio has reached 90% or higher. |
📌 Note: Projects shown as Critical in this panel have consumed 90% or more of their budget. Use this panel to prioritize conversations with Project Managers before overruns escalate.
Next Steps
✅ Explore the Project dashboard
Get a project-level view of budgets, timelines, and team performance across your portfolio.
Understanding the Project dashboard in PSOhub
✅ Build a custom report
Go beyond the standard dashboard with custom OData-powered reports in Power BI or Excel.
Advanced reporting in PSOhub