Profit transparency across your entire job portfolio
The Job Profit & Margin Dashboard gives owners and controllers a ranked view of job profitability — gross margin %, gross profit dollars, and the cost breakdown behind each number. Know immediately which jobs are performing and which are bleeding margin before it’s too late to recover.
What’s included
- Job Profitability Ranking — every job sorted by gross margin % with color-coded performance
- Gross Profit & Margin View — both dollar and percentage side-by-side
- Cost Category Breakdown — labor, material, subcontractor, equipment, and overhead per job
- Budget Variance by Category — actual vs. estimated for each cost type across all jobs
- Margin Trend Chart — company-wide gross margin % over rolling 12 months
- Top & Bottom Job Performers — best and worst jobs by margin for quick triage
Available filters
Job Status • Date Range • Salesperson • Job Type • Cost Type • Division
Who it’s for
- Owners identifying which job types and markets are most profitable
- Controllers comparing estimated vs. actual margins across the full portfolio
- Estimators benchmarking actual job performance against original bid assumptions
- CFOs making go/no-go decisions on future bids based on historical margin data
⚠️ Requires a DataXcel Subscription — choose the plan that fits your team:
Explorer — $200/mo
1 user • data warehouse access • buy reports à la carte • 3 training sessions
View Explorer →Get It All — $799/mo
20 users • all 61 dashboards ($17,580 value) included • unlimited access
View Get It All →Both plans require a one-time $2,500 onboarding & setup fee.
📊 Try it live — no login required
Explore a live demo of this dashboard using real sample data. Filters, charts, and drilldowns all work — no account needed.
🔗 Open Live Demo →