Product case study

In development — not yet on sale

EVM DASHBOARDداشبورد EVM

An Excel EVM workbook for six cumulative reporting snapshots.

The rebuilt workbook calculates Earned Value metrics and plots cumulative PV, EV and AC from manually entered reporting snapshots. It includes independent BAC, input warnings and an English/Persian guide. Calculations and chart refresh have been checked in desktop Excel; the paid release is being prepared.

Product snapshot
Platform
Microsoft Excel
Current files
Two-sheet workbook and bilingual guide
Input
Up to six cumulative snapshots, entered manually
Sales
Not open yet
The product question

Bring planned value, earned value and actual cost into one review.

A useful EVM workbook should make the source of each number clear, explain its forecast assumptions and remain consistent when the reporting period changes.

Key product decisions
01

One shared reporting history

Period inputs holds up to six dated cumulative PV, EV and AC snapshots. EVM summary reads the latest snapshot and the chart reads the same history.

02

Defined forecasts and unavailable results

EAC uses BAC / CPI. SPI, CPI, EAC and TCPI show unavailable results when their required inputs or denominators are unsuitable.

03

Manual entry with a clear scope

Paste cumulative project amounts and use one currency and scale. This version has no Power Query, P6/MSP importer, activity/WBS detail or automatic row expansion.

Current outcome

Current outcome

The sample metrics, representative input changes, blank and zero inputs, and linked chart refresh have been checked in Microsoft Excel 16.0. The example is fictional; no customer time-saving claim is made.

My role

Workbook structure, Earned Value calculations and release verification.

Next step

The workbook is ready for review within this documented scope. Pricing and delivery details will be confirmed here when sales open. For a custom reporting workflow, request a setup estimate.

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