A $100M contractor had claims in Excel, schedules in Primavera P6, and costs in Sage 300 — no unified view, no executive visibility, and disputes compounding across projects. We built a four-tab Power BI Claims Dashboard that changed how their leadership team manages risk.
Every week, project managers at this mid-sized general contractor were exporting Excel files from Procore, reconciling schedule updates from Primavera P6, and cross-referencing cost entries in Sage 300 CRE. By the time those numbers reached the executive team, the data was already a week old.
With an average dispute value of $42M industry-wide and resolution timelines stretching past a year, the stakes were high. This firm had no single view of how many claims were open, which projects were at highest risk, or which subcontractors were responsible for the most unresolved disputes.
Strategic decisions were being made without a clear picture of total exposure. The executive team couldn't answer a basic question: “How much is at risk right now, and where?”
Before building a single visual, we defined the KPI framework. Every metric has an owner, a data source, a refresh cadence, and a business question it must answer. Dashboards without this foundation become shelfware.
| KPI | Business Question | Owner | Data Source | Refresh |
|---|---|---|---|---|
| Total Claims (Pending vs Settled) | How many open claims, and what’s the trend? | Project Controls | Procore Claims Log | Weekly |
| Total Claims Amount ($) | What is our total financial exposure? | Finance Manager | Sage 300 CRE | Weekly |
| Average Resolution Time | Are we resolving faster or slower over time? | Risk Manager | Claims Log + Schedule | Monthly |
| Claims by Responsible Party | Which subs or GC actions are driving disputes? | Claims Analyst | Procore + P6 | Weekly |
| Pending >90 Days (Count + $) | Which claims are about to become formal disputes? | Risk Manager | Claims Log | Weekly |
| Claims by Project / Location | Which projects carry the most concentrated risk? | Project Controls | Procore + P6 | Weekly |
Each tab answers a specific set of questions for a specific audience. Executives see exposure and trends. Managers track project-level detail. Analysts drill into claim-level data. Owners’ reps see accountability views. No tab is for everyone — each is designed for one decision.
| Project | Open | Settled | Exposure |
|---|---|---|---|
| Proj-04 | 9 | 3 | $890K |
| Proj-07 | 6 | 5 | $660K |
| Proj-11 | 5 | 7 | $518K |
| Proj-02 | 3 | 8 | $356K |
| Others (4) | 24 | 18 | $476K |
| Project | Claim Type | Responsible | Age | Amount | Status |
|---|---|---|---|---|---|
| Proj-04 | Delay | Sub-07 | 147d | $340K | Escalate |
| Proj-07 | Change Order | Owner | 131d | $290K | Escalate |
| Proj-04 | Differing Site | Sub-12 | 118d | $180K | Escalate |
| Proj-11 | Weather | GC | 97d | $148K | Monitor |
| Proj-02 | Delay | Sub-03 | 92d | $112K | Monitor |
We use a staged approach — prove value early, scale once ROI is confirmed. The first deliverable lands in week 5. By week 10, executives have verified results and a sponsor-ready ROI summary.
Most BI projects fail because they start with the tool. We start with the business outcome, map every KPI to a decision, and only then open Power BI. The Decision-First BI Framework™ is the difference between a dashboard that gets adopted and one that collects dust.
Start with a free Power BI Precision Audit™ — we’ll map your current reporting environment, identify your highest-ROI opportunities, and show you exactly what a claims dashboard would change for your executive team.