Dashboards · 7 min read
Create a KPI dashboard for management
Condense status, budget, milestones, risks and resource utilisation for management decisions.
Context
Condense the management perspective
Management needs a different view of the project than the delivery team. A focused dashboard highlights the small set of indicators relevant to decisions and escalation.
- Project status at a glance
- Budget plan versus actuals
- Milestone overview
- Top risks and resource utilisation
Step by step
From starting point to a structured flow
Open the dashboard area
Navigate to dashboards and start a new dashboard.
Choose a layout
Choose a prepared layout or create your own grid.
Add widgets
Add status, budget, milestones and other relevant widgets.
Configure filters
Define time period, projects or teams as global filters.
Share the view
Share the dashboard with the management team or export it for a meeting.
From practice
Implementation notes
- Limit the dashboard to six to eight KPIs.
- Use colours consistently.
- Show trends rather than snapshots only.
- Set a clear refresh cadence.
Your project