Purpose of Project Manager Dashboards Professional Services organizations use Project Manager Dashboards to enable leaders with a clear, self-service view of important KPIs and trends related to their clients and projects. When used as part of good business practices in FP&A and PMO departments, a company can improve its project strategies and revenue growth, and it can reduce the chances that project/client outliers or trends are left untouched due to lack of visibility to performance metrics.
Example of a Project Manager Dashboard Here is an example of a Project Manager Dashboard with trends and benchmarking for project and client KPIs.
Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Service Leaders, Project Managers. Other Reports Often Used in Conjunction with Project Manager Dashboards Progressive FP&A and PMO departments sometimes use several different Project Manager Dashboards, along with profit & loss reports, KPI dashboards, project detailed project reports, project forecast models, annual budget models and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
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TAGS: Reporting, Planning, Forecasting, Analysis, Budgeting, CPM, ERP, Dashboards, Industry, Financial Reporting, Template Library