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Project Status Dashboard for Professional Services Organizations
Purpose of Project Status Dashboards Professional Services organizations use Project Status Dashboards to give managers a snapshot of the general health of their projects using simple indicators like red, yellow and green. When used as part of good business practices in Project Management Offices (PMO) and in consulting departments, a company can improve its project strategies and profitability, and it can reduce the chances that a number of projects go off track without any well known warning signals.
Example of a Project Status Dashboard Here is an example of a Project Status Report with metrics for overall project health across all clients as well as percentage of projects with red and yellow status.

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 Status Dashboards Progressive Project Management departments sometimes use several different Project Status Dashboards, along with detailed project reports, project dashboards, project budgets, project forecast models, utilization reports, billing reports, financial statements 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)
To learn more, visit the Resource Library.
TAGS: Reporting, Planning, Forecasting, Analysis, Budgeting, CPM, ERP, Dashboards, Industry, Financial Reporting, Template Library
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