Example of management dashboards in Excel

Table of Contents

• Introduction
• What is a dashboard?
• Example of a Project Management Dashboard - Excel Template
• Example of a Budget Dashboard
• Risk Analysis Dashboard Example
• Project Monitoring Dashboard Example

Introduction

With the rise of digital business management, the ability to make accurate and timely decisions has become essential for project success. That’s where dashboards come in. These tools provide a summary view of key data, allowing decision-makers to track performance, identify trends, and make decisions based on data analysis .

What is a dashboard?

Dashboards are management tools that provide an overview of the key performance indicators (KPIs) of an organization or a specific process. At a glance, they allow decision-makers to quickly understand the situation and take appropriate action. An effective dashboard goes beyond simple graphs and charts; it offers a visual representation of data that highlights trends, deviations from targets, and areas requiring attention. Also, a well-designed dashboard should be both informative and easy for users to interpret.

Example of a Project Management Dashboard - Excel Template

This dashboard example provides an overview of project management, covering resource management and tracking costs and revenues by resource. This dashboard made with Excel allows you to monitor the progress of tasks, optimize resource allocation and control costs and profits.

[Download the template here]

Video: Learn how to use this template to optimize your projects

As a project manager, make it easier to plan, track and manage your projects with our comprehensive project management Excel template.

In this video, learn how to:

1. Configure essential information about your project.
2. Plan and track your tasks with a Gantt chart.
3. Track finances and monitor cash flow in real time.
4. Optimize the use of resources and improve communication.
5. Automate the creation of invoices for your customers.

This template makes it easier to manage your projects and helps you achieve impressive results with less effort.

Watch the video below for a full demonstration:

Example of a Budget Dashboard

This Excel dashboard allows you to easily track your business budget , to view in real time budgets by category, actual expenses and forecasts. Adjust your expenses easily and ensure good financial results for your company with this template.

[Download the template here]

Video: Manage your budget and deliverables with this Excel template

In this video, learn how to use our Excel template to effectively manage your project budgets and deliverables:

• Track actual spending against forecast budgets.
• Analyze budgets and costs by manager and category.
• Track the progress of deliverables by manager and supplier.

This template helps you improve collaboration, reduce costs and meet your deadlines.

Watch the video for a full demonstration.

Risk Analysis Dashboard Example

This dashboard template incorporates a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to provide a detailed view of a project's potential risks, along with their likelihood and impact. Identifying these risks and putting measures in place to mitigate them is essential to ensuring project success.

[Download the template here]

Video: Project Risk Analysis with Excel

In this video, learn how to identify, assess and manage potential risks in your projects using our Excel template.

What you will learn:

• Identify risks related to products, budgets, deadlines and more.
• Assess and prioritize risks to better manage them.
• Implement practical strategies to limit the impact of risks on your projects.

This comprehensive guide is designed for project managers wishing to improve risk management in a concrete and structured framework.

Project Monitoring Dashboard Example

This dashboard example provides a high-level view of the project, including key KPIs, a financial view, overall performance, and forecasts (both secure and financial) to ensure project success.

[Download the template here]

Video: Budget tracking and project deliverables with Excel