Dashboards

Overview

Dashboards provide a quick view of key metrics.

They support recurring governance reviews and stakeholder updates.

Screenshot placeholder: dashboard with 3+ widgets and a visible date range/filter.

Key Concepts

• Dashboard: collection of widgets aligned to a review purpose
• Widget: metric or chart backed by Project data
• Filter: constraint that focuses the dashboard view

How It’s Used

Use dashboards for weekly status reviews.

Use filters to shift from portfolio view to a single Segment or Process.

Benefits

• Faster governance reviews
• More consistent reporting across Projects
• Earlier visibility into blocker and overdue signals

Setup Steps

1

Select the review purpose

Define the recurring question the dashboard answers, such as delivery readiness or blocked work.

2

Create a baseline dashboard

Create one shared dashboard as the default for the Organization or line of business.

3

Add a small set of widgets

Start with 3–6 widgets. Expand only after definitions are stable.

4

Apply filters consistently

Apply filters such as Segment, Process, or date window to keep comparisons valid.

Best Practices

• Keep one baseline dashboard per line of business.
• Keep widget definitions stable to protect trend comparability.
• Pair dashboards with Save Views for follow-up actions.

Summary

Subpages:

• Creating Custom Dashboards
• Dashboard Widgets