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You’re looking to create custom project management dashboards. What tools can help you do it?

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As a project leader, you know how important it is to track and communicate the progress, status, and performance of your projects. But how can you create custom project management dashboards that suit your specific needs and preferences? In this article, we'll explore some of the tools and techniques that can help you design and build your own dashboards, without requiring extensive coding or technical skills.

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Richard Muhumuza

Salesforce Certified Administrator || Salesforce Certified Platform App Builder || Salesforce Certified Business Analyst
Ramon Farias

Product Manager | Digital Products | Payments | Pix | B2C | B2B
Staci B.

Project Manager @ Tryton TC | Project Management

1 What are project management dashboards?

Project management dashboards are visual displays that summarize and present key information about your projects in a clear and concise way. They can help you monitor various aspects of your projects, such as tasks, timelines, budgets, risks, issues, quality, and team performance. They can also help you communicate with your stakeholders, sponsors, clients, and team members, by providing them with relevant and updated data and insights.

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Richard Muhumuza

Salesforce Certified Administrator || Salesforce Certified Platform App Builder || Salesforce Certified Business Analyst
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Salesforce Reports and Dashboards offer unparalleled advantages due to their seamless integration with the Salesforce CRM platform, extensive customization options, real-time data analysis capabilities, accessibility across devices, scalability to accommodate varying data volumes, robust security features, and comprehensive community support. This combination empowers businesses to derive actionable insights from their data, enabling informed decision-making and driving overall success.

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Ramon Farias

Product Manager | Digital Products | Payments | Pix | B2C | B2B
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I'm exploring tools to build customized project management dashboards. Platforms like Tableau and Microsoft Power BI offer robust visualization capabilities, allowing me to represent project data in a visually impactful manner. Additionally, tools like Jira and Trello provide customizable boards and reporting features for a more tailored project overview. Integrating these solutions enables me to create dynamic dashboards that align with our specific project needs, enhancing overall visibility and decision-making within the team.

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Staci B.

Project Manager @ Tryton TC | Project Management
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I am a huge fan of SmartSheet dashboards. You can create customized reports, charts, and widgets to project whatever data you desire. Additionally you can create an API to Automatically transfer data from programs such as Power BI creating a seamless data update at your preferred cadence.

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Suresh Babu Lakshmanan

Associate Vice President @ ICT Academy [Great Place to Work Certified] | On a mission of Creating New Generation Talent Pool by bridging Industry & Academia skill gap |
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Project management dashboards often include features like Gantt charts for visualizing project schedules, resource allocation graphs, and real-time updates on project milestones. They provide a comprehensive overview, enabling quick identification of potential issues and allowing for timely adjustments to keep projects on track.

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2 Why create custom project management dashboards?

While there are many ready-made project management dashboard templates and tools available, they may not always meet your specific requirements and expectations. Creating custom project management dashboards can give you more flexibility and control over how you present and analyze your project data. You can customize the layout, design, content, and functionality of your dashboards, to match your project goals, scope, and context. You can also tailor your dashboards to different audiences and purposes, such as reporting, decision-making, or collaboration.

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Staci B.

Project Manager @ Tryton TC | Project Management
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Custom dashboard gives you the ability to create a one stop shop for information. In my experience high level folks don’t want to spend too much time searching for data or measurements of a project. Dashboards allow you to display high level metrics in one space

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Suresh Babu Lakshmanan

Associate Vice President @ ICT Academy [Great Place to Work Certified] | On a mission of Creating New Generation Talent Pool by bridging Industry & Academia skill gap |
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Customisation provides flexibility in terms of design and functionality. You can choose the layout, color scheme, and visual elements that resonate with your team and stakeholders, enhancing overall usability and engagement. Additionally, custom dashboards enable you to adapt to different audiences and purposes. Whether it's for reporting, decision-making, or collaboration, you can design dashboards that cater to the specific needs of each stakeholder group, promoting clearer communication and understanding. Ultimately, the ability to create custom project management dashboards empowers you to have more control over the presentation and analysis of project data, contributing to more effective project management and successful outcomes.

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3 How to create custom project management dashboards?

There are different ways to create custom project management dashboards depending on your level of expertise, budget, and time. For example, you can use spreadsheet software like Excel or Google Sheets to create basic dashboards with formulas, charts, tables, and conditional formatting. You can also import data from other sources such as databases or APIs and link them to the spreadsheet. However, spreadsheet software may have limitations in terms of interactivity, scalability, and security. Alternatively, you can use dashboard software such as Power BI, Tableau, or Zoho Analytics to create more advanced and interactive project management dashboards with features like drag-and-drop widgets, filters, and drill-down options. This type of software may require some learning curve and subscription fees though. Lastly, web development tools such as HTML, CSS, JavaScript, or PHP can be used to create custom dashboards from scratch with code editors, frameworks, and libraries. You can access and manipulate data from various sources such as APIs and databases too. Yet web development tools may require a high level of skill plus time and resources.

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Karan Chopra, MBA, PMP?

Project Manager @NEOGOV (SaaS) | I align projects with business goals to drive impactful results.
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There are plenty of open source and licensed tools which one can utilize and integrate with project management software one is working on. some of the famous ones are power bi, eazy bi. Alternatively one can also utilize data from multiple sources and have custom reports created on spreadsheets as well

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4 What to consider when creating custom project management dashboards?

When creating custom project management dashboards, you should consider several factors that can affect the quality and usability of your dashboards. Data should be accurate, reliable, and relevant to project objectives and questions. Additionally, you should use a simple, clear, and consistent design with appropriate colors, fonts, and icons. It is important to select and display the most important information for your dashboards, using appropriate charts, graphs, and indicators. You should also add features and options that can improve the interactivity and functionality of your dashboards, such as filters, drill-downs, sliders, or buttons. Finally, you should test and optimize your dashboards for different devices, browsers, and platforms to ensure their compatibility and performance.

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Suresh Babu Lakshmanan

Associate Vice President @ ICT Academy [Great Place to Work Certified] | On a mission of Creating New Generation Talent Pool by bridging Industry & Academia skill gap |
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Consider user feedback during the dashboard creation process. Regularly gather input from stakeholders to refine and enhance the dashboard based on evolving project needs. Also, ensure data security and compliance with relevant regulations to maintain the integrity of sensitive project information within the custom dashboards.

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5 How to use custom project management dashboards?

Once you have created your custom project management dashboards, you should use them regularly and strategically to support your project management activities and outcomes. Your dashboards can be used to monitor the progress, status, and performance of your projects by comparing the actual results with the planned targets and baselines. You can also use them to analyze the data and insights from your projects by exploring the patterns, trends, and relationships among the variables and indicators. Furthermore, you can use your dashboards to communicate with stakeholders, sponsors, clients, and team members by sharing and presenting relevant information and insights from your projects. Additionally, you can utilize them to collaborate and engage with stakeholders by soliciting their feedback, input, or suggestions for your projects.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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You’re looking to create custom project management dashboards. What tools can help you do it?

1

2

3

4

5

6

1 What are project management dashboards?

2 Why create custom project management dashboards?

3 How to create custom project management dashboards?

4 What to consider when creating custom project management dashboards?

5 How to use custom project management dashboards?

6 Here’s what else to consider

Project Leadership

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You’re looking to create custom project management dashboards. What tools can help you do it?

1

2

3

4

5

6

1 What are project management dashboards?

2 Why create custom project management dashboards?

3 How to create custom project management dashboards?

4 What to consider when creating custom project management dashboards?

5 How to use custom project management dashboards?

6 Here’s what else to consider

Project Leadership

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