{"id":8670,"date":"2020-07-09T07:42:00","date_gmt":"2020-07-09T07:42:00","guid":{"rendered":"https:\/\/ubiq.co\/tech-blog\/?p=8670"},"modified":"2025-08-18T05:00:16","modified_gmt":"2025-08-18T05:00:16","slug":"how-to-create-project-management-dashboard-examples-templates","status":"publish","type":"post","link":"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/","title":{"rendered":"How to Create Project Management Dashboard &#8211; Examples &amp; Templates"},"content":{"rendered":"\n<p>Project Management Dashboard allows you to get a quick overview of project performance status and review key project management performance metrics &amp; KPIs to ensure that your project is on the right track. They also enable project managers and team leaders to identify issues early and fix them as soon as possible.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#How_to_Create_Project_Management_Dashboard_%E2%80%93_Examples_Templates\" >How to Create Project Management Dashboard &#8211; Examples &amp; Templates<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#What_is_a_Project_Management_Dashboard\" >What is a Project Management Dashboard?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#Benefits_of_Project_Management_Dashboard\" >Benefits of Project Management Dashboard<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#How_to_Create_Project_Management_Dashboards_Reports\" >How to Create Project Management Dashboards &amp; Reports<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#1_Understand_your_target_audience\" >1. Understand your target audience<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#2_Identify_Project_Management_KPIs_and_Metrics\" >2. Identify Project Management KPIs and Metrics<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#3_Create_Dashboard_Mockup\" >3. Create Dashboard Mockup<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#Project_Management_KPIs_and_Metrics\" >Project Management KPIs and Metrics<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#1_Tasks_Completed\" >1. Tasks Completed<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#2_Milestones_Completed\" >2. Milestones Completed<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#3_Project_ROI\" >3. Project ROI<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#4_Quality_KPIs\" >4. Quality KPIs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-project-management-dashboard-examples-templates\/#5_Budget-based_KPIs\" >5. Budget-based KPIs<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Create_Project_Management_Dashboard_%E2%80%93_Examples_Templates\"><\/span>How to Create Project Management Dashboard &#8211; Examples &amp; Templates<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_a_Project_Management_Dashboard\"><\/span>What is a Project Management Dashboard?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Project Management Dashboard is a visual collection of project management KPIs and metrics meant to give you a quick insight into project progress, and issues.<\/p>\n\n\n\n<p>It is meant for project managers and team leads to help them with task management and team management. Project management dashboards allow them to monitor project performance on a regular basis.<\/p>\n\n\n\n<p>Project management dashboards automatically gather, process and report project data from various systems in your organization. Therefore, they provide a single point of control for project managers and helps them make data-driven decisions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Benefits_of_Project_Management_Dashboard\"><\/span>Benefits of Project Management Dashboard<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the key advantages &amp; benefits of project management dashboards. They:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provide a single point of information for project management<\/li>\n\n\n\n<li>Give a visual presentation of project performance<\/li>\n\n\n\n<li>Help make data-driven decisions<\/li>\n\n\n\n<li>Send automatic alerts &amp; emails to key stakeholders<\/li>\n\n\n\n<li>Give at-a-glance status of project performance<\/li>\n\n\n\n<li>Allow collaboration and communication<\/li>\n\n\n\n<li>Enable better task and team management<\/li>\n\n\n\n<li>Can be accessed anywhere, anytime, on any device<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Create_Project_Management_Dashboards_Reports\"><\/span>How to Create Project Management Dashboards &amp; Reports<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the steps to create project management dashboards &amp; reports.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Understand_your_target_audience\"><\/span>1. Understand your target audience<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The first step is to clearly understand who will use your project management dashboard and how. Mostly project management dashboards are used by project managers but in some organizations even product managers and team leads rely on them. Different people require different kinds of information from their dashboards, so it is essential to understand what your users want. For example, product managers will expect information on product development and management while team leads would need information about task and team management.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Identify_Project_Management_KPIs_and_Metrics\"><\/span>2. Identify Project Management KPIs and Metrics<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Next, you need to determine the key objectives and goals of your target audience, and what KPI metrics they use to measure their performance against goals. Also, find out if they use any existing dashboards &amp; reports to track project performance. Ask them if there are any additional KPIs they would like to start tracking.<\/p>\n\n\n\n<p>Also determine how they would like to access their project management dashboards &amp; reports (via pdf, web portal, email, etc)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Create_Dashboard_Mockup\"><\/span>3. Create Dashboard Mockup<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Once you have figured out the target audience for your dashboard and what KPI metrics to display in it, use a <a href=\"\/tools\/dashboard-creator\">dashboard software<\/a> to quickly mock up your dashboard design. It is advisable to organize your KPI metrics in an intuitive and logical manner so that it is easy to understand your dashboard. Layout KPI metrics in 3 layers &#8211; the most important and urgent ones at the top, trends, distributions &amp; comparisons in the middle, and granular data at the bottom.<\/p>\n\n\n\n<p>Also, choose the <a href=\"\/mysql-database-visualization-tool\">right visualization<\/a> for each metric, so that end users can easily draw insights and make decisions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Project_Management_KPIs_and_Metrics\"><\/span>Project Management KPIs and Metrics<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Here are the key project management KPIs and metrics you must track on your project management dashboards and reports.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Tasks_Completed\"><\/span>1. Tasks Completed<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Tasks completed is the number of tasks completed in your project. There are many ways to measure this KPI metric. You can track total tasks completed so far in your project, or the latest phase. You can also measure the number of tasks completed per week, or past 7 days. Nevertheless, it is essential to keep track of the number of tasks your team is able to complete.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Milestones_Completed\"><\/span>2. Milestones Completed<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Milestones are basically the key accomplishments in a project, or a project phase. It is important to monitor the number of milestones covered in your project. Project managers and team leads need this KPI metric to report project progress to their superiors.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Project_ROI\"><\/span>3. Project ROI<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Project ROI is one of the most important project management KPI metric that allows you to measure the financial value of the project.<\/p>\n\n\n\n<p><em>Project ROI = net income on investment \/ cost of investment<\/em><\/p>\n\n\n\n<p>OR<\/p>\n\n\n\n<p><em>Project ROI = (net income on investment &#8211; cost of investment) *100\/ cost of investment<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Quality_KPIs\"><\/span>4. Quality KPIs<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>It is not enough to only complete tasks and milestones. It is equally important to deliver high-quality work and keep your team happy. So you need to track quality-related KPIs such as client satisfaction, employee attrition, and net promoter score, and improve them over time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Budget-based_KPIs\"><\/span>5. Budget-based KPIs<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>It is important to keep an eye on project budget to ensure that costs &amp; expenses don&#8217;t go out of control. Cost Performance Index (CPI) and Planned Value (PV) are two most important project management KPIs for budget. CPI measures the ratio of budget to actual expenses for each phase, while planned value is the estimated cost of project tasks &amp; activities at the time of reporting.<\/p>\n\n\n\n<p><a href=\"http:\/\/ubiq.co\/\">Ubiq<\/a>&nbsp;makes it easy to visualize data in minutes, and monitor in real-time dashboards.&nbsp;<a href=\"http:\/\/ubiq.co\/accounts\/register\">Try it<\/a>&nbsp;Today!<\/p>\n\n\n\n<p>Also read:<br><a href=\"https:\/\/ubiq.co\/tech-blog\/hr-dashboards-reports-benefits-examples-kpis-metrics\/\">HR Dashboards &#8211; Benefits, Examples, Metrics<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/agile-business-intelligence-data-analytics-complete-guide\/\">Agile Business Intelligence &amp; Data Analytics<\/a><br><a href=\"https:\/\/ubiq.co\/tech-blog\/how-to-create-sql-dashboards\/\">How to Create SQL Dashboards<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Project Management Dashboards give at-a-glance status of project performance metrics &#038; KPIs. Here&#8217;s how to create project management dashboard for your business.<\/p>\n","protected":false},"author":1,"featured_media":8672,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[514],"tags":[534,532,533],"class_list":["post-8670","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dashboards","tag-project-management-dashboard","tag-project-management-kpi","tag-project-management-metrics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create Project Management Dashboard - Examples &amp; Templates - Ubiq BI<\/title>\n<meta name=\"description\" content=\"Project Management Dashboards give at-a-glance status of project performance metrics &amp; KPIs. 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