A venture administration dashboard is likely one of the important instruments for delivering tasks as deliberate. That’s as a result of a venture dashboard is a visible illustration of key efficiency indicators (KPIs) that present a high-level overview of key venture metrics. For these not able to improve to venture administration software program, there’s another: Excel dashboard templates.
Dashboard templates are designed to trace a wide range of totally different metrics that present important knowledge for venture managers and their groups. We’ve got free dashboard templates that may assist observe finances, workload, progress and extra. Monitoring this permits venture managers to find out if the venture is on schedule and never overspending. Whether it is, changes might be made to get again on observe earlier than it impacts the success of the venture.
Obtain these Excel dashboard templates at no cost or sign up for a free 30-day trial of our software program and see what real-time dashboards can do when managing a venture, program or portfolio. We’ll speak extra about that later, however first, let’s get to the Excel dashboard templates at no cost obtain.
Excel dashboard templates are necessary for a high-level overview of the venture. This free venture dashboard template for Excel is a wonderful selection. It permits venture managers and their groups to watch venture progress on a number of totally different bar charts and pie charts. 4 dashboards collectively paint a transparent image of the venture and the place it stands regarding the place it must be by way of the project plan.
There’s a pie chart that captures the venture duties. It makes it simple to see at a look what share of the staff’s duties have been accomplished, are in progress, aren’t but began or are overdue, in addition to the entire. A workload bar chart reveals the useful resource allocation for the venture staff. It’s color-coded to point out work in progress, not began and overdue. A activity size chart reveals period and a price chart helps observe the precise price in opposition to the finances for that interval.
All of this data is essential to managing a venture, however so is working effectively. Excel dashboard templates are simply not going to supply the effectivity that’s constructed into venture administration software program. ProjectManager is award-winning venture and portfolio administration software program with real-time dashboards for both a venture and a number of tasks. As a result of our dashboard is on-line, it collects reside knowledge mechanically, there’s no must manually replace a template. Our reside dashboards present a present overview of the venture’s efficiency and progress, which permits venture managers to shortly make changes if essential to get the work again on observe. Templates can’t try this. Get began with ProjectManager at the moment at no cost.
However, once more, not everybody is able to improve to venture administration software program with real-time knowledge visualization. For these searching for Excel dashboard templates to assist as a activity tracker, obtain this free KPI dashboard template for Excel. This can be a useful gizmo for offering important data because it screens, analyzes and shows KPIs to higher handle organizations and tasks.
This Excel dashboard has much more charts and graphs to assist observe the project timeline, finances and extra. There’s even a yearly revenue and loss overview with two charts, one displaying income over time and the opposite bills. This can assist preserve organizations conscious of whether or not they’re within the pink or the black. That knowledge is even damaged additional right down to month-to-month income, quarterly income, month-to-month bills and quarterly bills. There’s additionally a chart capturing workload evaluation and one for useful resource planning, amongst others.
One of the vital necessary KPIs to trace is price. This free finances dashboard template for Excel is a strong breakdown of project costs important for conserving observe of the finances and delivering tasks with out struggling price overruns. There’s additionally house so as to add the job quantity, buyer title, job description and begin and completion dates. That is actually one of many Excel dashboard templates wanted to maintain observe of budgets.
Beneath which are colourful pie charts that make this Excel spreadsheet simple to learn and perceive. For instance, there’s one to point out the deliberate prices in opposition to the precise prices, which helps venture managers see if their present spending aligns with the place the finances mentioned they need to be presently. There are additionally pie charts for direct materials prices, direct labor prices, direct tools prices and overhead prices. A bar chart collects the entire prices for an summary of the finances, which is another excuse this Excel dashboard is useful when managing the finances.
4. Workload Dashboard Template for Excel
We’ve talked about workload a number of occasions already, however for many who aren’t conversant in the time period, workload refers back to the whole quantity of labor assigned to a staff member or group inside a venture. It’s often measured in hours or duties. Conserving observe of workload ensures that staff members are working at capability, however not overallocated to the purpose of affected by burnout, which erodes morale. Due to this fact, this is likely one of the Excel dashboard templates that everybody wants.
The free workload dashboard template for Excel is made up of 4 bar charts. On the left facet are color-coded month-to-month resource allocation charts that present every staff member’s useful resource availability (hours monthly) in black and present workload allocation (once more in hours monthly) in yellow. This offers a month-to-month overview of the staff’s useful resource allocation and might help venture managers to stability their workload. Workload may also assist with monitoring labor prices. The best facet of the Excel dashboard reveals labor prices by worker in a chart for every month they’re engaged on the venture.
Venture managers use a activity tracker to prepare, prioritize and monitor the progress of particular person duties inside a venture. This free activity tracker dashboard template for Excel is a centralized location to handle all venture particulars and enhance collaboration between staff members whereas serving to venture managers know what must be accomplished, who’s accountable and when every activity is due.
As Excel dashboard templates go, this one is one other must-have. It’s made up of a few charts and pie charts which are color-coded to make it simple to digest them simply and quick. There’s one for activity precedence ranges, which has the standing on the left column, which matches from very low to important. There are additionally columns for depend and share. There’s one other, arrange the identical, solely this tracks task status, from on maintain to not began. This data is then translated to pie charts that visually present the share and coloration codes for many who want to get their data that means.
Advantages of Utilizing Excel Dashboard Templates
We’ve been speaking in regards to the significance of Excel dashboard templates and why they’re useful to venture managers and their groups. To reiterate and supply extra element, we’ve listed the advantages of utilizing an Excel dashboard in venture administration under.
- Dashboards deliver collectively numerous venture knowledge in a centralized location, which makes it simpler to trace and monitor progress throughout totally different points.
- Excel dashboards might be up to date commonly to replicate close-to-real-time knowledge, giving venture managers an up to date view of how the venture is progressing.
- With knowledge offered in an simply digestible format, venture managers can shortly determine issues or areas that want consideration and make knowledgeable selections quicker.
- Graphs and charts assist simplify advanced knowledge, making it simpler for stakeholders to grasp and entry the venture standing while not having to dive into uncooked knowledge.
Disadvantages of Utilizing Excel Dashboard Templates
Whereas Excel dashboard templates might be helpful, they’re not an ideal venture administration instrument. We’ve already famous some methods they’re inferior to venture administration software program. Listed here are some common disadvantages.
- Many pre-designed templates have mounted constructions, which could not swimsuit each venture’s distinctive wants. Customizing templates is time-consuming and difficult.
- Because the venture grows or turns into extra advanced, the template won’t scale successfully, creating points with dealing with giant quantities of information, sluggish efficiency or clutterness.
- Excel dashboards rely closely on guide knowledge entry or knowledge imports. If the information isn’t constantly up to date or entered accurately, it may result in inaccurate outcomes, which might affect decision-making.
- Except particularly designed with automation or integration options, Excel templates don’t usually pull real-time knowledge from different sources, which might lead to outdated data except manually refreshed.
ProjectManager Is a Higher Venture Monitoring Instrument Than Excel Dashboard Templates
Whereas Excel dashboard templates have a spot in venture administration, it’s largely a stepping stone to extra refined instruments. Positive, check out these free dashboard templates and get a deal with on how helpful they’re in monitoring venture metrics to satisfy deadlines and keep on finances. However chances are high frustration will settle in quickly sufficient. In spite of everything, these are solely static paperwork that should be manually up to date and are poor collaboration instruments. ProjectManager is award-winning venture and portfolio administration software program with real-time venture and portfolio administration dashboards. However that’s just one characteristic of many to ship profitable tasks.
A number of Venture Planning and Scheduling Views
Earlier than one can observe knowledge, tasks should be deliberate and duties, assets and prices scheduled. Our software program has a number of venture views to do this and execute the work. Venture managers want the strong Gantt charts that schedule duties, assets and prices, but additionally hyperlink all 4 forms of activity dependencies to keep away from delays and price overruns. They’ll filter for the important path somewhat than undergo well timed and sophisticated calculations. Then, as soon as a baseline is about, progress and efficiency are tracked in actual time. Plans are shared throughout the visible workflow of kanban boards and highly effective activity lists for groups to execute their work, whereas stakeholders can keep up to date with the calendar view.
Strong Useful resource Administration Options
Lots of the dashboards embrace workload, as does ours, however actual venture administration software program can have useful resource administration instruments, as properly. As famous above, each human and nonhuman assets might be scheduled on the Gantt. When onboarding groups, venture managers can set their availability in accordance with PTO, trip and world holidays, in addition to talent units, which makes assigning duties simpler. There’s a color-coded workload web page to view resource allocation and stability staff workload to maintain everybody working at capability. Our staff web page summarizes staff actions, which might be filtered by precedence, progress and extra. Even our safe timesheets, which streamline payroll, additionally measure how far every staff member has gotten in finishing duties.
After all, there’s extra. Automated workflows with activity approvals for high quality management, model management, world search and limitless file storage, e-mail and in-app notifications and danger administration instruments. However first, attempt the free Excel dashboard templates, then take a free trial and be a part of the profitable groups at Avis, Nestle and Siemens who use our software program to ship profitable tasks. Get started with ProjectManager today for free.
