Dashboard

Overview of projects and deals

The Dashboard gives you a single place to track all your key activities and progress in Projetly. It brings together updates from deals, projects, meetings, and tasks so that you always know what needs attention. Instead of switching between different modules, the dashboard shows you a quick snapshot of where things stand.

At this point, Projetly offers two fixed dashboards - Deals and Projects.

Both the dashboards are role-based.

There are two types ofttimes-bound filters available in the Dashboard. The universal filter lets you filter all data across the dashboard. The widget filter allows you to narrow down data within a specific widget for a more focused view.

Dashboard 1: Deals

The Deals Dashboard gives a real-time view of pipeline stages, revenue forecasts, and deal status so you can quickly spot which opportunities need attention. Sales managers can use this dashboard to monitor performance, identify bottlenecks, and ensure deals are moving forward without delays.

There are multiple widgets in the Deals dashboard. Details include:

1. Deals Overview

2. Deals that need attention

3. Revenue

4. Deals Won

5. Deals in Pipeline

6. Activities

7. To-Do

Some widgets are interactive. Click on a widget to drill down and see more detailed information.

Dashboard 2: Projects

The Projects Dashboard helps delivery teams stay on top of client projects once a deal is closed. It highlights project progress, milestones, deadlines, and pending tasks so that nothing falls through the cracks. Teams can use it to check overall health, monitor risks, and make sure client commitments are being met on time.

There are multiple widgets in the Projects dashboard. Details include:

1. Project Overview

2. Projects by State

3. Revenue

4. To-Dos

5. Project Health

Business hours, currency and other settings may influence the data displayed in the Dashboard.