Project & Portfolio (PMO)

Align initiatives to strategic outcomes.

Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.
Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.
Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.
Sales Pipeline Dashboard
This sales pipeline dashboard is split into two timeframes.
The top section shows sales activity from the past week, including first contacts, demos by rep, and closed deals. This helps sales reps quickly see whether they’re on track to hit target or need to increase activity. A demos-by-rep leaderboard encourages healthy competition around a key conversion-driving activity.
The bottom section focuses on quarterly performance. A pipeline bar chart shows how deals move through each stage, making it easy for sales managers to spot bottlenecks or stalled opportunities.
Longer-term metrics like close rate and average deal cycle keep the team aligned on overall goals, not just daily tasks.
Tracking Orders vs Invoices
Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2-3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ‘total order book’ refers to orders which have been placed which have not yet been invoiced.
Live Monitoring Dashboard
This dashboard is used by a Sales Manager who manages a sales team, which is set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as Avg. Close Time and Currently Unassigned Leads.
Team Overview Dashboard
This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.
Monthly KPI Dashboard
This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.
HubSpot Deals Dashboard
This dashboard is focused around important deal metrics and other useful information that can give a team a quick insight into how deals are progressing.
Along the top row is a series of performance data relating to how the team is performing over the quarter. KPIs like win rate, loss rate, average time to close, average deal size and largest deal won give the team a quick understanding of how they’re performing relative to the previous quarter. Placing their main goal in the top left of the dashboard - winning $1.2 million in value - is great dashboard design best practice.

Potential Data Sources & Integrations

Project and portfolio dashboards exist to answer one core question for leadership:

Are we delivering the right projects, on time, on budget, with the expected impact?

To do this well, dashboards typically unify data from delivery, finance, people, and strategy systems into a single view.

Project and portfolio dashboards exist to answer one core question for leadership:

Are we delivering the right projects, on time, on budget, with the expected impact?

To do this well, dashboards typically unify data from delivery, finance, people, and strategy systems into a single view.

Project Management Systems (Primary Source)

These systems provide the execution layer of the dashboard.

Common platforms

Jira / Jira Align
Asana
Monday.com
Smartsheet
Microsoft Project / Planner
ClickUp

Key data pulled

Project status (Not started / In progress / At risk / Blocked / Complete)
Milestones & deadlines
Task progress and completion %
Dependencies & blockers
Sprint velocity / burndown (for agile teams)
Issue counts & severity
Change requests

Used for

Delivery health
Schedule risk
Portfolio progress tracking
Agile vs waterfall comparisons

Financial & Cost Management Systems

These sources answer the “are we spending wisely?” question.

Common platforms

ERP systems (NetSuite, SAP, Oracle)
Accounting tools (Xero, QuickBooks)
FP&A tools (Adaptive, Anaplan)
Internal finance databases

Key data pulled

Project budgets vs actuals
CapEx / OpEx split
Forecast vs actual spend
Burn rate
Cost variance
ROI estimates
Revenue attribution (where applicable)

Used for

Budget control
Financial risk detection
Portfolio ROI comparison
Capital allocation decisions

Resource & Capacity Management Tools

These systems show who is doing the work and whether capacity is stretched.

Common platforms

Resource management tools (Float, Resource Guru)
HRIS systems (Workday, BambooHR)
Time tracking tools (Harvest, Toggl)
Internal staffing spreadsheets (still very common)

Key data pulled

Resource allocation by project
Utilisation rates
Planned vs actual hours
Skill coverage & gaps
Over- or under-allocation

Used for

Capacity planning
Bottleneck identification
Hiring vs contracting decisions
Delivery risk prediction

Risk, Issue & Dependency Registers

Often overlooked, but critical for portfolio-level visibility.

Sources

Project risk logs (Jira, Confluence, SharePoint)
Enterprise risk tools
PMO-maintained registers

Key data pulled

Risk severity & probability
Issue ageing
Dependency chains
Mitigation status

Used for

Early warning signals
Portfolio risk heatmaps
Executive escalation views

Strategic Planning & OKR Tools

These connect projects to business outcomes.

Common platforms

OKR tools (WorkBoard, Ally, Perdoo)
Strategy documents (Confluence, Notion)
Roadmapping tools (Aha!, Productboard)

Key data pulled

Strategic objectives
OKR alignment
Initiative ownership
Priority weighting

Used for

Strategic alignment scoring
Portfolio prioritisation
“Stop / start / continue” decisions
Executive steering committees

External & Contextual Data

Adds context to internal performance.

Examples

Market or industry benchmarks
Vendor delivery SLAs
Regulatory milestones
Client satisfaction scores (CSAT / NPS)

Used for

Portfolio benchmarking
Regulatory readiness
Client-facing reporting
Risk anticipation

Manual Inputs & PMO Overrides

Even in mature organisations, some data remains human-curated.

Examples

Executive confidence ratings
Red/amber/green overrides
Narrative commentary
Steering committee decisions

Used for

Executive judgement overlays
Qualitative insights alongside metrics

Typical Dashboard Outputs

When these sources are unified, Project & Portfolio dashboards deliver:

Portfolio health overview (RAG status)
Budget vs value delivered
Resource utilisation & constraints
Risk heatmaps
Strategic alignment scoring
Scenario modelling (what if we pause Project X?)

Project & Portfolio (PMO)

Project & Portfolio (PMO)

Align initiatives to strategic outcomes.

Potential Data Sources & Integrations

Potential Data Sources & Integrations

Project and portfolio dashboards exist to answer one core question for leadership:

Are we delivering the right projects, on time, on budget, with the expected impact?

To do this well, dashboards typically unify data from delivery, finance, people, and strategy systems into a single view.

Project and portfolio dashboards exist to answer one core question for leadership:

Are we delivering the right projects, on time, on budget, with the expected impact?

To do this well, dashboards typically unify data from delivery, finance, people, and strategy systems into a single view.

Project Management Systems (Primary Source)

These systems provide the execution layer of the dashboard.

Common platforms

Jira / Jira Align

Asana

Monday.com

Smartsheet

Microsoft Project / Planner

ClickUp

Key data pulled

Project status (Not started / In progress / At risk / Blocked / Complete)

Milestones & deadlines

Task progress and completion %

Dependencies & blockers

Sprint velocity / burndown (for agile teams)

Issue counts & severity

Change requests

Used for

Delivery health

Schedule risk

Portfolio progress tracking

Agile vs waterfall comparisons

Financial & Cost Management Systems

These sources answer the “are we spending wisely?” question.

Common platforms

ERP systems (NetSuite, SAP, Oracle)

Accounting tools (Xero, QuickBooks)

FP&A tools (Adaptive, Anaplan)

Internal finance databases

Key data pulled

Project budgets vs actuals

CapEx / OpEx split

Forecast vs actual spend

Burn rate

Cost variance

ROI estimates

Revenue attribution (where applicable)

Used for

Budget control

Financial risk detection

Portfolio ROI comparison

Capital allocation decisions

Resource & Capacity Management Tools

These systems show who is doing the work and whether capacity is stretched.

Common platforms

Resource management tools (Float, Resource Guru)

HRIS systems (Workday, BambooHR)

Time tracking tools (Harvest, Toggl)

Internal staffing spreadsheets (still very common)

Key data pulled

Resource allocation by project

Utilisation rates

Planned vs actual hours

Skill coverage & gaps

Over- or under-allocation

Used for

Capacity planning

Bottleneck identification

Hiring vs contracting decisions

Delivery risk prediction

Risk, Issue & Dependency Registers

Often overlooked, but critical for portfolio-level visibility.

Sources

Project risk logs (Jira, Confluence, SharePoint)

Enterprise risk tools

PMO-maintained registers

Key data pulled

Risk severity & probability

Issue ageing

Even in mature organisations, some data remains human-curated.

Examples