Project Management Dashboard with Cloud Based Software

Recently I was approached with a requirement to create some dashboards. It got me thinking as to how I can provide a dashboard using a cloud based service which integrates with my data sources. 

Project Management Dashboard with Free Dashboard Software
Project Management Dashboard

About the Project Management Dashboard

  • The dashboard covers the key aspects about a project status update.
  • The dashboard is built using clicdata which is a cloud based business dashboard software.
  • The dashboard can be shared online via a link.
  • The dashboard will auto update from the source on a hourly or daily basis.

  • Data can come from spreadsheets in Dropbox and cloud based project management software.
  • This specific dashboard is built using a excel spreadsheet template in Dropbox. 
  • The dashboard will work on other platforms - tablet, mobile etc.
  • Providing capability of viewing the the project status anywhere - anytime is priceless.

How to create a Project Management Dashboard 

Creating a dashboard with CLICDATA involves a few steps so I have categorized the tasks you need to do into 4 steps. Before getting into the details I recommend you go through some Basics.

Step 1 : Create your data source

  • Creating your data source means getting your data which you want to show on dashboard ready. 
  • In this specific example I have used DropBox as my data source and the data comes from an excel status report template. 
  • You can download the Project Status Report Template that I have used in the example.
  • The excel template has different tabs for Project Schedule, Budget, Risks, Issues and Change Requests.
  • The excel status report template has several tabs or sheets as with CLICDATA you can import one sheet a time. I will explain in detail in the next section how you can create data connections.
  • CLICDATA supports integration with a large set of applications and interlaces. Please check out their site for the full list.

Step 2 : Create your data connections

Step 3: Create your project management dashboard

  • This is the most difficult but the most exciting step as well.
  • In this step you will create your dashboard using the widgets provided.
  • It is a good idea to draw a diagram/wireframe about what you want on your dashboard before you actually start working it. 
  • You may also want to see all the widgets avaliable to understand which suits your purpose.
  • Please see detailed step-by-step article on how to create your dashboard.

Step 4: Share your dashboard with others

  • After all the hardwork finally its time to share your work.
  • After saving your dashboard please go to the main screen on the dashboard section.
  • Clicking on the lick icon will take you to a Live Link Screen. After making the link and setting up the privacy options make sure you hit on the save button.
  • You can use the link provided to share your dashboard.
Sharing your dashboard
Sharing your dashboard
Enabling your link
Enabling your Dashboard link 

Swapnil Wale

Written by

Swapnil Wale is an IT Professional based in Sydney, Australia with over 10 years of experience in technology and project management. He is a passionate blogger and focuses on project management and BRMS articles.


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