Excel Portfolio Management Dashboard




Excel Portfolio Management Dashboard is a powerful template that has the ability to change your business. It allows you to manage all of your projects and campaigns in one place, as well as monitor what's going on with each project.

Template Details:

The Project Portfolio Dashboard template built in excel allows a project manager to provide an effective update on a portfolio of projects. The dashboard covers project road map, project health, financials, resource allocation and risk meter. 

Format: MS Excel


  • The project portfolio dashboard has project delivery road map, project health card, financials, resource allocation, project risk meter and other key parameters.
  • Can handle up to 10 projects and all the data for the projects is defined in a single tab.
  • Easy to update project information.
  • The timeline or road map can be expanded on collapsed as per the dates. You can use different colors for different projects to make it easy to visualize.
  • The project health card covers key project parameters - Schedule, Budget, Resources, Risks and Issues.
  • Project Financials covers Planned Budget, Actual Budget and Remaining Budget.
  • Resource Allocation gives an idea on how many resources are allocated to each project.
  • Portfolio Risk Meter displays the open risks for high, medium and low severity.
  • Other Key Projects Parameters include open issues, pending change requests and action items.

How to use Excel Portfolio Management Dashboard

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