Business Unit Dashboard Template in Excel
On Sale
$999.99
A Project & Portfolio Management Dashboard with EVM Automation (Excel Template)
License Types
· Professional License
Permits use on one personal or work device by the original buyer only.
· Business License
Permits use on up to 5 devices across a single organization or team.
· Enterprise License
Permits unlimited internal use and integration into consulting deliverables or client reports.
Note- After Purchase of Business Unit Dashboard Template, user will be provided with specific license copy in pdf, along with Business Unit Dashboard template on email separately.
Product Description
A Project & Portfolio Management Dashboard with EVM Automation (Excel Template)
Who It’s For
- Senior Executives.
- Project Managers, Consultants & Freelancers
- Small Businesses/Startup founders,
- Agencies (marketing, IT, construction)
- Corporate departments (PMO, HR, ops teams)
- SaaS/Project Management Software tool users (users of Notion, ClickUp, Asana, Excel, Jira)
Value Proposition
✔ Built-in Earned Value Management (EVM) automation.
✔ can be utilize across the verticals considering compatibility & ease in use.
✔ Readily available & provide up to date information on P&L, Resourcing, and projects to Senior executives & also with data accuracy, integrity and ease help improving productivity of Project Managers by saving Hugh efforts in data consolidation, review & reporting.
✔ Dynamic Project Dashboard with SPI, CPI, CV, SV & Forecasts for Project & Operations running within Business Unit.
✔ Dynamic Resource Dashboard with Resource Monthly, Quarterly and Annual Utilization (Individual & across the Projects) within Business Unit.
✔ Dynamic Profit & Loss Dashboards with Monthly, Quarterly and Annual Break Up of P&L statement for respective financial year & to forecast Quarterly Budget & track expenditure within Business Unit.
✔ Irrespective of methodology of execution, seamlessly support various efforts estimation techniques (FP, UCP, Story Points etc).
✔ Advanced automation (formulas, dashboards, dynamic charts)- it eliminates the need for bulky software or manual updates.
✔ Works out of the box, basic MS excel knowledge needed.
✔ To avoid any changes in formulas, will have Protected access to the core worksheets.
✔ No VBA OR MACRO functionality incorporated within any worksheet, simple interface.
✔ Only Device-based access managed through MACRO — fair, scalable, and secure.
Dashboard mainly Includes:
1. Profit & Loss Dashboard Worksheet.
2. Resource Dashboard Worksheet.
3. Project & Operation Dashboard Worksheet.
4. Resource Plan Worksheet.
5. Resource Calendar Worksheet.
6. Resource Rate Card Worksheet.
7. Supporting Worksheets (Budget Analysis, P&L Analysis, and Performance Analysis)