10 Best Dashboard Software List
Here's my pick of the 10 best software from the 23 tools reviewed.
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There are so many different project dashboard software solutions so making a shortlist of the best can be tricky. You want to track the overall progress and status of your projects - and need the right tool for the job. I've got you covered! In this post I share from my personal experience tracking hundreds of projects, using many different project dashboard platforms, and share my picks of the best project dashboard software.
What Is Project Dashboard Software?
Project dashboard software is a tool that provides a visual representation of the key aspects and performance metrics of a project. It aggregates and displays data such as progress, deadlines, budgets, and resource allocation in an easy-to-understand format.
Project dashboard tools help project managers and teams to quickly assess the status of a project, monitor its health, and make informed decisions based on real-time data. The dashboard typically includes charts, graphs, and progress indicators, offering a comprehensive overview at a glance to facilitate better project management and communication.
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Smartsheet
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
Wrike
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
monday.com
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Overviews of the Best Project Dashboard Software
Here’s a brief description of each of the dashboard tools that are featured on this list.
Parallax is a strategic operations software designed for digital service organizations, focusing on capacity and resource planning. It helps businesses improve utilization, achieve margin goals, and proactively manage resources throughout project lifecycles.
Why I Picked Parallax: I picked Parallax for its dashboards that cater to resource planning, financial tracking, and forecasting. These features allow teams to gain real-time insights into their capacity and project burn rates, which is crucial for maximizing margins and ensuring projects stay on track financially. The ability to forecast revenue and margin in real time helps project teams make informed decisions, reducing the risk of budget overruns and missed deadlines. Additionally, Parallax's project health tracking provides real-time financial snapshots, allowing for early adjustments to align with client expectations and project goals.
Parallax Standout Features & Integrations
Features include visual capacity planning and a predictive operations intelligence feature that offers critical alerts and informs hiring decisions based on utilization data, optimizing revenue and operational excellence. It also has a project financials feature that provides real-time insights into project profitability, enabling teams to forecast revenue and monitor budgets effectively.
Integrations include Salesforce, HubSpot, Copper, Pipedrive, Zoho, Monday.com, Advantage, Clockify, Harvest, Jira, Kimai, Toggl, Everhour, NetSuite, Noko, Redmine, Replicon, Teamwork, Tempo, Asana, Microsoft Teams, and Slack.
Pros and cons
Pros:
- Forecasting features to help stay on budget
- Good insights into utilization, revenue, and project risk
- Extensive resource planning features
Cons:
- Initial setup can be time-consuming
- Navigating the platform can be complex
KeyedIn was recognized as an August 2019 Gartner Peer Insights Customer Choice for Project and Portfolio Management. Key features include portfolio insights, revenue forecasting, executive oversight, capacity planning, and CRM and ERP integrations.
Why I Picked KeyedIn: KeyedIn is particularly good at striking a balance between being easy-to-use and also feature-rich. When addressing blind spots in the tool’s capabilities, the dynamic customer support team is quick to point out viable alternatives. This scored them very well in Usability per the evaluation criteria.
KeyedIn Standout Features & Integrations
Features include customizable dashboards, project management, resource management, time tracking, collaboration, flexible workflows, reporting & analytics, mobile app, Agile methodologies, project portfolio management, and third-party integrations.
Integrations include Jira, Microsoft Dynamics CRM, Dynamics 365, SharePoint, QuickBooks, Microsoft Outlook, Sage Intacct, Salesforce App Cloud, SugarCRM, SAP CRM, Pivotal Tracker, Microsoft Dynamics GP, VersionOne, Fulcrum. Additionally, the software uses API Version 3 that makes it easier for its customers to share or extract project and portfolio data with other business software solutions.
Pros and cons
Pros:
- Supports multiple languages and currencies
- Robust forecast dashboard with charts
- Data-rich dashboards with multiple views
Cons:
- No customer portal available yet
- Project hierarchy gets complex for multiple projects
- Must scroll through tabs to get a holistic view
Birdview PSA is a project dashboard software with resource management, project management, financial management, project portfolio planning, time tracking, and collaboration tools. They offer hundreds of integrations, meaning you can pull data from third-party apps and visualize it in Birdview PSA dashboards. They have hundreds of dashboard and report templates, so you don't have to start from scratch.
Why I Picked Birdview PSA: Birdview PSA excels in project dashboards with a strong emphasis on resource management due to its ability to provide a holistic view of resource allocation, availability, and utilization. The platform offers customizable dashboards that allow project managers to track and analyze resource data in real-time, facilitating informed decision-making. With intuitive visualizations and robust reporting capabilities, Birdview PSA empowers stakeholders to easily identify resource bottlenecks, optimize resource allocation, and make data-driven decisions to ensure efficient project execution.
Birdview PSA Standout Features & Integrations
Features include 250+ ready-to-use dashboards and reports for business intelligence, including templates for executive summaries, project scorecards, demand projections, and expected vs actual budgets. I mentioned their resource planning tools above but one particular feature I wanted to highlight is their resource loading simulation tool. You can set up trial projects with available resources and track whether your estimates are accurate before committing to your plan.
Integrations include Microsoft Teams, Microsoft Project, Jira, Adobe Creative Cloud, MS Excel, Outlook, Hubspot, Salesforce, Oracle NetSuite, Gmail, Slack, Zoom, Github, Gitlab, HelpScout, HelpDocs, Olark, and other options for time tracking, design, ERP, and accounting software. You can also use their RESTful API to build additional integrations.
Pros and cons
Pros:
- Hundreds of integration options, native and otherwise
- 250+ templates for dashboards and reports of all sorts
- AI-powered planning and communications assistance
Cons:
- 2+ custom workflows requires Enterprise plan
- Resource loading tool not on lowest paid plan
Headquartered in Madrid, Spain, ITM Platform is a SaaS portfolio management tool with robust project dashboard capabilities. ITM Platform is hugely customizable and many teams will find the flexibility useful to their objectives. For example, custom fields are easy-to-add and endlessly useful.
Why I Picked ITM Platform: One of the strengths of ITM Platform is its project portfolio management capabilities as they align with individual and team goals. The software provides tools for aligning project goals with overall business strategy and managing multiple projects more effectively. This allows organizations to prioritize projects based on their strategic importance and allocate resources accordingly.
ITM Platform also provides comprehensive resource management features, allowing users to track utilization, resolve conflicts, and optimize resource allocation. Additionally, the software includes a time tracker that enables users to track time spent on tasks and bill clients for time worked.
ITM Platform Standout Features & Integrations
Features include project portfolio management, resource management, time tracking, task management, collaboration, flexible workflows, reporting & analytics, mobile app, Agile methodologies, financial management, and third-party integrations.
Integrations include Slack, Microsoft Project, Jira, and Teambot. More integration options are available by linking the software to Zapier or using their API that allows you to integrate with third-party tools, like PowerBI or an ERP.
Pros and cons
Pros:
- Accessible price
- Initiative user interface
- Customizable properties and fields
- Program and project prioritization
Cons:
- No desktop or mobile versions
- No drag and drop functionality
Project Insight is a work and project management software with a complete dashboard tool designed to act as a personalized source of information for you and your team members. The personalized dashboard feature is available as an add-on and will unlock a higher level of collaboration for your projects.
Why I Picked Project Insight: Project Insight's dashboard gives you access to all projects, tasks, and other items assigned to you. Like many other dashboards, you can drag and drop items to rearrange them according to your needs. Additionally, select from 12 different layout options to personalize it even further! One thing I'd like to point out is that Project Insight will aggregate information from the software you integrate into it. Then, it will use that information and your saved projects as a source of data for anything ranging from project management to HR.
Project Insight Standout Features & Integrations
Features include customizable dashboards, project management, resource planning, collaboration, flexible workflows, Agile support, financial management, reporting & analytics, mobile app, time tracking, mobile app, and third-party integrations.
Integrations include Jira, Zendesk, DevOps, and QuickBooks. Additional integrations include Trello, Office 365, Microsoft Project, Gmail, Google Drive, Slack, and Microsoft Teams.
Pros and cons
Pros:
- Agile support
- Comprehensive project management tools
- Flexible, drag-and-drop dashboards
Cons:
- Has a learning curve
- Somewhat outdated UI
Changepoint was built for purpose project portfolio, services lifecycle, and enterprise architecture management solutions. This tool’s dashboard solutions enable real-time visibility across enterprise resources, projects, capacity, and technology.
Why I Picked Changepoint: Changepoint has a particular standout UX with bright colors, a variety of visualizations, neatly compartmentalized data, an aesthetic workflow, and a general sense of tidiness. Thus, they scored well in the UX section of the evaluation criteria.
One minor con is that knowledge of SQL is highly desirable for the full and easy use of this tool; it can be a bit cumbersome to use overall.
Changepoint Standout Features & Integrations
Features include project portfolio management, resource planning, collaboration, time tracking, financial management, agile support, customizable workflows, reporting & analytics, mobile app, customizable dashboards, custom reports, task management, and third-party integrations
Changepoint integrates with popular software from big-name apps like Google and Microsoft.
Pros and cons
Pros:
- Resource capacity, planning, and allocation in one view
- Wide array of customizations available
- Ease of report creation and dashboarding
- Dashboard good for estimates-vs-actual
Cons:
- Steep learning curve if you don't know SQL
- Inability to move views or fields around
ClickUp is a project management and project dashboard software that offers customizable dashboards with real-time project data. ClickUp's dashboards are made up of widgets, which users can customize with data from project tasks, resources, apps like Google Sheets or Figma, time tracking, and more.
Why I Picked ClickUp: With ClickUp, there are 50+ widget variations you can use from. After trying out a few of them, I can tell you that having interactive widgets like task lists, chat, or ClickUp docs bring collaboration into your dashboards. I remember dashboards used to be these graphs that just displayed information, but with these widgets, you can sort information, edit, and get more overall value from them.
ClickUp Standout Features & Integrations
Features include task scheduling/tracking, project management, resource management, budgeting, contact management, data visualizations, employee database, expense tracking, file sharing, third-party plugins, collaboration support, timesheets, roadmapping, chat, customer management, email integration, feedback management, and process reporting.
Integrations include native integrations with Slack, Google Workspace, Dropbox, and many more tools, as well as over 1,000+ integrations through Zapier (may incur additional costs).
Pros and cons
Pros:
- 50+ widgets to customize your dashboard
- Free forever plan allows unlimited members
Cons:
- Read-only guest permissions are limited to paid account
monday.com allows you to allocate & prioritize tasks, use various views to see where everything stands and track multiple projects using project dashboards that provide high-level insights visually and intuitively. Dashboards can be added by clicking on the 'add new' button at the bottom of your workspace menu.
Why I Picked monday: The platform is completely customizable so you will be able to adjust it to your workflow. The platform also provides powerful and customizable notifications and automation so you and your team can focus on what’s important.
Every workspace in monday.com can have its dashboard and it is widget-based. Once you open your dashboard you can start adding widgets and connecting them to specific boards. The last step is to arrange your elements. Drag items by clicking on the top left of a widget. Adjust the size by dragging from the bottom-right corner.
monday Standout Features & Integrations
Features include project management, task scheduling/tracking, resource management, scheduling, budgeting, API, calendar management, Gantt charts, file sharing, time management, email integration, third-party plugins, and notifications.
Integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform, and many more accessible via Zapier.
Pros and cons
Pros:
- Tons of integrations to connect to tools you already use
- Offers a free forever plan
- Intuitive task tracking, assigning, collaboration features
Cons:
- Multi-level permissions settings only for Enterprise accounts
- Reporting is manual & time-consuming
Smartsheet is a spreadsheet-like project management software. The tool is fully featured and ready to scale up to an enterprise level. It’s a nice tool to use if you’re used to Excel but want a break from complicated formulas. Their dashboards will provide you with real-time data and display it on a widget-based dashboard view.
Why I Picked Smartsheet: In addition, those widgets allow you to build customized dashboards. You can easily edit and restructure as needed for different projects. Simply go to the builder, select widgets and connect them to your projects. To create this dashboard, head to the navigation menu, click on the dotted matrix and select 'solution centre'. Then, select the 'create dashboard/portal option'.
Smartsheet Standout Features & Integrations
Features include project management, task scheduling/tracking, calendar management, timesheets, time management, expense tracking, file sharing, Gantt charts, budgeting, email integration, and lead management.
Integrations include Microsoft and Google apps, as well as development essentials like Jira, and useful business apps like Salesforce, ServiceNow, Slack, Box, and Tableau. The platform is extensible through a REST API and web hooks.
Pros and cons
Pros:
- Easily customize fields for granular organization
- Shareable reports with advanced data filtering
- Custom and versatile dashboards
Cons:
- Smaller row count compared to Excel
- Larger learning curve than other tools
Celoxis is web-based software for managing projects, resources, project reporting, project health and issues, risks, timesheets, workflows, and collaboration. The project dashboard layout is fully customizable, and has a limit of 10 reports per dashboard. The breakdown is six personal reports and four metric ones. Why? Performance declines after that number, so they limited the amount.
Why I Picked Celoxis: Celoxis' project dashboards offer real-time data and insights on projects, resources, and financials. Also, some reports can be filtered from within the dashboard to display ad-hoc information. Celoxis offers solid pre-built dashboards that you can work from or customize, as well as the option to create dashboards from scratch. You will find the iconography useful to identify if you are adding a bar chart, histogram, line chart, and other types of graphs.
Celoxis Key Features & Integrations
Features include project management, task management, resource planning, time tracking, budgeting & costs, reporting, customizable dashboards, collaboration, and third-party integrations.
Integrations include 400 applications easily, including Microsoft Project, Excel, Google Drive, Outlook, Salesforce, JIRA, Slack, and Trello. A paid plan via Zapier will unlock even more connection options.
Pros and cons
Pros:
- Collaboration tools included
- Tons of third-party integrations
- Robust project management features
Cons:
- Limited mobile app
- Comes with a bit of a learning curve
The Best Beautiful Project Dashboard Software Tools Summary Chart
Tool | Best For | Trial Info | Price | ||
---|---|---|---|---|---|
1 | Best for project financial insights | Free demo | Pricing upon request | Website | |
2 | Best for ease of use | Free interactive product tour available | Available upon request | Website | |
3 | Best resource capacity planning dashboards | 14-day free trial | From $27/user/month (billed annually) | Website | |
4 | Best for goal setting & tracking via dashboards | 14 days free trial | Pricing per request | Website | |
5 | Best for startups & small teams | Free demo available | From $3/user/month | Website | |
6 | Best dashboard UX/UI | Free demo | No pricing details | Website | |
7 | Best for dashboard widgets for expanded functions | 14-day free trial + free plan available | From $7/user/month | Website | |
8 | Best for integrations, add-ons, and widgets | 14-day free trial + free plan available | From $8/user/month (billed annually) | Website | |
9 | Best dashboards system for robust project portfolios | 30-day free trial | From $9/user/month (billed annually) | Website | |
10 | Best for ad hoc budgeting & costs dashboards | 14-day free trial + free demo available | From $25/user/month (billed annually) | Website |
Other Project Management Tracking Tools
Here are a few more that didn’t make the top list. If you need additional suggestions for handy status dashboards, check these out:
- Bonsai Agency Software
For holistic views across all business operations
- ProjectManager
For pre-set reports & dashboard templates
- Wrike
For aligning employees, contractors, & stakeholders
- Jira
For agile project tracking
- Wedia
Project dashboard in an enterprise asset management software
- Hive
For team collaboration & planning
- Zoho Analytics
Segment comprehensive project intelligence data according to any criteria
- ProWorkflow
Dashboard built right into your homepage
- GoodDay
Tile-based dashboards with support for multiple project management methodologies.
- Acuity PPM
Portfolio-level dashboards that help you see risk and make decisions across different projects.
- Genius Project
Dashboards that include reports, charts, and documents that can be customized to your project-specific requirements
- Bubble
Live data and automated reporting tools designed to be highly configurable and supportive of your existing processes
- Deltek Project & Portfolio Management
In-depth information dashboard that requires analysis to obtain actionable insights.
How I Chose the Best Dashboard Reporting Software
If you're wondering how I selected the best project dashboard software, here's where I'll break it all down for you. First of all, I started with project dashboard software that have high user review and satisfaction ratings. Then, using my experience in project management, I discerned what key criteria were most important for project dashboard software and compared how each of them stacked up against the rest.
Comparison Criteria
What am I looking for when I select dashboard reporting software? Here’s a summary of my evaluation criteria:
User Interface (UI): Is the office team dashboard UX clean, attractive, and easy to navigate? Does it have good use of space and enough whitespace to properly display project data?
Data Sources: I want to know the places where the software can pull information from. Is it only from a specific module, the entire platform, or even third-party applications?
Integrations: I see if it is easy to connect with other tools. Mainly pre-built integrations and native ones. Can my dashboard connect to these tools through an external connector, webhook or similar?
Pricing: I look at pricing and paid tiers. Also, the level at which dashboards are available and any information on free trials and free software versions.
Not looking for dashboard reporting tools? Check out our other lists of useful project tools:
- If you want dashboards and project tracking specifically for marketing projects, marketing project management tools will have what you need.
- Take a look at business intelligence tools that come with great dashboards and analytics tools.
Project Dashboard Software FAQ
See answers to some common questions about project dashboard software below.
What is a project dashboard?
A project dashboard presents you with information surrounding your key performance indicators. Whether you are tracking key metrics for conversion rate, click-through rate, resource scheduling, or employee log time, a project dashboard will display a summary of the relevant data on a single page, sometimes called a KPI dashboard, for you to peruse quickly and easily.
What to put on a project management dashboard?
Building a dashboard can be a challenging first step. Good dashboard design will be data-rich, thorough, clean, easy to read, and contains summaries of all of your key performance indicators (KPIs). You will want to create dashboards that include items that pertain to your long-term and short-term goals, like customer conversion, lead collection, page views, social impressions, time-spent per task, resource allocation, error/bug reports, and more.
Learn more about setting up project management dashboards here.
What is a portfolio dashboard?
A project portfolio dashboard is meant to help you with tracking multiple projects at once. It will most likely display a birds-eye-view of every account you have on the go with options to narrow in on specific clients, projects, tasks, and goals. A portfolio dashboard is particularly helpful for agencies that have an ever-changing list of clients and projects at any given time.
What are the different types of dashboards?
Different types of dashboards will specialize in different types of data display (sales versus impression, for example) and also might specialize in different types of industries (a marketing dashboard will look much different than an accounting dashboard, for example). You might encounter dashboards like marketing dashboard, task management dashboard, business intelligence (BI) dashboard, team workload dashboard, and more.
What are the key features of dashboard reporting software?
These are must-haves for any dashboard reporting solution.
- Real-time data updates – The dashboard connects to your project and displays real-time data. It requires no manual effort other than setting it up for the first time.
- Customizable interface – The user can decide what, when, where, and how they want to view different areas of their data dashboard. Moreover, customization should be intuitive and easy to learn.
- Interactive charts, dashboard templates or graphs – The best dashboard software will incorporate some element of interactive visuals. Also, it should have templates to help beginners get started.
- Project health analysis – Users can quickly and easily spot bottlenecks, delays, problems, missed deadlines, resource warnings, and other indicators for their projects. Therefore, helping you make decisions.
What Do You Think About These Dashboard Tools?
So there you have it: My list of the best project dashboard software. I've done all the testing and research so that you don't have to. I hope you we able to find a solution that fits your needs.
Related Read: Beginner’s Guide To Project Portfolio Management—Critical Steps, Tools, Benefits
Check This Out: How To Use A Project Management Portfolio To Nab A New Job