How to Leverage the CEO Dashboard for Strategic Insights?

How to Leverage the CEO Dashboard for Strategic Insights?


The CEO Dashboard within the "My Portfolios" section provides a high-level overview of critical business metrics, tailored specifically for executive leadership. This dashboard is essential for CEOs and senior executives who need quick access to real-time data on the company's performance across various projects and portfolios. By following this guide, users will learn how to effectively navigate and utilize the CEO Dashboard to make informed strategic decisions.

Pain Points

  1. CEOs often face the challenge of sifting through extensive data to extract actionable insights.

  2. Traditional dashboards can overwhelm with too much information, making it difficult to focus on what's most important.

The CEO Dashboard addresses this issue by providing a streamlined view of only the most critical KPIs, allowing CEOs to monitor performance at a glance and drive strategic decision-making.

Pre-requisites

Before using the CEO Dashboard, ensure the following:

  1. User Access: Confirm that you have the appropriate permissions to access the CEO Dashboard.

  2. Portfolio Setup: Ensure that portfolios are correctly set up in the system to reflect the data accurately.

  3. Project Plan Updates: Ensure the project plan is updated with the list of phases, work packages, and tasks in different levels.

  4. Milestone Creation: Ensure that a milestone is created for tracking key deliverables and phases within the project.

1. Project Timeline and Status

  1. The dashboard presents the start and end dates of the project, ensuring you are fully aware of the project timeline.

  2. The overall project status, displayed as a percentage, gives you a quick snapshot of the project's progress, allowing you to stay informed at a glance.

  3. In the below image, the project timeline shows a clear start and end date with a progress status bar to give you an immediate understanding of where the project stands.



  4. The progress percentage and weightage of different phases (Discover, Prepare, Explore, Realize, Deploy) are shown to help you assess the advancement and significance of the project.

  5. This information is crucial for assessing the project's health and ensuring that critical phases are given the appropriate focus.

  6. This section showcases the current weightage of each project phase and the progress made, helping in making informed decisions based on real-time data.

2. Planned vs. Actual Completion

  1. This section displays a graph comparing planned completion versus actual completion over time.

  2. This is critical for understanding whether the project is on schedule and identifying any delays or discrepancies that may require immediate attention.



  3. The chart below shows how the project’s planned progress aligns with its actual progress, highlighting areas that may need additional focus.

3. Roadmap for Next Stages

  1. The "Roadmap for Next Stages" provides a visual representation of the project's phases. It includes key milestones like Discover, Prepare, Explore, and the respective tasks and work packages planned for each phase.

  2. This allows you to see upcoming tasks and phases, ensuring that everything is on track.

  3. Here’s an illustration showing the roadmap with specific milestones and tasks laid out sequentially, aiding in the seamless tracking of project stages.



  4. The dashboard clearly displays the start date and target date of the project phases, providing you with essential timeline information for effective project management.

  5. This ensures that each phase is tracked meticulously and that any deviations from the schedule can be addressed promptly.

  6. The start and target dates for each project phase are highlighted, ensuring that you are always aware of the project’s timeline and can make strategic decisions accordingly.