Team Dashboard Setup for Client Project Tracking Template

More business-consulting templates

Use this template to create a team dashboard that keeps everyone updated on project status and key tasks. This promotes transparency and alignment, which are critical for successful outcomes in consulting projects. The template includes tasks like defining requirements, selecting a platform, designing the layout, implementing the dashboard, and training the team.

By following these steps, you can ensure that all team members understand their responsibilities and the project's status, fostering effective collaboration.

Get this template on priority matrix

Team Dashboard Setup for Client Project Tracking for Priority Matrix

Team Dashboard Setup for Client Project Tracking in Priority Matrix

Set up a team dashboard to track client projects, ensuring transparency and alignment.

You can start using Team Dashboard Setup for Client Project Tracking or other Business-Consulting Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Impact, Immediate

  • Define Dashboard Requirements - due in 1 day
    ☐ Identify key data points ☐ List necessary features ☐ Identify users
  • Identify Dashboard Platform - due in 3 days
    ☐ Research potential platforms ☐ Compare features and pricing ☐ Make a selection
  • Train Team on Dashboard Use - due in 3 weeks
    ☐ Develop training materials ☐ Hold training sessions ☐ Address questions and concerns

High Impact, Strategic

  • Design Dashboard Layout - due in 1 week
    ☐ Map out data points to sections ☐ Design user interface ☐ Consider user experience
  • Implement Dashboard - due in 2 weeks
    ☐ Set up data feeds ☐ Build out sections ☐ Test functionality

Low Impact, Quick Wins

  • Address Dashboard Issues - due as needed
    ☐ Identify issues ☐ Find solutions ☐ Implement fixes
  • Regular Dashboard Update - due every week
    ☐ Update project status ☐ Refresh data ☐ Communicate updates to team

Low Impact, Long Term

  • Monitor Dashboard Use - due in 1 month
    ☐ Check user engagement ☐ Gather feedback ☐ Make necessary adjustments
  • Review Dashboard Effectiveness - due in 2 months
    ☐ Assess impact on project management ☐ Measure improvement in transparency and alignment ☐ Decide on any changes
  • Enhance Dashboard Features - due in 6 months
    ☐ Identify potential enhancements ☐ Develop and test enhancements ☐ Deploy enhancements