Setting Up Team Dashboard for Tracking Progress Template

More accounting-and-finance templates

Use this template to create a team dashboard that keeps everyone aligned and on track with their tasks. You'll identify key metrics, choose the right software, set up and customize your dashboard, test it with a small group, train your team, and officially launch it for everyone to use.

This dashboard will provide a quick overview of team progress and help identify potential roadblocks, ensuring that your team is always on the same page.

Get this template on priority matrix

Setting Up Team Dashboard for Tracking Progress for Priority Matrix

Setting Up Team Dashboard for Tracking Progress in Priority Matrix

Set up a team dashboard to track progress and ensure alignment on key tasks.

You can start using Setting Up Team Dashboard for Tracking Progress or other Accounting-And-Finance 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

Critical and Immediate

  • Task 1: Identify Key Metrics to Track
    ☐ Subtask1: Define the key performance indicators (KPIs) that will be tracked on the dashboard. ☐ Subtask2: Get team members' inputs on what metrics are important for them.
  • Task 2: Choose Dashboard Software
    ☐ Subtask1: Research and evaluate different dashboard software options. ☐ Subtask2: Choose the one that best fits the team's needs and budget.

Important but Not Urgent

  • Task 3: Set Up Dashboard
    ☐ Subtask1: Configure the chosen software to display the identified KPIs. ☐ Subtask2: Customize the layout to make it user-friendly and visually appealing.
  • Task 4: Test Dashboard
    ☐ Subtask1: Test the dashboard with a small group of team members. ☐ Subtask2: Gather feedback and make necessary adjustments.

Less Critical but Immediate

  • Task 5: Train Team on Using Dashboard
    ☐ Subtask1: Conduct a training session to show team members how to use the dashboard. ☐ Subtask2: Provide a user manual or guide for reference.
  • Task 6: Launch Dashboard
    ☐ Subtask1: Officially launch the dashboard for use by the whole team. ☐ Subtask2: Encourage team members to check the dashboard regularly.

Less Important and Not Urgent

  • Task 7: Monitor and Update Dashboard
    ☐ Subtask1: Regularly monitor the dashboard to ensure it is functioning properly. ☐ Subtask2: Update the dashboard as needed based on team feedback and changes in KPIs.