Information Technology

Project Management Dashboard

Q: Is project and financial data secure?

Yes. Bold BI supports RLS , Single Sign-On , and Role-Based Access Control , and audit logs to protect sensitive IT and customer data.

Deliver IT projects on time and within scope by aligning progress, resources, and risks.

The Project Management Dashboard helps teams analyze timelines, task completion, resource allocation, and project risks, enabling better planning, proactive issue resolution, and predictable project outcomes.

Project Management dashboard displaying timelines, resource allocation, milestone tracking, and progress metrics.

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TL;DR

What Is a Project Management Dashboard?

A Project Management Dashboard visualizes project finances, delivery status, and customer satisfaction in one place.

In Bold BI, this means interactive KPIs, charts, and tables that connect financial performance with project execution and SLA outcomes.

Why Project Management Dashboard Matters

Project success depends on more than timelines; it depends on financial discipline and customer satisfaction.

Without a centralized dashboard:

Bold BI delivers one operational and financial view, helping IT teams balance delivery timelines, profitability, and SLA commitments.

What You’ll Track

All dashboards are fully customizable so you can add KPIs or metrics as needed.  

How It Works

Why Bold BI Is the Right Fit for Project Management

Unified project intelligence: Track financials, project progress, customer satisfaction, and SLA performance in one centralized dashboard.
Profitability & delivery control: Compare project investments with billed revenue, monitor expenses, and keep timelines and effort distribution on track.
Proactive risk management: Identify service gaps and at-risk SLAs early to prevent breaches and improve customer outcomes.
Executive-ready visibility: Clear, interactive dashboards designed for IT leaders and delivery teams.
Secure & embeddable analytics: Protect data with Row Level Security(RLS), Single Sign On(SSO), and Role Based Access Control(RBAC), and embed dashboards into IT operations portals.
Flexible deployment: Deploy securely in cloud or self-hosted environments to meet IT and compliance requirements.

Compare Options (at a glance)

Feature	Bold BI	Project Reports	Spreadsheets
Project financial visibility	Yes	Partial	Manual
Time & completion tracking	Yes	Limited	Manual
SLA & satisfaction analytics	Yes	Limited	Manual
Executive-ready insights	Yes	No	No
Deployment	Cloud / self-hosted	SaaS only	Local

Frequently Asked Questions

Can we compare project investment vs billing?

Yes. The dashboard clearly shows total investment and billed amounts so leaders can track profitability at a glance.

Does it show how much time is spent per project?

Yes. Visuals display total days and effort distribution by project to understand workload allocation.

Can we track project completion status?

Absolutely. Completion widgets highlight whether projects are on track or falling behind schedule.

Does the dashboard track customer satisfaction?

Yes. The dashboard can include customer satisfaction metrics such as CSAT and feedback scores.

Is project and financial data secure?

Yes. Bold BI supports RLS, Single Sign-On, and Role-Based Access Control, and audit logs to protect sensitive IT and customer data.

Can we monitor SLA compliance?

Yes. SLA status charts show met, at-risk, and failed SLAs using easy-to-read, color-coded visuals.

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Recognized by G2, TrustRadius, and Visual Studio Magazine for delivering standout performance and value.

G2 review

I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.

Ravi S.5 out of 5 starsRead on G2

G2 review

The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.

Murph M.5 out of 5 starsRead on G2

G2 review

It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.

Scott Y.5 out of 5 starsRead on G2

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