Set up a financial dashboard for the project

In a project, the purpose of the financial dashboard is to capture important information in order to trigger alerts, set up action plans and implement corrective actions.

This sheet will help you build a dashboard designed to meet the needs of your project.

This construction is structured as follows:

• definition of "standard" indicators;

• definition of indicators to adapt to the project's specific features ;

• construction of a dashboard based on the indicators defined above.

The two key concepts are :

• the simplicity and reproducibility of the selected indicators;

• the overall consistency of the dashboard.

This section explains the concepts involved in creating a dashboard, enabling the project manager to monitor the status of his project and its progress within its environment.