Excel Project Management Dashboard 2
Originally published: 07/07/2023 08:53
Last version published: 24/02/2026 17:08
Publication number: ELQ-19945-4
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Excel Project Management Dashboard 2

An Excel Project Management Dashboard template is a powerful tool that helps project managers effectively track, analyze, and visualize key project metrics.

Description
⚙️ Settings Sheet
The Settings sheet is the configuration area of the template. It allows you to customize the structure before entering any project data.
  • This sheet contains predefined lists for Projects, Tasks, and Managers.
  • These lists are connected to dropdown menus in the Project Data sheet.
  • Updating these lists ensures consistent data entry and prevents spelling errors.
  • You can add new projects, tasks, or managers at the bottom of each list.
  • Do not leave blank rows within the lists, as this may affect dropdown functionality.
  • Avoid renaming the sheet or deleting headers to maintain proper formula connections.
This sheet only needs to be updated when you want to customize or expand your system.

📋 Project Data Sheet
The Project Data sheet is the main input area of the template. Every row represents a single task and feeds the Dashboard and Gantt Chart automatically.
  • Select the Project name from the dropdown menu.
  • Select the Task name from the dropdown menu.
  • Choose the responsible Manager.
  • Enter the Start Date of the task.
  • Enter the Duration in days.
  • The End Date is calculated automatically (if formulas are enabled).
  • Enter the number of Days Completed to track progress.
  • The Progress percentage is calculated automatically based on completed days divided by total duration.
  • Enter the planned Budget for the task.
  • Enter the Actual cost spent so far.
Important usage guidelines:
  • Do not delete or modify formula cells.
  • Do not change the table headers.
  • Always use valid date formats.
  • Update progress and actual costs regularly to keep reports accurate.
All dashboard charts and timeline visuals update automatically based on this sheet.

📈 Dashboard Sheet
The Dashboard sheet provides a high-level visual summary of your projects. It is fully automated and does not require manual data entry.
  • Displays overall project performance metrics.
  • Shows task completion percentages.
  • Compares Budget vs Actual spending.
  • Highlights manager performance.
  • Provides visual charts and KPI indicators for quick insights.
  • Updates automatically when changes are made in the Project Data sheet.
This sheet is designed for reporting, presentations, and performance analysis.

📅 Gantt Chart
The Gantt Chart provides a timeline view of all tasks across projects. It visually represents scheduling and progress.
  • Displays tasks across a calendar timeline.
  • Shows task start and end dates visually.
  • Highlights planned task duration.
  • Indicates completed portion of each task.
  • Helps identify delays or overlapping tasks.
  • Updates automatically based on Project Data entries.
This sheet is ideal for monitoring project timelines and workload distribution.

🔄 Recommended WorkflowTo use the template effectively:
  • First, customize project names, tasks, and managers in the Settings sheet.
  • Second, enter all task details in the Project Data sheet.
  • Third, review insights in the Dashboard sheet.
  • Finally, monitor timelines in the Gantt Chart sheet.

Once data is entered, refresh it and everything else updates automatically.

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