Portfolio Dashboard

Get an Overview of Your Portfolio Data

A quick and clear-cut summary of your portfolio's KPIs with our Portfolio Dashboard.

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Portfolio Dashboard

Different Ways to Display Your Data

With the Portfolio Dashboard, you can visualize your portfolio’s KPIs in a variety of ways with just a few clicks. Choose from a variety of visualizations so that you have what is most meaningful for you. 

  • Bubble, Bar, Doughnut and Column Charts provide dynamic interpretations of your data.
  • KPI cards allow you to have your most important figures quickly at hand.
  • Lists of Milestones display what the most important dates in your portfolio are.

Easily Optimize Your View

Customize your Portfolio Dashboard to only see the most relevant data, with options to adjust your configuration and share with stakeholders. 

  • Add additional parameters to your charts, such as optional second values, to create the level of detail you need.
  • Ensure clarity by adding, deleting and filtering cards.
  • Organize your data using filters and simple drag-and-drop functionality.
Add a new card in the portfolio dashboard
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Customized, In-Depth Reporting 

The Portfolio Dashboard’s many options for displaying data allow you to make an in-app report that is all your own. With a wide variety of metrics from your portfolio at your fingertips, you’re only seconds from exactly the information you need. 

  • Easily share your dashboard configurations with others using Custom Views.
  • Click on a section of a chart to quickly open a list of the relevant projects and navigate to the Project Details from there.
  • Know when action needs to be taken and what requires attention.
Steve Page - Evonik
The flow of our projects is highly dynamic, and Meisterplans' Scenario Modeling has greatly enhanced our ability to manage the swings whether upward or downward.

Steve Page|Engineering Director|open_in_new

Evonik

Meisterplan provides us with what we need for excellent strategic portfolio and resource management: All essential information on one screen to make sound decisions, and for teams to see what they need to work on and when. It is powerful yet so easy to work with, whether we apply waterfall, agile, or hybrid.

Philipp Bosshard|Director Strategic PMO

Comet Technologies

We successfully run 400 projects and 20 programs in our portfolio with Meisterplan. Although many have tried, you can’t manage that many programs and resources in Excel templates. But you can with Meisterplan.

Christopher Pearson|Head of PMO|open_in_new

Siemens Gamesa

Portrait of Matthias Graf
Before implementing Meisterplan, our resource management was a game of Excel bingo: timeconsuming, cumbersome, and error prone.

Matthias Graf|Chief Project Portfolio & Resource Management|open_in_new

Flughafen München GmbH

Darrin McLaughlin
There is no other product that does what Meisterplan does in terms of portfolio management and resource management without unessential extra features. If there were another product that does what Meisterplan does, I would have found it, because I tried them all.

Darrin McLaughlin|Senior Vice President/Technology Officer|open_in_new

Interra Credit Union

Meisterplan gives me an overview of our global IT project landscape. A step-by-step implementation enabled us to cope with the complexity of our project portfolio. When setting up our PMO, we oriented ourselves strongly towards Lean PPM.

François Czajkowski|Head of Global IT PMO|open_in_new

Majorel

Tobias Spreckelmeyer - Köster Bau
With Meisterplan, we are able to implement our internal strategic projects with less than 10% deviation from the planned schedule.

Tobias Spreckelmeyer|Head of Project Management Office|open_in_new

Köster GmbH

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