Portfolio Dashboard

Get an Overview of Your Portfolio Data

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

Leading Companies Trust Meisterplan

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 MilestonesMilestoneIn project portfolio management, a milestone marks an important point in a project’s progress that requires monitoring or decision-making. Milestones indicate project phases, marking the completion of objectives or the… 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
BI Tools

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 projectsProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. and navigate to the Project Details from there.
  • Know when action needs to be taken and what requires attention.
Amandine Rimbert Head of Program Management, IBA Dosimetry GmbH

On top of providing extremely well-documented user guides, Meisterplan’s Customer Success team offered personalized support that made a real difference for us. They work closely with their customers to understand their specific business needs and can quickly identify the right configuration solution to meet them.

Amandine RimbertHead of Program Managementopen_in_new
IBA Dosimetry GmbH

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 PearsonHead of PMOopen_in_new
Siemens Gamesa

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 BosshardDirector Strategic PMO
Comet Technologies
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 McLaughlinSenior Vice President/Technology Officeropen_in_new
Interra Credit Union
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 PageEngineering Directoropen_in_new
Evonik
Robert Daughters with Dupaco Community Credit Union.

Before working with Meisterplan, we consistently underestimated the people resources needed to achieve project outcomes. This made it difficult to set realistic timelines and complicated our planning efforts. Thanks to Meisterplan's expertise and support, we're now better positioned to plan with confidence and deliver results.

Robert DaughtersProject Portfolio Manager
Dupaco Community Credit Union
Portrait of Matthias Graf

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

Matthias GrafChief Project Portfolio & Resource Managementopen_in_new
Flughafen München GmbH
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