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

Meisterplan Customer E-470 Public Highway Authority
Meisterplan Customer INterra Credit Union
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Meisterplan customer Pella
Meisterplan Customer UCLA
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.

  • Know when action needs to be taken and what requires attention.
  • Choose from doughnut charts, bar charts, column charts and KPIs that are most meaningful for you.
  • See a drill-down list of relevant projects when you click on a section of a chart, and easily navigate to the project details from there.

Optimized for You

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

  • Ensure you have exactly the data you need by easily adding and deleting cards when needed.
  • Organize your data based on your needs using filters and simple drag-and-drop functionality.
  • Save and share your dashboard configurations with others using Custom Views.
Add a new card in the portfolio dashboard
BI Tools

Go Above and Beyond

Our Portfolio Dashboard offers extended in-app analysis options that can still be combined with your external BI and reporting tools.

  • Integrate your preferred BI software using our Reporting API and connectors.
  • Get started in a flash using our preconfigured Tableau and Power BI report templates.
  • To see everything the Portfolio Dashboard is capable of, take a look at our comprehensive and easy-to-read guides in the Help Center.
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.

Engineering Director|Evonik|open_in_new

Steve Page

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.

Director Strategic PMO|Comet Technologies

Philipp Bosshard

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.

Senior Vice President/Technology Officer|Interra Credit Union|open_in_new

Darrin McLaughlin

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.

Head of PMO|Siemens Gamesa|open_in_new

Christopher Pearson

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

Chief Project Portfolio & Resource Management|Flughafen München GmbH|open_in_new

Matthias Graf

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.

Head of Global IT PMO|Majorel|open_in_new

François Czajkowski

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