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.
Screenshot of Meisterplan portfolio dashboard with chart options.
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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 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.
Darrin McLaughlin, Interra Credit Union

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
Black and white portrait of a man with short hair and beard.

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
Amandine Rimbert

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 Rimbert, Head of Program Management, open_in_new
IBA Dosimetry GmbH

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
Mathias Graf, Munich Airport

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
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
Michael Butler, Anca

The key quantifiable difference since we started using Meisterplan is that planning horizon has moved immediately from short term to long term, from 3 months to 18 months. And that creates more efficient communication, and better and more logical decision making.

Michael Butler, Mechatronics Solutions Manager, open_in_new
ANCA
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