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Dashboard and report examples Power BI Project Management Dashboard for Portfolio Health
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5063

Power BI Project Management Dashboard for Portfolio Health

Power BI Project Management Dashboard for Portfolio Health

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Report Author: Abdelrahman Mohammed

5063

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Summary

This Power BI project management dashboard example helps project managers, PMO teams, analysts, and executives monitor portfolio health, delivery efficiency, budget performance, and schedule risk.

Created by Abdelrahman Mohammed for the FP20 Analytics ZoomCharts Data Challenge 32, the report brings project status, financial performance, risk indicators, and delivery metrics together in two interactive pages.

Key Insights of the Power BI Project Management Dashboard

The dashboard is structured around portfolio health and delivery efficiency. Its main insights include:

  • Portfolio health: project count, active and completed projects, predicted at-risk projects, CPI, SPI, and project risk levels
  • Budget performance: planned versus actual budget, budget utilization, budget variance, and over-budget projects
  • Schedule performance: milestone completion, late delivery milestones, roadmap progress, and high-risk watchlist items
  • Delivery efficiency: completed tasks, estimated versus actual hours, and team hourly rates

Filters for country, project risk, project size or complexity, and project status allow users to examine portfolio performance from different perspectives. KPI cards, drillable visuals, roadmap views, scatter plots, and budget trend charts support both high-level monitoring and detailed analysis.

How to Use This Power BI Project Management Dashboard

Click active chart elements and use the available filters to explore individual project groups, risk levels, delivery statuses, and budget results. Use the two report pages to move between portfolio health and detailed delivery analysis.

Preview the interactive report online or download the PBIX template to review its setup and adapt it to your own project portfolio data.

ZoomCharts visuals used

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How to use a PBIX template

Preview the interactive report, download the PBIX file, open it in Power BI Desktop, and replace the same data connection with your own dataset.

Preview and download

Explore the report online and download the PBIX template file.

Open in Power BI Desktop

Open the downloaded PBIX file in Power BI Desktop.

Connect your data

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Refresh and adjust

Refresh the model and update fields or visual were needed.

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Power BI Template Guide

Power BI Project Management Dashboard for Portfolio Health

Report Author: Abdelrahman Mohammed

5063

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