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Planview Customer Success Center

Stepping into Reports and Dashboards

[In progress!]

Reports and dashboards are essential for getting the most out of PPM Pro, allowing you to:

  • Provide data insights and analysis of:
    • Key performance indicators and statistics
    • Work progress at portfolio, program, project, and other levels
    • Trends and interdependencies
    • Strategic and financial initiatives
    • Incoming work requests, role and people capacity, and other situations that may need balancing
  • Quickly inform and support a diverse set of stakeholders in making decisions
  • Showcase data that reflects your positive impact on the organization
  • Help drive adoption, as your users realize their entered data is both visible to company leaders and critical for driving business decisions

Steps:

1. Determine what data, really questions needing answers or opportunities needing highlighting or monitoring

  • Who is audience
  • Iterate

2. What visualization is best to use

3. How distributed/accessed