Custom Dashboards

I'd like to see some tips on what's the best widgets to use in project dashboards. Dashboard that can be shared with Senior Managers. My current dashboard shows active projects, upcoming projects, completed last month, upcoming milestones and new project requests. I'd like to simply it, just showing the bigger picture. How does your dashboard look like? Thanks in advance!

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Maybe organize to show Projects break up your Widgets by your Project Workflows - and if you turn on your Project Progress - that will help showcase the projects % completed.

We have a ton of different dashboards that are all tailored to the team and leaders they are shared with.  But for high level leadership dashboards it might also be useful to sign up for the Wrike Analyze add-on which will give them a much more visual way to digest their view of your Wrike data.  And if that is not an option - it may be worth having a meeting with your leadership team to brainstorm ideas, they can tell you what's critical for them see, or what is not critical.  For example, if they are more about the numbers - then perhaps a combination of the dashboard and a report (w/calculated fields) would be more beneficial the them.

 

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The top few for my dashboard are:

  • Project Queue
  • Assigned Tasks
  • Media Reviews
  • Task Approvals
  • Tasks Created
  • Tasks I Follow
  • Completed Projects (90 Days)

There are some other ones that populate if a certain custom fields are not met... in order for my director to have the appropriate info for their report. Hope this helps and feel free to inquire about any of these Aloi Calvert!

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We have different dashboards based on the needs of each team and have trained each team in how to create their dashboards. Now at a high-level, we have a dashboard that shows our portfolio of projects as they are moving through the approval and execution process.

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I generally create custom widgets to pull information from specific folders or projects. Our creative team is split into different units: Design, Print, Video, and Photo. Our director likes to see an overall view of various types of info so we have multiple dashboards.

Jobs Per Unit:
Shows how many projects are in each area and how many are overdue. For that I have a widget for each unit which filtered based on folders and the widgets are sorted by date.

Jobs per User:
Shows what individual users have in their queue. It is sorted by user and filtered to show the active tasks in the Creative Services workflow. We have one built out per Creative Services Unit.

Jobs for specific Partners:
Shows all of the jobs we have in the queue for specific campus partners. These are sorted by partner folders and filtered to active statuses. 

Production Meetings:
We have weekly production meetings to go through current status and to assign new jobs. For this, we use the jobs per user dashboards (mentioned above) and have added a widget that shows all upcoming and new jobs that have not been assigned. This is sorted by status.

Billing Dashboard:
Our financial tech needs to see all of the jobs that are ready for billing in each unit. This dashboard that is sorted by unit folder then filtered to show one specific status. These are then closed after billing. 

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We have several projects. So we made a custom field with milestone type. One type is management. These are the milestones we agree on with management in project proposals. We do not show these milestones in a dashoard but in a Gantt View of the whole space. So management can see for each project or all projects only the management milestones and gets a very nice timeline overview.

They can go into overdue milestones if they want or in milestones for specific projects.

Thats all we report at the moment on to show the actual status in a little detail (beside finance and other KPI values). I like this Gantt view much more than a dashboard. 

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We're currently reevaluating our dashboards for leadership, but we break out our projects by product featured, as well as breakdowns in each region, to offer more context than just upcoming launch dates - this helps show if our content is getting too weighted towards a certain industry, or if we're launching similar topics a little too close to one another.

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My most used dashboard is tasks by User so that I can see what my team have on their plate, and I can make better decisions when assigning new tasks/projects.

A second dashboard I have is tasks and what workflow status they are in, organized by the status.

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We haven't focused too much on dashboards but really need to look more into this especially for our VP!

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I'm not using the dashboard right now but I love how customizable it is and will keep it in mind for future use.

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I have always used dashboards at a personal task level - either my own, or to see the workload of other staff members.

Some of the responses here have got me thinking about how I would dashboard our KPIs

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Spot On Innovative Approach Stellar Advice

I have super simple dashboards in our Creative Team Space right now. We were understaffed and had a huge backlog of work. It was stressing everyone out. I created Print Team and Digital Team dashboards with a widget for each team member showing only what was due that week. 

I also created a sort of "what was I doing?" generic dashboard for any user - My pending reviews, Tasks for the Month, and Activity Stream. It usually helps on Monday mornings when we haven't had enough coffee and are trying to remember what was happening Friday.

 

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