With multiple jobs moving at once, it’s easy for delivery teams to lose sight of progress, approvals or early signs of delay. Spreadsheets and status meetings help, but they rarely offer the whole picture and almost never in real time.
The Project Status Dashboard gives teams a clearer way to stay on top of live delivery. It brings job status, revenue exposure, timelines and milestones into one view, making it easier to spot bottlenecks, manage workloads and keep projects moving.
Here’s a look at what it is, how it’s helping agencies, and how easy it is to get started:
What is the Project Status Dashboard
The Project Status Dashboard gives agencies a complete, real-time overview of all active jobs and projects in one place. It connects directly to WorkBook, surfacing live data on job progress, approval stages, and revenue performance so you can see exactly where every project stands, from quotation to invoicing.
With a visual summary of job status, client distribution, and financial metrics, the dashboard delivers instant clarity across your project portfolio. An integrated Gantt chart provides a timeline view of key milestones and task completion, helping project managers track delivery schedules and identify potential delays early.
Why It's Helpful for Agencies
Agencies often juggle dozens of live jobs across multiple teams and clients — making it hard to get a clear view of progress or profitability.
The Project Status Dashboard simplifies this by providing:
- Real-time visibility of project health, workload, and approval status
- Integrated metrics including approved and unapproved revenue, hours, and burn value
- Drill-through insight into specific clients, projects, and phases
- At-a-glance performance tracking through visual KPIs and job-type breakdowns
- Timeline clarity with an interactive Gantt chart for current and upcoming work
By unifying data from WorkBook’s job and timesheet modules, teams can move seamlessly from top-level summaries to individual job detail without leaving Power BI.
How Agencies Use It
Agencies use the Project Status Dashboard to manage live delivery performance and maintain transparency across teams.
Common use cases include:
- Executive overviews: monitor job volumes, revenue exposure, and status trends.
- Project manager insights: track on-time delivery and manage work in progress.
- Client performance reviews: quickly identify key clients, top contributors, and stalled jobs.
- Delivery forecasting: use the Gantt view to plan resources and upcoming milestones.
Together, these views give teams a unified perspective of delivery health and financial performance – enabling faster, more informed decisions.
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