Project Portfolio Dashboard Template Excel {Tracking}

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Looking for Project Portfolio Dashboard template excel? Here is some incident, MIS, Call center, Sales and other multiple tracking projects dashboard available.

Check some example of “KPI Dashboard” for project monitoring and tracking. This template had been use in different planning and activities. It is important to have clear picture of the company products and services and all about other factors including capital assets to make short term and strategic plans for the company. Due to growing demand of same type of product and “challenges in competitive” marketing collaborative decision making is required and it must be implemented, which is possible through snapshot of the company financial position.

Portfolio monitoring template is prepared for the purpose of providing updated and realistic set of information for portfolio valuation for client and transactions valuation and therefore ensures you are able to get most from this template for better control in your company. Now get transparency and visibility of highest level from this excel template.

Categories consisting of domestic cash/mortgages, domestic shares, domestic fixed interest, domestic property, domestic diversified, international cash/mortgages, international fixed interest, international property and international diversified.

This project portfolio dashboard template excel can be downloaded for meeting purpose and it printable form helps in making smarter decisions and making long term plans for companies.

The Project Portfolio Dashboard Template Excel is an essential tool for tracking and managing multiple projects within an organization.

This template provides a comprehensive overview of the project portfolio, allowing project managers and stakeholders to monitor progress, identify risks, and make informed decisions.

Contents

Pros of Project Portfolio Dashboard Template Excel

Now make a look at some main advantages of this template and how it is actually beneficial for your organization:

  • You are no longer required to worry about resource utilization as this template provides all the realistic data about available resources and how they can be managed in the most beneficial ways.
  • To earn profit from projects, it is important to have clear picture of the projects and profit from them as well. Companies are required to make decisions regarding which projects to give priority on basis of profit earning, which is shown in this template.
  • You are able to make fruitful and smart decisions as they are actually based on updated information and valuation from client perceptive. This is also better for stabilizing your company position in competitive market.
  • You are able to outline projects, which are not actually contributing in company success and not earning profit as expected, therefore they are given less importance and same types of projects may not be accepted in future. It actually reduces risk.

Portfolio Monitoring Template Features

Make a look at some of the amazing features of this “Project Portfolio Dashboard template excel” and consider how it is helpful compared to others:

It helps you monitor data and making decisions based on it.

  • Organizing mass amount of data and presenting it in a way, that it is well understood is not an easy job.
  • Download this template and it will reduce down cost of hiring extra personnel for organizing all this data.
  • It is divided up in spreadsheets, therefore you are able to select the required sheet and it will provide you information regarding specific category.

It helps you understand “resource management” and provide valuation from customer perceptive.

  • Success of your company is based on satisfying your customers as well as having up to dated information, which is quality of this KPI Dashboard template.
  • You are able to recognize and make comparison between the domestic and international transactions and how they are affecting your company strategic plans.
  • At the end you are able to get all this data in the dashboard form, shown up in the graph form, saving your time and saving any extra effort. It can be used for meeting purpose as well.

KPI Dashboard:- Download 

Example of KPI Dashboard for Project Portfolio

This template is prepared in excel tool and it can utilized for any version of excel. It consists of 5 spreadsheet and designed in a manner to provide you maximum comfort and saving your time. Just download this template and start using it.

KPI Portfolio Valuation for Client

This part of the template provides valuation of business from customer perceptive. You are required to fill some part of the sheet and rest is done automatically. The upper part of the sheet consists of name of portfolio owner, denomination of values, start date and date of valuation. You are able to add new product or remove existing product without disturbing the whole sheet from the options available.

KPI Portfolio Transactions for Clients

This part of the project portfolio dashboard template excel, provides information regarding portfolio transactions for clients for period ended as mentioned and filled by you. Values are shown in dollars; you are able to ask for customization if these values are required in any other currency. The headings are listed below:

  • Product name (you are able to use it for any product)
  • Description
  • Type
  • Date
  • Units
  • Unit price
  • Net amount
  • Tax amount
  • Gross amount
  • Performance calculations

Portfolio Performance Dashboard for Client

Fill this part of the template to get updated information regarding portfolio performance for client and then making decisions based on this data. You are able to design attractive and professional portfolio which is possible through all this data, through this spreadsheet. It shows all this data for any specific period and values are shown in dollars. It consists of:

  • Product name
  • Value at start of period
  • Capital ad or withdrawn in period
  • Current valuation
  • Capital invested over period
  • Income distributed over period
  • Net return over period
  • Annual return since inception
  • Prior return

Chandoo-Excel Dashboard

Portfolio Dashboard Transaction History for Client

This part of the template is designed to help you get the history of the client and the values are shown in dollar for both domestic and international property and other factors. This is also required for making further investments in your company. This is even more difficult for companies if you have number of clients. It consists of:

  • Investment
  • Description (where investment is made)
  • Transaction
  • Date
  • Units
  • Units price
  • Net amount
  • Tax amount
  • Gross amount

Portfolio Monitoring & Tracking Graph

This part of the template shows graph for current asset allocation for client on any specific date, therefore monitor all this detail through graph. This part of the spreadsheet consists of table showing portfolio performance snapshots and it consists of categories, allocation and value.

The dashboard template offers a visual representation of key project metrics, such as project timelines, milestones, budgets, and resource allocation. It enables users to track the status of each project, including the percentage of completion and any deviations from the original plan.

This information is presented in easy-to-understand charts, graphs, and tables, allowing for quick analysis and comparison across projects.

One of the significant advantages of using the Project Portfolio Dashboard Template is the ability to identify potential bottlenecks or resource conflicts across multiple projects.

With this tool, project managers can allocate resources effectively and ensure that they are being utilized optimally.

It also helps in identifying any projects that may be at risk of falling behind schedule or going over budget, allowing for proactive intervention to mitigate any issues.

Moreover, the dashboard template facilitates communication and collaboration among project teams and stakeholders.

It provides a centralized platform to share project updates, documentation, and important files, ensuring that everyone is on the same page and has access to the latest information. This transparency helps in fostering accountability and enables timely decision-making.

In conclusion, the Project Portfolio Dashboard Template Excel is a valuable tracking tool that enhances project management efficiency and enables effective decision-making.

By providing a comprehensive overview of the project portfolio, it enables stakeholders to monitor progress, identify risks, and allocate resources effectively. With its user-friendly interface and visual representation of key metrics, this template streamlines communication and collaboration, ultimately contributing to the successful execution of projects within an organization.

The Project Portfolio Dashboard Template Excel is a powerful tool used for tracking and managing projects within an organization.

This template provides a comprehensive overview of multiple projects, allowing project managers and stakeholders to monitor progress, identify risks, and make informed decisions.

The dashboard template is designed to streamline project tracking by consolidating key information in one central location.

It includes various sections and visualizations that provide a holistic view of the project portfolio. These sections typically include project summaries, timelines, resource allocation, budget tracking, and risk analysis.

 

Printable Remarks Sheet of Student in Excel Format

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Check some printable sheet of student remarks on report card in Excel format, how to create this template with automatically formulas. It consists of multiple spreadsheets, to help you get relevant details of the students performance and therefore for your convenient, you are just able to select the required spreadsheet, and all the records can be monitored easily. To provide you more access and ease of data entry, it is prepared in excel spreadsheet.

  • Setting
  • Student database
  • Entry wise
  • Subject wise summary
  • Student report dashboard

School Attendance Register Template

A printable remarks sheet of students in Excel format provides a convenient and organized way to document and track students’ progress, behavior, and overall performance. This sheet typically includes various columns that allow teachers or educators to input relevant information about each student.

These columns may include the student’s name, student ID, class or grade level, attendance records, academic achievements, disciplinary actions, and any additional remarks or comments.

The Excel format offers several advantages for creating a printable remarks sheet. First and foremost, it allows for easy data entry and manipulation.

Teachers can quickly input and update student information in the respective cells, and formulas and functions can be applied to automate calculations and generate summary statistics.

This makes it simpler to track trends, identify patterns, and analyze the overall performance of individual students or an entire class.

Check out Project Management Approach Template as a Related Template.

Remarks Sheet of Student: – Settings

This section is prepared to help you out later, when you are filling the student database and other information in the spreadsheets. This part of the template is designed to save your time and effort later, as you are able to add data here and it will be taken further automatically, (i.e you are entering subjects name or students name here and their abbreviations can be selected later in other spreadsheets, and they will be filled up with required subject). It consists of:

  • Subject’s name (there is space provided for 15 subjects, however you are able to increase the subjects as well for the higher classes or adding subjects according to your institution as well).
  • Subject number

Student Database of Report Card Structure

This part of the template provides details regarding students database and you are able to view your students study performance and it’s all information through filling out this sheet accurately. Among other spreadsheets, this must be filled manually and this information is then taken further. Double check it for any wrong incorporation of information. It consists of:

  • #
  • Roll no.
  • Student name
  • Class
  • Father’s name
  • Contact number
  • Address

*this can be used to contact your student parents, for any issue or for parent’s teacher purpose as well.

Entry sheet: – Automatically Filled Data

The part of this spreadsheet is filled manually while other is filled out automatically. It shows subjects and your student’s performance in each of it annually. Maximum marks are available and the obtained marks and percentage are part of this specific sheet. It consists of:

  • Roll no (fill it manually)
  • Student name (generated automatically from roll no)
  • Assessment 1-12
  • Subject name
  • Max marks
  • Obtained marks (add them manually)
  • Percentage (calculated automatically)
  • Click on each assessment for more details.

Subject Wise Summary

As the name shows, this part of the template shows the student performance according to the subject and the summary is available here. It is filled automatically based on the information filled in student database and entry sheet. It shows:

  • Student information (including name, roll no, father name and class)
  • Subjects (biology, zoology, economics, physics, English, computer, stat and all from setting section)
  • Assessment 1-12 (total marks, obtained marks and percentage)
  • Status

Student Performance & Assessment Dashboard

This part of the template presents all the student performance, and evaluation through charts and dashboard. This is for quick and efficient presentation of results on the monthly assessment basis or for the annual results as selected by you.

 

Class view can be made through this part and to ensure you never miss out any element, you can take it in Remarks Sheet of Student in Excel form as well. Ideal use of colors is made to make it more presentable and to ensure, you never miss out any element.

Another benefit of using Excel is the ability to customize the remarks sheet according to specific needs and preferences. Users can modify the layout, format, and design of the sheet to align with their school or institution’s requirements.

Related Template: IT Resource Utilization Template

Additionally, Excel provides options for conditional formatting, allowing for the automatic highlighting of certain data points based on specified criteria. For example, a teacher can set rules to highlight students with exceptional achievements or those who need additional attention or support.

Once the remarks sheet is completed and updated, it can be easily printed out for various purposes. Teachers can share these printed sheets during parent-teacher conferences or student progress meetings to provide comprehensive feedback on students’ academic performance and behavior.

The printable format also enables educators to keep physical copies as a backup or for record-keeping purposes.

In summary, using Excel to create a printable remarks sheet for students offers a convenient and efficient way to organize and track their progress.

With its flexibility and customization options, educators can tailor the sheet to meet their specific needs, while the ability to print and share the sheet ensures effective communication between teachers, parents, and students.

Dispatch Note Format {Word-PDF}

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Now ease out your delivery process and keep it records in more organized form through using dispatch notes. Usually strict control is maintained in company, so that theft and other illegal activities can be restrain as well as making your company more profitable.

These notes are although simple documents, prepared in word tool however they can helpful in managing bulk amount of deliveries and when these items are dispatched from company warehouse. This is because, records are required to share and make comparison with actual number of units in the store.

Check Dispatch Report Template

A dispatch note, also known as a delivery note or packing slip, is an essential document used in the process of shipping goods. It provides details about the items being dispatched, including the quantity, description, and any special instructions.

The dispatch note format may vary depending on the company’s requirements, but it generally follows a standard structure.

The dispatch note typically includes information such as the sender’s and recipient’s details, including their names, addresses, and contact information. This helps to ensure that the goods are delivered to the correct destination.

Additionally, the dispatch note includes a unique identification number or reference code that aids in tracking and managing the shipment.

Dispatch Note Format and Features

This premium quality dispatch note is easy and formatted for use in different ways and here are some features:

It is ideal for small number of delivery orders or for tracking large number of orders.

  • Depending on your company size and its area of operation, different numbers of deliveries are made by companies.
  • This template can become part of smaller and larger organizations, as it can be used for tracking as much number of delivery orders or dispatched items as required.
  • You can use this for identifying and maintaining effective inventory management as well.

Format is easy to follow and fill.

  • It can be actually filled by anyone due to its easy format and pallet quantity and dispatch date can be filled in the start.
  • Get a printable copy of the template and you can keep it for internal control purposes as well.
  • Dispatch slip number keep it stand unique among the rest.

Check out Project Management Plan Bundles as a Related Template.

Grip Project Delivery Template

If you are delivering your completed project, you must make a checklist of the deliverables and then checking them along the one completed. Now download this template before handling over your project to the client through checking if there is any leftover task and how to handle them.

Furthermore, the dispatch note format includes a comprehensive list of the items being dispatched. Each item is typically listed with its description, quantity, and any relevant specifications. This detailed information helps both the sender and the recipient verify the contents of the shipment and ensure that everything is in order.

In addition to the item details, the dispatch note may include other relevant information such as the total weight of the shipment, packaging details, and any additional charges or fees.

It may also have space for the sender or courier to provide their signature or any necessary comments or instructions.

Dispatch notes can be generated using various tools and software, including word processing programs like Microsoft Word or Adobe Acrobat for PDF format. The format can be customized to align with the company’s branding or specific requirements.

Once the dispatch note is prepared, it is usually printed and included with the shipment for easy reference and verification.

Related Content: Gap Analysis Template

Overall, the dispatch note format serves as a crucial document in the shipping process, ensuring accurate communication between the sender and the recipient.

It helps facilitate smooth logistics operations, minimize errors, and provide a clear record of the items being dispatched, contributing to a more efficient and organized shipping workflow.

Goods Received Note Template Excel

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Check some template of goods received in excel template, Note format is attached in website for printable purposes. Using some of the simpler documents for deliveries and recording purpose are extremely helpful in making good control in the companies, and this is especially true for dispatch notes and good received note. These templates are “prepared in excel” and here, you can find some of them in different format, to help you making your customers even more satisfied from your company.

This is because any confusion in the delivery can led to disappointments and disputes; therefore good received note is actually maintained at the time when delivery is accepted.

Check out Inventory Stock Control Template in Excel as a Related Template.

A Goods Received Note (GRN) template in Excel is a valuable tool used in inventory management and procurement processes. It serves as a formal document that records the receipt of goods from a supplier or vendor. The template is designed to capture essential information such as the item description, quantity received, unit price, total value, and any relevant comments or remarks.

By using an Excel template for GRNs, businesses can streamline their receiving processes and maintain accurate records of incoming goods. The template typically includes fields for the date of receipt, the supplier’s name, and the purchase order number, allowing for easy traceability and reference.

Related Template: Pert Chart Template Excel

Goods Received Note Template Excel Features

Here are some amazing features of this simple excel template, which make it part of all companies these days:

You can now track down which of the deliveries are accepted or rejected.

  • If you are providing home delivery service for you appliances or for any kind of manufacturing items, you are also able to use this template.
  • For the companies who are making bigger deliveries and multiple deliveries in a single day, they are able to better track down deliveries made.
  • For the clients, who are not “accepting the deliveries” can be seen or the customers taking them can be seen as well.

goods received note template

Now confirm your deliveries from customer perceptive.

  • It is prepared in excel tool, which can be easily managed and updated.
  • Although, this template is ready to use, however changes are enabled to make it more user friendly.
  • You can always look for customization tutorial videos to get a personalized template.

Goods Received Note Document Excel

Automatic filling options for these templates are “extremely helpful” in saving your time and effort and therefore it is now part of many companies and organizations. You can add your company details and logo for more personalized and this single template can be used for all your deliveries.

  • Material Receipt Note Format
  • Consignment Note Template
  • Proof of delivery document template
  • Material Dispatch Format In Excel

One of the key benefits of using an Excel template for GRNs is its flexibility and customization options. Users can modify the template to match their specific requirements and incorporate additional fields if needed.

This allows businesses to adapt the GRN template to suit their unique workflows and integrate it seamlessly into their existing inventory management systems.

Moreover, an Excel-based GRN template enables efficient data analysis and reporting. The data captured in the template can be easily manipulated, sorted, and filtered to generate valuable insights into the quantity and value of goods received from different suppliers.

This information can aid in identifying discrepancies, reconciling invoices, and ensuring accurate inventory records.

In conclusion, a Goods Received Note template in Excel offers a practical and versatile solution for businesses to record and track the receipt of goods. It simplifies the receiving process, enhances inventory management, and facilitates accurate data analysis.

By utilizing this template, organizations can streamline their operations, maintain transparency with suppliers, and make informed decisions based on reliable information.

Related Content: Cost of Goods Sold Spreadsheet Template

Material Received Note Format

This form must printable and linked to “Woo-commerce page” for customer who is going to purchase some product or service.

Consignment Note Template

Any type of shipment including Tax and other issues in printable format available ready to use. For Customize template just make sure about your product info and send to us.

Proof of Delivery Document Template

This format of template use when there is need of proofing and authentication of product and service. This special type of document is differing due to licensing pattern of every company.

Material Dispatch Format in Excel

Entire dispatch reporting is already submitted in detail description, so check note of dispatch report in excel.

There is multiple linked related to “Goods Received Note Template Excel” if you want that particular template in other format so comment us or get new template according to your requirement.

Sales Excel Dashboard Spreadsheet Templates

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Check out some customer base sale executive dashboard template in Excel spreadsheet. Fortunately, excel templates, are requirement of time and suits best in each type of organization. They help you improve productivity, while you are never left behind in any challenging situation (i.e. project management templates keep you ahead of time).

Whether you are looking for spreadsheet, which can help you manage your personal finances, or if you need a fully prepared and formatted workbook for preparing financial statements of your company, you have it all in excel templates. Luckily, for those who are beginners of excel, or who are proficient in handling spreadsheets, they can equally take benefit from these spreadsheets! Various spreadsheet choices are available for all, and each one is not limited to any specific purpose, i.e. you can use same type of excel template for multiple objectives. Some customer relationship management template help you to create this one.

Contents

Sales Excel Dashboard Spreadsheet Templates

Here is a list of templates, which are consider most useful, and therefore are popular for various reasons. Let’s take a look at them and the features they carry for assisting you:

Excel Budget Planner Templates for sales Tracking

Tracking down your daily base sales and purchase expense is a way of controlling them and achieving your savings goals in limited time frame. Whether you are interested in managing your income and expenses efficiently, or your goals are to make investment, you need to prepare a budget of {limit sales} and act on it entirely. Strengthened management is possible in organizations and for the projects through getting these personalized dashboard templates and make changing’s as required (i.e., customizing them and changing the headings if required).

Pros of Excel Budget Planner

Regardless of your money goals, you are now able to achieve them with proper sale budgets and here are some amazing features of these excel spreadsheets:

Now realize your current earnings and expenses as well.

  • Your budgets are only effective, if they are based on current earnings and realistic financial data. Check out your income sources from one (Sales Excel Dashboard Spreadsheet Templates).
  • If you are using sale budget sheets, any lack of monthly income, may result in disturbing balance of the whole family, while budgeting is life-savior, helping you efficiently fulfilling basic expenses.
  • You are always able to realize best investing opportunities, and therefore generate good, handsome amount on your investments through your budgeting spreadsheet example.

You are able to spend in emergencies.

  • Any unexpected expenses can be handled efficiently.
  • You are able to kept aside some money monthly, and therefore prepare for financial obstacles, faced at your home or at workplace.
  • Attach all your receipts and other financial documents, along the template and therefore you are always able to track and monitor your expenses.

Excel Sales Financial Dashboard Template

Now go beyond your financial records, and get overview of your company assets and liabilities, through downloading excel financial statement templates. It is legal requirement, that companies are required to maintain their updated financial data, and whether you are looking for excel spreadsheet to prepare your balance sheet, or profit or loss account, or financial plan projection, excel have it all for you.

Pro Features of Sales Tracking and Reporting

Compare your performance of the companies in financial terms, through these professionally designed excel financial templates:

5 year financial plan template

  • For large companies, financial plans are prepared first, before they are acted upon. Any forecasting decisions based on realistic data, are more effectual and profitable.
  • Some RACI Matrix template help you to create this one for documentation.
  • Any decisions regarding, buying of bigger assets, are not taken instantly, (i.e. expenses like depreciation) are calculated initially.
  • Brand awareness policies, can be taken with more smart marketing strategies, which helps in building reputation quickly.

Restaurant Sale profit and loss statement.

  • These templates can be given more personalized touch, through adding your restaurant details like restaurant name, logo, and contact details.
  • Now you are able to maintain your expenses and profit effectively, and therefore automatically cover your expenses, through using these spreadsheets.
  • Make comparison of the sales, and manage your inventory for providing satisfying services to your clients, through downloading restaurant profit/loss sheet.

Balance sheet excel template

  • This sheet provides financial details of your business over the period. You are able to make comparison over the years through this sheet.
  • Owner’s equity, and assets type, can be recognized, and therefore any long term investments can be made efficiently.
  • Financial ratios hold significantly importance, and these can be seen from this balance sheet spreadsheet.

Project Management Dashboard Spreadsheet Templates

Organization performance can be improved if current productivity level is known and if more projects are being worked upon efficiently. Handling multiple projects require proper management and tracking of the milestones, therefore excel dashboard spreadsheet templates, are great in helping detecting financial risks and then preparing for them. Now you are better able to track down your projects efficiently due to project management dashboards and they are actually helpful in management.

Importance of Project Management

Now enhance your customer satisfaction through downloading these amazing templates and here are the features of these templates:

Sale issue tracker

  • Monitor what is going on in specific department, and what issues are faced by your project team, through downloading Sale issue tracker template.
  • Any issues which have not still hit the project, but their probability and chances are high, can be tracked down through dashboard prepared for the purpose.
  • Now plan and add them in the excel workbook and share it with your project team.

Gantt chart Excel Templates

  • View timeline of the deliverables of the project, through this excel sheet.
  • It helps in making changing in the schedules, if certain tasks are dependable and require more effective planning.
  • Any powerful planning and schedules with gantt chart template are only helpful if they are worked upon, and therefore you are now able to make your plans working through personalizing this spreadsheet.

Tracking Sales Excel Spreadsheets

  • Whether you are interested in tracking your sales volume or if it is required for tracking production schedules, these spreadsheets are helpful.
  • Employees timesheets are tracked down and they are given goals accordingly, to help them becoming more organized and achieving their goals daily.
  • As a student you are better able to track down study and examination period and then prepare for them effectively, through downloading this.

Excel Charts and Calendars Spreadsheet Templates

Now give tough competition to your competitors through using excel charts, calendar and workbook templates. Whether you are looking for calendar to maintain your health records, or if you are looking for monthly calendar to plan your monthly activities, excel spreadsheets are of great help. For the persons who are actually linked to any profession, or they need to manage their personal goals, this is possible through these simple and professionally designed templates.

These templates are not limited to any organization as they are part of each type of organization. To do lists and checklist templates are also part of these spreadsheet, which help you figure out any tasks and how to manage them. Track which of your activities of accomplished and, which of these are in the queue.

Scorecard Dashboard Template

Here is some scorecard dashboard template for baseball, football, cricket and volleyball. According to your Match you can get “Customize Sheet” in excel template.

More check out Sales Excel Dashboard Spreadsheet Templates for daily base monitoring and tracking. There are many companies, who already work on dashboard software, great! But expensive one if you don’t know about much technical expertise on excel.