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Project Dashboard Document Template

Provides a real-time visual overview of project KPIs, progress, and risks in one snapshot.

Project Dashboard

Purpose: This dashboard provides a comprehensive snapshot of the current project status, including key performance indicators (KPIs), milestones, and risks. Use this to communicate progress, highlight critical issues, and support informed decision-making.

Project Information

  • Project Name: {projectName}
  • Project Manager: {projectManager}
  • Start Date: {startDate}
  • End Date: {endDate}
  • Status: {projectStatus}

Key Performance Indicators (KPIs)

KPI Target Current Value Status
{#kpis}{kpiName}{target}{currentValue}{kpiStatus}{/kpis}

Milestones

Milestone Planned Date Completion Status
{#milestones}{milestoneName}{plannedDate}{milestoneStatus}{/milestones}

Team Members

Name Role Contact
{#teamMembers}{name}{role}{contact}{/teamMembers}

Risks & Issues

{#risks}

  • {title}: {description} - Severity: {severity}

{/risks}

Upcoming Activities

{#activities}

  1. {activityName}: {activityDetails}

{/activities}

{#projectNotes}

Additional Notes

{notes}

{/projectNotes}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

Download Word Template (.DOCX)
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Download the Project Dashboard template in .DOCX format. Customize it to suit your needs using your preferred editor (Word, Google Docs...).

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Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

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Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Project Dashboard Using Forms

collect project updates via web form to generate real-time project dashboard
gather KPI metrics through a form and create project progress dashboard
submit weekly team reports to auto-generate unified project dashboard PDF
capture project risks and milestones in a form to generate executive summary dashboard
collect cross-department status inputs to build centralized project dashboard

Generate Project Dashboard Using APIs

automatically generate project dashboard from Jira tasks using API
trigger real-time dashboard creation from project management tool via API
generate PDF project dashboard from database metrics through REST API
create live KPI dashboard from internal tools with document generation API
auto-generate client-ready project status dashboard from CRM using API

Integrations / Automations

create project dashboard from Google Sheets updates using Zapier
generate visual project dashboard from Monday.com progress via Make
build weekly project dashboards from Trello card data using automation
auto-generate executive dashboards from Asana tasks with workflow tools
trigger project status dashboard creation from Airtable updates using Zapier

Other templates in Project & Business Management

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Monitors project spending vs budget, including cost categories and variances.

Project Timeline

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Maps out project milestones and deadlines on a timeline view (Gantt chart style).

Action Plan

DocumentDOCX

Outlines specific steps, deadlines, and responsible persons for executing project-related tasks.

Meeting Minutes

DocumentDOCX

Captures key points, decisions, and action items from meetings for documentation and follow-up.
Project & Business Management Templates