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TrackAxo documentation — projects, business, HR, sales & finance in one platform

📊 Project Dashboard Guide

Learn how to effectively use the Project Dashboard in TrackAxo to monitor project progress, track team performance, and manage your project portfolio efficiently.

🎯 Dashboard Overview

The Project Dashboard is your central command center for all project-related activities. It provides real-time insights into project status, team performance, deadlines, and key metrics that help you make informed decisions and keep projects on track.

Real-Time Monitoring

Live updates on project progress, team activities, and milestone achievements

Quick Actions

Fast access to create new projects, assign tasks, and manage resources

🔍 Key Dashboard Elements

📈

Project Metrics

Key performance indicators and project statistics at a glance.

  • • Total active projects
  • • Projects completed this month
  • • Average project duration
  • • Team utilization rate
📋

Project Status Cards

Visual representation of project health and progress.

  • • On-track projects (green)
  • • At-risk projects (yellow)
  • • Delayed projects (red)
  • • Completed projects (blue)
⏰

Timeline & Deadlines

Upcoming milestones and critical deadlines.

  • • Upcoming milestones
  • • Overdue tasks
  • • Critical deadlines
  • • Sprint timelines
👥

Team Overview

Team member availability and workload distribution.

  • • Team member status
  • • Current workload
  • • Available capacity
  • • Skill matrix
💰

Financial Overview

Project budget tracking and cost analysis.

  • • Budget vs. actual costs
  • • Resource allocation costs
  • • Project profitability
  • • Cost trends
🚨

Alerts & Notifications

Important alerts and action items requiring attention.

  • • Risk alerts
  • • Resource conflicts
  • • Budget overruns
  • • Timeline delays

🚀 How to Use the Project Dashboard

1. Initial Dashboard Review

  1. Log into TrackAxo and navigate to the Project Dashboard
  2. Review the overall project portfolio summary at the top
  3. Check the color-coded project status cards for quick health assessment
  4. Review any critical alerts or notifications in the alerts section
  5. Note upcoming deadlines and milestones in the timeline section

2. Project Status Monitoring

  1. Click on any project status card to view detailed information
  2. Review project progress bars and completion percentages
  3. Check milestone completion status and upcoming deadlines
  4. Review team member assignments and workload distribution
  5. Analyze budget utilization and cost trends

3. Team Performance Analysis

  1. Review team member availability and current workload
  2. Check individual performance metrics and task completion rates
  3. Identify resource bottlenecks or over-allocation issues
  4. Review skill utilization and training needs
  5. Plan resource reallocation if necessary

4. Quick Actions and Navigation

  1. Use the "Add New Project" button to create new projects
  2. Click on project names to navigate to detailed project pages
  3. Use filters to view specific project categories or statuses
  4. Export dashboard data for reporting purposes
  5. Set up custom dashboard views for different user roles

Video walkthrough

Step-by-step video for this section is coming soon. Use the written guide below, or email contact@trackaxo.com for a live demo.