You’ve got the data. Now it’s time to make it work for you. This session kicks off our 3-part Tech Tuesday reporting series with a walkthrough of OnePlan’s dashboards, which are built to help you track what matters, spot issues early, and communicate progress with clarity.
Whether you’re managing the day-to-day or monitoring progress across portfolios, you’ll learn how to create a workspace that works for you, keeping your most important metrics front and center so you can spend less time digging for answers and more time making decisions.
Key Takeaways:
- Create a dashboard that fits your role: Learn to drag, drop, and configure layouts for fast access to what matters most.
- Add real-time data widgets to track project progress, budget, timelines, and KPIs without manual updates.
- Establish a reporting baseline you can replicate, reuse, and share across teams for scalable insight delivery.
