Completix

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The Executive Dashboard

For a 360° visibility of everything that is happening in your organization, the Executive Dashboard provides all you need to be in the know in real-time. Metrics, status, resources availability, outstanding items…everything.

The Dashboard sections

How to

Projects section

The Executive Dashboard​

When a project is created, Completix automatically pulls all the information’ together and summarize them in a dashboard format for you to review. The top graphical bar represent the sum of all projects. It is meant to provide an overview of every open initiative, their combine budget, issue, risks, etc. This is the picture of your organization.

The Dashboards are interactive. Ex, If you click on the Status, it will open the “latest” posted status report. 

The Executive Dashboard​
The Executive Dashboard​

You can also expand the components to reveal a summary list of Risks and Issues for all projects and apply filter as required. To zoom into what is really critical, Completix gives you the ability to show, with a single click, issues and risks that are marked as critical as well as the ability to highlight overdue items, so your attention goes to where it should.  

The Executive Dashboard​

Timesheet report

For each project, you have the ability to see a timesheet report for all effort spent in a specific month.

Actuals for a project - Monthly report​

For each project, you have the ability to see a timesheet report for all effort spent in a specific month. Select the “Timeshet report” icon and then select the project name form the dropdown

The Executive Dashboard​

For each project, you have the ability to see a timesheet report for all effort spent in a specific month. Select the “Timeshet report” icon and then select the project name form the dropdown

The Executive Dashboard​

Programs section

The Executive Dashboard​

When a program is created, Completix automatically pulls all the information’ together and summarize them in a dashboard format for you to review. As a Program is considered an entity on its own, this Dashboards represents the programs that are currently active. You can click on any given program to go the its Home page.

You can also expand the components to reveal a summary list of Risks and Issues for all programs and apply filters as required.

Portfolios section

The Executive Dashboard​

When a portfolio is created, Completix automatically pulls all the information’ together and summarize them in a dashboard format for you to review. The main metrics are displayed on the top graphical bar. These metrics are the sum of all project’s individual metrics.

You can also expand the components to reveal a summary list of Risks and Issues for all programs and apply filters as required.

Resources section

Resources allocation overview​

When a resource is created, Completix automatically pulls all the information’ together and summarize them in a table format so you can review resources availability across multiple initiatives, You can expand each resource to see all project involvement as well as the allocation and effort for each. 

For more details on how to Resource Allocation works please click here.

Outstanding Approvals

The Executive Dashboard​

You can review all outstanding approvals across all initiatives. This view allows you to act on roadblocks very swiftly.

Global Metrics

The Executive Dashboard​

You can review all averaged metrics across all active initiatives. With a quick check you can verify how your organization is doing, how fast are the issues being resolved and other metrics used to measure KPIs tied to the overall company’s performance.

How to filter a view

With the multitude of data at your disposal, you need the ability to focus on what is important. In Completix, all dashboards have a search capability. Filters can be applied on each header to fine tune your selection. To start., click on the “search” icon

The Executive Dashboard​

The filtering bar appears. You can use multiple filters at the same time to narrow your search 

The Executive Dashboard​

While typing, the list automatically filters the value as per your criteria

The Executive Dashboard​

Changelog

Apr 20, 2024

  • New – Document search is indexed and fully integrated with external drives (OD. GD. etc).
  • Improved – Schedule and RAID filters have been improved 
  • Improved – Milestones in gantt chart are placed in different level when colliding
  • Improved – CSV exports data improvement
  • Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
  • Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu

Mar 16, 2024

  • New – OneDrive Integration (2-way) 
  • New – Google Drive Integration (2-way)
  • New – Schedule Kanban view
  • New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
  • Improved – Document templates can now be organized into folders

Jan 29, 2024

  • Improved – Site Settings’ UI has a new look with explanation and guide
  • New – Portfolio status can now be exported unified 
  • New – Jira Integration (2-way)
  • New– MS Project Integration (2-way)
  • New– Simplified view – Record is committed automatically

Dec 22, 2023

  • New – Introduced a FREE plan
  • New – Introduced a new trigger-based Warning engine
  • New – Added charts for budget’s status
  • New– Added Portfolio Manager role
  • New– Added Portfolio view in My Dash for assigned Portfolio Managers
  • New – Project type can be hidden if not in use
  • Improved – Status reports now export in PDF landscape for better readability

Nov 25, 2023

  • Fix – Bugs and UI tune-ups
  • New – RAID Cards in Kanban mode have an updated look
  • New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
  • New – Budget templates can now be created by importing directly from MS Excel
  • New– When, in a project, components are hidden, all related options are also hidden
  • New– Added a Resource view for Portfolios

Nov 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Operational and Task Tracking as type of initiatives
  • New – Project type tags are now colored differently for a better experience
  • New – Project types are now tracked in the Dashboards
  • New– Added ability to show/hide all details’ components separately in the Overview page 
  • New – Added a “Note” field in vendor expenses.

Oct 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Financials lock
  • New – Dashboards: added alert icons for values over the baseline 

Sep 6, 2023

  • Fix – Fixed FY calculation in PM Dashboard
  • New – Introduced a new Trial start Welcome guided setup
  • New – Table’s headers have a new and improved look
  • New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
  • New – Added option to enable/disable the budget fiscal on a per project basis

Aug 25, 2023

  • Fix – Bugs and UI tune-ups
  • Update – We updated all internal libraries to the latest version 
  • New – Introduced a Simplified project type to be used for task tracking type activities
  • New – Increased the number of components that can be turned off separately
  • New – Tasks can now be added directly from the dashboards
  • New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
  • New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.

Aug 10, 2023

  • Fix – Bugs and UI tune-ups
  • New – Grouping of resources in MyTeams
  • New – Pre-built budget “Estimates vs Actuals”
  • New – Status report now has a new widget: Summary bar
  • New – More components can be turned off separately
  • New – New tasks can be added directly from the dashboard

Completix for mobile is not ready yet

We are working hard creating a mobile version that meets your needs