PMO DASHBOARD TEMPLATE — for Excel & Google Sheets

Run your whole project portfolio from one screen: status, budget, risk and timeline across every project. A multi-project PMO dashboard for programme managers and PMO leads who need the portfolio view at a glance.
 
When you're juggling several projects, the hardest question is the simplest: which ones need me right now? This portfolio tracker answers it — rolling up RAG status, budget and risk across every project, and surfacing the ones in trouble first.
 
Designed by a leadership coach, for those who lead.
 
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WHAT IT DOES
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Auto RAG rollup — portfolio status summarised live across every project
Budget vs forecast — spend and overspend flagged automatically
Attention list — red and amber projects surfaced worst-first
Delivery roadmap — a colour-coded RAG Gantt across the whole year
Live charts — status and financials update on their own
Guided dropdowns — consistent status, phase and health ratings
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WHAT'S INSIDE
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Start Here — a guided overview to get going fast
Portfolio Dashboard — KPIs, RAG and an attention list
Portfolio List — every project, with auto variance and days left
Delivery Roadmap — a colour-coded RAG Gantt by month
Financials — budget vs spent vs forecast, with RAG
Definitions & Guide — how to run the portfolio view
(plus an editable Lists tab that powers the dropdowns)
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WORKS WHERE YOU WORK
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Microsoft Excel and Google Sheets — use whichever you prefer
No macros, no add-ons — just open and use
Compatible back to Excel 2019, on Mac and Windows
Clean, light spreadsheet design — opens with a Start Here guide and a worked example you simply type over
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INSTANT DOWNLOAD
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Your file is ready the moment your payment clears — nothing is shipped. As this is a digital product, all sales are final, but if anything isn't working just message me and I'll help.
For Google Sheets: upload the file to Google Drive, open with Google Sheets, then File > Make a copy.
 
PERFECT FOR: PMO leads, programme managers and senior PMs running more than one project at once.
 
 
Designed by a Leadership Coach, for those who lead.