See Every Project's Health Without Asking for a Status Update
Stop pinging your team for updates. CrmLeaf's Project Dashboard gives you a live view of progress, budget, and risk across every active project.
- Free 15-day trial
- No credit card
- Free onboarding
Trusted by teams building and shipping for clients
What's inside
Built for Teams That Need Project Dashboard
Everything you need to keep this part of your projects under control, without switching tools.
- 01
Portfolio Overview
See every active project's status, deadline, and health in one screen.
- 02
Budget vs Actual Tracking
Compare planned budget to real spend without opening a spreadsheet.
- 03
Task & Milestone Progress
Visual progress bars pulled directly from live task and milestone data.
- 04
Risk Flags
Projects trending off-schedule or over-budget are flagged automatically.
- 05
Customizable Widgets
Build the dashboard view that matters to your role.
- 06
Role-Based Views
Give executives a portfolio view and PMs a project-level view, from the same data.
In control
Project Dashboard That Keeps Work Moving
No more spreadsheets, sticky notes, or scattered updates.
- 01
Custom Dashboard Widgets
Choose the metrics that matter to your team or role.
- 02
Centralized Portfolio Visibility
One screen for every active project's health.
- 03
Automatic Risk Flagging
Know which projects need attention before the client calls.
- 04
Real-Time Data
No manual reporting - the dashboard pulls from live project data.
How it works
How Project Dashboard Works
From setup to outcome, in four steps.
- 01
Pull
The dashboard reads live data from Tasks, Milestones, and Expenses.
- 02
Display
Progress, budget, and risk appear on one screen, by project or portfolio.
- 03
Flag
Projects trending off-track are highlighted automatically.
- 04
Customize
Build the view that matches your role, from exec to PM.
- projects tracked live
- 100%
- status meetings
- -45%
- manual reporting
- 0
- real-time budget visibility
- 100%
Dashboard Connects to Milestones, Tasks, and Expenses
Pulls budget data from Expenses and progress data from Milestones and Tasks into one live view.
Compare
Project Dashboard: Manual vs CrmLeaf
The same work, without the busywork.
- Project statusWithout:Chased via chat or emailWith:Live on one dashboard
- Budget visibilityWithout:Checked in a separate spreadsheetWith:Tracked alongside progress
- Risk detectionWithout:Found out after the factWith:Flagged automatically
- ReportingWithout:Manually compiled weeklyWith:Real-time, no manual work
What Teams Say
"I used to spend Monday mornings pinging every project lead for a status update. Now it's one dashboard, and I can see exactly which projects need attention."
FAQ
Project Dashboard FAQs
Yes. It pulls directly from live task, milestone, and budget data as it changes.
Ready to Transform Your Workforce?
Our experts will show you how CrmLeaf's Project Dashboard module can streamline your team's work.
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