Modules/Dashboard & KPIs

Dashboard

Your whole operation, at a glance.

A live operational dashboard that rolls up progress, approvals, budgets, and bottlenecks across every project, computed from the same records your team works in, not a stale weekly export. Drill from a KPI straight into the work behind it.

Live

KPIs computed from real records

1-click

drill from a metric to the work

Portfolio

view across every project

What makes it different

Numbers you can trust.

Live progress rollups

Live progress rollups

Project completion computed from approved, weighted sub-projects, never a hand-maintained percentage.

Tasks blocked
Nearing deadline
Resolved
Bottleneck signals

Bottleneck signals

See exactly where work is stuck: overdue approvals, blocked tasks, and SLA breaches surface automatically.

Budget vs actual

Budget vs actual

Track committed and actual spend against budget across the portfolio, updated as transactions land.

Drill-down everywhere

Drill-down everywhere

Click any KPI to open the underlying projects, approvals, or tasks, with no separate BI tool and no data lag.

Role-aware views

Role-aware views

Leaders see the portfolio; managers see their projects; everyone sees what their role is allowed to.

Submit-all from the top
ReviewSign-offNotify

Submit-all from the top

Push a whole project into review from one place when everything is ready.

Spreadsheet dashboards vs Prime RP.

Real-time, no manual refresh

Spreadsheets & BI bolt-onsManual
Prime RPYes

Progress from approved work

Spreadsheets & BI bolt-onsTyped in
Prime RPComputed

Drill-down to the record

Spreadsheets & BI bolt-onsNo
Prime RPYes

Role-based visibility

Spreadsheets & BI bolt-onsSeparate setup
Prime RPInherited

Single source of truth

Spreadsheets & BI bolt-onsCopies drift
Prime RPYes
Role-based access
AI-powered
Prime RP dashboard

Book a Walkthrough

Get a personalized walkthrough of the platform and discover how you can manage projects, people, finance, procurement, and daily operations, all in one place.

Book a walkthrough
FAQ

Questions, answered

Directly from your live projects, approvals, tasks, and transactions. The dashboard is a view of the same records, so it is always current.