This article provides a preview of the pre-build Account Dashboard report.
Get a full picture of your Professional Services performance with the Account Dashboard. This report shows key metrics like contract amounts, costs, revenue, and profit — all in one place. You’ll also see charts and tables that break down account details by business unit and engagement, helping you track progress and spot trends easily.
Compatible OnePlan Solution Templates
Use this table to quickly see if a report is compatible with your OnePlan solution template. Click a template name to learn more about it.
| OnePlan Solution Template | Works with This Report? |
|---|---|
| Agile Portfolio Management | ❌ |
| Adaptive Portfolio Management | ✅ |
| Collaborative Work Management | ✅ |
| PMBOK | ❌ |
| Product Portfolio Management | ✅ |
| Professional Service Automation | ✅ |
| Project Portfolio Management for Biotech/Pharma | ❌ |
| Strategic Execution Management | ✅ |
| Strategic Portfolio Management | ✅ |
Download Files
You can download the files for this report and follow simple instructions to add it to your OnePlan site here: OnePlan Report Packs for Adaptive Project Portfolio Management, Strategic Portfolio Management, Professional Service Automation, Product Portfolio Management, and Strategic Execution Management Solution Templates Version 04.25.25 and Newer
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