Dashboards vs. Summaries: Choosing the Right Power BI Report in OnePlan

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When exploring OnePlan’s pre-built Power BI Report Packs, you’ll notice that reports are grouped into two main types: Dashboards and Summaries. Understanding the difference between them can help you choose the right report for your needs.

Dashboard Reports: Big Picture Insights

Dashboard reports are designed for high-level overviews. They’re ideal for looking at broad performance across portfolios, product lines, or entire business units. These reports highlight key metrics and trends, giving decision-makers a quick snapshot of overall progress and performance.

Here is a list of all of the Dashboard Reports currently available from the OnePlan team:

 

Summary Reports: Detailed Views

Summary reports zoom in on specific areas like individual projects, epics, or engagements. They provide more detailed insights, helping teams track progress, costs, and outcomes at a granular level. These reports are perfect for day-to-day management and analysis of specific work items.

Here is a list of all of the Summary reports currently available from the OnePlan team:

 

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