Professional Services Reporting Dashboard Template in OnePlan

Direct Answer: Professional Services Reporting Dashboard Template in OnePlan

The Professional Services Reporting Dashboard template in OnePlan is a pre-built dashboard for the Professional Services area that tracks client accounts and engagement financials across two tabs: an Account Dashboard and an Engagement Financials dashboard. Download the template file below and import it into your Professional Services area’s Dashboard tab to get this reporting view immediately, without building it widget by widget.

What This Article Covers: Professional Services Reporting Dashboard Template

This article shows what the Professional Services Reporting Dashboard template looks like, what each tab includes, and provides a downloadable .json file you can import directly into your OnePlan environment.

What you will accomplish Preview the Professional Services dashboard template and import it into your OnePlan Professional Services area.

Before You Begin: Professional Services Reporting Dashboard Template

Access to the Professional Services area in OnePlan with the Dashboards control activated
Permission to create and import dashboard tabs
Account and engagement data already entered in your Professional Services area, so the widgets have data to display

What’s Included: Professional Services Reporting Dashboard Template

(01) Account Dashboard

Summarizes client account health, with pie charts for Account by Type, Overall Health, Financial Health, Schedule Health, Effort Health, and Issue Health, and a table listing every account with its Plan Type, State, Status, Business Unit, Industry, Hosting Location, Account Type, Region, and estimated plan financials. Filterable by State, Business Unit, Account Type, and Region.

Professional Services Dashboard - Account Dashboard

(02) Engagement Financials

Tracks engagement-level financials, with Contract Amount, Estimated Cost, Actual Cost, Estimated Revenue, Estimated Profit, and Actual Revenue card widgets, pie charts for Engagement by State, Engagements by Service Line, and Engagement by Type, and a table listing every engagement with its Plan Type, State, Status, and detailed contract and cost figures. Filterable by State, Business Unit, and Engagement Type.

Professional Services Dashboard - Engagement Financials

Download Files

Download the Professional Services Reporting Dashboard Template

Once downloaded, import the file using the steps in How to Import Dashboards in OnePlan.

Frequently Asked Questions: Professional Services Reporting Dashboard Template

Q: What file format is the Professional Services Reporting Dashboard template in OnePlan? A: In OnePlan, the Professional Services Reporting Dashboard template downloads as a .json file, the same format produced by OnePlan’s dashboard export feature.

Q: What data does the Professional Services dashboard template use? A: In OnePlan, the Professional Services Reporting Dashboard template pulls from account and engagement data in your Professional Services area. Populate your accounts and engagements before importing the template so the widgets display meaningful data.

Q: What health metrics does the Account Dashboard tab track? A: In OnePlan, the Account Dashboard tab of the Professional Services Reporting Dashboard template tracks Overall Health, Financial Health, Schedule Health, Effort Health, and Issue Health for each account.

Q: How do I use the downloaded template in OnePlan? A: In OnePlan, import the downloaded .json file using Reporting > Dashboards > Import. See How to Import Dashboards in OnePlan for full steps.

What to Do Next: Professional Services Reporting Dashboard Template

Import the template into your environment: - How to Import Dashboards in OnePlan

Explore reporting dashboards generally: - Reporting Dashboards in OnePlan - Overview

professional-services-reporting-dashboard-template.json40 KB