Project Dashboard

Last Modified On: July 3, 2026

The Project Dashboard provides a visual executive summary of your project’s status, schedule, milestones, risks, and team workload directly on the Salesforce Project record page.

The dashboard is read-only — it displays live data from your project but does not allow editing. To make changes, use the project’s Schedule tab, edit task records directly, or update fields in Salesforce.

Please Note:

This feature will be available with the Inspire Planner JUL 2026 Major Release available in Production environments on August 11, 2026.

Opening the Dashboard

Navigate to any Project record in Inspire Planner. If your administrator has configured the Dashboard tab, click it to view the project dashboard. The dashboard loads automatically and displays project and task data.

The dashboard header shows “Project Dashboard: {Project Name}” with a refresh button. Click the refresh button to reload all data from the server without a full page refresh.

KPI Summary Tiles

Six tiles at the top of the dashboard show key project metrics at a glance.

Status — The current project status (e.g., In Progress, Completed). Displayed in blue.
Duration — The total project duration in days.
Progress — The project’s percentage complete, shown as a number with a green progress bar that fills proportionally.
Start Date — The project’s actual start date.
Finish Date — The project’s actual finish date.
Days Overdue — The number of days the project is past its planned finish date. Shows green when 0 (on track) and red when overdue.

Project Health

The Project Health panel shows color-coded pills for each health dimension configured by your administrator.

Each pill displays the field label and is colored based on its value.

Green pill — The dimension is on track.
Amber pill — The dimension needs attention.
Red pill — The dimension is critical.
Grey pill — No value set for this dimension.

The default fields are: Overall Project Health, Budget, Schedule, Resources, Scope, Risks, and Issues. Your administrator can customize which fields appear by editing the “Project Dashboard KPI Panel” field set on the Project object. For more information, please see Admin Guide - Project Dashboard.

If your administrator adds custom picklist fields with Red/Amber/Green values to the field set, they will appear automatically in this panel.

Task Breakdown

The Task Breakdown panel shows a stacked horizontal bar representing how many tasks fall into each status category:

Not Started (grey) — Tasks that have not begun.
In Progress (blue) — Tasks currently being worked on.
Waiting (purple) — Tasks waiting on someone else.
Completed (green) — Tasks that are finished.

The bar width is proportional to the number of tasks in each category. A legend below the bar shows the exact count for each status.

If your organization uses custom status values, the dashboard maps them to the standard categories using your Inspire Planner custom settings.

Health Overview

The Health Overview panel shows three tiles indicating the health of your active tasks:

On Time (blue) — Tasks classified as on time by the Task Health formula.
At Risk (amber) — Tasks classified as at risk by the Task Health formula.
Late (red) — Tasks that are past their due date.

Completed and deferred tasks are excluded from the health count. A proportional bar below the tiles shows the relative distribution.

Project Timeline

The Project Timeline shows a visual summary of your project schedule with bars representing project phases and major deliverable groups.

Phase bars (bold labels) represent high-level project phases.
Deliverable bars (lighter labels) represent groups within each phase.

Blue fill represents the completed portion of each bar. Grey fill represents the remaining work.

Percentage labels at the end of each bar show the exact completion percentage.

A red “Today” badge marks the current date on the timeline. Subtle vertical grid lines help you read dates along the timeline axis.

The timeline axis adjusts automatically to fit your data. Short projects show weekly labels; longer projects show monthly labels with the full year.

Hover over any bar to see a tooltip with the task name, health status, progress percentage, start date, and finish date. Click any task name to open the record in a new browser tab.

In Progress Tasks

The In Progress Tasks panel shows a focused timeline of tasks currently being worked on. Each task displays a bar with progress fill:

Blue fill indicates the completed portion.
Grey fill indicates remaining work for on-time tasks.
Red fill indicates remaining work for overdue tasks.

The panel uses a tighter date range than the main timeline, showing only the period relevant to active tasks. A red “Today” badge marks the current date.

Hover over any bar for a detailed tooltip. Click any task name to open the record. If no tasks are currently in progress, the panel shows “No tasks currently in progress.”

Milestones

The Milestones table lists all project milestones sorted by due date (earliest first). For each milestone, you can see:

Name — The milestone name (clickable link to the record).
Due Date — The planned date.
Days Left — Shows “Done” (green) for completed milestones, “In Progress” (blue) for active milestones, the number of days remaining (grey) for future milestones, or the number of days overdue (red) for missed milestones.
Status — A coloured circle indicator matching the Days Left category.

Overdue Tasks

The Overdue Tasks panel lists tasks that have passed their due date without being completed. Tasks are sorted with the most overdue first. Each task shows:

Task name (clickable link to the record).
Due date and number of days overdue.
A “Late” badge in red.
The assigned team member’s name in a blue pill.

If all tasks are on schedule, the panel displays “All on track — no overdue tasks” in green.

The maximum number of overdue tasks shown is configurable by your administrator (default: 5). The count pill in the header shows the total even if not all are displayed.

Upcoming Tasks

The Upcoming Tasks panel lists tasks with the nearest future due dates, sorted soonest first. Each task shows:

Task name (clickable link to the record).
Due date and number of days remaining.
An “On Time” badge in blue.
The assigned team member’s name in a blue pill.

Risks and Issues

The Risks & Issues panel shows open risks and issues from your project’s risk register. Each item shows:

Risk/issue name (clickable link to the record).
Description with word wrap.
Type (Risk or Issue).
A colour-coded priority pill: High (red), Medium (amber), Low (green).

Closed and Cancelled items are excluded. Priority is determined by the Priority Level field: greater than 19 = High, 6 to 19 = Medium, less than 6 = Low.

The maximum number of items shown is configurable by your administrator (default: 5).

Team

The Team panel shows all team members assigned to the project with their workload summary:

An avatar showing the member’s Salesforce profile photo, or a colored circle with initials if no photo is available.
The team member’s name (clickable link to the Project Team record) and project role.
The number of tasks assigned to that member.
The number of overdue tasks (shown in red if greater than zero).
Team members are sorted by task count (busiest first).

Export the Dashboard

The Project Dashboard can be exported to create a snapshot of your project’s key metrics and visualizations. This is useful for sharing project status with stakeholders, archiving progress, or including dashboard information in presentations and reports.

Click Export report.
Select the dashboard panels you want to include in the export. Then, click Export.

The Project Dashboard is automatically downloaded as a PDF document containing the selected dashboard panels.

Configuration

Salesforce Administrators can configure the dashboard through Lightning App Builder properties. For more information, please see Admin Guide - Project Dashboard.