Excel Portfolio Management Dashboard Template: Track Projects, Budgets, and Risks with Ease

Managing multiple projects at once can feel overwhelming. With different deadlines, budgets, risks, and resources to track, project managers and executives often struggle to maintain visibility across their entire portfolio. This is where an Excel Portfolio Management Dashboard Template becomes an essential tool.

In this guide, we’ll explore what a portfolio management dashboard is, why you need one, and how the Excel template helps you track projects, monitor budgets, manage risks, and improve decision-making.

Key Features:

• Interactive dashboard view of all projects.
• Tracks budgets, risks, and resource allocation.
• Simple Excel-based setup — no advanced tools required.
• Helps identify bottlenecks and monitor financial performance.

Use this template to streamline project tracking, improve reporting, and achieve greater visibility across your entire portfolio.

📌 Get Started Today

Download the Excel Portfolio Management Dashboard Template and take the first step toward smarter project management and better portfolio outcomes.