Company Dashboard

Updated March 31, 2026 05:59

This article explains the Company Dashboard feature.

The Company Dashboard allows you to see the progress status of all projects, sales and cost information, detailed progress rates, and more at a glance.

*Feature availability varies depending on your contract plan. If you wish to start using this feature, please contact your account manager.

Settings

① Update Date

The date and time when this company dashboard was last displayed are shown here.

There is also a “Recalculate” button next to the update date and time. While the data on the company dashboard is aggregated nightly, clicking this button will recalculate the data to ensure you are viewing the most up-to-date information.

② Viewers

This screen allows you to configure which members can use the company dashboard.

・ By default, users with Owner permissions are registered as viewable users. Owner permission users cannot be excluded from viewing permissions.

・ You can add or remove users who can view the company dashboard.

・ Only users with Owner or Company Administrator permissions can be set as users who can view the company dashboard.

・ If an account set as a Company Dashboard viewer has its company permissions changed to General, Other Companies, or any other permission level that cannot view the Company Dashboard, that user will lose access to the Company Dashboard, even if they still have the Company Dashboard viewing permission assigned.

・ Depending on your subscription plan, there is a maximum limit on the number of accounts that can view the Company Dashboard. (Maximum: 10,000)

③ Settings

This screen allows you to configure two settings.

Delay/Completion Determination Criteria

You can set the criteria for determining delay or completion dates from the following two patterns:

・ Determined by progress rate (*):
If the progress rate is planned > actual, it is determined as “Behind Schedule”.
If the progress rate is 100%, it is determined as “Completed”.

・ Determined by the end date:
If the project's end date has passed and the project flow status is not “Completed,” it is judged as “Behind Schedule.”
If the project flow status is “Completed,” it is judged as “Completed.”

* To select "Determined by progress rate", the Process Summary function must be enabled.

* Even if "Determined by progress rate" is selected, if the summary function for the work schedule is not enabled for each project, delay/completion will be determined by the end date. For enabling the summary function, refer to this article (Enable the gantt chart summary function).

Target Settings

You can register target amounts for the goal achievement status graph. Target amounts can be registered monthly. When you enter a number, it is automatically registered.

※The currency unit displayed for amounts reflects the settings registered in [Settings] > [Currency Settings].

Using the Company Dashboard

Filter

You can narrow down the root projects displayed on the company dashboard.

Item	Description
Project Template	Filters root projects based on the project template being used. * If no project template is specified, some tables/graphs may not display.
Start Date	Specify the period containing the start dates of the root projects.
End Date	Specify the period containing the end dates of the root projects.
Target Period	The period for the target amount registered in Target Registration is automatically specified by the “Start Date Beginning” and “End Date End”. *If “Start Date Beginning” or “End Date End” is not specified, it is set to “Not Specified”.

① When the Process Summary function is enabled

Project Counter

The number of projects matching the conditions is aggregated. This allows you to immediately see how many projects are delayed and quickly navigate to the relevant projects.

Item	Description
Total number of projects	Displays the number of root projects matching the filter conditions.
On schedule	Displays the number of parent projects matching the filter criteria that are neither “Completed” nor “Behind schedule”.
Behind schedule	Displays the number of parent projects matching the filter criteria that are “Behind schedule”. *The “Behind schedule” status is determined based on conditions specified in settings.
Completed	The number of root projects that are “Completed” and match the filter conditions is displayed. *The determination of “Completed” is based on conditions specified in the settings.

Clicking on a project number displays a list of projects included in that number. Clicking on a project name in this list allows you to navigate to the project details.

Target achievement

You can compare the registered target amount in settings with the project amount, billed, and collected status of the filtered root projects to understand the achievement status.

Item	Description
Total target amount	Displays the total target amount within the target period specified by the filter.
Project Value	Displays the total project value of the filtered root projects. * The (%) displayed after the amount indicates the achievement status relative to the Total target amount.
Billed	Displays the total billed amount for the filtered root projects. * The (%) displayed after the amount indicates the achievement status relative to the Total target amount.
Collected	Displays the total collected amount for the filtered root projects. * The (%) displayed after the amount indicates the achievement status relative to the Total target amount.

Cost

You can compare and understand the cost status of the filtered root project.

*Only costs from projects where the summary function is enabled are included in the aggregation.

Item	Description
Cost (Planned)	The total cost (planned) for the filtered root projects is displayed.
Cost (Actual)	Displays the total cost (actual) for the filtered root projects.

Project Pipeline

Displays the project amounts for the filtered root projects in a stacked bar chart, grouped by the status of the project template.

The numbers displayed above the stacked bar chart represent the “Total Project Amount (Number of Projects)” for that status.

*To display this graph, a project template must be specified in the filter.

Item	Description
(1) Project Amount	The vertical axis displays the total project amount included in the project status.
(2) Project Status	The horizontal axis displays the project statuses in the order set in the project template.
(3) Mouseover	When hovering over a project, the project name and project value are displayed.
(4) Item Display	Displays the total project amount (number of projects included).

Clicking a stacked bar displays the list of projects included in this number. Clicking a project name in this list navigates to the project details.

Project List

For projects filtered by the filter, comments, progress rate, and cost status are displayed. You can sort by overall progress rate difference and check projects with poor progress first, etc.

Item	Description	Sort
Project Title	The project name of the parent project is displayed.	◯
Comments	Comments registered in the project's Executive summary tab are displayed.	✕
Overall Progress Rate (Planned)	The project's overall planned progress rate is displayed.	◯
Overall Progress Rate (Actual)	The project's overall actual progress rate is displayed.	◯
Actual-Plan Overall Progress Difference	Displays Overall Progress Rate (Actual) - Overall Progress Rate (Plan). * Positive values are displayed in blue; negative values are displayed in red.	◯
Cost (Plan)	Displays the project's Cost (Plan).	◯
Cost (Actual)	Displays the project's Cost (Actual).	◯
Plan-Actual Cost Difference	Cost (Planned) - Cost (Actual) is displayed. * Negative values are displayed in red.	◯

You can navigate to the project details screen by clicking on the project name.

Project History

For the initial projects filtered by the criteria, the project flow and overall progress rate are displayed. Additionally, you can compare the data to that from a specific number of days in the past to see how the project has changed since that date.

Item	Description	Sort
Project Title	The project name of the parent project is displayed.	◯
Project Status	The project flow status is displayed. Values are shown in the order of “Value on Comparison Date” → “Current Value.”	✕
Overall Progress (Actual)	The overall project progress rate (actual) is displayed in the order of “Value on Comparison Date” → “Current Value.” The value for “Current Value – Comparison Date” is also displayed. You can sort by current value or difference.	◯
Start Date	For the project start date, the planned and actual values are displayed in the order of “Value on Comparison Date” → “Current Value.” The value for “Current Value - Comparison Date” is also displayed. You can sort by current value or difference.	◯
End Date	For the project end date, the planned and actual values are displayed in the order of “Value on Comparison Date” → “Current Value.” The value for “Current Value - Comparison Date” is also displayed. You can sort by current value or difference.	◯

You can navigate to the project details screen by clicking on the project name.