Upland Analytics Out-of-the-Box Program Manager Dashboard and Reports

This article details each available out-of-the-box Program Management Dashboard under Upland Analytics > Dashboards & Reports > Program Manager.

Dashboard

The Program Management Dashboard contains the flowing Widgets:

  • Total # of Programs: A KPI Report detailing the number of Program(s) assigned to the logged user.
  • Program Health: A Pie chart detailing the Health of the Program(s) assigned to the logged user.
  • Program Time Actual vs Budgeted: A Bar chart detailing the Project Total Hours vs the Project Current Hours of the Program(s) assigned to the logged user.

    Note: The report is filtered to show only Active Project data.

  • Program Revenue Actual vs Budgeted: A Bar chart detailing the Project Total Billing vs the Project Current Billing of the Program(s) assigned to the logged user.

    Note: The report is filtered to show only Active Project data.

  • Program Cost Actual vs Budgeted: A Bar chart detailing the Project Cost Total vs the Project Current Cost of the Program(s) assigned to the logged user.

    Note: The report is filtered to show only Active Project data.

  • Program Status Overview: Manager, Currency, Actual Start and End dates, Project name(s), Project Health, Total Actual Time, Actual Cost in Program Curr, Actual Billable In Program Curr and the Currency Symbol of the Program(s) associated to the logged user.

    Note: The report is filtered to show only uncompleted Program data. You can further Drilldown to the Project Entry Detail report.

Reports

  • Details the Actual Cost KPI Trend of the Projects assigned to logged user.
  • Details the Actual Revenue KPI Trend of the Projects assigned to logged user.
  • A Report detailing the Project, Task, User Name, Project Entry Total Time, Project Entry Billable Amount in Base Curr and the Project Entry Payable Amount in Base Curr of all Program(s) belonging to the logged user.

Note: You can Drilldown to either Actual Revenue KPI Trend or Actual Cost KPI Trend Line chart reports to see the data trend per project.

  • Details the Budget Burnup (percentage of the Actual Time Kpi / Current Time Budget KPI) trend of the Projects assigned to logged user over the current quarter.