Help Center . Dashboards

A dashboard to show a manager progress on an initiative

Your manager wants to see how a specific initiative is tracking, and you want it to update itself.

In short

Assemble a shareable progress view for one initiative so updates are a link, not a slide deck.

Good fit if your manager wants to see how a specific initiative is tracking and you want it to update itself.

The point of this dashboard is to retire the weekly status slide. Instead of rebuilding a deck, you build one live view scoped to the initiative and share the link: it is always current.

Build it

  1. In Data Studio, create a view scoped to the initiative's goal and project.Filter Goals to the specific goal, and Projects/Tasks to the project that delivers it.
    A Data Studio view scoped to a single initiative showing the goal's key results, percent complete, and the project's task status breakdown
    One initiative: its KRs, its progress, its open work.
  2. Show the columns a manager cares about: key result progress, percent complete, owner, target date and status.Hide operational noise: they want trajectory, not every subtask.
  3. Add the goal's check-in history if available, so the narrative travels with the numbers.A number plus a one-line "why" is far more reassuring than a number alone.
  4. Save the view and share it with your manager.Use the view's share option to grant access. They open a link and see the current state: no export, no stale PDF.
Why it works
Why share a live view instead of exporting?

An exported snapshot is wrong the moment a task moves. A shared view is governed by the same access rules as the rest of your data, so your manager sees exactly what they're allowed to and it's never out of date. Less prep for you, more trust for them.

Tip
Need a CSV anyway?

If a stakeholder lives outside Vindaris, any Data Studio view exports to CSV from the download icon. Use it for the rare consumer who genuinely can't open a link.

When teams reach for this

A progress view is a saved Data Studio view scoped to one initiative: its goal, the project under it, and the tasks and KPIs that show movement. Because it draws on the live map, the link you share keeps updating after you send it.

Who it helps

Vindaris fits the project or team lead reporting up, and the manager or exec who wants initiative status without asking for it. It suits scale-ups and mid-market companies, roughly 30 to 500 people, where managers oversee several initiatives at once and cannot chase each for updates.

Why it helps

At that size status by slide deck means the manager sees a snapshot that is stale the moment it is made, and the lead loses an afternoon building it. A shared live view of one initiative makes the update a link that is always current, so the lead stops reporting and the manager stops asking.

In practice

Vindaris maps your strategy, goals and KPIs down to every project and task, and the Work Graph flags execution risk wherever effort has drifted from the goal, with task-level context down to the Slack thread.

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Put this into practice

Vindaris keeps strategy, goals, projects and tasks in one place, and the Work Graph flags execution risk before it costs you. Start free, no credit card.

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