--- source_url: "https://www.completix.com/exec-dash?utm_source=openai" title: "Executive Dashboard Software | Completix" mirrored_at: 2026-08-29T01:03:59.622Z host: www.completix.com cited_in_42a: true mirror_canonical: "https://index.42a.ai/www.completix.com/exec-dash__q__utm_source_openai" --- > **Original source:** https://www.completix.com/exec-dash?utm_source=openai Executive Dashboards ## Walk in Monday already knowing where the portfolio stands. Completix builds your executive view from live project data, so the status, the risk, and the spend are waiting for you the moment you log in. No exports, no chasing, no rebuilding the same slides. Rating 3.5of 5Good Active warnings 847842 off track Avg variance $81K vs approved, per project Risks12 open 290 Exposure · High 3 High 3 Med 6 Low Risk 681 · High Risk 354 · High Untitled54 · High The questions you answer for ## Six questions an executive is judged on. One screen that answers them. 01 ### Where does the portfolio stand right now? Live RAG health across every initiative, drawn from the projects themselves, with no refresh and no waiting on a report. 02 ### Which initiatives are slipping? The Warning Center gathers every threshold breach in one place and ranks where the trouble is concentrated. 03 ### Are we spending to plan? Approved, forecast, EAC, and variance tracked against actuals at both project and portfolio level. 04 ### Are we working on the right things? Each initiative is tied to the objective it serves, so priority is visible rather than assumed. 05 ### Can I defend this in the boardroom? Export any view to PDF exactly as it appears on screen, with the data behind it intact. 06 ### Do I trust the number on the screen? One source of truth, read live from the work, with a recorded history behind every change. Real-time status ## The whole portfolio, updating as it happens. Completix reads from every active project and rolls it into one executive view. Counts, RAG health, and budget utilization reflect the underlying data the moment it changes, so the picture is never a week old. - Live RAG health across every initiative - Open, on-hold, and closed counts at a glance - Drill from portfolio to a single project in one click - No setup, the view is built before you arrive Projects16 total 5 off track 2 at risk 9 on track Open14 On-Hold1 Closed1 2 finishing this month The Warning Center ## Every warning in the portfolio, gathered in one place. Triggers watch each project against its baseline, schedule finish, budget forecast, budget actuals, RAID due dates, and raise a warning the moment a threshold is crossed. The Warning Center groups them by trigger and by project, so you see where the trouble is concentrated rather than a flat list of noise. - Grouped by trigger type and by project - Baseline against actual on every breach - Which projects drive the most warnings - A record of what fired, where, and when Total warnings 1,349 active across the scope Off track 99%At risk 1% Projects affected 12 /16 75% have warnings Off track 100% Top affected project TS\_test3 452 warnings · 34% of total Off track 100% Top firing trigger Schedule Finish 1,297 · 96% · 8 active triggers Off track 100% Warnings by trigger 96%of warnings from 1 trigger type Schedule Finish Schedule Finish 1297 RAID - Task Due 19 Schedule Actuals 8 RAID - Issue Due 8 Milestone Due 6 Off track At risk Warnings by project 74%of warnings from 3 projects TS\_test3 · repo-test · Biotech Onboarding TS\_test3 452 repo-test 355 Biotech 189 Mktg 86 Other 267 Details Status Project Trigger Trigger value Actual Baseline Explanation Off Track Data Migration Budget Forecast +1% approved budget $2,133,000 $356,000 Forecast 499.2% over approved Off Track Mktg Launch Scheduled End \>2% planned end date Jul 24, 2028 Jun 26, 2025 Scheduled End over 1124 day(s) Off Track Biotech Onboarding Scheduled End \>2% planned end date Dec 29, 2025 Aug 28, 2024 Scheduled End over 488 day(s) Off Track Demo Small Scheduled End \>2% planned end date Apr 23, 2025 Mar 06, 2024 Scheduled End over 413 day(s) Off Track Mktg Campaign Budget Actuals \>100% approved budget $2,500 $2,000 Actuals 125% of approved Total budget Approved (BAC) $975,600.00 Forecast $2,356,101.00 EAC $757,828.00 Variance (BAC - EAC) +$217,772.00 Actuals vs BAC$59,052.00 spent EAC vs BAC78% of BAC Budget Breakdown Forecast$2.36M Actual to date$59,052 Current FY (Forecast)$56,846 Current FY (Actuals)$26,910 $0$500K$1M$1.5M Portfolio financials ## Are we spending to plan? Answer it without an export. Approved budget, forecast, EAC, and variance sit together at both project and portfolio level, with the current fiscal year broken out from the total so cost drift shows up while there is still time to act on it. - Approved, forecast, EAC, and variance side by side - Current fiscal year broken out from the total - Actuals against BAC and EAC, project and portfolio wide - Variances surfaced in the Warning Center, not buried Why it holds up ## The number on the screen is the number in the project. Completix does not ask you to maintain a separate reporting layer. The executive view is the project data, read live and rolled up, with a recorded history behind every change. Nothing to refresh, nothing to reconcile, nothing built by hand on a Friday afternoon. ### Live by default KPIs, status, and risk indicators reflect what is true now, not what was true when a report was last run. ### Zero configuration The dashboards are built before you log in. No widget fiddling, no setup phase, no waiting on someone to assemble it. ### Board-ready export Send any view to PDF exactly as it appears, with the data behind it intact, ready for the room. Also inside the dashboard ## Everything an executive reaches for, in one place. When leadership needs a broader reporting view across status, financials, risks, and milestones, [portfolio reporting](https://www.completix.com/portfolio-reporting/) provides the full reporting layer behind the dashboard. ### One-click drill-down Move from portfolio level to a single project without switching screens. ### Portfolio rating gauge A single score with the breakdown that produced it. ### RAG portfolio health Green, amber, and red across every initiative at a glance. ### Budget vs forecast Approved against forecast and EAC, project and portfolio wide. ### Risk exposure view The Warning Center feed, ranked by trigger and by project. ### PDF board export Any view to a clean PDF, exactly as shown on screen. ### Objective alignment Every initiative tied to the business objective it serves. ### Standardized reporting One format across teams, so updates compare cleanly. Get started ## Walk into the next board meeting already prepared. See your own portfolio in a live Completix dashboard. No setup to sit through, no slides to build the night before. [Schedule your free demo](https://www.completix.com/demobooking)