New users in Productive automatically receive pre-loaded dashboards, designed to help them quickly understand the platform’s capabilities during onboarding.
The My Dashboard (general overview) is shown to all users, while the availability of individual widgets depends on user permissions. The other dashboards are available only to admins, managers, and profitability manager users.
📌 These dashboards are only available for new users and organizations; existing users cannot add them retroactively.
These dashboards are available on all plans, and each widget is interactive—click to see filters, groupings, and sorting. You can also edit, rearrange, duplicate, or tweak them to create your own dashboards or use them as inspiration.
Overall, the dashboards are intended to jumpstart insights, letting you explore, adapt, and customize them while drilling down into the underlying data.
Default Dashboards
1) My Dashboard – 📊 General Overview
Provides a quick snapshot of your tasks, budgets, and utilization. Widgets include:
All open tasks on projects – See tasks across all projects.
Invoiced by month – Track monthly invoicing trends.
Note widget – Add personal reminders or key updates.
Future utilization – Area graph showing capacity and availability for the next 90 days, including worked time, billable time, and client-scheduled time vs user availability.
All open budgets – Overview of all budgets not yet closed.
2) ✅ Tasks Dashboard
Focused on task management and delivery tracking. Widgets include:
Tasks due this quarter – Upcoming deadlines.
Open and closed tasks by project – Task status per project.
Time variance by project – Compare initial estimates with actual worked time and time to complete tasks.
Project delivery status – Overview of task progress in projects (estimates, worked time, completion).
Open tasks by assignee – See who is handling what.
Tasks without due date by assignee – Identify unplanned tasks.
My overdue tasks – Quickly spot pending work.
Recently resolved tasks (last 7 days) – Track recent completions.
Overdue tasks in my projects – Monitor overdue tasks where you’re project manager.
3) 👥 Utilization Dashboard
Helps you track time, availability, and workload across your team. Widgets include:
Hours not logged last week – Quickly spot missing time entries.
Hours not logged last 30 days – Monitor untracked work over the past month.
Scheduled vs worked hours last month – Compare planned capacity to actual time worked.
Available vs scheduled hours next 30 days – See upcoming availability against scheduled work.
Approved time off this week – Track team leave in real time.
Available hours by manager next 5 months – Forecast team capacity by manager.
Forecasted billable utilization by month – Project future billable workload.
Forecasted utilization (including tentative) – Include tentative assignments for a full picture of upcoming capacity.
4) 💰 Finance Dashboard
Gives a clear view of revenue, costs, and profitability for your team and projects. Widgets include:
Annual revenue, cost & profit – Overview of your organization’s financial performance.
Team revenue, cost & profit (this year) – Shows recognized revenue, cost, and recognized profit for the people you manage.
Revenue, cost & profit by service type (this year) – Breakdown by different service offerings.
Revenue, cost & profit by person (this year) – Based on time entries of your team members.
Revenue, cost & profit by person (projected, this year) – Forecast using future bookings from the Resource Planner.
Profit margin by budget owner (this year) – Identify which budget owners deliver higher margins.
Recognized profit by subsidiary (this year) – Track profitability across subsidiaries.
Profit margin by client (this year) – Compare client profitability.
Profitability by client (this year) – Evaluate client contributions to profit.
Budgets with lowest profit (this year) – Spot underperforming budgets to take action.
5) 💸 Budgeting Dashboard
Focuses on tracking active budgets and planned work across services. Widgets include:
All open budgets by client – Overview of active budgets grouped by client.
Services with time left to schedule (by budget) – Identify services that still have unscheduled time.
Budgets with time left to schedule – See which budgets have remaining hours to allocate.
Scheduled vs worked hours (last week) – Compare planned versus actual time to stay on top of progress.
6) 📈 Sales Dashboard
Gives visibility into your active pipeline and projected sales revenue. Widgets include:
All active deals by owner – Overview of open deals grouped by deal owner.
Active deals by stage – Track deals as they move through sales stages.
Active deals by owner & stage – Combined view of ownership and projected revenue.
Recently added deals (open or lost, not won) – Shows new or lost deals created in the last 7 days.
Sales revenue projection by month – Column chart showing projected revenue by month.
7) 🧾 Invoicing Dashboard
Helps you monitor billing progress, overdue invoices, and overall invoiced profitability. Widgets include:
Open budgets to invoice (by budget owner) – See which budgets are ready to be invoiced.
Unpaid invoice amount (this year) – Track outstanding amounts for the current year.
Overdue invoices by aging – Review overdue invoices by aging category.
Invoiced revenue, cost & profit by month – Monthly overview of invoiced amounts and profitability.
Invoiced revenue, cost & profit by client – Compare client profitability based on invoiced data.
Invoices not exported to accounting tool – Identify invoices pending export to your accounting system.
Overdue invoices by client – Monitor which clients have outstanding overdue payments.