What It Does

The Dashboard summarises your entire project in one view:

Overall progress — percentage of tasks completed, with a visual progress bar
Progress by phase — how far along each of the five business plan phases is
Health status — whether you are on track, at risk, or behind schedule
Task breakdown — counts of tasks by status (To Do, Working, Review, Done)
Project configuration — project name, target date, and estimated completion

How to Use It

Opening the Dashboard

The Dashboard appears as a panel within the Project Workspace. You can access it through the context panel on the right side of the workspace.

Reading the Dashboard

The Dashboard is divided into three sections: overall progress at the top, per-phase breakdown in the middle, and health status alongside project configuration.

Overall Progress

At the top, a card shows:

Progress bar — colour-coded from slate (early) to green (nearly complete)
Percentage — bold number showing overall completion
Task count — "X of Y tasks complete"
Status breakdown — quick counts for To Do, Working, and Review tasks

Phase Progress

Below the overall progress, a grid of five phase cards shows your progress through each stage of the business plan:

🔍 Explore

Define business vision and strategy

✅ Define

Gather visa criteria and evidence needs

📐 Model

Plan financials and section outlines

✍️ Draft

Draft all business plan sections

🎤 Present

Compliance check and final approval

Each card shows a mini progress bar, the count of completed vs total tasks (e.g., "2/3"), and a green background when the phase is 100% complete. Click a phase card to filter the Kanban board to that phase.

Health Status

A badge in the top-right corner shows your project health:

✓ On Track

Progress matches or exceeds the expected pace

⚠ At Risk

Progress is 10-20% behind expected pace

! Behind

Progress is more than 20% behind expected pace

Health is calculated by comparing your actual completion percentage against where you should be based on time elapsed between the start date and target date.

Project Configuration

The Dashboard header shows your project name and target date. If an estimated completion date has been calculated, it appears alongside the target date for comparison.

Tips

Set a target date — health status requires a target date to calculate whether you are on track
Check the Dashboard weekly — it is the fastest way to spot phases falling behind
Focus on red phases — if a phase shows low completion while others are progressing, it may need more attention or additional tasks
Use phase cards to navigate — clicking a phase card is a quick way to filter the board and focus your work
Empty phases are a signal — if a phase shows "No tasks", consider whether you need to create tasks for it or whether it is genuinely not needed

Dashboard