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Overview of Progress Dashboard

The Progress Dashboard is one of several templated dashboards available in DealRoom. Using this report style gives you a real-time, comprehensive view of your deal or project's status within the data room. In this article, we’ll walk through the core features and functionality to help you get the most out of the dashboard.

Key Overview Metrics (Top Tiles):

These initial cards provide a snapshot of the deal, including its name, current phase, the M&A owner, and the integration lead.

Resolved Requests: This card prominently displays the total number of tasks that have been completed and their percentage contribution to all project tasks.

Detailed Progress Visualizations:

Requests by Status: A clear pie chart illustrates the distribution of all tasks based on their current status (e.g., Open, In Progress, Resolved, Closed).
Project Timeline: This visualization maps out the entire deal's journey, showing all completed phases and the duration of each. This helps in understanding historical progress and pace.
Workstream Status Reports: Multiple donut charts provide a quick visual summary of task status proportions (Open, In Progress, Resolved) for each primary workstream or list (e.g., Legal, Finance, HR).
Diligence Sub Work-stream Status Report: Similar to the above, this set of donut charts specifically details task status for various sub-categories within the Diligence phase.
Workstream Progress (Table): This table offers a more detailed breakdown of each workstream or list, showing the number of tasks in different statuses and a calculated "% Progress" of resolved tasks.
Integration Sub Work-stream Status Report: Another series of donut charts focusing on task status within the sub-categories of the Integration phase.
Unresolved Requests by Priority: A table that organizes all unresolved tasks by their priority level (High, Medium, Low) across various sub-workstreams, helping you focus on critical items.

Actionable Insights:

Requests Due Soon: This section (presented as a table) lists all unresolved tasks that are approaching their deadline, typically within the next 7 days, allowing for proactive follow-up.
Overdue Requests by Work-stream: A clear bar chart highlights the number of tasks that have surpassed their due date, broken down by the responsible workstream, signaling areas requiring immediate attention.

This dashboard is continuously updated with relevant visualizations to provide the most helpful insights for your deal's progress.

If you have any questions about interpreting these visualizations, customizing your dashboard views, or need further assistance in driving your project to successful completion, please reach out to your Customer Success Manager or our support team via in-platform chat or at support@dealroom.net.

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Updated on: 23/07/2025

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