Project Management Tracker: Build a Pro Dashboard in Excel
What you'll learn
- Create a complete project management tracking system in Excel from scratch, including task management, deadlines, and status tracking
- Master essential Excel functions and formulas (IF, AND, OR, VLOOKUP) to automate project tracking calculations and data management
- Build interactive dashboards and reports using charts, pivot tables, and progress tracking visualizations to effectively monitor project status
- Design and implement automated workflow systems using Zapier to streamline project updates and team communications
- Develop an interactive sales project management tracker with custom metrics, automated reporting, and dynamic filtering capabilities
- Set up secure collaboration environments using Excel Online and OneDrive for real-time team coordination and data sharing
- Create automated email notification systems and weekly progress reports using Zapier integration
- Implement data validation rules and protection schemes to maintain data integrity and security in project tracking sheets
Requirements
- Basic knowledge of Microsoft Excel (able to enter data, use simple formulas like SUM, navigate between sheets)
- Access to Microsoft Excel 2016 or newer version (desktop or Microsoft 365)
- A free Zapier account (will be created during the course)
- A Microsoft account for OneDrive access (free account is sufficient)
- Basic understanding of project management concepts (goals, tasks, deadlines) - but no formal PM certification needed
- Computer with internet connection for accessing online resources and collaboration features
Description
Transform Microsoft Excel into a powerful project management tool! This comprehensive course teaches you how to build professional project tracking systems from the ground up. You'll learn to create efficient, automated tracking solutions that streamline your project management process without expensive specialized software.
Starting with Excel basics, you'll progress to advanced features like interactive dashboards, automated workflows, and real-time collaboration tools. Through hands-on exercises, you'll master essential skills including task tracking, resource allocation, progress monitoring, and data visualization. By implementing data validation, conditional formatting, and powerful Excel functions, you'll develop user-friendly systems that enhance project visibility and control.
The course culminates in building a complete project management tracker integrated with Zapier for automated reporting. You'll learn to create dynamic dashboards, set up email notifications, and establish efficient collaboration workflows. Whether you're managing small team projects or complex initiatives, you'll gain practical skills to build comprehensive project tracking systems, automate routine tasks and reporting, create interactive dashboards for progress monitoring, implement efficient collaboration workflows, and design custom solutions for your specific needs.
Perfect for project managers, team leaders, and professionals who want to leverage Excel's full potential for project management. Join us to master the art of creating efficient, scalable, and automated project tracking systems that will transform your project management approach.
No advanced Excel knowledge required - we'll guide you step-by-step from basics to advanced automation. Start building professional project tracking systems that save time and enhance your project management effectiveness!
Who this course is for:
- Project Managers and Team Leaders who want to create efficient tracking systems without investing in expensive project management software
- Business Professionals who need to organize and track multiple projects, tasks, and deadlines in their daily work
- Small Business Owners and Entrepreneurs looking for cost-effective ways to manage their projects and sales pipelines
- Administrative Assistants and Operations Staff responsible for maintaining project records and creating progress reports
- Sales Managers who need to track team performance, deals, and project milestones in a systematic way
- Remote Team Leaders seeking efficient ways to coordinate work and automate progress tracking
- Professionals transitioning into project management roles who want to develop practical, hands-on project tracking skills
- Anyone who uses Excel regularly and wants to transform it into a powerful project management tool
Instructors
- 4.2 Instructor Rating
- 27,513 Reviews
- 863,830 Students
- 79 Courses
Meta Brains is a professional training brand developed by a team of software developers and finance professionals who have a passion for Coding, Finance & Excel.
We bring together both professional and educational experiences to create world-class training programs accessible to everyone.
Currently, we're focused on the next great revolution in computing: The Metaverse. Our ultimate objective is to train the next generation of talent so we can code & build the metaverse together!
- 4.3 Instructor Rating
- 1,456 Reviews
- 112,161 Students
- 6 Courses
We specialize in building powerful Excel models, financial dashboards, and custom apps using no-code and low-code solutions. Transforming complex financial data into intuitive, actionable tools for businesses and professionals. With years of experience in financial technology, we teach practical skills that deliver immediate results. Our courses focus on real-world applications you can implement right away, whether you're building your first financial model or creating sophisticated business dashboards. Learn to create professional-grade tools without the technical complexity.