Key takeaways

The Progress Dashboard gives product leaders and their teams a live, visual snapshot of how work is progressing across items, products, teams, and timeframes.

As work moves through statuses, the dashboard updates automatically. No exports, no manual updates, no status meetings spent reconstructing what is already in the data.

It is designed to answer two questions at a glance:

The progress dashboard is available at two levels:

Follow these steps:

The Progress Dashboard is hierarchy-aware. Progress rolls up automatically from child items to their parents - you do not need to update anything manually.
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The rollup follows the Craft.io item hierarchy:

At the item level, completion is binary - an item is either complete or not. This is determined by your workflow phases, which are configured in Workspace Settings → Workflow & Statuses. Any status marked as a completed phase registers as 100%. Any other status registers as 0%.

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The Progress Dashboard supports two calculation methods. You can switch between them at any time from View Settings without affecting your underlying data.

Simplified - calculates progress based on item count. Every item is treated as equal in weight, regardless of size or complexity. Use this for high-level executive reporting, or when items are broadly similar in size.
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Numerical - calculates progress using a numeric field such as story points or effort. Items with higher values contribute more to the parent's progress. Use this when items vary significantly in size and you want progress to reflect actual effort delivered, not just item count.
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Follow these steps to set your calculation method:

Grouping defines the primary structure of the dashboard and determines what question the view answers at a glance.

Common grouping options:

Within each group, add a breakdown to further segment progress and understand what is driving the numbers. Common breakdowns include Status, item type, Assignee, Priority, or any custom field.

Grouping and breakdown work together. Group by Initiative and break down by Status to see how many items in each initiative are in progress, blocked, or complete. Group by Objective and break down by Key Result to see how delivery effort maps to your strategic measurements.

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Filters narrow the scope of the dashboard without changing its grouping or breakdown structure.

You can apply single or multiple filters, and combine them - for example, filter to a specific Priority and Sprint simultaneously. This makes it practical to build purpose-specific saved views from the same dashboard: a sprint review view filtered to the current sprint, a leadership view filtered to high-priority Initiatives, or an OKR view filtered to a single Objective.

The Progress Dashboard is not just a reporting surface - it is a navigation tool.
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Clicking on a progress wheel or a breakdown segment takes you directly to the underlying backlog view, with the same grouping and filters already applied. You move from a high-level insight to the specific items driving it in one click - without reconfiguring a separate view.

For example:

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At the Portfolio level, the Progress Dashboard provides a consolidated view of progress across multiple Workspaces. Use it for tracking company-level objectives, understanding how each Workspace contributes to overall progress, and supporting leadership and executive reviews.

Portfolio dashboards are best configured around Initiatives, Objectives, and Quarters. Workspace dashboards are best configured around Epics, Features, and Releases or Sprints.

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The Progress Dashboard becomes most valuable when it replaces the manual status report - not supplements it.

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Instead of exporting a screenshot or spreadsheet for your next leadership sync, share the dashboard as a live link. Stakeholders without a Craft.io account can open it directly and see real-time data - not a snapshot from when you last exported.

Follow these steps:

The link stays active until you revoke it, so stakeholders always see the current state of the dashboard whenever they open it.

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Now that you have a live progress view, the natural next step is validating whether your team has the capacity to deliver it. Head to Capacity Planning to model effort against available team capacity - and spot overallocation before it becomes a problem.

For a strategic layer on top of delivery progress, explore the Strategic Roadmap - where you can connect the work the Progress Dashboard tracks back to the Objectives and outcomes it is meant to serve.