Project Intake Tracker Excel Dashboard
Project Intake Tracker Excel Dashboard
Bring structure and visibility to your project intake process.
This Project Intake Tracker Excel Dashboard helps teams capture project requests, prioritize opportunities, and monitor the entire intake pipeline in one place.
Designed by a Lean Six Sigma Black Belt and project management professional, this tool helps PMO teams, operations managers, and business leaders manage incoming project requests with clarity and data-driven prioritization.
Track requests, monitor approval status, identify overdue projects, and visualize your entire intake pipeline with the built-in dashboard.
What This Template Helps You Do
- Capture project requests in a structured intake tracker
- Prioritize projects by urgency, complexity, and business value
- Monitor requests moving through the intake pipeline
- Identify overdue or stalled requests automatically
- Analyze project intake by department, priority, and status
- Track estimated budget impact across requests
What’s Included
You will receive 1 Excel workbook (.xlsx) containing 4 professionally designed sheets.
Start Here
Clear instructions explaining how to use the tracker and interpret alerts.
Project Intake
Capture project requests including requestor, department, priority, complexity, budget, and status.
Intake Dashboard
Automatically generated dashboard showing:
- total requests
- approved requests
- overdue / at-risk requests
- total budget across requests
- intake pipeline breakdown
- department analysis
- priority distribution
Lists
Editable dropdown lists used for customization.
Key Features
- Project intake dashboard with KPI cards
- Priority escalation alerts for overdue requests
- Conditional formatting risk indicators
- Department and business unit analysis
- Budget tracking for project requests
- Clean professional layout
- Editable dropdown lists
- Supports up to 25 project requests
🔗 Build Your Complete System
Start simple or scale into a full command center:
- BASIC — Simple tracking & quick insights
- PRO — Manage projects & teams in one system (Most Popular)
- ADVANCED — Full command center & automation
- Not sure where to start?