Welcome to Dashly
Dashly is a strategic project portfolio management platform built for teams that need to manage projects, track financial health, and make data-driven decisions - without the complexity of enterprise tools.
What Dashly does
Project Portfolio
Manage all your active projects in one workspace. Track budgets, timelines, priorities, milestones, and team members per project.
Financial Tools
Run NPV, break-even, ROI, cash flow, and 22 more calculations directly inside your workspace, linked to your projects.
Risk Intelligence
Score project risk across five weighted factors. Layer in Black Swan scenarios and get real-time mitigation recommendations.
Dashly Sense
An AI-powered health engine that scores each project across budget, risk, timeline, resources, and activity - and surfaces smart insights.
Team Collaboration
Invite your team with role-based access. Three levels of permission keep sensitive data secure while enabling the right people to act.
Multi-Workspace
Belong to multiple companies at once. Switch workspaces from the sidebar - each one is completely isolated.
Guide Sections
Account setup, first workspace, and your first project.
Creating projects, milestones, tasks, external links, and linking calculators.
All 26 Dashly financial tools, what they calculate, and the What-If sensitivity analysis panel.
Five-factor risk scoring, Black Swan events, presets, and linking to projects.
AI-powered project health scoring - five dimensions, exact weights, and how to improve your score.
Portfolio analytics, KPI strips, four-tab analysis, Excel/Word exports, and the PDF report builder.
Month, week, and Gantt views of your project timeline. Health-coded ribbons and milestone diamonds.
Create company-level objectives, track progress, and link projects to the goals they serve.
Compare saved calculator runs side by side. Filter by project, mark a baseline, and read delta columns.
Log impediments blocking a project, link them to source projects, and track cross-project cascade risks.
Invitations, the three role levels, permissions, and multi-workspace.
Profile, company details, industry selection, currency, billing, and 2FA.
Every financial term and Dashly-specific concept defined in plain language.
HOW TO USE THIS GUIDE
Use the sidebar to navigate between sections. New to Dashly? Start with Getting Started. Looking for a specific tool? Head to Tools Hub. Not sure what a term means? Check the Glossary. This guide is maintained alongside the product - it updates when features change.