Dashboard
Implementation overview
Updated 3:02 PM
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Active projectsView all →
Heritage Auto GroupAug 12
DMS Pro · Data Migration phase
MB
DR
Coastal MotorsSep 03
Service Suite · Data migration
JS
Summit RV CenterJul 24
DMS Pro · Training
TH
Projects by phaseFrom Reports
Discovery2
Configuration4
Data migration2
Training3
Go-live1
My queueView all →
Recent messages
Contract → Go-live
Projects
/
Heritage Auto Group — DMS Pro
At risk
Set health
3 locations
Tasks
Overview
Files
Chat
Notes
Showing
all phases
Show all phases
Discovery & Setup
Configuration
Data Migration
Training
Go-live
1
Discovery & Setup
5/5 complete
Complete
3
Data Migration
0/4 complete
Not started
4
Training
0/5 complete
Not started
5
Go-live
0/3 complete
Not started
Go-live
Aug 12
25 days out · At risk
Overall progress
55%
Phase timeline
Discovery & Setup
Jun 12 – Jun 26 · 5 of 5 complete
Configuration
Jun 27 – Jul 11 · 3 of 6 complete
Data Migration
Jul 12 – Aug 02 · 0 of 4 complete
Training
Aug 03 – Aug 09 · 5 tasks
Go-live
Aug 12
Project files
Upload
Project conversations
New conversation
IT
Confirm SSO / IdP metadataExternal
sso_metadata.xml attached — please confirm the entity ID.
IT Team · 2h ago
JV
Migration field mappingInternal
Holding until the signed agreement lands — flagged on the phase.
Jordan Vance · Yesterday
Project notes
Health set to At risk — SSO metadata outstanding and the signed data agreement is 2 days overdue.
Taylor Hughes · Jul 16
Customer confirmed a staggered go-live across the 3 locations.
Tiana Hoffman · Jul 08
Account notes
Heritage Auto is expanding — 2 more rooftops likely in Q4. Keep Analytics in the conversation.
Tiana Hoffman · Jun 30
My tasks
12 active · 2 overdue · 4 due today
Group: Due date
Reminders
Overdue2
Review migration file — inventory export
Coastal Motors — Service Suite
Jul 15
Verify SSO setup with IT team
Heritage Auto — DMS Pro
Jul 16
Due today4
Approve DMS accounting config
Heritage Auto — DMS Pro
Schedule training session
Summit RV — DMS Pro
Send contract addendum for e-sign
Pathway Nissan — Analytics
Validate tax & fee tables
Heritage Auto — DMS Pro
Upcoming6
6 further tasks are assigned to you beyond this week.
Overdue2
Today4
Customers
5 accounts · click a row to open the account
New customer
All 5
Active 4
Inactive 1
No customers match that search.
CustomerPrimary contactActive projectLocationsStatusEngagementGo-live
Heritage Auto GroupRob MercerDMS Pro3At riskAug 12
Coastal MotorsDana ReyesService Suite1BlockedSep 03
Summit RV CenterMarco BellDMS Pro2On trackJul 24
Pathway NissanAlicia NguyenAnalytics1On trackOct 18
Metro KiaPriya Shah—1InactiveLive
Customers
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Portal
Mission Control
Executive triage — blocked projects, at-risk projects, and go-lives within 7 days
Blocked1
Coastal Motors · Service SuiteEscalated
Go-live Sep 03 · 47 days out
Blocked: data migration file overdue by 3 days — blocks 4 downstream configuration tasks.
Open projectMessage customer
At risk2
Heritage Auto · DMS Pro25 days to go-live
2 overdue tasks
Confirm SSO / IdP metadata · Jul 15
Upload signed data agreement · Jul 16
Summit RV · DMS Pro6 days to go-live
Training not yet scheduled
Schedule training session · due today
Go-lives within 7 days
Files
Browse and organize project files by customer, project, and phase
All customersHeritage Auto GroupDMS Pro
Discovery
6 files
Configuration
12 files
Data Migration
4 files
Recent filesUpload
Reports
Implementation performance · last 30 days
Export
Active projects
12
▲ 4 vs last period
Go-lives
9
▲ 2 vs last period
Avg time to go-live
47d
▼ 6d faster
On-time rate
88%
▼ 3% lower than last period
Projects by phase
Where the 12 active projects stand right now — not affected by the period above
Discovery2
Configuration4
Data migration2
Training3
Go-live1
Go-lives per month
Apr
May
Jun
Jul
Aug
Chat
Task conversations across all projects
Control Center
Global configuration — user management, templates, and system defaults
Teams
Organizational structure — drives task visibility and Mission Control access
New team
Planned: drag-and-drop hierarchy diagram for arranging teams and reporting lines.
Users
A user inherits their role's permissions and can be overridden individually
New user
Roles & permissions
Mission Control and the Contract→go-live report are executive-only
Task groups & types
Task types determine which widgets a task can use
Task types
Sign-off taskMulti-step taskConfiguration template upload
Categories
CommunicationMigrationTrainingConfiguration
Task widgets
Multiple widgets can be attached to a single task type
Sign-off
Checklist
Links
File upload
Date picker
Approval
Project phases
Phase order drives the project timeline and the customer portal tracker
1Kick Off
2Discovery
3Configuration
4Data Migration
5Training
6Go-live
Demo data
This is a prototype — everything you change is saved in your own browser only
Accounts you create, contacts and locations you add, deactivations, your theme, and any half-finished wizard draft all persist across a reload. Nothing is sent to a server, so two people testing on different machines each have their own copy.
Reset demo data
Categories & viewership
Viewership controls whether a task appears in the customer portal
Your progress is saved automatically
Back
Continue
Needs your attention
Upload signed data agreement
Overdue by 2 days · blocks data migration
Upload now
Confirm inventory export format
Due in 3 days · needed for migration
Review task
Your progress
Discovery100%
Configuration100%
Data Migration55%
Training0%
Your Projexy team
TH
Taylor Hughes
Implementation Lead
JV
Jordan Vance
Data Migration Specialist
TH
Tiana Hoffman
Account Manager
Upcoming milestones
Configuration sign-offJul 26
Data migration completeAug 02
Team training kickoffAug 06
Go-live 🚀Aug 12
Recent messagesView all →
Taylor Hughes · Implementation Lead
Config is looking great — once you confirm the export format we'll kick off migration.
2h ago
Jordan Vance · Data Migration
I've shared the migration checklist in Files — take a look when you can.
Yesterday
Discovery
Jun 12 – Jun 26 · 4 tasks
Configuration
Jun 27 – Jul 11 · 6 tasks
Training
Aug 03 – Aug 09 · 5 tasks
🚀
Go-live
Your DMS Pro launch day
August 12, 2026
My tasks
What we need from you to keep your go-live on track
8
All tasks
1
Overdue
2
Needs action
5
Completed
Needs your attention
Upload signed data processing agreementOverdue · Jul 15
Why this matters: we can't begin migrating your customer & inventory data until this agreement is signed. This is currently blocking 4 downstream tasks.
Drag a file here or browse
Encrypted & visible only to your Projexy team
Ask a questionMark complete
Confirm inventory export formatDue Jul 30
Review the two export options and pick the one that matches your current DMS so we map fields correctly.
View detailsChoose format
Completed
Messages
Chat directly with your Projexy implementation team
Files
Documents shared between you and your Projexy team
Upload
Drag files here or browse to upload
Encrypted & shared only with your Projexy team
Learning
Everything you need to get up to speed with Projexy
Quick guides for this portal
Navigating your home dashboard
Where to find your countdown, tasks, and team.
2 min read
Completing & uploading tasks
How to submit documents securely to your team.
3 min read
Understanding your timeline
Read your phases and milestones at a glance.
2 min read
Messaging your team
Get quick answers from your Projexy contacts.
1 min read