Cross-Functional · Dashboard · Intermediate · Saves 25+ hours
Project Portfolio Dashboard
A dashboard for tracking project portfolio health.
What's included
- Portfolio View
- Project status summary
- Resource utilization
- Timeline overview
- Health Indicators
- Red/yellow/green status
- Risk concentration
- Issue volume
- Analysis Views
- Priority alignment
- Capacity analysis
- Investment tracking
Best used when
- Managing multiple projects
- Executive portfolio reviews
- Resource prioritization
- Investment decisions
Why this is Gold
Portfolio visibility enables decisions. This dashboard provides that visibility.
The template
The Template
PORTFOLIO DASHBOARD
Portfolio Summary View
PROJECT PORTFOLIO SUMMARY
As of: _______________
PORTFOLIO HEALTH:
Total projects: _____
☐ Green: _____ (__%)
☐ Yellow: _____ (__%)
☐ Red: _____ (__%)
RESOURCE UTILIZATION:
Capacity: _____
Allocated: _____
Utilization: ___%
INVESTMENT:
Total budget: $_____
Spent to date: $_____
Remaining: $_____
Portfolio Status Table
PORTFOLIO STATUS
| Project | Priority | Status | Timeline | Budget | Risk | Owner |
|---------|----------|--------|----------|--------|------|-------|
| | ☐P1 ☐P2 ☐P3 | ☐G ☐Y ☐R | ☐G ☐Y ☐R | ☐G ☐Y ☐R | ☐H ☐M ☐L | |
| | ☐P1 ☐P2 ☐P3 | ☐G ☐Y ☐R | ☐G ☐Y ☐R | ☐G ☐Y ☐R | ☐H ☐M ☐L | |
| | ☐P1 ☐P2 ☐P3 | ☐G ☐Y ☐R | ☐G ☐Y ☐R | ☐G ☐Y ☐R | ☐H ☐M ☐L | |
| | ☐P1 ☐P2 ☐P3 | ☐G ☐Y ☐R | ☐G ☐Y ☐R | ☐G ☐Y ☐R | ☐H ☐M ☐L | |
LEGEND:
G = Green (on track)
Y = Yellow (at risk)
R = Red (off track)
P1/P2/P3 = Priority level
Portfolio Prioritization Matrix
| Project | Strategic Fit | ROI | Risk | Priority Score |
|---|---|---|---|---|
| /5 | /5 | /5 | /15 | |
| /5 | /5 | /5 | /15 | |
| /5 | /5 | /5 | /15 |
Portfolio Review Checklist
☐ All projects status updated ☐ Risks and issues reviewed ☐ Resource conflicts identified ☐ Priorities reconfirmed ☐ Decisions documented ☐ Actions assigned
Frequently asked questions
What is the Project Portfolio Dashboard?
A dashboard for tracking project portfolio health.
Who is the Project Portfolio Dashboard for?
It is built for Cross-Functionals and their teams working on Project Management. The AI coach adapts it to your company, stage, and goals.
How long does the Project Portfolio Dashboard take to use?
It saves roughly 25+ hours versus building from scratch. Our AI coach can tailor the dashboard to your situation in minutes, then hand you a step-by-step plan.
Is the Project Portfolio Dashboard free?
Yes. You can read the full dashboard and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Project Portfolio Dashboard?
The coach teaches you the framework, asks a few questions about your business, tailors the dashboard to you, and gives you measurable next steps to execute.