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Project portfolio management
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Portfolio dashboard

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KPIs

Use /callouts to create key metric “blocks/chips”. in the canvas using = and querying (or any other) table. Here are some options below 👇
FY 24 Completed Projects
3

high-priority

Off track:
1



In Planning stage

7


megaphone

#1 project to keep our eye on:

@AI investment

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Charts

Use to visualize your data and graph the portfolio, mark trends, inform the strategy.
Project Pipeline
Project health


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Status updates & reviews

This dashboard will likely show up in a business review / weekly updates ritual / etc. with leadership. Add some interactivity and history to the meeting with the solutions below so as adding discussion topics to the Dory (named after Pixar’s question-asking fish) and sentiments to the Pulse, then discuss as a team.
Clear sample data

Dory: Topics for discussion

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Done
Idea
Author
Upvote
Notes
Are there any blockers or dependencies to this launch?
Open
When are we expecting to launch?
Open
Have we considered user testing?
Open
There are no rows in this table

Pulse: How do you feel about ____?

3
sentiments added.
Only show me
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Sentiment
Reflection
Author
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