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Project portfolio management
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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”.
Formulas
⁠
in the canvas using = and querying
All Projects
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(or any other) table. Here are some options below 👇
FY 24 Completed Projects
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3
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high-priority

Off track:
1
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In Planning stage

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7
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megaphone

#1 project to keep our eye on:

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@AI investment
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Charts

Use
/charts
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to visualize your data and graph the portfolio, mark trends, inform the strategy.
Project Pipeline
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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.
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Clear sample data
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Dory: Topics for discussion

Search
Done
Idea
Author
Upvote
Notes
1
Are there any blockers or dependencies to this launch?
Polly Rose
Open
2
When are we expecting to launch?
James Booth
Open
3
Have we considered user testing?
Buck Dubois
Open
There are no rows in this table
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Pulse: How do you feel about ____?

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3
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sentiments added.
Only show me
Search
Sentiment
Reflection
Author
No results from filter
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