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Portfolio Dashboard

Monitor initiative health, risk flags, and resource allocation across your portfolio from a single view. The Portfolio Dashboard is the control center for directors and portfolio managers who need to balance value delivery across multiple accounts.

Who this is for

Admin Executive End User

Prerequisites

Step-by-step instructions

1. Open the Portfolio Dashboard

  1. Navigate from the home page or select Portfolio from the dashboard switcher.
  2. The default view shows all initiatives you have permission to see.

2. Filter initiatives

Use the filter bar to narrow the list:

Filter Options
Status Draft, Pending Review, Validated, Export Ready, Export Blocked
Owner User names from the tenant
Industry Industries configured in your value packs
Health Score Green, Yellow, Red

3. Review health cards

Each initiative card displays:

  • Status — current workflow state.
  • Health score — composite score based on:
  • Claim validation coverage
  • Evidence reference count
  • Forecast variance
  • Milestone on-time rate
  • Risk flags — automatically generated when:
  • A milestone slips by more than 7 days
  • Confidence drops below 50%
  • A value driver has no formula

4. Inspect resource allocation

  1. Switch to the Allocation chart view.
  2. See how effort (estimated hours or cost) is distributed across initiatives.
  3. Identify over-allocated owners or under-resourced initiatives.

5. Click to drill

  1. Select any initiative card to open the account overview.
  2. From the overview, continue into the Intelligence or Value Studio workspace.
  3. Review the business case, claims, and remediation items.

6. Escalate blockers

  1. Click the Blockers column on any initiative card.
  2. Choose an action:
  3. Create Task — assign to the initiative owner.
  4. Notify Stakeholder — send an in-app mention.
  5. Escalate to Admin — flag for admin review.

Warning: Export Blocked initiatives need attention

Initiatives with Export Blocked status have failed validation gates. Drill down to inspect remediation items before including them in portfolio reports.

Permissions required

Role Permission Scope
User View Assigned initiatives
Admin View / Edit allocation / Escalate / Configure health rules Tenant-wide
Executive View all / Export Portfolio

Limits and guardrails

Limit Health scores are recalculated every 15 minutes. Limit Risk flags auto-clear when the underlying metric returns to tolerance for 2 consecutive calculation cycles. Limit Portfolio views are paginated at 50 initiatives per page.

Troubleshooting

Issue: Initiative health score is red but all metrics look fine

Cause: A downstream dependency (for example, missing benchmark data) may be affecting the score. Resolution: Open the initiative detail and check the Governance → Health tab for dependency status. Verify Layer 6 benchmark connectivity.

Issue: Resource allocation chart is empty

Cause: Initiatives do not have assigned owners or effort estimates. Resolution: Edit each initiative and assign an owner and expected effort in the Action Plan tab. Effort estimates flow from the value model variables.

Issue: Risk flags appear and disappear rapidly

Cause: A metric is hovering near the threshold boundary. Resolution: Adjust the tolerance in Workspace Settings → Governance → Policies or wait for the next health score recalculation.

Issue: Cannot export portfolio view

Cause: The export includes initiatives with restricted sharing settings. Resolution: Filter to initiatives you own, or ask an admin to run the export.

Escalation path

For persistent health score discrepancies, contact support with severity P3 and the initiative ID.