How do I view portfolio health metrics and heatmaps in Profit.co?

Category: PPM

In Profit.co, the Portfolio Dashboard provides comprehensive health metrics and visual heatmaps that help you monitor project performance, budget utilization, risk status, and strategic alignment across your entire portfolio in a unified view.

What are Portfolio Health Metrics in Profit.co?

Portfolio Health Metrics are comprehensive performance indicators that provide visibility into the overall status of your portfolio, including project progress, budget utilization, risk distribution, stage analysis, and strategic alignment. These metrics help portfolio managers make informed decisions about resource allocation and strategic priorities.

How do I access the Portfolio Dashboard?

Follow these steps to view your portfolio health metrics:

Step 1

  • Click on Portfolios and Projects from the left navigation panel.
  • Select Portfolios from the submenu.
  • On the All Portfolios page, click on the portfolio you want to view.
  • In the portfolio detail page, click on the Dashboard tab.

You will now see the comprehensive portfolio dashboard with summary cards and detailed widgets.

What summary cards are available on the Portfolio Dashboard?

The Portfolio Dashboard displays key metrics as summary cards at the top:

Summary Card Metric
Total Projects Number of projects in the portfolio
Projects Progress Overall completion percentage
Budget Total allocated budget
Spent Amount spent to date
Budget Utilization Percentage of budget used

What detailed widgets can I view on the Portfolio Dashboard?

The portfolio dashboard includes multiple visualization widgets:

Widget Purpose
Projects Progress Timeline view showing project progress by week/month
Tasks Completion Rate Trend analysis of task completion over time
Projects by Stage Distribution of projects across lifecycle stages
Risk Status Breakdown of portfolio risks by status
Strategically Aligned Objectives OKRs and objectives linked to portfolio projects

How do I view the Projects Progress widget?

  • Projects Progress – Shows project completion progress over time with weekly or monthly granularity.
  • Tasks Completion Rate – Line chart tracking the percentage of completed tasks over time.
  • Projects by Stage – Donut chart showing the distribution of projects across different lifecycle stages.
  • Risk Status – Donut chart displaying the distribution of risks by their current status.
  • Strategically Aligned Objectives – Table showing OKRs and objectives linked to portfolio projects with progress tracking.

How do I download the Portfolio Dashboard as a one-pager?

You can export the entire Portfolio Dashboard for sharing or reporting:

Step 1

  • Click on the More Options icon (three dots) in the top right corner of the dashboard.
  • Select Download Portfolio One-Pager from the dropdown menu.

Result: The system generates a comprehensive document containing all dashboard summary cards, widgets, and metrics that you can share with stakeholders or include in reports.

Best practices for monitoring Portfolio Health Metrics

  • Review the portfolio dashboard weekly to stay informed about portfolio health and identify issues early.
  • Pay close attention to the Projects by Stage widget; too many projects in one stage may indicate a bottleneck.
  • Monitor the Risk Status widget regularly and ensure "New" risks are being moved to "Implementation" status promptly.
  • Use the tasks completion rate trend to identify if portfolio velocity is improving or declining over time.
  • Track budget vs. spent vs. budget utilization to ensure spending aligns with project progress.
  • Review strategically aligned objectives quarterly to ensure portfolio investments support strategic goals.

Related Questions

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Frequently Asked Questions

Q1. How often is the portfolio dashboard data updated?

The Portfolio Dashboard reflects real-time data and updates automatically as project information changes, providing current portfolio health information.

Q2. What does "strategically aligned objectives" mean?

These are OKRs or strategic objectives that have been explicitly linked to projects in the portfolio, showing how projects contribute to organizational goals.

Q3. What's the difference between project progress and task completion rate?

Projects Progress shows overall project milestone completion, while Tasks Completion Rate tracks the percentage of individual tasks completed across all projects.

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