Reading the Portfolio Dashboard
The Portfolio dashboard shows every engagement in one view, sorted by health and exposure.
What you see
- Health column. Green, Amber, or Red, one per engagement.
- Margin column. Plan vs actual for the current period.
- Trend. Direction over the last three periods.
- Open items. Number of open decisions, missed terms, and risks.
Filters
- Period. Single month, quarter, or year-to-date.
- Owner. Filter by delivery lead or account manager.
- Service. Group by service line.
Drill in
Click any engagement to open its detail page. From there you can run a check-in, open a decision, or build a response.
Sort by exposure
Switch the sort to Exposure to surface the engagements with the largest plan-vs-actual gap, regardless of health colour.
Tips
- Save a personal view by setting filters and clicking Save view.
- Star engagements you own. Starred engagements appear at the top of Pulse.