Portfolio
Portfolio is for leaders who need to see the whole book at once. Engagements lets you go deep on one delivery. Portfolio rolls up across all of them so you can spot patterns instead of single-project noise.
What you will find
| Page | Purpose |
|---|---|
| Strategic Hub | One screen with the headline numbers. |
| Service Economics | Margin and revenue trends across services and portfolios. |
| Delivery Cost | Total cost of delivery by layer: labour, vendor, infrastructure, SLA, overhead. |
| Utilization Loss | Where capacity is leaking and why. |
| Risk Exposure | SLA penalties, risk register, and demand signals. |
| Correlations | Patterns across finance, performance, capacity, and AI usage. |
| Compare | Engagements side by side. |
How the totals work
Portfolio numbers are totals across:
- All services you have access to.
- The portfolio or tag filter you select.
- The selected period: usually last full month, last quarter, or year to date.
Totals refresh after each recording or signal, with a short cooldown so the page does not thrash.
Who uses Portfolio
| Role | Typical use |
|---|---|
| Service owner or practice lead | Daily glance at health and risks across the book. |
| CFO or finance | Margin trends, cost stack, currency-converted P&L. |
| CEO or executive | Strategic Hub for the headline, Compare for benchmarking. |
| PMO | Utilisation loss, demand signals, capacity planning. |
Related
- Pulse: Overview for the same data framed as what changed today.
- Engagements
- Communicate: Reports