Portfolios
A portfolio groups services that belong together. Use portfolios to combine health, margin, capacity, and service quality across a business unit, customer segment, geography, or theme.
When to use a portfolio
| Use case | Example |
|---|---|
| Business unit | Public Sector Practice |
| Customer segment | Enterprise Accounts |
| Geography | Nordics Operations |
| Service line | Managed Cloud Services |
| Initiative | New AI Offerings |
A service can sit in more than one portfolio.
What rolls up
| Metric | How it combines |
|---|---|
| Health score | Weighted average across engagements. |
| Margin | Sum of revenue and cost; margin recalculated. |
| Capacity | Planned and actual hours; portfolio utilisation. |
| Service quality | Share of KPIs at or above target. |
| Open risks | Count across the portfolio. |
Totals refresh within about a minute after any recording or signal change.
Where you see portfolio data
- Portfolio. The leadership view.
- Pulse: Overview. Portfolio health card.
- Communicate: Reports. Reports scoped to a portfolio.