Business Portfolio
Business Portfolio
Business Portfolio is your portfolio command centre - a single view of every project across time periods, with live analytics, export tools, and a full-featured PDF report builder. Reach it from the sidebar under Business Portfolio.
Command bar and period filters
At the top of the page, the command bar lets you slice the entire view by time period. Choose from:
- All time - every project in your workspace
- This year / This quarter / This month / Last month - projects active during the selected period
- Custom date range - use the date picker to set precise from/to dates
All KPIs, charts, and the project roster update live when you change the period.
KPI strip
Five summary KPIs sit across the top of the page, always visible:
| KPI | What it shows |
|---|---|
| Total Projects | Number of projects in the selected period |
| High Priority | Count of projects marked High priority |
| Portfolio Budget | Sum of all project budgets in the period |
| Total NPV | Sum of all linked NPV values across projects |
| Avg Health Score | Average Dashly Sense score across all projects in the period |
Signals strip
Up to four auto-detected signals appear below the KPI strip. These are calculated from your live project data and highlight the most pressing portfolio-wide conditions:
- Over-budget projects - projects where actual costs exceed the approved budget
- Negative NPV - projects with a linked NPV calculation showing negative return
- Poor health - projects scoring below the Fair threshold on Dashly Sense
- Upcoming deadlines - projects approaching their end date within the next 30 days
Tabs
Business Portfolio is split into four tabs. Each tab focuses on a different lens of portfolio performance.
Overview tab
The summary view of your portfolio. Contains:
- Portfolio Matrix - the bubble chart from the dashboard: timeline (x-axis) vs NPV (y-axis), bubbles sized by budget and coloured by health. Hover any bubble for the project name and key stats. Click to navigate to the project.
- Status breakdown - a bar or donut chart showing project count by status
- Health breakdown - distribution of projects across health bands (Excellent, Good, Fair, At Risk, Critical)
Financial tab
Budget and value performance across your portfolio. Contains:
- Budget vs actuals - grouped bars comparing approved budget against actual costs spent to date, per project
- Portfolio utilisation - a single percentage showing how much of the total budget has been consumed
- NPV ranking - projects ranked highest to lowest NPV, showing which investments are generating the most return
- Expected Revenue - total expected revenue across projects with a linked financial result
Delivery tab
Timeline and execution health. Three columns show:
- Overdue - projects past their end date without being marked Complete. Capped at 10, with a "+N more" toggle to expand.
- Ending soon - projects reaching their end date within 30 days. Same cap and toggle.
- On track - projects with a future end date and a health score above Fair. Same cap and toggle.
Risk tab
Risk distribution across your portfolio:
- Risk score distribution - histogram showing how many projects fall into each risk band
- Average risk KPI - the mean risk score across all projects with a linked assessment
- High-risk projects list - ranked list of projects with the highest risk scores, with direct links
Project roster
Below the charts, a full project table shows every project in the selected period. The roster supports:
- Filtering - filter chips for Status, Health, Priority, and Scale let you narrow the list. Clear all resets all filters at once.
- Sorting - click any column header to sort ascending or descending. Columns: Name, Status, Health, Budget, NPV, Risk, Days left.
- Pagination - the roster shows 25 rows at a time. Click "Load more" to fetch the next page.
- Row links - click any row to navigate to that project's detail page.
Exports
Download your filtered portfolio data directly from the command bar:
- Excel (.xlsx) - a spreadsheet with one row per project and all key columns: name, status, health, budget, actual costs, NPV, risk score, days left, and more.
- Word (.docx) - a formatted document with a summary header, portfolio KPIs, and a data table. Useful for board packs and stakeholder reports.
Exports respect the active period filter - only projects in the selected date range are included.
Create Report (PDF builder)
Click Create Report in the command bar to open the full-screen PDF report builder. The builder generates a branded Dashly PDF report from your live portfolio data.
Templates
Choose from four report templates, each designed for a different audience:
| Template | Best for | Key sections |
|---|---|---|
| Executive Brief | Board and leadership | KPI strip, signals, status summary, top health insights |
| Portfolio Overview | Portfolio managers | KPI strip, status & health charts, full project table, signal summary |
| Financial | Finance and audit teams | Financial KPIs, budget utilisation, budget vs actuals, NPV ranking |
| Delivery | PMOs and delivery leads | Delivery KPIs, overdue list, ending-soon list, on-track list |
Section toggles
Each template has a set of default sections. Toggle individual sections on or off before generating - for example, you might remove the project table for a shorter executive read, or add the NPV ranking to a delivery report.
Generating and saving
Click Generate PDF to build the report. The PDF is generated in the browser and downloads automatically. You can also click Save Snapshot to freeze the report as a named record in your workspace - useful for audit trails, board packs, or end-of-period archives. Saved snapshots are viewable by all workspace members and are immutable once saved.
PERMISSIONS