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Project Intelligence Dashboard portfolio overview with KPI cards and project list

Portfolio overview

Project Intelligence Dashboard

Review portfolio health, filter delivery risk, and open a project to understand what needs attention next.

Try demoDiscuss my workflow

No login. Example data stays in this demo.

The problem

Project statuses spread across spreadsheets make it hard to see what needs attention before the next reporting cycle.

The dashboard leads with delivery risks and next actions, then supports each decision with compact portfolio metrics.

How it works

Follow the workflow step by step.

  1. 01

    Filter by delivery risk

    Narrow the portfolio to healthy projects, projects needing attention, or high-risk projects.

  2. 02

    Inspect a project

    Open its risk reason, next milestone, remaining work, and required action.

  3. 03

    Prioritize the next action

    Use clearly labeled sample analysis to decide what to review first.

Three key steps

See the task before you try the demo.

Project Intelligence Dashboard filtered to high-risk projects
Filter the portfolio to the work that needs attention.
Project Intelligence Dashboard project detail with risk reason, milestone, and next action
Open a project to see its risk reason and next action.
Project Intelligence Dashboard sample analysis for the selected high-risk project
Sample analysis is grounded in local demo rules and never presented as a live AI result.

Next step

Have a similar workflow?

Discuss one process you want to make clearer or easier to review.

Discuss my workflow