Portfolio Insight for PMO teams
Your projects, finally at your fingertips.
Take command of your entire portfolio. Make decisions that count.
Turn your project portfolio spreadsheet into clear, explainable performance measures, timeline comparisons and management insight.
Opening soon · Free to start, no card · Your data stays in your workspace and is never used to train AI.
Sample portfolio · 100 initiatives
Sample- Delivered vs target
- 19
- of 52 year targets
- Overdue
- 8
- after a 3-month grace period
- Average delay
- 5.4 months
- across 36 delayed initiatives
- Budget used
- 67%
- of the approved budget
- Billing Toolkit Launch
- Service Desk Catalogue Migration
- Asset Ledger Rollout
- Workforce Catalogue Consolidation
- Field Service Dashboard Upgrade
- Onboarding Dashboard Redesign
01 · The problem
Your portfolio data is already there. The complete picture should be easier to see.
02 · Features
From spreadsheet to portfolio insight
See the portfolio picture
Fourteen measures on one screen: year delivery targets, what has been delivered, what is overdue, on hold or cancelled, filtered by business unit.
Compare baseline and revised timelines
Every initiative's baseline end against its revised end, with the status date marked, the average delay and the average duration increase.
Review budget measures
Budget used or forecast against the approved budget, the initiatives over budget, and baseline value against revised value.
Understand the calculation behind every metric
The Calculation methods panel sets out the rule behind each measure, such as the grace period before a target counts as overdue.
03 · How it works
How it works
Download the template
One sheet, seventeen columns your PMO already tracks.
Upload it
Every row is checked and you are told exactly what to fix; nothing is saved until the file is clean.
Read your insight
Fourteen measures, a baseline-versus-revised timeline and the initiative table, filtered by business unit.
04 · Who it's for
Built for the people who explain the portfolio
PMO leader
One consistent portfolio picture for every forum, without rebuilding the pack each month.
PMO analyst
From the spreadsheet you already maintain to measures you can explain line by line.
Transformation office
Delivery, timing, budget and value across dozens of initiatives, by business unit.
PMO consultant
A clear, explainable baseline of a client's portfolio from the list they already keep.
05 · Pricing
Clear insight. Simple to start.
Free: two portfolio reports every month once you register. Need more? Contact us.