Workspace / Portfolio dashboard
WORKSPACE / DASHBOARDS

Portfolio dashboard

See what is moving, what is at risk and where the budget goes.

Manage projects
Sample workspace · editable demo data
Active projects
5

Across your client portfolio

Portfolio budget
$60,700

$37,500 spent so far

Ready for review
2

Waiting for stakeholder feedback

Projects at risk
1

Need a delivery conversation

Delivery roadmap

Ten-week planning horizon · sample schedule

Project progress
View schedule data

Website redesign: weeks 1–5; 72% complete.

Customer dashboard: weeks 2–5; 90% complete.

Brand identity: weeks 3–7; 48% complete.

Mobile application: weeks 4–10; 34% complete.

Design system: weeks 1–6; 85% complete.

Budget health

Actual spend against approved budgets

Available budget$23,20062% of portfolio budget used
Acme Studio71%
Northstar90%
Forma94%
Orbit Labs38%
Vertex64%

Portfolio health

Use the top filters to focus your review

All projects →
ProjectOwnerBudget / spentProgressStatus
Website redesignAcme StudioOlivia Rhye$12,500$8,900 spent
72%
On track
Customer dashboardNorthstarAlex Morgan$8,400$7,600 spent
90%
Review
Brand identityFormaJamie Davis$6,200$5,800 spent
48%
At risk
Mobile applicationOrbit LabsOlivia Rhye$24,000$9,100 spent
34%
On track
Design systemVertexAlex Morgan$9,600$6,100 spent
85%
Review

Illustrative local dataset. Filters affect the task list, portfolio table, dispatch queue or people cards; summary charts show the full sample workspace.