This article provides a preview of the pre-built Portfolio Dashboard report.
Get a big-picture view of your organization’s entire portfolio with the Portfolio Dashboard report. It shows key metrics like budget, benefits, and ROI across programs and projects, along with charts and tables that break down performance by quarter and portfolio type. This report helps leaders track financial health and make informed decisions across multiple initiatives.
Click Next and Previous to review the different pages available in this report.
Compatible OnePlan Solution Templates
Use this table to quickly see if a report is compatible with your OnePlan solution template. Click a template name to learn more about it.
| OnePlan Solution Template | Works with This Report? |
|---|---|
| Agile Portfolio Management | ❌ |
| Adaptive Portfolio Management | ✅ |
| Collaborative Work Management | ✅ |
| PMBOK | ❌ |
| Product Portfolio Management | ✅ |
| Professional Service Automation | ✅ |
| Project Portfolio Management for Biotech/Pharma | ❌ |
| Strategic Execution Management | ✅ |
| Strategic Portfolio Management | ✅ |
Download Files
You can download the files for this report and follow simple instructions to add it to your OnePlan site here: OnePlan Report Packs for Adaptive Project Portfolio Management, Strategic Portfolio Management, Professional Service Automation, Product Portfolio Management, and Strategic Execution Management Solution Templates Version 04.25.25 and Newer
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