Review alignment, gate outcomes, funding and observed benefits.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Not started | 39 | ||
| In progress | 15 | 38% | |
| Submitted | 5 | 33% |
Sample counts per stage
Health score distribution (Green / Amber / Red) across all active Portfolios → Programs → Initiatives, paired with alignment score and KPI attainment. Drills from Portfolio summary into Program summary into the per-Initiative grid. The Executive’s daily landing report.
Matrix of Initiatives × strategic goals weighted by goal alignments. Alignment weight, summarized per Portfolio. Highlights Goals with too few aligned Initiatives (under-funded strategy) and Initiatives with low total alignment score (orphan bets that should be re-justified or killed in the next portfolio review).
Proposals ranked by weighted score with backlog rank, estimated cost, estimated benefit, Cost-to-Benefit ratio, and Strategic Fit dimension score. Filterable by proposed portfolio and Source. The Portfolio Manager’s working list for the next funding cycle.
Snapshot-over-snapshot delta on initiative target end date from roadmap timeline rows. Lists Initiatives whose target end date has slipped > 14 / 30 / 60 days vs. the snapshot from N weeks ago, sliced by Portfolio, Program, and Owner. Surfaces systemic slip patterns.
Per Stage × Quarter: count of gate reviews by Status (Approved / conditionally approved / Rejected / Deferred), pass rate, average weighted score, and median time-in-stage. Identifies stages where Initiatives systematically stall (Discovery hairball, Approve bottleneck) and Stages where the bar may have drifted too low or too high.
Per Portfolio × fiscal year: Total amount → allocated amount → spent amount with remaining amount and burn rate. Drills into per-Initiative budget allocations and per-Initiative spend feed from Finance. Finance’s reconciliation view; Portfolio Manager’s funding-headroom view.
Per KPI: Baseline value → current value → target value with Status (Green / Amber / Red / Achieved), rolled up per Initiative, per Program, per Portfolio. Time-series view shows trajectory; outlier view flags KPIs with no measurement in the last cadence period as stale. The benefit-realization scoreboard.
Per portfolio review: Decisions summary parsed into structured action counts (Greenlit / Paused / Killed / Refunded / Deferred), tied back to the affected Initiatives and the next-quarter rebalance actions. Trend across quarters shows portfolio velocity and decision discipline.
Start free, then use Proto to change fields, steps and approvals before your team goes live.