Portofolio Dashboard

OWNER EDITION

One dashboard, every project’s cash position.

You shouldn’t have to message four PMs to know where your portfolio stands. This system rolls every active project’s budget, status, and cash flow into a single view.

What’s inside:

• Dashboard — total portfolio value, blended % complete, projects on track vs. at risk, and net cash position

• Project Portfolio — every active project listed with budget, actual, variance, and status at a glance

• Cash Flow — monthly cash in vs. out across the whole portfolio, netted to one running position

Built for the owner or developer who needs the whole picture without chasing it.

Lifetime access · Excel (.xlsx)