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Use cases

Dashboards for PMO leads

Your portfolio status, built from the tracker you already keep. Every green, amber, and red links to the update behind it.

Get a pilot dashboardSee the example
Portfolio, week 419 of 12 on track
  • CRM rolloutOn track
  • Office moveOn track
  • Data migrationAt risk
  • Site redesignOn track
  • ERP upgradeLate
  • Vendor setupOn track
  • Security auditOn track
  • Mobile app v2At risk
  • Staff trainingOn track
  • Warehouse appOn track
  • Pricing updateOn track
  • Hiring driveOn track

Each status links to the weekly update behind it · Sample data

PMO leads rebuild the same portfolio view every week, then spend the meeting explaining why a project turned amber. A receipt behind each status ends that argument.

Stop defending the status. Show where it came from.

Reports PMO leads rebuild every week

Weekly portfolio statusMilestone slip reportBudget burn by projectRisk register summaryResource loadSteering committee packChange request logBenefits tracking

What changes with receipts

  • AmberData migration, week 41
    Rule
    Amber when a milestone slips 5+ days
    Update
    Oct 10, weekly status sheet

    Status that explains itself

    Each project's color links to the update, its date, and the rule that made it amber. Nobody has to ask who decided it was green.

  • 86%milestones hit this quarter
    Counted
    31 of 36 due so far
    Left out
    3 with no due date

    Milestones measured one way

    On time means done by the due date, written down once. Milestones without a due date are listed instead of silently dropped.

  • 61%of $2.33M used
    Source
    184 spend rows
    Left out
    1 totals row

    Budget against the approved number

    Spend to date divided by the approved budget. The totals row at the bottom of the sheet is left out, and listed.

  • 2projects without an update
    Rule
    No update in the last 7 days
    Check
    Updates through Oct 10

    Missing updates flagged

    If a project hasn't sent this week's update, its status says so instead of quietly showing last week's color.

An example dashboard

Built the way your pilot would be. Click any number to see its receipt.

Sample data · not a real company
Portfolio status, week 41Click a number

Projects on track by week

Receipt

Projects on track, week 41

Definition
Status is green in the latest weekly update
Source
portfolio.xlsx, 12 projects
Left out
2 archived projects
Check
Updates through Oct 10
Projects on track, week 41
9 of 122 at risk, 1 late
Definition
Status is green in the latest weekly update
Source
portfolio.xlsx, 12 projects
Left out
2 archived projects
Check
Updates through Oct 10
Get a pilot dashboard

How this example was built

Metrics we often propose for PMO leads

You pick five to seven. Each one comes with a definition like these, written down before we build.

Projects on track
Projects whose latest weekly status is green.The headline for the steering committee.
Milestones hit
Milestones done by their due date ÷ milestones due so far.Delivery reliability over the quarter.
Milestones slipped
Milestones past their due date and not done.Where to look first.
Budget used
Spend to date ÷ approved budget, active projects.Catches overruns before the quarter ends.
Forecast at completion
Spend to date + remaining estimate, per project.Shows where the budget will land, not just where it is.
Open risks by rating
Risks not closed, grouped by high, medium, and low.The risk conversation in one line.
Missing updates
Projects with no weekly update in the last 7 days.Stale status is the most common silent error.
Open change requests
Change requests submitted but not yet approved or rejected.Scope pressure, early.

Questions

Something else? Ask us

Our tracker is a messy spreadsheet. Is that okay?

Yes. That's the normal case. We detect merged headers, totals rows, and mixed date formats, and ask when something is unclear.

Can it combine several project sheets?

The pilot covers one spreadsheet. If each project keeps its own sheet, tell us on the call.

Who decides what green means?

You do. On the call we write down the rule for each status, and the dashboard uses exactly that rule.

Is our data safe with you?

Your spreadsheet is used only to build your dashboard and seen by one person. The AI only sees column names and your goal, never the rows. We delete our copy 30 days after the pilot.

What does it cost?

The pilot is $99 once, credited to your first month at launch. After launch, Solo is $29 a month and Team is $99 a month for up to 5 people.

Other teams