Portfolio Management Dashboard Template For Investment Application

What is an investment Portfolio Management Dashboard Template?

The investment portfolio dashboard is meant to keep investment managers up to date with portfolio performance and allocations. The data will allow managers to change allocations on the fly as well as keep their clients informed on performance.

A Investment Portfolio Management dashboard consolidates various graphical reports, charts and views as well as a range of key performance indicators to help track and measure project health, project progress, and budget information.

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InvestX Admin – LTR Style – Dashboard – 1 

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InvestX Admin – LTR Style – Dashboard – 2 

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InvestX Admin – LTR Style – Mini Sidebar Dashboard – 3 

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InvestX Admin – LTR Style – Horizontal Dashboard – 5 

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How does Portfolio Management Dashboards helps in managing finances?

It provides an at-a-glance view of the portfolio, helping you to understand whether the projects are on track to timely and successful completion, whether the actual performance matches the plans and expectations, how the money is spent, and what problems or issues the portfolio might be facing. The goal is to facilitate and accelerate decisions regarding the portfolio and to enable managers to anticipate possible hurdles ahead of time in order to maximise the overall value of project-related activities for the organisation.

A good project portfolio dashboard should make it possible to drill down into the details of specific projects, but it is essentially designed to communicate higher-level insights about the portfolio as a whole. 

Best Features of our Investment Portfolio Management Dashboards

In the past, professionals have used various methods to build portfolio dashboards — from pen-and-paper Portfolio Dashboard Template dashboards to specific developments based on Excel or other desktop tools. However, these days, a Investment Portfolio Dashboard usually takes the form of a dedicated module in a professional Project Portfolio Management platform.

There is no absolute, one-size-fits-all standard when it comes to Portfolio Management Dashboard Template , but here are some of the features, capabilities and views that most PPM software vendors provide:

• A portfolio timeline graph that displays the planned schedules of the projects and materialises connections, dependencies and progress (with visual emphasis on the projects that are falling behind schedule)

• Health indicators and graphs reflecting the operational and financial health of the portfolio and of the different projects it encompasses. These are often formatted as RAG (Red Amber Green) color indicators or heat maps.

• An overview of projects, budgets, and teams, with a summary of all projects

• Budget-specific indicators (e.g. budget vs. actual spend)

• Insights into present and planned utilisation of resources

• Functionality offering the ability to assess the alignment of the portfolio with the strategic drivers and priorities of the organisation

• An overview of outstanding issues, risks and tasks by project and of unaddressed risks at the level of the portfolio

• Functionality offering the ability to share comments and notes, send notifications, and drill down into views of individual projects

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InvestX Admin – RTL Style – Dashboard – 1

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InvestX Admin – RTL Style – Dashboard – 2

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InvestX Admin – RTL Style – Mini Sidebar Dashboard – 3

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InvestX Admin – RTL Style – Mini Sidebar Dashboard – 4

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InvestX Admin – RTL Style – Horizontal Dashboard – 5

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InvestX Admin – RTL Style – Horizontal Dashboard – 6

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InvestX Admin – RTL Style – Dashboard – 7

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Basically, how we create Portfolio Dashboard Template?

1. Round Up and Connect All Accounts and Assets

2. Set Your Preferred Currency

3. Automatically Identify Return on Various Investments

4. View Asset Allocation and Track Net Worth in Real-Time

5. Share Your Investment Portfolio

Why is our Portfolio Investment Portfolio Management dashboard the best?

Our Portfolio Management Dashboard Template helps you to see at first glance your risk exposure. It aggregates data across your portfolios that collect projects, programs, and processes to give a comprehensive picture of the risks faced. Adopting Smart-sheet dashboard automation can greatly help expose ongoing risk as the project progresses.

Who can Use our Portfolio Dashboard Templates ?

Anyone can use the dashboard when reporting on the project performance to the project owners, project sponsors and other interested parties and business stakeholders.

Different type of services we provide with Portfolio Management Dashboard Template

• Active Portfolio Management. The aim of the active portfolio manager is to make better returns than what the market dictates

• Passive Portfolio Management

• Discretionary Portfolio Management

• Non-Discretionary Portfolio Management

Be a wise investor and get our Investment Portfolio Management Dashboards today. Get your investments organised, so that they can give you the best of the returns.

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