Last Modified On: July 3, 2026
The Portfolio Dashboard provides a visual executive summary of all projects within a portfolio. It displays nine panels covering project health, schedule progress, budget consumption, effort, risks, milestones, and resource allocation — all on a single scrollable page.
The dashboard is read-only. It displays live data aggregated from all projects in the portfolio but does not allow editing. To make changes, navigate to individual project records.
Please note:
This feature will be available with the Inspire Planner JUL 2026 Major Release available in Production environments on August 11, 2026.
Navigate to any Portfolio record in Inspire Planner. If your administrator has configured the Dashboard tab, click it to view the portfolio dashboard. The dashboard loads automatically and displays data for all projects in the portfolio.
The dashboard header shows “Portfolio Dashboard: {Portfolio Name}” with a refresh button. Click the refresh button to reload all data from the server without a full page refresh.
Seven tiles at the top of the dashboard show key portfolio metrics at a glance.
The Health Matrix is the central panel of the dashboard. It shows every project as a row, with colored dots forming a visual heat map across multiple health dimensions.
Each column represents a health dimension (e.g., Overall Project Health, Budget, Schedule, Resources, Scope, Risks, Issues). The columns are configured by your administrator using a field set and may vary between organizations.
The colored dots indicate each dimension’s status: a green dot means healthy, amber means attention needed, red means critical, and grey means no value has been set.
The Progress column shows the project’s completion percentage, colored by the project’s overall health — not by the percentage itself. A project at 10% progress that is On Track shows the percentage in green.
The Owner column shows the Salesforce record owner’s name. Click any project name to open the project record in a new tab.
The Portfolio Roadmap shows a simplified timeline of all projects on a single chart. Each project appears as a horizontal bar positioned by its start and end dates.
The filled portion of each bar represents completed work. The fill color indicates the project’s health: blue for On Track, amber for At Risk, and red for Off Track. The unfilled portion represents remaining work.
A red “Today” badge marks the current date. Vertical grid lines help you read dates along the monthly axis.
Projects with very short durations (less than one week) are excluded from the roadmap since they do not have meaningful schedule data to display. Hover over any project bar to see a tooltip with the project name, health status, progress percentage, start date, and end date. Click any project name to open the record.
This panel acts as an exception report, showing only projects that are At Risk or Off Track. If all projects are healthy, it displays “All projects are on track” in green.
Each card shows the project name, a status label (Off Track in red or At Risk in amber), and a one-line summary with three data points:
Cards are sorted with the most critical projects first: Off Track before At Risk, and within each group, the lowest progress first.
This panel shows milestones from all projects in the portfolio, giving you a cross-project view of key deliverable dates.
Each row shows:
Overdue milestones always appear at the top, sorted by the most overdue first. Future milestones follow, sorted by soonest first.
By default, the panel shows milestones due within the next 30 days. Your administrator can adjust this lookahead window.
The Budget Overview panel shows a horizontal bar for each project comparing planned budget to actual spending.
When a project is within budget, the bar shows a blue fill on a grey track. When a project is over budget, the bar turns amber with a light red extension showing how far over the budget has been exceeded.
The value label to the right of each bar shows the actual and planned amounts (e.g., “$420K / $500K”). The header pill shows the portfolio’s total actual and planned budget.
Projects with no budget data (both planned and actual are zero) are excluded to keep the panel clean. Projects with actual spending but no planned budget show as a full overrun — this indicates unbudgeted spending that needs attention.
Bar color indicates consumption level: blue when 80% or less consumed, amber when 80–100% consumed, and red when over 100%.
The Effort Overview panel shows the same bar comparison as Budget Overview, but for labour hours instead of currency. Each project shows actual hours consumed versus planned hours.
The visual pattern is identical to Budget: blue when within plan, amber approaching the limit, red with a light extension when over. The header pill shows portfolio totals (e.g., “4,820 / 6,100 hrs”).
Projects with no effort data are excluded.
This panel aggregates all open risks and issues from every project in the portfolio.
Each risk card shows:
The header shows the total count of open risks across the portfolio. Only risks with Active or On Hold status are included; Closed and Cancelled items are excluded. If no risks exist for any project in the portfolio, the panel shows “No open risks or issues.”
The Resource Allocation panel shows every team member assigned to projects in the portfolio.
For each person, you can see:
Team members are sorted with the most spread (most projects) at the top. This surfaces people who may be overcommitted. If a person is on many projects and several are troubled, that’s a resource risk the portfolio manager needs to address.
The dots wrap to a second line when a team member is on 10 or more projects.
The dashboard header shows “Portfolio Dashboard: {Portfolio Name}”. A refresh button on the right allows you to reload all data without refreshing the entire page. This is useful when you’ve made changes to project records and want to see the updated metrics.
When a panel has no data to display, it shows a helpful message instead of being blank:
The dashboard provides several interactive features:
The dashboard uses a consistent color language throughout:
Green
Amber / Orange
Red
Blue
Grey
The Portfolio Dashboard can be exported to create a snapshot of your portfolio’s key metrics, visualizations, and project metrics for the projects included in the portfolio. This is useful for sharing portfolio status with stakeholders, archiving progress, or including portfolio insights in presentations and reports.