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Version: Version 22

Dashboard

Introduction​

What is the Dashboard Tab? The Dashboard tab in the Portfolio functionality of Fortes Change Cloud is a visual workspace that consolidates key portfolio data into interactive charts, graphs, and indicators. Based on embedded Microsoft Power BI, it provides a real-time overview of strategic performance, enabling users to monitor progress, spot trends, and identify areas that require attention—all in one place. Dashboards can be customized to reflect the specific needs of different stakeholders, offering both high-level summaries and detailed insights into portfolio health, financials, risks, key results, and more.

Who Uses It? The Dashboard tab is used by a wide range of stakeholders involved in portfolio management and strategic execution, including:

  • Executives and Senior Leadership, to gain a quick, visual understanding of strategic progress and portfolio performance.
  • Portfolio Managers, to monitor key metrics and ensure alignment with strategic goals.
  • PMO Teams, to track governance indicators and support reporting.
  • Program and Project Managers, to stay informed about the broader context of their initiatives.
  • Business Analysts, to explore trends and support data-driven decision-making.

What Value Does It Deliver? The Dashboard tab delivers value by:

  • Providing Real-Time Insights: Offers up-to-date visualizations of key metrics, enabling faster and more informed decisions.
  • Enhancing Strategic Oversight: Helps leadership maintain a clear view of how the portfolio is performing against strategic objectives.
  • Improving Communication: Translates complex data into intuitive visuals that are easy to share and understand across the organization.
  • Supporting Proactive Management: Highlights deviations, risks, and opportunities early, allowing timely interventions.
  • Enabling Customization: Allows users to tailor dashboards to their specific role, focus area, or reporting needs.

We are currently working on this article.
For now, please contact your Fortes Change Cloud administrator or visit the Fortes Knowledge Base for support.

TODO: translate this document (user-docs/portfolio/dashboard.md).

Source: C:\Users\MilanOzinga\Development\fcc\knowledge-base\docs\user-docs\portfolio\dashboard.md