Summary

This Power BI project portfolio management dashboard by Alisson Floresta helps leadership assess portfolio health, strategic value, delivery risk, and project priorities. It connects investment and delivery signals with benefit realization and stakeholder confidence to support more focused portfolio decisions.

The dashboard was created for the FP20 Analytics and ZoomCharts Challenge 41, focused on project portfolio data analysis and visualization.

Key Insights of the Power BI Project Portfolio Value and Risk Dashboard

The dashboard provides several connected views of portfolio strategy and delivery. Its main analysis areas include:

• Portfolio health: review overall project performance and identify areas that require leadership attention.
• Strategic value: compare initiatives according to their expected contribution and management priority.
• Investment and benefits: examine forecast investment and benefit realization across the portfolio.
• Risk and confidence: evaluate delivery risk, stakeholder confidence, and the signals affecting project decisions.

ZoomCharts Waterfall, Combo Bar, Timeline, and Donut visuals support interactive comparisons and help users move from portfolio-level patterns to the projects behind them.

How to Use This Power BI Project Portfolio Value and Risk Dashboard

Select active chart elements to filter the dashboard and compare portfolio health, strategic value, benefits, and risks from different perspectives. Use the interactive views to identify projects that may need acceleration, recovery, reassessment, or additional management attention.

Download the .pbix template, open it in Power BI Desktop, and replace the sample connection with your own project portfolio data to adapt the report.