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Portfolio Dashboard

The Portfolio Dashboard is the Growth Forge® Software command center for running an innovation portfolio. It rolls every project up into one real-time view: progress toward your goals, how resources and investment are allocated, and how projects compare on consistent criteria, so portfolio managers can steer the whole pipeline on evidence rather than anecdote.

who it's for

Innovation and new-business portfolio managers and the executives they report to, whether running an enterprise new-business portfolio or an investment fund's portfolio of ventures.

Growth Forge Portfolio Dashboard: Portfolio dashboard showing pipeline widget
Why it matters

Benefits

  • See the whole pipeline at a glance: project distribution, stage, and progress toward your portfolio objectives, in real time.
  • Direct resources and investment where the evidence supports it, and hold investment discipline across stages and project classes.
  • Compare dissimilar projects on a consistent basis (DFV, the BRI Strategy Framework, and your own criteria), so portfolio calls are apples to apples.
  • Track investment performance and progress against the portfolio goals you're accountable for.
  • Run complex portfolios with sub-portfolios and aggregated analysis, including projects tracked outside Growth Forge.
What it does

Features

  • Real-time portfolio intelligence: project distribution, resource allocation, investment performance, and progress tracking.
  • Data-driven project comparison across the DFV framework, the BRI Strategy Framework, and custom criteria.
  • Configurable to your methodology and portfolio: your stages, criteria, and stage- and class-specific investment guidelines.
  • Sub-portfolios, flexible configurations, and aggregated analysis for complex organizations.
  • Track projects built in Growth Forge alongside externally tracked projects.

How it works

  1. Aggregate your projects and sub-portfolios into the dashboard.
  2. Track cumulative progress against your portfolio objectives in real time.
  3. Compare projects on consistent criteria (DFV, BRI Strategy Framework, custom) to see where each one stands.
  4. Check projects against stage- and class-specific investment guidelines, and rebalance resources and investment accordingly.

FAQs

What is the Portfolio Dashboard in Growth Forge?

It's the real-time command center for an innovation portfolio. It rolls every project up into one view of progress toward your goals, resource and investment allocation, and consistent project comparison, so portfolio managers can steer the pipeline and defend investment decisions with evidence.

How do I manage and compare projects across an innovation portfolio?

The dashboard puts every project on a common basis, scored against DFV, the BRI Strategy Framework, and your own criteria, so you can compare dissimilar projects fairly, see cumulative progress toward portfolio goals, and spot where resources and investment should shift.

How does it support investment decisions?

It shows where the evidence supports more or less investment and measures projects against stage- and class-specific investment guidelines. It informs the stage-gate calls recorded in Decision Making rather than replacing them.

Does it handle sub-portfolios and projects tracked outside Growth Forge?

Yes. It supports sub-portfolios, flexible configurations, aggregated analysis for complex organizations, and tracking of projects developed outside Growth Forge alongside those built in it.

What does it connect to?

It aggregates each project's Strategy Evaluation into portfolio and sub-portfolio views, complements Portfolio Modeling (which forecasts the portfolio) and Decision Making, and pairs with the Growth Forge Portfolio Management overview.

Package Availability
Enterprise PortfolioSmall Business Portfolio

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