Analyse your portfolio

You can analyse the performance of a Portfolio according to the metrics chosen.

  • Navigate to your portfolio

  • Select Report tab

You will now see at set of ‘icographs’ on the top half of the screen. These show the aggregate value of the portfolio for all APPROVED projects. For example, an NPV icograph shows the total NPV of all the approved projects in the portfolio.

portfolio analysis

APPROVED projects are shown in colour on the main chart.

UNAPPROVED or DECLINED projects are shown in light grey. These are charted but the values are not aggregated into the portfolio totals.

  • Click on an icograph to see the breakdown of the portfolio by project.

  • Click either the icograph, or on the chart axis to sort pareto charts. A further click will reverse sort.

  • Click in the Table icon to see specific values

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