Worst-first portfolio view.
Every active project on one screen, sorted by health score. The bad ones surface immediately, with the active risk count and days since last status report visible per row.
Every project, worst-first, one screen.
When you run more than five projects at once, the question is not how any individual project is going. It is which projects are in trouble, what kind of trouble, and how much exposure you have across the portfolio. Most PSAs surface this picture quarterly, in a report someone has to build. PartnerView shows the portfolio as a live view: every project sorted worst-first, with the financial exposure across the whole book on the same screen, and pipeline expansion broken out from new business so leadership can see install-base growth distinctly.
The PMO knows about three of them. The CEO finds out about the fourth in next month's QBR, after the client has already complained.
By the time a project's margin compression is visible in a finance report, it is already three weeks past the point where intervention would have worked.
Expansion revenue from existing clients gets mixed into the same pipeline number as net-new business. Leadership cannot tell whether growth is coming from the install base or from new logos.
| A spreadsheet of project statuses | PartnerView | |
|---|---|---|
| Portfolio view | A status sheet someone updates by hand. | A live health matrix sorted worst-first. |
| Trouble signals | Problems surface as surprises, late. | Health scores computed from real risk and budget state. |
| Expansion revenue | Blended invisibly into new business. | Pipeline Expansion broken out as its own KPI. |
| Budget exposure | No portfolio-level view of budget exposure. | Over-budget exposure across the whole portfolio at a glance. |
Every active project on one screen, sorted by health score. The bad ones surface immediately, with the active risk count and days since last status report visible per row.
Budget Quoted versus Actual by role, across every active engagement. Over-budget exposure visible at the portfolio level, not buried in individual project reports.
Expansion deals that came from change orders show up separately. Leadership can see install-base growth distinctly from net-new logos.
Services revenue, license revenue, internal cost at the internal rate, external cost from subco, partner, and vendor lines, and dual margin. Exportable to xlsx, csv, and pdf.
Drag-and-drop staffing across people and weeks, over-allocation warnings inline, PTO surfacing per assignee, and a change audit log on every grid edit. Sits next to the portfolio so capacity calls happen where the exposure is visible.
Ranks every deal and project in the portfolio by margin contribution. Shared costs (overhead, contractor pool) attributed by deal-size or hours-burned shares, not a guess. Sortable headers rank worst-first by margin in one click. A receivables aging strip above the list, a totals footer below it. Scoped to the projects the viewer manages and redacted by role: cost and variance behind cost-view, margin behind margin-view, billing and revenue behind revenue-view.
Every project, worst-first, on one screen.
Exposure across the book, with growth broken out by source.
Rank the whole portfolio worst-first by margin contribution. Shared costs attributed fairly, not by guess. Numbers reconcile across deal, project, portfolio, and client views.
Capacity calls made where the portfolio exposure is visible. Cross-references /product/resource-management.
Bring an active engagement. We will model it in PartnerView live.
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