What's inside:
Automated Budget Variance, Schedule Variance, and an Overall Status that takes the worst of three signals — budget, schedule, and a qualitative risk rating — so no single good number can hide a real problem
A live dashboard with portfolio-wide KPIs, a status breakdown chart, and a budget-vs-actual chart by project
Editable variance thresholds so Amber and Red reflect what your organization actually considers acceptable
Full instructions and sample data showing a realistic mix of healthy, at-risk, and critical projects
Built for PMO Directors and COOs managing 5+ concurrent projects who need a defensible, at-a-glance answer to "what's actually at risk right now."
Format: Excel (.xlsx) — fully editable, works in Excel, Google Sheets, and most spreadsheet apps.
Portfolio Health Dashboard
Your File
Instant Access: After completing your purchase, you’ll receive a download link on the thank you page—so you can start reading immediately!
Emailed Backup Link: You’ll also receive an email with your download link, valid for 30 days. Be sure to save your file before the link expires! If you don’t see the email, check your spam or promotions folder.
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