Portfolio Management KPI And Dashboard Powerpoint Presentation Slides
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The document presents a comprehensive overview of portfolio management KPIs and dashboards for evaluating investment performance, including project portfolio summaries, timelines, and cost-benefit analyses. It features data on asset allocation, project completion rates, risk assessment, and client assets, alongside visual charts linking to Excel for dynamic updates. Overall, the dashboards provide a detailed assessment of portfolio health, budget usage, and financial forecasts to support strategic decision-making.
Portfolio Management KPI And Dashboard Powerpoint Presentation Slides
- 1. Portfolio Management KPI & Dashboard Yo u r C o m p a n y N a m e
- 2. 2 01 Portfolio Performance Dashboard Project Portfolio Summary Dashboard 02 Portfolio Risk and Change Request Dashboard 03 Portfolio Timeline Summary Dashboard 04 Portfolio Dashboard : Cost and Benefit 05 Portfolio Management Dashboard 06 Portfolio Summary Management Dashboard 07 Portfolio Management Securities Allocation Dashboard 08 Portfolio Management Investment Allocation KPI’ 10 Portfolio Management KPI’s 09 Content
- 3. 0 20 40 60 80 100 0 K 200 K 400 K 600 K 800 K 1,000 K Mohammad farley Assets Count of Clients Assets: 727,933,93 Assets Management by Manager 0 K 200 K 400 K 600 K 800 K Tucke Silas Chann Barre Zacha Top 10 Clients by Assets Assets Number of Clients :1 Average Assets Per Client :$727,934 0 K 20 K 40 K 60 K Lobortis Nisi Nibh PC Rutrum Urna NEC PC Erat Volutpat Nulla Corp. Elit Pharetra Corporation Mauris Magna Duis Ltd Phasellus At LLP Neque Institute Elit Pharetra Ut Incorporated Risus Limited At Lacus Company Top 10 Assets Owned Assets Portfolio Performance 52 Weeks 0% 100% 200% 300% 400% 500% 14/1/2019 15/1/2019 16/1/2019 17/1/2019 18/2/2019 19/2/2019 20/2/2019 21/2/2019 22/3/2019 23/3/2019 24/3/2019 25/3/2019 22/4/2019 23/4/2019 24/4/2019 25/4/2019 Dow Jones Portfolio NASDAQ S&P 500 Portfolio Performance Dashboard 3 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 4. Project Portfolio Summary Dashboard 1/2 4 $0.00 $20.00 $40.00 $60.00 $80.00 $100.00 $120.00 $140.00 $160.00 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Actual Cost Plan Baseline Cost Cost Summary On-Boarded Projects Total Completed Projects Completed on Time 5 0 0 Budget Actual Average Cost $1,214,456.47 $414,446.57 $414,446.57
- 5. Project Portfolio Summary Dashboard 2/2 5 Pipeline Projects Planned Work 27,812 hrs Planned Cost $21,450,32412 16 Pipeline Projects 15% 20% 5% 25% 5% 30% Financial IT Legal Operations Programs Sales & Marketing Project by development Work Forecast 1912 3612 300 800 1300 1800 2300 2800 3300 3800 Baseline Work Work Actual Work Hrs Hrs Hrs Hrs Hrs Hrs Hrs Hrs Hrs Hrs Financial Forecast 1812 3712 $300.00 $800.00 $1,300.00 $1,800.00 $2,300.00 $2,800.00 $3,300.00 $3,800.00 Baseline Work Work Actual Work Q1 2017 Q2 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q1 2019 Apparel ERP Upgrade 3/1-8/30 Audit tracking Solution 1/9-7/19 Catalog Publishing 4/6-1/10 Your Text Here Dd/Mm-dd/Mm Your Text Here DD/MM-DD/MM Your Text Here DD/MM-DD/MM Your Text Here DD/MM-DD/MM Your Text Here DD/MM-DD/MM Your Text Here DD/MM-DD/MM Today This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 6. Portfolio Risk and Change Request Dashboard 6 Portfolio Risks 0% 20% 40% 60% 80% 100% Strategic Initatives Human Capital Initiatives Operational Excellence Facilities Upgrade Internal Activities Portfolio Insurance Biz Product Engineering IT Long Haul Catastrophic Major Moderate Minor Insignificant Portfolio Change Requests 0 50 100 150 Strategic Initatives Human Capital Initiatives Operational Excellence Facilities Upgrade Internal Activities Portfolio Insurance Biz Product Engineering IT Long Haul High Priority Medium Priority Low Priority Normal Priority 0 20 40 60 80 Strategic Initatives Human Capital Initiatives Operational Excellence Facilities Upgrade Internal Activities Portfolio Insurance Biz Product Engineering IT Long Haul Open Risks Reviwed Total Risks Your Text Here Your Text Here 0 20 40 60 80 100 Strategic Initatives Human Capital Initiatives Operational Excellence Facilities Upgrade Internal Activities Portfolio Insurance Biz Product Engineering IT Long Haul / Open Changes Requests Total Changes Requests This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 7. Timeline Summary 0 m. 1 m. 2 m. 3 m. 4 m. 5 m. 6 m. Strategic Initiatives Human Capital Intial Human Capital Intial Facilities Upgrade Internal Activities Po Insurance Biz Product Engineering IT Long Haul Allocated Budget2 Used Budget Financial 0 K 200 K 400 K 600 K 800 K 1,000 K Strategic Initiatives Human Capital Intial Human Capital Intial Facilities Upgrade Internal Activities Po… Insurance Biz Product Engineering IT Long Haul Estimated Cost Actual Cost Your Text Here 0 5 10 15 20 Strategic Initiatives Human Capital Intial Human Capital Intial Facilities Upgrade Internal Activities Po Insurance Biz Product Engineering IT Long Haul Milestones Achieved Total Milestones Your Text Here Portfolio Timeline Summary Dashboard 7 Portfolio Name Total Milestones Milestones Achieved Overdue Milestones Upcoming Milestones IT Long Haul 5 2 3 0 Product Engineering 16 6 10 0 Insurance Biz 2 0 2 0 Internal Activities Portfolio 2 0 2 0 Facilities Upgrade 5 1 2 2 Operational Excellence 5 2 2 1 Human Capital Initiatives 4 1 2 1 Strategic Initiatives 7 1 2 4 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 8. Portfolio Dashboard Cost and Benefit 8 Portfolio Cost And Benefit Analysis Portfolio Overall Health Risk Target Cost Distributed Cost Target to Distributed Cost Variance Planned Cost Distributed to Planned Cost Variance Target Benefits Distributed Benefits Target to Distributed Benefits Variance Planned Benefits Distributed to Planned Benefits Variance Application Management 2,400,000 2,360,000 (80,000) 1,500,000 337,440 2,360,000 1,500,000 1,50,000 737,440 90,000 Business Services 3,500,000 3,170,000 340,000 3,600,000 536,571 3,170,000 3,600,000 400,000 836,571 409,237 Portfolio 3 2,500,000 4,520,000 (520,000) 4,000,000 36,300 4,520,000 4,000,000 0 36,310 165,000 Portfolio 4 740,000 740,000 0 1,750,000 20,527 740,000 1,750,000 50,000 20,557 121,738 Portfolio 5 2,10,000 849,795 150,205 1,500,000 114,995 849,795 1,500,000 300,000 117,965 150,000 Portfolio 6 6, 00,000 6,500,000 0 1,900,000 321,760 6,500,000 1,900,000 0 341,760 742,199 Stoplights • Green (68 through 1000). The portfolio overall health is green. • Yellow (34 through 67). The portfolio overall health is yellow. • Red (0 through 33). The portfolio overall health is red. Stoplights • Green (Low). The portfolio is low risk. • Yellow (Medium). The portfolio is medium risk. • Red (High). The portfolio is high risk 0 m. 1 m. 2 m. 3 m. Application Management Business Services Business Technologies Infrastructure Regulartory and Compliance Request Management Distributed Cost Planned Cost Target Cost Portfolio Cost ! X ! x 1 ! ! !
- 9. Portfolio Management Dashboard 9 Transactions 2019-3-15 In payment Transfer + 500,000$ 2018-3-14 Sell Shares + 500,000$ 2017-3-22 Purchase Bonds + 500,000$ 2016-3-05 sell Bonds + 500,000$ 2015-3-20 Outpayment Transfer + 500,000$ 2014-3-07 Purchase Shares + 500,000$ 0 5 10 15 20 25 30 35 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Net Worth 125.5 MC Holdings QNA + 3,05% C + 2,75% Dual + 1,70% BWT + 3,50% VNK + 1,07% TARH + 0,80% Net Flows -3 -1 1 3 5 7 9 11 13 15 Allocations Equity Fixed Income 2015 2016 2017 2018 2019 55% 35% 10% Equity Food Income Alttemetives Allocations 25% 20% 18% 15% 12% 10% Technology Energy Healthcare Financials Meterial Industerial Sectors 70% 20% 10% Emea America Acap Regions This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 10. Portfolio Summary Management Dashboard 10 Portfolio Summary Portfolio Name Portfolio Owner Health Budget Used Budget # Projects Facilities Upgrade Thomann Beddov 1.51M 970.00K 1 Human Capital Initiatives Thomann Beddov 1.53M 980.00K 4 Internal Activities Portfolio Thomann Beddov 4.67M 2.20K 5 IT Long Haul Thomann Beddov 2.50M 565.45K 3 Operation Excellence Thomann Beddov 3.67M 1.05K 6 Product Engineering Thomann Beddov 4.20M 1.90K 12 Strategic Initiatives Thomann Beddov 1.50M 1.85K 2 25.26 M Allocated Budget Across Portfolios 10.35 M Used Budget Across Portfolios 40% Used Budget Percentage 11.15 M Estimated Cost Across Portfolio 8.90 M Actual Cost Across Portfolio Portfolio Budget Facilities Update Human Capital Initiatives IT Long Haul Internal Activities Portfolio Product Engineering Strategic Initiatives Insurance Biz 8% 10% 30% 15% 25% 35% 12% This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 11. Portfolio Management Securities Allocation Dashboard 11 TOTAL CURRENT ALLOCATION $12,300,20(70.0%) ETFs % Stocks $12,300,20(70.0 %) Fixed Income $4,252.85(25.01%) US Large Company Stocks- Fundamental $2,500.50 US Corporate High Yield Bonds $1,793.75 US Large Company Stocks $2,430.00 International Emerging Market Bonds $1,530,65 Profile Criteria 4 Criteria 3 Criteria 2 Portfolio Stocks Commodities Cash Fixed Income My Portfolio $17,500.00 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 12. 12 Portfolio Management KPI’s Allocated Budget Across Portfolios 28.50M Used Budget Across Portfolios 12.25 M Used Budget Percentage 40%
- 13. Portfolio Management Investment Allocation KPI’s 13 546000 -3,8% VS Previous Month Portfolio Summary Net Allocations 45735 -2,7% VS Previous Month Current Allocations 2,5% 1.7% VS Previous Month Holdings 3,1% 25,7% VS Previous Month Used Budget% 34 10.0% VS Previous Month % Returns 68% 8.00% VS Previous Month Add Criteria Here 54 0.1% VS Previous Month Add Criteria Here 47 0.5% VS Previous Month My Portfolio
- 15. Coffee Break 15 Coffee is a beverage that puts one to sleep when not drank. (11:00 - 11:15)
- 17. Stacked Bar 17 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 25 15 25 12 25 30 15 30 15 15 30 20 45 20 20 $0 $20 $40 $60 $80 $100 2015 2016 2017 2018 2019 In Dollars Product 01 Product 02 Product 03
- 18. Clustered Column 18 This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 75 47 59 30 42 80 48 40 63 56 53 85 $0 $20 $40 $60 $80 $100 2016 2017 2018 2019 In Dollars Product 01 Product 02 Product 03
- 19. 19 Our Mission Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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- 21. 21 Comparison Instagram Use by Male & Female in 2019 80% 60% 0% 10% 20% 30% 40% 50% 60% 70% 80% Male Female Male 80% Female 60%
- 22. 22 Financial Minimum This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 25% 35% 45% 0% 10% 20% 30% 40% 50% 60% 70% 80% 2017 2018 2019 Medium This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 25% 45% 65% 0% 10% 20% 30% 40% 50% 60% 70% 80% 2017 2018 2019 Maximum This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”. 35% 55% 75% 0% 10% 20% 30% 40% 50% 60% 70% 80% 2017 2018 2019
- 23. Quotes 23 Joyce Meyer I believe that the greatest gift you can give your family and the world is a health you.
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