> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/portfolio/how-to-use-the-portfolio-summary.md). # How to use the portfolio summary The Summary is the first thing you see when you open Portfolio: one card per item type, each showing how many items you have, who owns them, and where they sit on status and priority. From here you move into the prioritization views to work item by item. #### How to open the portfolio summary Click **Portfolio** in the workspace sidebar to open the **Summary**.

A Smaply workspace with Portfolio selected in the left sidebar. The Summary dashboard fills the page as a grid of cards, one per portfolio item type: Opportunity, Pain point, Solution, and Goals. A View details link sits at the top. — Portfolio selected in the sidebar, showing the Summary

The Summary shows one card per item type in the workspace: the three built-in types (Opportunity, Pain point, Solution) plus any custom type your account has added, like Goals. It covers every portfolio item across all journey maps in the workspace, not just the ones on a single map. *** #### What each type card shows Each card is a read-at-a-glance breakdown of one item type. The header gives you the type name and the total count, with a line below it telling you how many items changed in the past 30 days, so you can spot whether a type is active or stale.

Close-up of the Opportunity card on the portfolio Summary. The header shows the Opportunity name and a total count of 8, with 8 updated in the past 30 days below it. A Created bar chart spans Jan to Jun. An Assignee breakdown lists Smaply Team. A Status breakdown groups items into Not Started, In Progress, and Completed. A Priority breakdown lists None, Low, Medium, and High. Create opportunity and Explore all links sit in the footer. — One type card: counts, creation trend, and breakdowns

Below the header, four breakdowns answer the questions you usually open the portfolio to ask: * **Created** - A monthly bar chart of when items of this type were added over the past six months, so you can see whether the type is growing or went quiet. * **Assignee** - Who owns the items, with a count each. Use it to check workload and spot unassigned work. * **Status** - Items grouped into **Not Started**, **In Progress**, and **Completed**, for a quick read on how far along the type is. Each type can have its own named statuses, which roll up into these three categories. * **Priority** - Items split across **None**, **Low**, **Medium**, and **High**, so you can see how much high-priority work is outstanding. Each breakdown segment is clickable: selecting one, like an assignee's name or the **High** priority bar, opens the prioritization views filtered to that selection. The footer has two links: **Create \[type]** (for example, **Create opportunity**) opens the create modal for that type, and **Explore all** opens the prioritization views filtered to that type. *** #### How to move into the prioritization views The Summary is for scanning. To work item by item, open the prioritization views, where the same items appear in three layouts you switch between. * **View details** in the breadcrumb header opens the views with everything included. * **Explore all** on any type card opens the same views filtered to that one type. Both land you on the same screen, where a switcher in the top-right toolbar moves between the three views: * [How to use the portfolio table](/portfolio/prioritization/how-to-use-the-portfolio-table.md) - Every item in a sortable, filterable list for detailed review. * [How to use the portfolio kanban](/portfolio/prioritization/how-to-use-the-portfolio-kanban.md) - Items in status-based columns (the Board view) for tracking workflow. * [How to use the portfolio chart](/portfolio/prioritization/how-to-use-the-portfolio-chart.md) - Items plotted as bubbles on scoring dimensions for workshop-style prioritization. To return to the dashboard, click **Back to summary** in the breadcrumb. #### Related topics

Article	What it covers	Target
Create a portfolio item	Add an item from the Summary or any view and fill in its details.	/pages/ccKByq3EkMP6r9UQIneW
Portfolio table	Review every item in a sortable, filterable list.	/pages/Mz77ioM4nJgfxggwyXja
Portfolio kanban	Track items through status-based columns.	/pages/2QH7fPzYbtiQHUcNCPiK
Portfolio chart	Plot items on scoring dimensions for prioritization.	/pages/Bvvajkxb89h2CT9fR2mF
Custom item types	Add your own portfolio item types beyond the defaults.	/pages/v2QYLoJduQKY2uguPORV

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