Portfolio matrix

This article focuses on the Portfolio matrix, how to use it, and what personalization features it offers.

In the matrix, you can see the various pain points, opportunities, and solutions created in the journey maps of your workspace.

Here you see the overview of what the matrix looks like. You can filter, choose a different view, and download as a CSV. There is a legend on the right-hand edge that indicates the colors of the circles.

Chart view

Table view

Axes and circle size

The axes in the chart view stand for "Impact" and "Reach" of the pain point. "Impact" is the y-axis and "Reach" is the x-axis in this example. "Cost" is in this example the third parameter, and it's decisive for the size of the circle. The taxonomy can be customized by the admin of your workspace.

Filters

Filtering for portfolio cards is also possible. You can filter for only those in a specific journey map, for types, according to status, priority or assignee. You can combine these filters according to your needs.