# Portfolio Summary & Matrix

### Summary

The Portfolio Summary provides a clear overview of your items and how they are distributed across your team, priorities, and statuses. It also shows when items were created over the past six months, helping you understand overall activity and flow. Clicking on any element takes you to the matrix with the relevant filters applied. For example, selecting an assignee’s name in the opportunity view opens the matrix showing all opportunities assigned to that person.

<figure><img src="/files/IGmZyAHpZdSPkNvzcOAt" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/QXTgnSiLoD1Z0vf8I1ww" alt=""><figcaption></figcaption></figure>

### Matrix

In the matrix, you can see the various pain points, opportunities, and solutions created in the journey maps of your workspace.&#x20;

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.

<figure><img src="/files/htPyZxKAoALVk0sBhGe7" alt=""><figcaption><p>Chart view</p></figcaption></figure>

<figure><img src="/files/zRMhaQnsDbzApPefYjDi" alt=""><figcaption><p>Table view</p></figcaption></figure>

### 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](/account-settings/customization.md) of your workspace.

<figure><img src="/files/incliKBvqLsg9dPKzuOf" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/ptuL46AtFCTJznExnWm8" alt=""><figcaption></figcaption></figure>


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