Portfolio Summary & Matrix
This article focuses on the Portfolio summary and matrix, how to use them, and what personalization features they offer.
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.
Matrix
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.
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.
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