> 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/prioritization/how-to-use-the-portfolio-chart.md).

# How to use the portfolio chart

The **Chart** view plots every portfolio item as a bubble on your score dimensions, so the work that scores high on both axes lands in one corner and the rest sorts itself out around it. It's built for workshop-style prioritization.

#### How to open the Chart

The Chart is one of three views (**Table**, **Board**, **Chart**) that share the portfolio views screen. The screen remembers the view you used last, so you may land on the Chart already.

{% stepper %}
{% step %}
**Open the portfolio views screen**

Click **Portfolio** in the workspace sidebar to open the Summary, then click **View details** in the header or **Explore all** on any type card.
{% endstep %}

{% step %}
**Switch to the Chart**

In the **Table / Board / Chart** switcher at the top right of the toolbar, click **Chart**.

<figure><img src="/files/QBCriV6UcoqJuzJkjf6F" alt="The portfolio view switcher, a segmented control with Chart selected and labelled, and Table and Board as icon-only toggles."><figcaption><p>Table / Board / Chart switcher, Chart active</p></figcaption></figure>
{% endstep %}
{% endstepper %}

#### How to read the chart

Each bubble is one portfolio item. Three things encode its scores:

* **Position** - the two axes are your first two score dimensions. In the example below they're **HIGH IMPACT** (vertical) and **HIGH FEASIBILITY** (horizontal), so an item sitting top-right scores high on both and is a strong candidate to prioritize. Your axis labels depend on the score dimensions your workspace uses.
* **Colour** - by default, the bubble's colour is its item type, keyed by the legend across the top: **Opportunity** blue, **Pain point** red, **Solution** green, and any custom types your workspace has added (here, **Goals** in yellow). You can recolour by status or priority instead, covered below.
* **Size** - the bubble's size is a third score dimension, so a large bubble scores higher on that dimension than a small one.

<figure><img src="/files/xWOWemGbGD49FnMPVAg9" alt="The portfolio Chart view. Bubbles of different colours and sizes are plotted against a vertical HIGH IMPACT axis and a horizontal HIGH FEASIBILITY axis, each labelled with its item name. A legend across the top maps colours to types: Opportunity blue, Pain point red, Solution green, Goals yellow."><figcaption><p>The Chart view, with bubbles plotted by score</p></figcaption></figure>

Where bubbles overlap, they stack and each keeps its name label, so a cluster in one corner stays readable.

#### How to adjust the display and filter the chart

Two controls on the toolbar change what the chart shows.

**Settings** opens the **Display settings** dropdown. **Color represents** sets what the bubble colours mean: **Card type** (the default, matching the legend), **Status category**, or **Priority**. Switch it to colour the same bubbles by where items stand or how urgent they are, without changing their positions. **Show labels on chart** toggles the item-name labels on or off, which is useful when a dense chart gets crowded.

<figure><img src="/files/1vuZnEAL7NpmV9xDsT6H" alt="The Display settings dropdown open from the Settings button. It shows Color represents set to Card type, and a Show labels on chart toggle switched on."><figcaption><p>Settings > Display settings</p></figcaption></figure>

<figure><img src="/files/FwAeIIwe4wF06pnagHwF" alt="The Display settings menu with the Color represents submenu expanded, listing Card type, Status category, and Priority, with Card type selected."><figcaption><p>Color represents: Card type, Status category, or Priority</p></figcaption></figure>

The axes themselves are fixed to your first two score dimensions and are not reconfigurable from the chart.

The filter icon narrows the chart to a subset of items by **Journey map**, **Type**, **Status**, **Priority**, **Assignee**, and more. Filters combine, so you can focus a workshop on, say, high-priority pain points for a single journey map. To pull the same data into a spreadsheet, switch to the Table view and export from there. See [How to export portfolio to CSV](/portfolio/how-to-export-portfolio-to-csv.md).

#### Related topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-hidden data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>How to use the portfolio table</strong></td><td>Review items row by row, with filtering, sorting, and CSV export.</td><td><a href="/pages/Mz77ioM4nJgfxggwyXja">/pages/Mz77ioM4nJgfxggwyXja</a></td></tr><tr><td><strong>How to use the portfolio board</strong></td><td>Manage items through status columns on the Board view.</td><td><a href="/pages/2QH7fPzYbtiQHUcNCPiK">/pages/2QH7fPzYbtiQHUcNCPiK</a></td></tr><tr><td><strong>How to use the portfolio summary</strong></td><td>Scan volume, status, and ownership across every item type.</td><td><a href="/pages/abuTV30fMWJUfseHuf1v">/pages/abuTV30fMWJUfseHuf1v</a></td></tr><tr><td><strong>How to create a portfolio item</strong></td><td>Add a pain point, opportunity, solution, or custom-type item.</td><td><a href="/pages/ccKByq3EkMP6r9UQIneW">/pages/ccKByq3EkMP6r9UQIneW</a></td></tr></tbody></table>


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