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1. Portfolio
Management
KPI &
Dashboard
Yo u r C o m p a n y N a m e

2. 2
01 Portfolio Performance Dashboard
Project Portfolio Summary Dashboard02
Portfolio Risk and Change Request Dashboard03
Portfolio Timeline Summary Dashboard04
Portfolio Dashboard : Cost and Benefit05
Portfolio Management Dashboard06
Portfolio Summary Management Dashboard07
Portfolio Management Securities Allocation Dashboard08
Portfolio Management Investment Allocation KPI’10
Portfolio Management KPI’s09
Content

3. 0
20
40
60
80
100
0 K
200 K
400 K
600 K
800 K
1,000 K
Mohammad farley
Assets Count of Clients
Assets: 727,933,93
Assets Management by Manager
0 K 200 K 400 K 600 K 800 K
Tucke
Silas
Chann
Barre
Zacha
Top 10 Clients by Assets
Assets
Number of Clients :1 Average Assets Per Client :$727,934
0 K 20 K 40 K 60 K
Lobortis Nisi Nibh PC
Rutrum Urna NEC PC
Erat Volutpat Nulla Corp.
Elit Pharetra Corporation
Mauris Magna Duis Ltd
Phasellus At LLP
Neque Institute
Elit Pharetra Ut Incorporated
Risus Limited
At Lacus Company
Top 10 Assets Owned
Assets
Portfolio Performance 52 Weeks
0%
100%
200%
300%
400%
500%
14/1/2019 15/1/2019 16/1/2019 17/1/2019 18/2/2019 19/2/2019 20/2/2019 21/2/2019 22/3/2019 23/3/2019 24/3/2019 25/3/2019 22/4/2019 23/4/2019 24/4/2019 25/4/2019
Dow Jones Portfolio NASDAQ S&P 500
Portfolio Performance Dashboard
3This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

4. Project Portfolio Summary Dashboard 1/2
4
$0.00
$20.00
$40.00
$60.00
$80.00
$100.00
$120.00
$140.00
$160.00
Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19
Actual Cost Plan Baseline Cost
Cost Summary
On-Boarded Projects
Total Completed Projects
Completed on Time
5
0
0
Budget
Actual
Average Cost
$1,214,456.47
$414,446.57
$414,446.57

5. Project Portfolio Summary Dashboard 2/2
5
Pipeline Projects
Planned Work
27,812 hrs
Planned Cost
$21,450,32412
16
Pipeline Projects
15%
20%
5%
25%
5%
30%
Financial
IT
Legal
Operations
Programs
Sales & Marketing
Project by development Work Forecast
1912
3612
300
800
1300
1800
2300
2800
3300
3800
Baseline Work Work Actual Work
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Financial Forecast
1812
3712
$300.00
$800.00
$1,300.00
$1,800.00
$2,300.00
$2,800.00
$3,300.00
$3,800.00
Baseline Work Work Actual Work
Q1 2017 Q2 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q1 2019
Apparel ERP Upgrade 3/1-8/30
Audit tracking Solution 1/9-7/19
Catalog Publishing
4/6-1/10
Your Text Here
Dd/Mm-dd/Mm
Your Text Here
DD/MM-DD/MM
Your Text Here
DD/MM-DD/MM
Your Text Here
DD/MM-DD/MM
Your Text Here
DD/MM-DD/MM
Your Text Here
DD/MM-DD/MM
Today
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

6. Portfolio Risk and Change Request Dashboard
6
Portfolio Risks
0% 20% 40% 60% 80% 100%
Strategic Initatives
Human Capital Initiatives
Operational Excellence
Facilities Upgrade
Internal Activities Portfolio
Insurance Biz
Product Engineering
IT Long Haul
Catastrophic Major Moderate Minor Insignificant
Portfolio Change Requests
0 50 100 150
Strategic Initatives
Human Capital Initiatives
Operational Excellence
Facilities Upgrade
Internal Activities Portfolio
Insurance Biz
Product Engineering
IT Long Haul
High Priority Medium Priority Low Priority Normal Priority
0 20 40 60 80
Strategic Initatives
Human Capital Initiatives
Operational Excellence
Facilities Upgrade
Internal Activities Portfolio
Insurance Biz
Product Engineering
IT Long Haul
Open Risks Reviwed Total Risks
Your Text Here
Your Text Here
0 20 40 60 80 100
Strategic Initatives
Human Capital Initiatives
Operational Excellence
Facilities Upgrade
Internal Activities Portfolio
Insurance Biz
Product Engineering
IT Long Haul
/ Open Changes Requests Total Changes Requests
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

7. Timeline Summary
0 m. 1 m. 2 m. 3 m. 4 m. 5 m. 6 m.
Strategic Initiatives
Human Capital Intial
Human Capital Intial
Facilities Upgrade
Internal Activities Po
Insurance Biz
Product Engineering
IT Long Haul
Allocated Budget2 Used Budget
Financial
0 K 200 K 400 K 600 K 800 K 1,000 K
Strategic Initiatives
Human Capital Intial
Human Capital Intial
Facilities Upgrade
Internal Activities Po…
Insurance Biz
Product Engineering
IT Long Haul
Estimated Cost Actual Cost
Your Text Here
0 5 10 15 20
Strategic Initiatives
Human Capital Intial
Human Capital Intial
Facilities Upgrade
Internal Activities Po
Insurance Biz
Product Engineering
IT Long Haul
Milestones Achieved Total Milestones
Your Text Here
Portfolio Timeline Summary Dashboard
7
Portfolio Name
Total
Milestones
Milestones
Achieved
Overdue
Milestones
Upcoming
Milestones
IT Long Haul 5 2 3 0
Product Engineering 16 6 10 0
Insurance Biz 2 0 2 0
Internal Activities
Portfolio
2 0 2 0
Facilities Upgrade 5 1 2 2
Operational Excellence 5 2 2 1
Human Capital Initiatives 4 1 2 1
Strategic Initiatives 7 1 2 4
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

8. PortfolioDashboard
CostandBenefit
8
Portfolio Cost And Benefit Analysis
Portfolio
Overall
Health
Risk Target Cost
Distributed
Cost
Target to
Distributed
Cost
Variance
Planned
Cost
Distributed
to Planned
Cost
Variance
Target
Benefits
Distributed
Benefits
Target to
Distributed
Benefits
Variance
Planned
Benefits
Distributed
to Planned
Benefits
Variance
Application
Management
2,400,000 2,360,000 (80,000) 1,500,000 337,440 2,360,000 1,500,000 1,50,000 737,440 90,000
Business Services 3,500,000 3,170,000 340,000 3,600,000 536,571 3,170,000 3,600,000 400,000 836,571 409,237
Portfolio 3 2,500,000 4,520,000 (520,000) 4,000,000 36,300 4,520,000 4,000,000 0 36,310 165,000
Portfolio 4 740,000 740,000 0 1,750,000 20,527 740,000 1,750,000 50,000 20,557 121,738
Portfolio 5 2,10,000 849,795 150,205 1,500,000 114,995 849,795 1,500,000 300,000 117,965 150,000
Portfolio 6 6, 00,000 6,500,000 0 1,900,000 321,760 6,500,000 1,900,000 0 341,760 742,199
Stoplights
• Green (68 through 1000). The portfolio overall health is green.
• Yellow (34 through 67). The portfolio overall health is yellow.
• Red (0 through 33). The portfolio overall health is red.
Stoplights
• Green (Low). The portfolio is low risk.
• Yellow (Medium). The portfolio is medium risk.
• Red (High). The portfolio is high risk
0 m.
1 m.
2 m.
3 m.
Application Management Business Services Business Technologies Infrastructure Regulartory and Compliance Request Management
Distributed Cost Planned Cost Target Cost
Portfolio Cost
!
X
!
x
1
!
!
!

9. Portfolio Management Dashboard
9
Transactions
2019-3-15 In payment Transfer + 500,000$
2018-3-14 Sell Shares + 500,000$
2017-3-22 Purchase Bonds + 500,000$
2016-3-05 sell Bonds + 500,000$
2015-3-20 Outpayment Transfer + 500,000$
2014-3-07 Purchase Shares + 500,000$
0
5
10
15
20
25
30
35
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Net Worth 125.5 MC
Holdings
QNA + 3,05%
C + 2,75%
Dual + 1,70%
BWT + 3,50%
VNK + 1,07%
TARH + 0,80%
Net Flows
-3
-1
1
3
5
7
9
11
13
15
Allocations Equity Fixed Income
2015 2016 2017 2018 2019
55%35%
10%
Equity Food Income Alttemetives
Allocations
25%
20%
18%
15%
12%
10%
Technology Energy
Healthcare Financials
Meterial Industerial
Sectors
70%
20%
10%
Emea America Acap
Regions
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

10. Portfolio Summary Management Dashboard
10
Portfolio Summary
Portfolio Name Portfolio Owner Health Budget Used Budget # Projects
Facilities Upgrade Thomann Beddov 1.51M 970.00K 1
Human Capital Initiatives Thomann Beddov 1.53M 980.00K 4
Internal Activities Portfolio Thomann Beddov 4.67M 2.20K 5
IT Long Haul Thomann Beddov 2.50M 565.45K 3
Operation Excellence Thomann Beddov 3.67M 1.05K 6
Product Engineering Thomann Beddov 4.20M 1.90K 12
Strategic Initiatives Thomann Beddov 1.50M 1.85K 2
25.26 M
Allocated Budget
Across Portfolios
10.35 M
Used Budget Across
Portfolios
40%
Used Budget
Percentage
11.15 M
Estimated Cost Across
Portfolio
8.90 M
Actual Cost Across
Portfolio
Portfolio Budget
Facilities
Update
Human Capital
Initiatives
IT Long
Haul
Internal
Activities Portfolio
Product
Engineering
Strategic
Initiatives
Insurance
Biz
8%
10%
30%
15%25%
35%
12%
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

11. Portfolio Management Securities Allocation Dashboard
11
TOTAL CURRENT
ALLOCATION
$12,300,20(70.0%)
ETFs %
Stocks
$12,300,20(70.0
%)
Fixed Income $4,252.85(25.01%)
US Large
Company Stocks-
Fundamental
$2,500.50
US Corporate High
Yield Bonds
$1,793.75
US Large
Company Stocks
$2,430.00
International
Emerging Market
Bonds
$1,530,65
ProfileCriteria 4Criteria 3Criteria 2Portfolio
Stocks
Commodities
Cash
Fixed Income
My Portfolio
$17,500.00
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

12. 12
Portfolio
ManagementKPI’s
Allocated Budget
Across Portfolios
28.50M
Used Budget
Across Portfolios
12.25 M
Used Budget
Percentage
40%

13. Portfolio Management Investment Allocation KPI’s
13
546000
-3,8%
VS Previous Month
Portfolio Summary Net Allocations
45735
-2,7%
VS Previous Month
Current Allocations
2,5%
1.7%
VS Previous Month
Holdings
3,1%
25,7%
VS Previous Month
Used Budget%
34
10.0%
VS Previous Month
% Returns
68%
8.00%
VS Previous Month
Add Criteria Here
54
0.1%
VS Previous Month
Add Criteria Here
47
0.5%
VS Previous Month
My
Portfolio

14. PortfolioManagementKPI
&DashboardIconSlide
14

15. Coffee Break
15
Coffee is a beverage
that puts one to sleep
when not drank.
(11:00 - 11:15)

16. 16
Additional Slides

17. StackedBar
17
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
25
15
25
12
25
30
15
30
15
15
30
20
45
20
20
$0 $20 $40 $60 $80 $100
2015
2016
2017
2018
2019
In Dollars
Product 01 Product 02 Product 03

18. ClusteredColumn
18
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
75
47
59
30
42
80
48
40
63
56
53
85
$0
$20
$40
$60
$80
$100
2016 2017 2018 2019
InDollars
Product 01 Product 02 Product 03

19. 19
Our Mission
Vision
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Mission
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Goal
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20. Our Team
Name Here
Designation
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Name Here
Designation
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Designation
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20

21. 21
Comparison
Instagram Use by Male & Female in 2019
80%
60%
0%
10%
20%
30%
40%
50%
60%
70%
80%
Male Female
Male 80%
Female 60%

22. 22
Financial
Minimum
This graph/chart is linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
25%
35%
45%
0%
10%
20%
30%
40%
50%
60%
70%
80%
2017 2018 2019
Medium
This graph/chart is linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
25%
45%
65%
0%
10%
20%
30%
40%
50%
60%
70%
80%
2017 2018 2019
Maximum
This graph/chart is linked to excel,
and changes automatically based
on data. Just left click on it and
select “Edit Data”.
35%
55%
75%
0%
10%
20%
30%
40%
50%
60%
70%
80%
2017 2018 2019

23. Quotes
23
Joyce Meyer
I believe that the greatest
gift you can give your
family and the world is a
health you.

24. Venn
24
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25. 25
Thank You
Contact Numbers
0123456789
Email Address
emailaddress123@gmail.com
Address
# street number, city, state