KPI Portfolio

Every venture's KPI health side by side — sortable, filterable, with governance decisions recordable straight from the table.

What it is

While the Venture KPI page is about one venture, this is the cross-portfolio view — every venture's KPI health in a single sortable table, built for spotting who needs attention without opening each one individually. It's the screen to open before a governance or board meeting.

Summary stats

At the top: total ventures, total on-track vs. missed KPIs, how many are currently escalated, how many are kill candidates, and the portfolio's average health score.

The table

Each row is a venture, with: health score, health status (Strong, Healthy, Warning, Recovery, Escalated, Kill Candidate, or No Plan if nothing's assigned yet), on-track/missed/grace-period KPI counts, Growth×Equity classification, and the last governance decision recorded for it.

• Sort by any column — health score, on-track count, missed count, classification, last decision.
• Filter by classification (High/Moderate/Warning/Critical), health status, a min/max health score range, or search by venture name.
• Click a venture to open its full Venture KPI page.

Recording a decision from here

You don't have to open each venture individually to log a governance call — an action menu on each row opens the same decision dialog (Continue, Review, Extend, Escalate, Kill Candidate, Double Down) used on the Venture KPI page, which is faster when you're working through the whole portfolio in one sitting.

How it fits your workflow

Use this before board reporting cycles, or on a regular cadence (monthly, per cohort milestone) to catch ventures drifting toward Warning or Escalated before they become a surprise. It's also the fastest way to answer "how many ventures are on track right now" without doing the math yourself.

Data

The table is computed server-side from every venture's latest KPI plan, item statuses, and Growth×Equity record. Recording a decision from the action menu is the only write made directly from this screen.

Getting started

Sort by health score to see your most at-risk ventures first, or filter by classification before a specific type of review (e.g. Critical only, ahead of an escalation meeting).