Portfolio map

Demo 24 · Reports & insight · for Finance · 1:23 · narrated by Brian

The estate drawn as a map.

What this demo covers

The video reads the canvas the way leadership will: every vendor tile sized by annual spend and colored by market position, so an expensive vendor priced above the market stands out at a glance. The totals line puts spend, benchmark coverage, and the headroom to market on one row, and any tile opens the vendor's own page. Export it as a slide and the quarterly conversation starts from the same picture every time.

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Chapters

Transcript

Welcome

Leadership remembers one slide. Give them the estate as a picture.

The map needs money on it

A map is only as good as the money on it. Every vendor tile is sized by annual spend, so agreements need a value on file. Add them once, and the canvas draws itself from the same deterministic scan that powers the portfolio.

Reading the canvas

Read it the way leadership will. The biggest tiles are where the money and the leverage sit. Color is market position, so an expensive vendor priced above the market stands out at a glance. The totals put spend, benchmark coverage, and the headroom to market on one line, and any tile opens the vendor's page.

Wrap

Export it as a slide, and the quarterly conversation starts from the same picture.

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