Portfolio

One page holds the whole estate. Portfolio is the position and risk lens on everything you have filed, built from the agreements and proposals that carry an annual value. The demo workspace is loaded with sample data, so every chart has something to say.

First, the money. Annual spend by vendor puts every relationship on one scale, largest first. You read it in seconds: who takes most of the budget, and where a small vendor has quietly become a large one.

Concentration is the risk finance actually worries about. This view shows how dependent you are on your biggest vendors, including the share your top three carry. High concentration is not wrong, but it changes how you negotiate, and it belongs in the open.

Market position is the benchmark read. For each benchmarked deal, the question is always the same three: the discount you hold, what peers are offered on the same deal, and whether yours ranks below market, at market, or good. Deals sitting above market are your working list.

Upcoming renewals close the loop. Position without timing is trivia; here you see which of those deals reach a decision next, so effort goes where it can still matter.

That is Portfolio: where you stand, where the risk sits, where to push next.