📊 Executive Portfolio Dashboard

Q1-Q2 2026 - Portfolio Overview & Key Metrics

Total Initiatives
29
Total Epics
178
Story Points
3,601
Teams
14
Avg Progress
34.4%
Cross-Team Work
9
Strategic Goals
9
Portfolio Health (RAG Status)
Team Capacity (Epic Count)
Team Performance (Avg Progress %)
Quarterly Distribution
Top Initiatives by Story Points & Team Involvement
Initiative Goals Teams Story Points Progress Epics RAG Quarter
PM-346: Discretionary Bugs N/A Finance D365, Transport, WT, Asset Management, Selling, Buyer, PAIRS, Shared Services, Inspection 1,143
41% 		12 N/A 26Q1
PM-29: Cloud Maturity & Improvement N/A POPS 513
69% 		6 Green
PM-551: Inspections Free up business capacity, Contain property costs to current Inspection 272
40% 		7 Not defined
PM-570: Work Management - Transport N/A Transport, WT, Asset Management, Shared Services 243
19% 		12 N/A
PM-484: Work Management - Vendor Special Instructions Reduce maintenance by removing legacy tech, Reduce software license cost, Free up business capacity Asset Management, PAIRS, ESB 205
100% 		19 Amber 25Q4, 26Q1
PM-30: Service Management Improvement N/A POPS 178
83% 		2 N/A
PM-574: Build New Sale Info, Saved Search, Sale Template Chat Bot, Invoice page Reduce maintenance by removing legacy tech WT, Program QA, Selling, PAIRS 165
39% 		10 Green 25Q4, 26Q1, 26Q2, 26Q3
PM-562: Finance - PayTo N/A Finance D365 160
3% 		3 N/A 26Q1
PM-31: Cyber Security Improvement N/A POPS, PAIRS 129
85% 		12 N/A
PM-80: Cloud Cost Optimisation Reduce Azure costs POPS, CAF, PAIRS 117
96% 		8 N/A
PM-28: EuC / Collaboration - Modern workplace N/A POPS 107
77% 		1 N/A
PM-16: Statutory Forms Update Priority 1 N/A Selling 86
0% 		2 N/A
PM-222: Transport Growth & Efficiency Initiative N/A Transport, Program QA 79
34% 		4 N/A
PM-541: One CRM Project Link all sales activity to revenue, Free up business capacity, Overperform our revenue target POPS, WT, Program QA, Asset Management, Buyer, PAIRS 55
58% 		23 Amber 26Q1
PM-636: Work Management - Asset Appointments N/A Asset Management, PAIRS 42
0% 		2 Not defined
PM-552: Public Data Feeds Capability Overperform our revenue target ESB 36
36% 		1 N/A 26Q1, 25Q4
PM-623: Digital Gatepasses N/A Asset Management 21
0% 		1 Not defined 26Q1
PM-553: IAG AssessVal Integration Free up business capacity, Contain property costs to current ESB 18
44% 		1 Green 26Q1, 25Q3, 25Q4
PM-179: IT OPS Real Estate Initiatives and Acquisitions N/A POPS 10
91% 		1 N/A
PM-601: MyPickles - Reconstruction in New Website Reduce maintenance by removing legacy tech WT 10
0% 		8 Amber 26Q1, 26Q2, 26Q3
Cross-Team Collaboration Matrix
Key Initiative Teams Involved Team Count
PM-346 Discretionary Bugs Finance D365, Transport, WT, Asset Management, Selling, Buyer, PAIRS, Shared Services, Inspection 9
PM-541 One CRM Project POPS, WT, Program QA, Asset Management, Buyer, PAIRS 6
PM-570 Work Management - Transport Transport, WT, Asset Management, Shared Services 4
PM-574 Build New Sale Info, Saved Search, Sale Template Chat Bot, Invoice page WT, Program QA, Selling, PAIRS 4
PM-80 Cloud Cost Optimisation POPS, CAF, PAIRS 3
PM-484 Work Management - Vendor Special Instructions Asset Management, PAIRS, ESB 3
PM-31 Cyber Security Improvement POPS, PAIRS 2
PM-222 Transport Growth & Efficiency Initiative Transport, Program QA 2
PM-636 Work Management - Asset Appointments Asset Management, PAIRS 2