Home · Accelerator library · Portfolio Tracker
Smartsheet Solutions · AI accelerator

Portfolio Tracker

Roll-up of programme health, risk and resource load across a Smartsheet portfolio.

2 weeks → 2 days
Portfolio review prep
−75%
Manual roll-up effort
90%+
Slippage caught early
4–7 months
Payback period
Pt
Portfolio Tracker
SS · No. 107 of 117
What it does

Portfolio Tracker in production

  • Aggregates programme health across every project sheet
  • Scores RAG status from schedule, cost and risk signals
  • Consolidates risk registers into one portfolio view
  • Shows resource load and conflicts by programme
  • Surfaces slipping milestones and unmitigated risks
  • Feeds executive dashboards in Smartsheet and Power BI

45-second film: the Portfolio Tracker tile, an animated mockup and the KPI impact.

How it ships

Live in 6–9 weeks, inside your perimeter

Deployment options
On-premise (air-gapped)Private cloudManaged cloudHybrid
Integrates with
Smartsheet Control CenterPower BITableauJiraMicrosoft ProjectServiceNow SPM
Technology stack
Smartsheet APIBridge by SmartsheetPower AutomateNode.jsPython
Compliance & security
GDPRDPDPSOC 2 Type IIISO 27001HIPAA-eligible

See Portfolio Tracker running inside your environment

A 20-minute technical walkthrough, no slides. Ships in 6–9 weeks.

Book a walkthrough →Browse the library →