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1. Portfolio Investment
KPI's and Dashboard
Yo u r C o m p a n y N a m e

2. Content
2
Portfolio
Performance Dashboard
01
Portfolio
Management Dashboard
06
Portfolio Dashboard :
Cost and Benefit
05
Portfolio Management
Investment Allocation KPI
10
Portfolio Timeline
Summary Dashboard
04
Portfolio
Management KPI’s
09
Portfolio Risk and Change
Request Dashboard
03 Portfolio Management Securities
Allocation Dashboard
08
Project Portfolio
Summary Dashboard
02 Portfolio Summary
Management Dashboard
07

3. Portfolio Performance Dashboard
3
0
20
40
60
80
100
0 K
200 K
400 K
600 K
800 K
1,000 K
Mohammad Farley
Assets Count of Clients
Assets: 727,933,93
Assets Management by Manager
0 K 200 K 400 K 600 K 800 K
Tucke
Silas
Chann
Barre
Zacha
Top 10 Clients by Assets
Number of Clients :1 Average Assets Per Client :$727,934
0 K 20 K 40 K 60 K
Lobortis Nisi Nibh PC
Rutrum Urna NEC PC
Erat Volutpat Nulla Corp.
Elit Pharetra Corporation
Mauris Magna Duis Ltd
Phasellus At LLP
Neque Institute
Elit Pharetra Ut Incorporated
Risus Limited
At Lacus Company
Top 10 Assets Owned
Portfolio Performance 52 Weeks
0%
100%
200%
300%
400%
500%
14/1/2019 15/1/2019 16/1/2019 17/1/2019 18/2/2019 19/2/2019 20/2/2019 21/2/2019 22/3/2019 23/3/2019 24/3/2019 25/3/2019 22/4/2019 23/4/2019 24/4/2019 25/4/2019
Dow Jones Portfolio NASDAQ S&P 500
Portfolio Performance
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4. Project Portfolio Summary Dashboard 1/2
4
Budget
Actual
Average Cost
$1,414,456.37
$415,446.67
$514,446.72
On-Boarded Projects
Total Completed Projects
Completed on Time
6
0
0
$0.00
$20.00
$40.00
$60.00
$80.00
$100.00
$120.00
$140.00
$160.00
Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19
Actual Cost Plan Baseline Cost
Cost Summary
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5. Project Portfolio Summary Dashboard 2/2
5
Q1 2017 Q2 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q1 2019
Apparel ERP Upgrade 3/1 - 8/30
Audit tracking Solution 1/9 -
7/19
Catalog Publishing
4/6 - 1/10
Your Text Here
DD/MM - DD/MM
Your Text Here
DD/MM - DD/MM
Your Text Here
DD/MM - DD/MM
Your Text Here
DD/MM - DD/MM
Your Text Here
DD/MM-DD/MM
Your Text Here
DD/MM - DD/MM
Today
Pipeline Projects
Planned Work
27,812 hrs
Planned Cost
$21,450,32412
16
Pipeline Projects
17%
20%
7%22%
9%
30%
Financial
IT
Legal
Operations
Programs
Sales & Marketing
Project by development Work Forecast
1912
3612
300
800
1300
1800
2300
2800
3300
3800
Baseline Work Work Actual Work
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Hrs
Financial Forecast
1812
3712
$300.00
$800.00
$1,300.00
$1,800.00
$2,300.00
$2,800.00
$3,300.00
$3,800.00
Baseline
Work
Work Actual Work
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6. Portfolio Risk and Change Request Dashboard
6
Portfolio Risks
0% 20% 40% 60% 80% 100%
Strategic Initatives
Human Capital Initiatives
Operational Excellence
Facilities Upgrade
Internal Activities Portfolio
Insurance Biz
Product Engineering
IT Long Haul
Catastrophic Major Moderate Minor Insignificant
0 20 40 60 80
Strategic Initatives
Human Capital Initiatives
Operational Excellence
Facilities Upgrade
Internal Activities Portfolio
Insurance Biz
Product Engineering
IT Long Haul
Open Risks Reviwed Total Risks
Your Text Here
Portfolio Change Requests
0 50 100 150
Strategic Initatives
Human Capital Initiatives
Operational Excellence
Facilities Upgrade
Internal Activities Portfolio
Insurance Biz
Product Engineering
IT Long Haul
High Priority Medium Priority Low Priority Normal Priority
Your Text Here
0 20 40 60 80 100
Strategic Initatives
Human Capital Initiatives
Operational Excellence
Facilities Upgrade
Internal Activities Portfolio
Insurance Biz
Product Engineering
IT Long Haul
/ Open Changes Requests Total Changes Requests
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7. Portfolio Timeline Summary Dashboard
7
Timeline Summary
0 m. 1 m. 2 m. 3 m. 4 m. 5 m. 6 m.
Strategic Initiatives
Human Capital Intial
Human Capital Intial
Facilities Upgrade
Internal Activities Po
Insurance Biz
Product Engineering
IT Long Haul
Allocated Budget2 Used Budget
Financial
0 K 200 K 400 K 600 K 800 K 1,000 K
Strategic Initiatives
Human Capital Intial
Human Capital Intial
Facilities Upgrade
Internal Activities Po…
Insurance Biz
Product Engineering
IT Long Haul
Estimated Cost Actual Cost
Your Text Here
0 5 10 15 20
Strategic Initiatives
Human Capital Intial
Human Capital Intial
Facilities Upgrade
Internal Activities Po
Insurance Biz
Product Engineering
IT Long Haul
Milestones Achieved Total Milestones
Your Text Here
Portfolio Name
Total
Milestones
Milestones
Achieved
Overdue
Milestones
Upcoming
Milestones
IT Long Haul 6 3 4 0
Product Engineering 15 6 10 0
Insurance Biz 3 1 4 0
Internal Activities
Portfolio
2 0 4 0
Facilities Upgrade 5 1 2 2
Operational Excellence 7 2 2 1
Human Capital Initiatives 4 3 2 1
Strategic Initiatives 7 1 2 4
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8. 8
PortfolioDashboard
CostandBenefit
0 m.
1 m.
2 m.
3 m.
Application Management Business Services Business Technologies Infrastructure Regulartory and Compliance Request Management
Distributed Cost Planned Cost Target Cost
Portfolio Cost
Portfolio Cost and Benefit Analysis
Portfolio
Overall
Health
Risk Target Cost
Distributed
Cost
Target to
Distributed
Cost Variance
Planned Cost
Distributed to
Planned Cost
Variance
Target Benefits
Distributed
Benefits
Target to
Distributed
Benefits
Variance
Planned
Benefits
Distributed to
Planned
Benefits
Variance
Application
Management
2,500,000 3,350,000 (90,000) 2,500,000 347,440 2,360,000 1,500,000 1,50,000 737,440 90,000
Business Services 3,700,000 4,180,000 350,000 4,600,000 546,571 3,270,000 3,600,000 400,000 836,571 409,237
Portfolio 3 3,600,000 5,530,000 (520,000) 4,000,000 48,300 4,530,000 4,000,000 0 36,310 165,000
Portfolio 4 850,000 840,000 0 1,750,000 20,527 750,000 1,750,000 50,000 20,557 121,738
Portfolio 5 3,10,000 948,795 150,205 1,500,000 115,995 848,795 1,500,000 300,000 117,965 150,000
Portfolio 6 6, 00,000 6,500,000 0 1,900,000 328,760 7,500,000 1,900,000 0 341,760 742,199
Stoplights Stoplights
• Green (68 through 1000). The portfolio overall health is green.
• Yellow (34 through 67). The portfolio overall health is yellow.
• Red (0 through 33). The portfolio overall health is red.
• Green (Low). The portfolio is low risk.
• Yellow (Medium). The portfolio is medium risk.
• Red (High). The portfolio is high risk.
!
X
!
x
1
!
!
!

9. Portfolio Management Dashboard
9
Transactions
2019-3-15 In payment Transfer + 500,000$
2018-3-14 Sell Shares + 500,000$
2017-3-22 Purchase Bonds + 500,000$
2016-3-05 sell Bonds + 500,000$
2015-3-20 Outpayment Transfer + 500,000$
2014-3-07 Purchase Shares + 500,000$
Net Flows
-€3
-€1
€1
€3
€5
€7
€9
€11
€13
€15
Eurointhousands
Allocations Equity Fixed Income
2015 2016 2017 2018 2019
55%
35%
1…
Equity
Food Income
Alttemetives
Allocations
30%
20%
18%
15%
12%
10%
Technology
Energy
Healthcare
Financials
Meterial
Industerial
Sectors
65%
20%
10% Emea
America
Acap
Regions
Holdings
QNA + 3,05%
C + 2,75%
Dual + 1,70%
BWT + 3,50%
VNK + 1,07%
TARH + 0,80%
0
5
10
15
20
25
30
35
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Net Worth 125.5 MC
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10. Portfolio Budget
Facilities
Update
Human Capital
Initiatives
IT Long
Haul
Internal
Activities Portfolio
Product
Engineering
Strategic
Initiatives
Insurance
Biz
8%
10%
30%
15%25%
33%
12%
25.27 M
Allocated Budget
Across Portfolios
11.35 M
Used Budget
Across Portfolios
42%
Used Budget
Percentage
13.15 M
Estimated Cost
Across Portfolio
&.95 M
Actual Cost
Across Portfolio
Portfolio Summary Management Dashboard
10
Portfolio Summary
Portfolio Name Portfolio Owner Health Budget Used Budget # Projects
Facilities Upgrade Thomann Beddov 1.75M 980.00K 1
Human Capital Initiatives Thomann Beddov 1.66M 990.00K 6
Internal Activities Portfolio Thomann Beddov .77M 2.30K 5
IT Long Haul Thomann Beddov 2.70M 555.45K 4
Operation Excellence Thomann Beddov 3.68M 1.05K 7
Product Engineering Thomann Beddov 4.40M 1.80K 12
Strategic Initiatives Thomann Beddov 1.30M 1.95K 3
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11. Portfolio Management Securities Allocation Dashboard
11
TOTAL CURRENT
ALLOCATION
$12,300,20(70.0%)
ETFs %
Stocks
$12,300,20(70.0
%)
Fixed Income $4,252.85(25.01%)
US Large
Company
Stocks-
Fundamental
$2,500.50
US Corporate High
Yield Bonds
$1,793.75
US Large
Company Stocks
$2,430.00
International
Emerging Market
Bonds
$1,530,65
ProfileCriteria 4Criteria 3Criteria 2Portfolio
Stocks
Commodities
Cash
Fixed Income
My Portfolio
$17,500.00
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12. Portfolio Management KPI’S
12
Allocated Budget
Across Portfolios
29.50M
Used Budget
Across Portfolios
12.30 M
Used Budget
Percentage
45%
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13. Portfolio Management Investment Allocation KPI’S
13
556000
-3,8%
VS Previous Month
Portfolio Summary Net Allocations
85735
-2,7%
VS Previous Month
Current Allocations
3,5%
1.7%
VS Previous Month
Holdings
4,1%
25,7%
VS Previous Month
Used Budget %
35
10.0%
VS Previous Month
% Returns
78%
8.00%
VS Previous Month
Add Criteria Here
64
0.1%
VS Previous Month
Add Criteria Here
58
0.5%
VS Previous Month
My
Portfolio
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14. 14
Portfolio Investment KPI's and Dashboard Icons Slide

15. 15
Additional Slides

16. Coffee Break
16
Let’s Have a Break, We'll Come
Back After 15 Minutes
10:15 to 10:30

17. Pie Chart
17
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Product 01
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Product 04
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Product 02
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Product 03
50%
20%
15%
10%

18. Clustered Column
18
92
40
67
35
46
82
45
55
65
55 55
85
$0
$20
$40
$60
$80
$100
2016 2017 2018 2019
InDollars
Product 01
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Product 02
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Product 03
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19. Our MissionVision
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Mission
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Goal
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19

20. Our Team Name Here
Designation
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Name Here
Designation
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Name Here
Designation
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21. Financial
21
$45
Minimum
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$65
Medium
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$95
Maximum
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22. Location
22
Design Web Promo Branding
Canada
4000
US
3000
UK
3500
India
3500
Australia
3500
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23. Venn
23
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24. Lego
24
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25. Thank You
25
Address
# street number, city, state
Contact number
0123456789
Email Address
emailaddress123@gmail.com