Portfolio Summary Dashboard (Power BI)

Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis.  Report Views include:

• Change Requests
• Cost Trend
• Cost
• Effort Trend
• Effort
• Hierarchy Summary
• Investment Drill Thru
• Investment Gantt
• Issue Summary
• Milestones
• Risk Summary
• Staff
• Status Report Summary
• Tasks

Demo Video –  https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4

The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.