Why Account Managers Are Not Showing Up in the Portfolio Dashboard

Jeff Casto

Hello,

We set up a Portfolio Dashboard to show at a glance information for all project information. One module we are showing is "By Account Manager", which is how many projects are assigned to each account manager.

However, the dashboard is only showing some and not all. I thought it was because some are "Contacts" and some are not. The non "Contacts" aren't showing up. So, I went back and made one of the a "Contact". Still that person is not showing up…So, I'm not sure what to do.

Here are some screenshots showing my process:

I went to the Dashboard to find where the module is picking up information from…It's coming from "Portfolio Metrics"

I went to Portfolio Metrics to find where it was picking up information from…it's coming from Summary Rollup

I went to Summary Rollup to see where it was picking up information from…it's coming from Project Metadata

I went to Project Metadata and I added the Account Manager as a Contact

I also went to Project Intake Sheet and added the Account Manager as a "Contact"

The Account Manager is still not showing up in the dashboard

If you followed all that, you get a doughnut…

Any thoughts anyone?

Thank you!!!

Leroy Noriega

You will need to do the process every time a new person is brought in

Leroy Noriega

In the Portfolio Metrics sheet under the By Account Manager add in the missing names and extend the formula down. Go back to the dashboard Chart Widget and capture all the names and numbers from the Portfolio Metrics sheet, By Account Manager section.

Jeff Casto

Thanks @Leroy Noriega !

I got to the Portfolio Metrics parts where I add the other users and extend the formula. Screenshot here:

I'm stuck on the Dashbaord part. I see no way to "capture all the names and numbers from the Portfolio Metrics sheet". I only see that the widget is linked to the Portfolio Metrics sheet. How do I go about capturing information other than the link to the sheet?

Thanks again!

Leroy Noriega

select the data source, Portfolio Metrics. A pop up will appear, from there search for the specific Portfolio metrics and then the right of the pop up the sheet will display, in there gather what you need.

Jeff Casto

@Leroy Noriega Thanks again!

Success!!! Do you know if I have to do this every time a new person is brought in or should this be automatically pulled from the Summary Rollup?

Anyways, much appreciated!

Leroy Noriega

You will need to do the process every time a new person is brought in

Jeff Casto

Thank you @Leroy Noriega !