Portfolio Updates to Leadership

Hello, I'm exploring ways to enhance how our team shares portfolio updates with leadership. Currently, we rely on PowerPoint presentations with screenshots from SS or direct snapshots of our dashboard. I'd appreciate any suggestions on how we can make these updates more elegant, insightful, and impactful.

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Portfolio Management

global updates

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Andrée Starå

https://community.smartsheet.com/discussion/141245/portfolio-updates-to-leadership

Hi,

I hope you're well and safe!

In my client solutions, I typically add a process that allows clients to update specific cells in a sheet or the sheet summary, or use a separate sheet and automate the collection of information through Update Requests. Then, the latest one will always be displayed in a dashboard/sheet. Sometimes we also send the update to management and similar.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you! 🙏

Rikap

Hello Andree,

Hope you are well!

That's exactly what we do right now.

if i may, how do you send updates to management? Only via the dashboard?

Thank you for your help here.

Happiness & Sunshine,

Neharika

Andrée Starå

https://community.smartsheet.com/discussion/comment/490579#Comment_490579

Excellent!

Happy to help!

I sometimes set it up with an automated alert or together with an attached PDF using the Document Builder feature.

Make sense?

✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you!

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