Template

Portfolio Performance Report Template for Atlassian

Track portfolio health, financials, risks, and strategic outcomes with interactive EazyBI dashboards built on Jira data and external sources.

 

Project costs report and capacity management in Jira

The Portfolio Performance Report Template for Atlassian uses EazyBI to consolidate data from Jira and other business systems into fully interactive dashboards. These dashboards refresh automatically every day, link directly back to Jira work items, and give leadership real-time visibility into progress, risks, capacity, budgets, and strategic alignment across the entire portfolio.

Why you need a Portfolio Performance Report Template with Jira & EazyBI

Real-Time Portfolio Insights with EazyBI

Pull live data from Jira and external systems into interactive dashboards that update automatically every 24 hours.

Interactive Dashboards Linked to Jira Work Items

Drill into epics, stories, risks, issues, dependencies, and financials with one click—each chart links directly back to Jira items.

Data-Driven Prioritization & Decision Making

Use standardised KPIs and EazyBI visualisations to quickly identify slowing initiatives, risks, or budget challenges.

Multi-Source Portfolio Visibility

Combine Jira data with finance, HR, sales, or resource-management systems to give leadership the full picture.

Forecasting & Predictive Insights

Use trend analysis, throughput history, burn-down/burn-up metrics, and velocity patterns to predict timelines and delivery confidence.

Consistent Reporting Standards

Confluence report templates ensure every portfolio, program, and initiative is evaluated consistently across the organisation.

Who will use a Portfolio Performance Report Template

  • Executives & Leadership – Evaluate value delivery, strategic alignment, ROI, and risks.
  • PMO & Portfolio Managers – Track portfolio health, performance, budgets, and dependencies.
  • Program & Project Managers – Provide updates and trace issues directly to Jira data.
  • Finance Teams – Monitor actuals, forecasts, variances, and cost-to-complete.
  • Delivery Teams – View their work in portfolio context and identify bottlenecks.
  • Business Stakeholders – See how initiatives support business capabilities and OKRs.

EazyBI Dashboard Showing Project Financial Health, Updated in Real Time

project performance analytics

Dashboard showing Profitability by Value Stream and Deviations in Costs by Service Type

Profitability-by-Value-Stream-Dashboard-

What is included in the Portfolio Performance Report Template

  • Revenue & Margin Performance - Track revenue contribution, gross margin, and net margin across projects, services, portfolios, or teams. Visualize margin trends, profitability drivers, and financial performance over time.
  • Plan vs. Actual Financial Roll-Up - Automatically compare planned budgets, forecasts, and estimates against actual spending—rolled up across tasks, epics, projects, or service lines. Identify overspend, underrun, and variance at every level.
  • Cost Breakdown & Margin Effect Analysis - Monitor labor costs, licensing costs, subcontractor spend, operational expenses, and service delivery costs. Understand which projects or services consume the most cost and how that affects margins.
  • Project & Service Type Cost Comparison - Compare cost-to-deliver across project types, departments, and service categories. Evaluate which initiatives are expensive, which are efficient, and where profitability is highest.
  • Integrated Revenue & Delivery KPIs - Tie delivery performance to revenue impact—showing how throughput, cycle times, or delays affect billing schedules, revenue recognition, or financial outcomes.
  • Forecasting & Financial Predictive Insights - Use historical velocity, spend rates, and effort trends to predict future costs, completion dates, and expected revenue or margin impact for each initiative.
  • Portfolio Cost-to-Complete & Burn Insights - Real-time EazyBI reports showing cost-to-complete, burn rate, resource consumption, and long-term financial exposure across the entire portfolio.

This Template is an Integrated Part of Solution:

Templates that Integrate with Portfolio Performance Report Template

Consulting Services Related to Portfolio Performance Report Template

FAQ about the Portfolio Performance Report Template in Atlassian

Access can be open to everyone or restricted to selected users. Permissions follow your Jira Access setup, ensuring only authorized roles see financials, performance data, or portfolio insights.

Yes. EazyBI dashboards refresh daily (or more frequently on demand) without any manual effort.

Yes. Every chart can drill down into epics, stories, risks, or issues with direct links to Jira.

Absolutely. EazyBI can pull from finance systems, HR systems, spreadsheets, databases, and more.

Yes. You can track multiple portfolios with shared or separate dashboards and structures.

 

Yes. All dashboards, KPIs, and Confluence pages can be tailored to your governance model.

 

Contact me for a free consultation!

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