The Portfolio Dashboard is your one-stop view of all projects, giving you a clear snapshot of overall health and progress at a glance. It highlights the biggest blockers through the Top Issue field, shows how projects are tracking against key milestones, and makes it simple to take quick action by reassigning owners or sending follow-ups. This means you can stay on top of issues, keep teams accountable, and ensure projects move forward without needing to dive into every detail.
🧭 Navigating the Portfolio Dashboard
The Portfolio Dashboard is divided into two main sections:
1. Portfolio Overview (Top Section)
This section provides a high-level summary of how your projects are performing. Here you’ll find:
Overall Health – a percentage of total projects currently marked as healthy.
Quality Health – a quick look at the overall quality across projects.
Projects Requiring Attention – highlights where action is needed.
Projects Performing Well – shows which projects are tracking successfully.
You’ll also see a snapshot of key health markers, including:
Recent updates
Active users
Days since the project started
Photos uploaded
QA checks completed
This gives you an at-a-glance view of project performance without needing to drill down.
2. Project Breakdown (Bottom Section)
The bottom section of the Portfolio Dashboard gives you a more detailed view of each project. For every project listed, you’ll see:
Project Health – the overall health of the project, displayed using traffic light indicators.
Top Issue – the most pressing blocker currently impacting progress.
Project Owner – who is responsible for managing the project.
Quality and Activity – a quick view of quality checks and user engagement.
Monthly Timeline – a visual snapshot of project progress.
📌 Note: The Top Issue field is designed to keep things simple by showing only one issue per company, per project at any given time. It highlights the issue with the highest priority for resolution.
You’ll also find an elastic search bar for searching keywords, along with filter options that let you refine results by project health, quality health, top issue, completion status, and start date.
🚦 Traffic Light Indicators
In Matrak’s Portfolio Dashboard, traffic light colour indicators are used as a quick, visual way to show project or company status. Here’s how they typically work:
🟢 Green – On Track
Everything is progressing as expected.
No major blockers or delays.
Health and quality markers are within acceptable thresholds.
🟡 Amber/Yellow – At Risk
The project or company is experiencing some issues that could cause delays or quality concerns if not addressed.
This is a signal to pay closer attention and possibly take action to prevent escalation.
🔴 Red – Off Track
Major issues or blockers are impacting progress.
Immediate action is needed to get things back on track.
May also indicate missed deadlines, unresolved top issues, or poor quality compliance.
💼 Company Detail View
When you expand a project, additional details also become available including:
A breakdown of each company working on the project.
For each company, you’ll see its health, top issue, owner, quality and activity.
This gives you a clear view of how different companies are tracking within the same project, making it easier to identify where support or action is required.
When you click on an individual company within a project, a detailed information pop up window will open, giving you data to better understand performance at the company level.
At the top of the pop-up window, you’ll find a row of tabs that let you switch between different information summaries
Overview Tab
Displays key project information including the project name, owner, start date, and deadline.
Shows a summary of updates from the last 30 days, based on your project setup.
From here, you can quickly:
Reassign the project owner
Update start and end dates
Activity Tab
Provides a snapshot of user engagement.
See the total number of active users.
View the Active Users Leaderboard to identify the most engaged team members.
Quality Tab
Summarises QA-related activities such as:
Checks or ITPs completed
Photos uploaded
Helps you monitor quality assurance activity and compliance.
Throughput Tab
Shows project completion data at a glance.
Includes:
Completion by item type breakdown
Weekly completion rate breakdown
Highlights estimated completion date based on current throughput
Allows you to track progress trends over time.
📧 Quick Action Email Buttons
At the bottom of the company detail window, you’ll see Quick Action Buttons that remain visible as you scroll through each tab. These buttons let you send quick, pre-written emails that are tailored to the current status of your project:
Send a Follow-Up – nudge the team with a tailored reminder
Automate Tracking – send instructions on how to automate tracking updates
Mark as Complete – send a confirmation request to verify the project is complete and no outstanding actions remain
🧩 Definitions of Top Issues (from Most to Least Critical)
Below is a breakdown of each possible Top Issue and how it’s determined.
✅ On Track
• What it means: The project is progressing well with no major issues.
• Why it matters: No action required beyond regular onboarding steps.
🚧 Project Not Created
• What it means: No project has been created in Matrak yet.
• Action needed: Your team should create the project in Matrak to begin onboarding.
👥 Company Not Invited
• What it means: A company (e.g. subcontractor) expected to collaborate hasn’t been invited to the project yet.
• When it’s flagged: If the Go-Live date is within 4 weeks and no companies are invited.
⚙️ Project Setup Not Started
• What it means: The project exists, but no data templates (record types) have been created.
• Action needed: Begin setup by adding record types like façade panels or windows.
🛑 Project Setup Blocked by Customer
• What it means: Matrak is waiting on your team to provide missing info or approvals.
• Action needed: Check with your team and respond to any outstanding requests.
📦 No Items Created
• What it means: Project setup has begun, but no materials/items (IDs) are being tracked.
• Example: Data from packing lists or drawings hasn’t been uploaded.
🧍 No Active Users
• What it means: No users have logged in (via web or mobile) for 30+ days.
• Why it’s critical: It’s a key sign the project isn’t being used.
✍️ No Recent Updates
• What it means: People are viewing the project but not updating data.
• Timeframe: No updates made in the last 30 days.
🧩 Incomplete Setup – Items Still to Be Created
• What it means: Some record types have no data loaded yet.
• Example: Façade panels record type created, but no panel data uploaded.
🔄 Some Items Not Being Updated
• What it means: Data exists, but only some items are regularly updated.
• Action needed: Review which categories are falling behind and why.
📅 No Go-Live Date
• What it means: The project doesn’t have a Go-Live date set.
• Why it matters: Go-Live date is used to track onboarding progress.
📌 Note: If a project lacks start/end dates, we default to the user’s Go-Live date as the start, and set the end as 6 months later.
💡 Need Help?
If you’re unsure how to address a Top Issue, reach out to [email protected] or check our Help Centre for step-by-step guides and best practices.