Steering scorecard
Targets on every metric, red / amber / green status, trends, and the steering pack and executive one-pager PDFs.
Open it on sample data →By role / PMO
PMO & steering committeeReportInSite for PMOs and steering committees
“Is the portfolio red, amber or green against our targets, and what decisions are needed?”
A steering pack needs delivery, money, service, risk and customer measures side by side, each against an agreed target. ReportInSite puts them on one scorecard, whichever tool each team uses.
The reports that answer it
Portfolio roll-up
A status heatmap across teams, small multiples of every metric and a portfolio health PDF.
Open it on sample data →Financial report
Budget vs actual, full-year outlook, run rate, variance by cost line and team, a budget-to-actual bridge and a financial pack PDF.
Open it on sample data →Trends
Monthly or quarterly snapshots of every metric and the direction of travel.
Open it on sample data →Where the data usually comes from
These recipes are the usual starting points. Each one has export steps, a sample query and sample data to try first.
| Recipe | Feeds |
|---|---|
| Opex Variance report from Xero / MYOB / SAP / Excel | Financial › Opex Variance |
| Azure DevOps sprint review report | Sprint review + Delivery metrics |
| Defect Leakage report from Jira | Quality › Defect Leakage |
| SLA Met report from ServiceNow | Service Management › SLA Met |
| IT Risk Score report from a risk register (Excel / GRC tool) | Strategic & Risk › IT Risk Score |
| NPS Score report from SurveyInSite / Typeform / Qualtrics / Google Forms / SurveyMonkey | Customer Satisfaction › NPS Score |
Anything else that exports a table works too, through the custom mapper or a Magic report. See all reports or Data from any app in the Playbook.
Your data stays with you
ReportInSite runs in your browser. Files are read on your device and reports are not uploaded. See Security & data.
Other roles
Finance controller / CFO officeExecutivePortfolio managerEngineering managerOps & service leadDelivery lead & scrum master
Free to start. Nothing to install.