Portfolio roll-up
A status heatmap across teams, small multiples of every metric and a portfolio health PDF.
Open it on sample data →By role / Portfolio
Portfolio managerReportInSite for portfolio managers
“Which teams are trending down over the last few months, and where should I look first?”
Teams rarely use the same tool. ReportInSite reads each team's export into one framework, so the roll-up compares like with like and Trends shows the direction of travel.
The reports that answer it
Trends
Monthly or quarterly snapshots of every metric and the direction of travel.
Open it on sample data →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 →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 |
|---|---|
| Azure DevOps sprint review report | Sprint review + Delivery metrics |
| Linear sprint review report | Sprint review + Delivery metrics |
| Monday.com sprint review report | Sprint review + Delivery metrics |
| ClickUp sprint review report | Sprint review + Delivery metrics |
| Work in Progress report from any tracker | Flow › Work in Progress |
| Cycle Time (85th percentile) report from Jira | Flow › Cycle Time (85th percentile) |
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 officePMO & steering committeeExecutiveEngineering managerOps & service leadDelivery lead & scrum master
Free to start. Nothing to install.