Actionable portfolio insights
Portfolio Manager aggregates data from every Change Workspace program to surface what no spreadsheet ever could.
A single view of all go-live events and activities, with automated collision alerts when changes target the same groups in the same window.
- Collision detection and heatmaps
- Prioritize and sequence before issues escalate
See change load and activity burden across your organization structure, and where teams are stretched.
- Filter by department, persona, geography or project
- Summary dashboards with drill-down
Measure engagement, readiness, adoption and the leading indicators of benefit realization at portfolio level.
- Spot risk before post-implementation surveys
- Course-correct in real time
Live dashboards and AI-generated insights turn project data into a real-time view of complexity, risk, capability gaps and adoption.
- Executive-ready reporting
- One-click export to PowerPoint
See impacts, capacity and every change deployment together, so you can decide what goes ahead, what moves and where teams need support.
- Impacts by group, severity and frequency
- Change deployment timeline by week, month or quarter
Reporting › Portfolio Reports
12 Month Timeline Report
All groups ▾Jan – Dec 2026When will these change deployments go live for my audience groups?
| Change | Impacted groups | Go-live | Impacted employees | Magnitude |
|---|---|---|---|---|
| New inventory management system Supply Chain Transformation | Operations, Finance | 12 May 2026 | 120 | High |
| Sales pipeline in CRM CRM Rollout | Customer | 19 May 2026 | 80 | Medium |
Sherpa recommendsConfidence4 go-lives land on Customer Operations in the same fortnight. Sequence the CRM release 2 weeks later.
Reporting › Capacity
Avg. Change Load (per Impacted Group)
Go-Live Events & Milestones
Projects
Total Planned Engagement Activities
Avg. Training Time Commitment %FTE
Avg. Time Commitment %FTE
Avg. %FTE per employee · next 30 days
Olivia BrooksOperations ManagerProject time commitment
Change activity time commitment
Reporting › Portfolio Reports
Portfolio Change Performance
All projects ▾| Project | Phase | Status | Health |
|---|---|---|---|
| AI Capability Build | Align | At risk | 27 |
| Supply Chain Transformation | Understand & Design | Watch | 58 |
| CRM Rollout | Deploy | On track | 81 |
| Finance Platform | Deploy | On track | 76 |
Against target
Reporting › Portfolio Reports
Portfolio Executive Dashboard
All business units ▾Jan – Dec 2026 ▾| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Total | |
|---|---|---|---|---|---|---|---|---|---|
| Operations | 1 | 2 | 4 | 1 | 8 | ||||
| Finance | 1 | 2 | 1 | 3 | 7 | ||||
| Customer | 2 | 1 | 5 | 1 | 2 | 11 | |||
| Technology | 1 | 1 | 2 | 1 | 1 | 6 |
Sherpa generated · Executive summaryReporting › Single View of Change
Portfolio Impacts Chart
All projects ▾Q3 – Q4 2026Reporting › Single View of Change
Portfolio Changes Timeline
WeekMonthQuarterHigh · medium · low
Try the 12-month timeline
An interactive demo with sample data. Switch views, filter by audience and click a month to see what’s landing.
Interactive demo
Sample data for illustration. In Matae, this report draws live from every Change Workspace project.
Reporting › Portfolio Reports
12 Month Timeline Report
Jan – Dec 2026When will these change deployments go live for my audience groups?
| Change | Impacted groups | Go-live | Impacted employees | Magnitude |
|---|
SherpaOnlineQuestions? We’re glad you asked.
What is the Matae Portfolio Manager?
An enterprise module that aggregates data from all your Change Workspaces to provide a single, real-time view of change load, capacity, collisions and performance across your organization.
Do I need the Change Workspace to use Portfolio Manager?
Yes. Portfolio Manager draws its data from active Change Workspace projects. The more projects using Matae, the richer your portfolio intelligence becomes.
Can I see change load by department or team?
Yes. Filter by department, persona group, geography, project or any custom dimension, with both summary dashboards and drill-down.
How does collision detection work?
Matae identifies when multiple go-live events or activities target the same stakeholder groups in overlapping windows. You receive alerts and can see conflicts on the heatmap.
Is Portfolio Manager available on all plans?
It is an optional enterprise upgrade. Contact our team for pricing and deployment options.
How is it different from a PMO dashboard?
PMO dashboards track delivery: budget, schedule and milestones. Portfolio Manager tracks the people side: deployment timing by stakeholder group, change load, adoption, engagement, capacity and benefits.
Ready to elevate your change practice?
See how Matae and Sherpa help your team deliver more change, with less effort.
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