Planning across multiple teams can be a challenge. Different teams work in different ways, and their data reflects that. Yet, when stakeholders need a view of the bigger picture, combining everything into one massive forecast is tempting. Unfortunately, this often leads to inaccurate predictions and poor decision-making.
That’s why we’re excited to introduce Forecast Portfolios, a new feature in Portfolio Forecaster that provides a smarter way to align teams and plan across groups.
What Are Forecast Portfolios?
Forecast Portfolios allow you to view multiple team forecasts together in one unified, read-only portfolio. Instead of merging data into a single forecast—where differences in team practices and workflows can create errors—Forecast Portfolios respect the unique characteristics of each team’s forecast.
Users can easily create a portfolio by selecting group forecasts and combining them into a shared view. These portfolios can also be filtered to focus on the most relevant work, and they can be shared with stakeholders for better visibility and collaboration.
Why It’s a Game-Changer
Forecast Portfolios solve a critical problem: how to provide cross-team visibility without sacrificing accuracy. Here’s what makes it stand out:
Accuracy Without Compromise: Each team’s forecast remains intact, ensuring reliable insights for better decision-making.
Enhanced Visibility: Stakeholders can see the full picture across teams in one place.
Time-Saving Simplicity: Portfolios are quick to set up and easy to share, making cross-team planning seamless.
Customizable Views: Filters allow users to focus on the data that matters most to them.
Who Benefits from Forecast Portfolios?
Directors and Program Managers: Easily align resources and strategies across teams.
C-Level Executives: Gain high-level visibility into progress and performance.
Team Leads: Share their group’s contributions transparently while maintaining the integrity of their data.
Forecast Portfolios: Align Smarter, Plan Better
If you’ve been struggling to align forecasts across teams without losing accuracy, Forecast Portfolios is here to help. By providing clarity, collaboration, and confidence in your forecasting, it’s the tool you need to navigate complexity and plan for success.
Forecast Portfolios is on its way and will soon be available in Beta on Portfolio Forecaster. Get ready to explore this exciting feature to enhance your planning and decision-making.
Stay tuned-more details coming soon!
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