Portfoleon is a tool for strategic planning and execution. We help teams choose the right goals, align their efforts, and stay focused on what matters – without drowning in task-level noise.
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With structured planning, meaningful prioritization, and ongoing visibility, Portfoleon helps teams stay aligned and actually deliver on strategy.
In Portfoleon, a plan is built around a set of objectives and key results. Each objective is weighted to reflect its importance within the overall plan, while key results are structured, specific, and measurable – providing clarity and focus.
In Portfoleon, each project can support one or more key results. Both the planned and actual contributions are quantified – making it easier to see which work actually moves the needle.
With Portfoleon, scenario planning becomes a natural part of strategic work. Teams can create multiple versions of a plan, each with its own roadmap, and explore different approaches by easily switching between them. This flexibility helps organizations evaluate options and make more informed decisions.
As projects move forward, progress toward key results becomes visible. Portfoleon encourages meaningful status reporting – engaging project managers in a way that feels purposeful, not bureaucratic. This connection between daily work and strategic goals brings clarity and motivation to the entire team.
From timelines to pivot tables, Portfoleon offers multiple ways to visualize, manage, and analyze your work – tailored to how your team works best.
Portfoleon’s timeline boards offer a clear, visual way to organize projects or epics. Cards can be color-coded and arranged into lanes and sublanes to reflect structure and focus. The timeline view has been so useful that we offer it as a free standalone tool.
Free Timeline Tool
For teams who love the flexibility of spreadsheets, Portfoleon offers boards that feel familiar. Compatible with Excel and Google Sheets, these boards make it easy to manage and edit backlogs quickly – without giving up structure.
Portfoleon includes interactive Kanban and crosstab boards that bring visibility to work in progress and priorities. Designed to be both digital and printable, they help teams stay aligned at every stage of execution.
Portfoleon’s pivot table boards make it easy to summarize and explore your work data. Whether you’re analyzing priorities, workload, or risks, dynamic tables and charts offer a clear view of your portfolio from every angle.
Make boards to share eye-opening facts about your portfolio and communicate with impact
Use Portfoleon to plot your projects on a single diagram where risks, benefits, and costs are clearly visible.
Explain where does the budget go and make a case for process improvements.
By visualizing resource allocation and spotting constraints, Portfoleon ensures your strategy is grounded in operational reality.
Portfoleon provides a simple way to allocate resources to projects at a high level. Using pivot tables displayed as heat maps, managers gain clear visibility into resource usage – highlighting shortages in specific projects, skill profiles, or time periods.
Portfoleon makes it easy to see resource capacity, demand, and allocation directly beneath the timeline. Filters by roles, teams, or locations help pinpoint where resources are sufficient or stretched thin. This powerful view allows teams to experiment with roadmap changes and immediately understand their impact on resource allocation.
We are a small team of three – Anton (tech + product), Iryna (portfolio manager), and Eddy (former COO & CIO). We’ve seen what works and what fails. We’ve built Portfoleon because strategy is too important to get lost in spreadsheets.
We believe strategy isn’t about chasing everything. It’s about making honest, clear decisions – and helping everyone understand them.
Most tools start from tasks. We start from goals. Strategic planning should guide the work, not be buried in it.
Data is important. But conversation is how decisions are made. We make your strategy visual and simple – ready for dialogue.
Portfoleon is made to support strategic thinking, not replace it. It works the way real teams do: imperfect, smart, and always adapting.
Portfoleon connects to any system via API or Zapier.
We are trusted by customers all around the world. Check out what our users say on G2.
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