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Planview Customer Success Center

Product Analytics

ID Description  Preview Type
PRD01 Product Portfolio Details

Product portfolio analytic that summarizes key data points relating to the product hierarchy.  The report can be configured to show specific attributes, fields, dates and financial plan measures associated with each product entity.
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PRD02  Product Portfolio Balance

Provides count of the products in a portfolio, allowing analysis by a primary and secondary attribute.
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PRD03  Product Portfolio Prioritization Matrix

Bubble chart that allows Prioritization, cost, benefit, revenue and effort measures be plotted against product status dimensions (such as lifecycle stage and strategic alignment providing a value vs. cost visualization of the portfolio pipeline.
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PRD04  Product Portfolio Financial Health

Based on an approved financial baseline and the current forecast to complete, this exception based analytic identifies products that are financially out of tolerance and are forecasting an over or under run on approved baseline budget.
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PRD08 Product Portfolio Associated Change Requests

Change Request Log summary for projects that are associated to a portfolio of products. 
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PRD09  Product Portfolio Associated Risks

Risk Register summary for projects that are associated to a portfolio of products.
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PRD11  Product Portfolio Associated Issues

Issue Log summary for projects that are associated to a portfolio of products. 
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PRD31  Product Portfolio Revenue and Cost Analysis

Product portfolio report that allows the analysis of initiative/program and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). 
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PRD32  Product Revenue/Cost Forecast Performance

Product portfolio report that allows the comparison of one/many versions of product and summarized portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Revenue). 
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PRD33  Product Portfolio Revenue Prioritization Bubble

Product portfolio report that can select cost or revenue based measures from the financial planning data to drive bubble size and visualize the pipeline of products. Report can be configured to run against each level in the product structure.
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PRD34 Product Portfolio Risk & Reward Matrix

Product portfolio report, based on financial plan data, where the user can select revenue measures for the X Axis, Cost based measures for the bubble size and a risk based attribute for the Y Axis.
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PRD41 Product Process Analysis - Lifecycle Stage

A product portfolio report showing data on product lifecycles to aid analysis of throughput, volume and cycle time for the product lifecycle process.  Allows further analysis based on product attributes, such as work type or customer
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PRD42 Product Process Analysis - Development Stage

A product portfolio report showing data on product lifecycles to aid analysis on throughput, volume and cycle time.  Report can be run against and sliced by different attributes.
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PRD43 Product Process Analysis – Investment Approval

A product portfolio report showing data on product approval to aid analysis on throughput, volume and cycle time.  Report can be run against and sliced by different attributes.
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PRD51 Product Portfolio Associated Work Matrix

A product portfolio based report that shows status and data on the projects associated to the programs and initiatives in the portfolio. Report is equivalent to WRK01, but is based on a product portfolio.
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PRD52 Product Portfolio Associated Work Balance

A product portfolio based report that shows status and data on the projects associated to the products in the portfolio. Report is equivalent to WRK02, but is based on a product portfolio.
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PRD53 Product Portfolio Balance Dashboard

A product portfolio dashboard providing a count of products in the portfolio based on different product attributes to aid analysis on portfolio balance.
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PRD54 Product Portfolio Dashboard

A product portfolio report comparing data on portfolio measures, such as cost and revenue to aid analysis on portfolio balance.  Report can be run against and sliced by different product attributes.
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