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Portfolio Overview Template

A comprehensive portfolio dashboard template that combines all organism components into a cohesive layout for strategic overview of Fondation Botnar's global initiatives and impact metrics.

✅ Production Ready 🔧 Interactive ♿ WCAG AA 📱 Responsive 🏗️ Template

Global Portfolio Overview

Strategic insights across all initiatives and regions

Total Portfolio Value
+% vs last year
Active Grants
+ new this quarter
Countries Reached
+ new regions
Beneficiaries Impacted
+% growth

Portfolio Distribution

Investment allocation by focus area

Growth Trends

Portfolio growth over time

Regional Impact

Impact metrics by geographic region

Region Grants Investment Impact Score

Top Performing Grants

Highest impact initiatives

Quick Actions

Recent Activity

Key Insights

Portfolio Growth

15% increase in grant approvals this quarter compared to last year

Impact Efficiency

Cost per beneficiary decreased by 8% while maintaining quality outcomes

Geographic Expansion

3 new countries added to portfolio with promising initial results

Template HTML Structure

<!-- Portfolio Overview Template Structure -->
<div class="portfolio-dashboard" x-data="portfolioTemplate()">
    <!-- Dashboard Header -->
    <div class="dashboard-header">
        <h2>Global Portfolio Overview</h2>
        <div class="controls">
            <select x-model="selectedPeriod">
                <option value="6m">Last 6 months</option>
                <option value="1y">Last year</option>
            </select>
        </div>
    </div>

    <!-- KPI Grid -->
    <div class="kpi-grid">
        <div class="kpi-card">
            <div class="kpi-value" x-text="formatCurrency(portfolioData.totalValue)"></div>
            <div class="kpi-label">Total Portfolio Value</div>
            <div class="kpi-trend">+12%</div>
        </div>
        <!-- Additional KPI cards... -->
    </div>

    <!-- Charts Grid -->
    <div class="charts-grid">
        <div class="chart-container">
            <canvas x-ref="portfolioChart"></canvas>
        </div>
        <div class="chart-container">
            <canvas x-ref="growthChart"></canvas>
        </div>
    </div>

    <!-- Data Tables -->
    <div class="tables-grid">
        <div class="regional-impact-table">
            <!-- Table implementation -->
        </div>
        <div class="top-grants-list">
            <!-- Grant cards implementation -->
        </div>
    </div>
</div>

Alpine.js Component Logic

function portfolioTemplate() {
    return {
        // Template state
        theme: 'light',
        showCode: false,
        previewMode: false,
        selectedPeriod: '1y',
        showRegionalDetails: false,

        // Portfolio data
        portfolioData: {
            totalValue: 24500000,
            totalValueTrend: 12,
            activeGrants: 156,
            activeGrantsTrend: 23,
            countriesReached: 18,
            countriesReachedTrend: 3,
            beneficiariesImpacted: 2400000,
            beneficiariesImpactedTrend: 18
        },

        // Regional data
        regionalData: [
            { name: 'Sub-Saharan Africa', grants: 45, investment: 8500000, impactScore: 92 },
            { name: 'South Asia', grants: 38, investment: 7200000, impactScore: 88 },
            { name: 'Latin America', grants: 42, investment: 6800000, impactScore: 85 },
            { name: 'Southeast Asia', grants: 31, investment: 2000000, impactScore: 78 }
        ],

        // Top performing grants
        topGrants: [
            {
                id: 1,
                title: 'Urban Health Initiative Romania',
                organization: 'Health Partners International',
                amount: 850000,
                country: 'Romania',
                status: 'Active',
                impactScore: 94
            },
            // Additional grants...
        ],

        // Recent activity
        recentActivity: [
            { id: 1, type: 'grant', description: 'New grant approved for Ghana Health Initiative', time: '2 hours ago' },
            { id: 2, type: 'report', description: 'Q3 impact report generated', time: '5 hours ago' },
            // Additional activities...
        ],

        // Charts
        portfolioChart: null,
        growthChart: null,

        // Initialization
        init() {
            this.initTheme();
            this.initCharts();
            this.loadDashboardData();
        },

        // Chart initialization
        initCharts() {
            this.$nextTick(() => {
                this.initPortfolioChart();
                this.initGrowthChart();
            });
        },

        // Portfolio distribution chart
        initPortfolioChart() {
            const ctx = this.$refs.portfolioChart.getContext('2d');
            this.portfolioChart = new Chart(ctx, {
                type: 'doughnut',
                data: {
                    labels: ['Health Systems', 'Education', 'Climate Action', 'Digital Innovation'],
                    datasets: [{
                        data: [35, 28, 22, 15],
                        backgroundColor: ['#e91e63', '#2196f3', '#4caf50', '#ff9800']
                    }]
                },
                options: {
                    responsive: true,
                    maintainAspectRatio: false,
                    plugins: {
                        legend: { position: 'bottom' }
                    }
                }
            });
        },

        // Methods
        updateDashboard() {
            // Update dashboard based on selected period
        },

        exportAs(format) {
            console.log('Exporting as', format);
        },

        formatCurrency(amount) {
            return new Intl.NumberFormat('en-US', {
                style: 'currency',
                currency: 'CHF',
                minimumFractionDigits: 0,
                maximumFractionDigits: 0
            }).format(amount);
        },

        formatNumber(number) {
            if (number >= 1000000) {
                return (number / 1000000).toFixed(1) + 'M';
            } else if (number >= 1000) {
                return (number / 1000).toFixed(0) + 'K';
            }
            return number.toString();
        }
    };
}