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
Impact Score
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();
}
};
}