Portfolio clarity, straight from Excel

Turn messy Excel project trackers into executive-ready portfolio dashboards in minutes — no BI rebuild, no complex setup, just a clean shareable view for PMO reporting.

Portfolio overview · sample
26Projects
78%Green
4Amber
1Red
Northwind Payments APIIn Progress
Contoso Data LakePlanning
Fabrikam GRC ControlsUAT
Wide World ReportingIn SIT
Click to open full sample in a new tab →
View sample dashboard
Works with Microsoft 365 & desktop Excel Data stays under your control No Power BI needed

Built for PMO teams

Outcome-focused reporting from the spreadsheet you already maintain — without a platform migration.

  • Executive-ready dashboards from your existing Excel tracker
  • No Power BI rebuild, no new software licenses
  • Privacy-first: HTML output hosted under your control
  • Publish and share in minutes, not days
Before
AProjectHealth
2Payments APIGreen
3Data LakeAmber
4ReportingRed
After
Portfolio
Payments APIGreen
Data LakeAmber
ReportingRed

How it works

Three simple steps from spreadsheet to a shareable leadership view.

  1. Keep your portfolio in Excel — typically on a sheet such as Ongoing Projects (or your own column layout).
  2. Use PMO Lens from the Excel ribbon to export your data and generate the dashboard — all from the familiar workbook.
  3. Open the generated report in your browser: present to executives, file monthly portfolio snapshots, or share a polished link with your stakeholders.

Lightweight by design

This site loads quickly with minimal scripts. Your portfolio data and generated reports stay in environments you control — not bundled into a heavy cloud BI stack.

Fast load times

One font, one stylesheet, no trackers.

Your data stays yours

Exports and reports stay on your systems and policies — you decide where files live.

Built for serious portfolio exports

Large portfolios use resources briefly while generating — like any professional reporting tool.

Also available as an Excel add-in

PMO Lens appears in the Excel ribbon so teams can export portfolio data and kick off dashboard generation without leaving the workbook. When you are ready for a broader rollout, the same add-in can be published through Microsoft AppSource for your organization or the public marketplace.

  • Works where Excel runs — Microsoft 365 and desktop — with a compact task pane that stays out of the way.
  • Designed for PMO workflows: fewer context switches, clearer handoff from spreadsheet to leadership-ready views.
  • Enterprise-friendly path to distribution through Microsoft’s official add-in catalog when you choose to publish.