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Introducing Portfolio management: Real-time visibility across the portfolio for large, complex teams

16 Mar 20263 mins read
Emma-Lily Pendleton
airfocus author: Emma-Lily Pendleton
Introducing Portfolio management: Real-time visibility across the portfolio for large, complex teams
airfocus author: Emma-Lily Pendleton
By Emma-Lily Pendleton
CONTENTS
  • How Portfolios work

As product organizations grow, work inevitably spreads across multiple teams, product lines, and business units. That's great for execution,  but it makes it difficult for leaders to see the full picture. Portfolio management in airfocus is designed to close that gap, bringing product work from across the organization into live, flexible views and dashboards that update in real time.

Available to all customers with an airfocus Enterprise plan subscription, Portfolio management gives product leaders and executives the bird’s eye view to monitor priorities, progress, risks, and dependencies at a glance, from different angles, and an understanding of how strategic initiatives are breaking down into real work, drill into team execution when needed, and use dashboards to clearly see whether the portfolio reflects their strategy.

The launch introduces two core features: Portfolios, which bring items from across your product organization into unified, editable views. This is complemented by new Dashboard views, a view type that provides instant, widget-based insight into your portfolio’s data.

“This is a huge milestone for airfocus, as we continue to support complex, large product organizations,” says Malte Scholz, Head of Product and co-founder of airfocus. “We built this because we know that, as product organisations scale, work can become distributed across teams, product lines, and business units. While this supports execution, it can also create a visibility gap for leaders. 

“Getting a clear picture of priorities, progress, and risks across the portfolio typically means switching between tools, chasing status updates, and assembling reports that are out of date before they're shared. Portfolio management in airfocus is designed to close that gap.”

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How Portfolios work

Portfolios connect multiple teams and product line data into one single, live view. Unlike static rollups or manual reports, data in airfocus Portfolios updates in real time as teams make changes.

Users can also edit items directly within the portfolio – and change sync back to the relevant source workspace automatically. Leaders can act on what they see, not just observe it.

When setting up a Portfolio in airfocus, users define a global filter that determines which items are shown, meaning they can display the right subset of work, not simply everything from every connected team. Additional view-level filters can be applied from there.

Portfolios surface system fields (Assignee, Status, Created, Updated) alongside team fields and app fields from source workspaces. Notably, a field only needs to exist in one source workspace to be available across the entire portfolio, enabling meaningful cross-portfolio views without requiring every workspace to be configured identically.

Portfolios support the same view types, filtering, grouping, sorting, and display options available to airfocus users, including share links and exports. The experience is intentionally familiar, reducing the learning curve for teams already using the airfocus product management tool.

Explore Dashboard views 

Alongside Portfolios, we have now launched Dashboard views: a new view type that provides a live, widget-based overview of portfolio or workspace data.

Dashboard views are built from a widget library that includes charts, summary metrics, tables, and more. To reduce setup time, airfocus also provides widget presets that automatically detect the data in use and generate ready-to-use widgets with a single click, giving teams an immediately useful dashboard without manual configuration..

“We have already had hugely positive feedback from our customers, particularly enterprise clients,” says Malte. “Leaders need real-time visibility, and we are very confident that this is going to have a real business impact for our customers.” 

To find out more about how Portfolios and Dashboard views work, visit the Help Center or contact your account manager. 

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airfocus author: Emma-Lily Pendleton

Emma-Lily Pendleton

Senior Content Manager @ airfocus by Lucid
Emma-Lily is a senior content manager at airfocus bringing stories to life – driving brand growth, leads, and sales with words, and pixels. She lives in the English countryside, and spends her spare time boating on the broads....more
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