Increased timeliness of reported data

Automated, consolidated dashboards

Higher assertiveness of decision–making

Portfolio Management with Excel

 

THE ROLE OF MICROSOFT EXCEL IN PORTFOLIO MANAGEMENT

The effective management of a large number of work items in different departments and in various functions represents a considerable challenge for large organizations. Examples are the management of corporate project portfolios, tracking of people development, or investment stakes around the globe.

Typically, the items and the way the company prefers to manage them are so specific, that no off-the-shelf systems solution fits in a way that fully satisfies all stakeholders´ needs. Thus, many companies prefer to manage these items with a series of Excel spreadsheets.

However, doing so may bring with it a series of issues. Just to mention two of them, the correctness of data is often hampered by the need to have some kind of manual consolidation or transfer; and, data safety is not always given when sending back and forth Excel tracking sheets by e–mail…

PORTFOLIO MANAGEMENT WITH CARBONO

Carbono offers a more advanced way to manage portfolios. For example, tracking sheets can be easily made accessible to the relevant persons. Consolidation of status and other information can quickly be automatized, and all information can be shared adequately for further treatment.

GET STARTED RIGHT NOW

Download the 30-days Free Trial and our free ready-to-use Portfolio Management Excel template under DOWNLOAD. Under TUTORIALS you´ll learn within a few minutes how to improve your Portfolio Management using Carbono.

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