If you're on the Pro plan with a multi-project license (10+ projects), Portfolio View gives you a high-level snapshot of all your connected projects in one centralized table.
This feature is especially helpful for CPA firms and advisory teams managing multiple client businesses.
Portfolio View enables advisory firms and multi-entity users to:
Monitor performance across clients at a glance
Identify revenue trends quickly
Spot margin compression early
Track runway risk across businesses
Compare health scores in one place
Prioritize which clients need attention
Instead of jumping from project to project, you get a true portfolio-level perspective.
Who Can Access Portfolio View?
Portfolio View is available:
✅ Only on the Pro plan
✅ Only if your account has a license for 10 or more projects
✅ Only visible to the Account Owner and to Admins assigned by the Account Owner
Note: You do not need 10 active projects — you simply need a license that allows 10 or more.
How to Access Portfolio View
Go to the Projects page
In the top right-hand corner, toggle from:
Project View (default) → to → Portfolio View
You can switch back and forth at any time.
What Portfolio View Shows
Portfolio View displays high-level performance metrics pulled directly from the Main Analysis of each connected project.
It is structured as a sortable table.
Only projects that are connected to QuickBooks will appear.
Projects that have been created but are not yet connected to QuickBooks will not be included.
Table Columns Explained
Client Name
Displays the Client Name
Shows the Project Name in smaller text beneath
(Example: Project Name: 2026 Plan and Beyond)
This column is locked (sticky) so you can still see the client/project name while scrolling horizontally.
Click Behavior
Clicking the Client/Project Name takes you to that project's:
→ Main Analysis Dashboard
Total Revenue (YTD)
Includes:
Total Revenue Year-to-Date
Growth vs Same Period Last Year
Green if positive
Red if negative
Next 12-Month Forecast
Displayed as a mini sparkline
Click Behavior
Clicking Revenue (excluding the sparkline) takes you to:
→ P&L Page
Net Income (YTD)
Includes:
Net Income Year-to-Date
Growth vs Same Period Last Year
Green if positive
Red if negative
Next 12-Month Forecast
Mini sparkline
Click Behavior
Clicking Net Income (excluding the sparkline) takes you to:
→ P&L Page
Net Profit Margin %
Includes:
Net Profit Margin (YTD)
Growth vs Same Period Last Year
Green if positive
Red if negative
Next 12-Month Forecast
Mini sparkline
Click Behavior
Clicking Net Profit Margin (excluding the sparkline) takes you to:
→ KPIs Page
Runway (As of Most Current Month)
Shows how long the business can operate before running out of cash.
Displayed as:
1 Year and 3 Months (April 2027)4 Months (May 2026)≥ 5 Years(if runway exceeds 5 years)Out of Cash(if zero months remain)
Includes trend indicator vs previous month:
▲ Improved (green)
▼ Deteriorated (red)
● Stable (orange)
Click Behavior
Clicking Runway takes you to:
→ Cash Flow Page
Health Score
Displays:
YTD Health Grade (Letter Grade with associated color)
Trend indicator vs previous month:
▲ Improved (green)
▼ Deteriorated (red)
● Stable (orange)
Click Behavior
Clicking the Health Grade takes you to:
→ Health Scorecard Page
Last Pull Date
Shows:
Timestamp of the most recent automatic or manual data pull.
Sorting
All columns (except the 12-month sparkline forecasts) are sortable:
Numeric columns → High to Low / Low to High
Text columns → A to Z / Z to A
Data Source
All data shown in Portfolio View is pulled directly from the Main Analysis of each project.
This ensures consistency across:
Dashboard
Financial Statements
KPIs
Health Scorecard
Edge Cases & Special Behavior
Projects Not Connected to QuickBooks
Projects that are not connected to QuickBooks will not appear in Portfolio View.
Project Currently Pulling Data
If a project is in the middle of a data pull:
The Client/Project Name remains visible
The rest of the row displays a loading progress bar
Data appears automatically once the pull completes
This ensures transparency while keeping the portfolio view usable.