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Portfolio Summary Enhancements

Portfolio Summary Enhancements

Enhancing the Portfolio Summary experience

We’re enhancing the Portfolio Summary experience to engage executive stakeholders better and streamline access to high-level insights. Designed for leadership teams and decision-makers, these updates provide:

  • Tailored dashboards with simplified access to key performance indicators across portfolios
  • High-level reporting to support strategic planning and executive reviews
  • Subscription and scheduling options so you can automatically receive curated summaries at pre-configured intervals—weekly, monthly, or quarterly

With these updates, keeping stakeholders informed and aligned has never been easier.

‍

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PUBLISHED
Q3 2025
Switch Team
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