Executive overview
Review Leads, Tendering, Tender Submitted, Pre-Start, Active, Defects and Completed work across the selected period.
Velaris Portfolio Performance
See the management position behind every project.
Choose the exact reporting period and turn manual lead, tender, project and commercial data into one consistent leadership view across the existing Velaris lifecycle.
Exact reporting periodsTargets and actualsPDF and ExcelPortfolio drill-through
Management information
Move from headline totals to the reasons behind them.
The main dashboard keeps a concise portfolio snapshot. The dedicated workspace uses the same underlying lead, tender, project and commercial records.
Workstreams and regions
Understand where opportunity count, value, wins and secured work are concentrated.
Programme performance
See planned versus actual progress, slippage, handovers and the projects behind portfolio movement.
Value and profit bridge
Connect authorised value, approved changes, forecast revenue and forecast profit to source projects.
Business targets
Set turnover, gross margin, gross profit and annual tender requirements with monthly phasing.
Target and variance
Compare monthly tender targets with actual performance and cumulative variance.
Exact period control
Report the dates the business actually needs.
Select a financial year, quarter or custom period. Velaris apportions project and commercial values by the days that fall inside the chosen range, preserving clear report logic.
One date selectionApply the same reporting period across the full management report.
Traceable calculationsKeep source projects visible behind headline values.
Branded PDFIssue a management-ready report with consistent company presentation.
Structured ExcelExport the detail for further authorised analysis without rebuilding it.
Portfolio snapshotKeep the most important live totals on the main dashboard.
Full workspaceMove detailed analysis into a focused management reporting page.
Target visibilitySee where actual tender performance differs from the business plan.
Source drill-throughOpen the project or tender behind the number where available.
Give leadership one consistent portfolio view.
Review the live position, reporting-period performance and business-plan variance without rebuilding management spreadsheets.