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Writing a Project Management Report That Delivers Results. The portfolio then shows what holdings you had on the selected day. Explicitly designed to give a high-level overview, this template provides a short, sharp snapshot and displays the overall health and profitability of a portfolio. Click Here to Download Monthly Report Template DOC . The BCG Matrix is a framework that helps to assess the value of investments in the company’s portfolio management. USE THIS ANNUAL REPORT TEMPLATE . Lean PPM™ Templates Use our Lean Project Portfolio Management™ templates to get started quickly Blog Read our blog for best practices, tips and other useful information Business Agility Hub Increase your organization’s agility to drive better business outcomes with our resources The available templates can aid and simplify this process. The investment portfolio dashboard is meant to keep investment managers up to date with portfolio performance and allocations. 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