🔍 Overview
The Financial Risk Dashboard provides a consolidated, portfolio-level view to identify, assess, monitor, and mitigate financial risks across portfolios, programs, and projects.
It transforms financial risk management into a proactive and continuous discipline, enabling Finance teams and Executives to anticipate exposure, prioritize mitigation actions, and strengthen financial governance.
📌 Accessing the Financial Risk Dashboard
To access the dashboard:
Portfolio → Track → Financial Risk Dashboard
This dashboard operates at portfolio level, while consolidating financial risks originating from programs and projects.
📌 Explore the Financial Risk Dashboard Components
1️⃣Financial Risk Heatmap
The Financial Risk Heatmap visualizes financial risks based on their probability and impact, using a color-coded risk severity scale.
It enables you to:
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Quickly identify high-exposure financial risks
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Prioritize mitigation actions based on severity
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Focus attention on critical risk areas with the highest potential financial impact
💡 This view provides an immediate snapshot of where financial exposure is most concentrated.
2️⃣Financial Risk Register
The Financial Risk Register provides a detailed list of all identified financial risks.
For each risk, it includes:
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Risk description and type
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Origin level (Portfolio, Program, Project)
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Probability and impact
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Financial exposure and severity score
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Risk status (e.g. Owned, Mitigated)
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Assigned mitigation owner
This register allows teams to:
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Track and manage financial risks consistently
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Assess potential financial exposure
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Monitor mitigation status
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Ensure clear accountability for risk ownership
3️⃣Financial Risk Trend
The Financial Risk Trend displays the evolution of financial risks over time, categorized as:
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New risks
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Resolved risks
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Escalated risks
This view helps to:
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Monitor financial risk dynamics
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Determine whether overall financial exposure is increasing or decreasing
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Evaluate the effectiveness of risk mitigation efforts over time
💡 Ideal for portfolio-level reviews and executive reporting.
4️⃣Mitigation Plan Tracker
The Mitigation Plan Tracker tracks the progress of mitigation plans for key financial risks.
For each risk, it displays:
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Defined mitigation actions
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Target dates
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Execution progress
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Residual financial exposure
This view enables teams to:
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Monitor mitigation execution in real time
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Identify delayed or underperforming mitigation actions
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Ensure accountability and follow-through for financial risk reduction
✅ Summary
The Financial Risk Dashboard enables organizations to:
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Maintain continuous visibility on financial risk exposure
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Detect critical risks early
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Track mitigation execution and effectiveness
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Strengthen financial governance and portfolio resilience