Portfolio

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Who this page is for

The Portfolio view appears in the sidebar only when you have two or more workspaces. It’s invisible to single-workspace users because adding it to their sidebar would just be noise. The audience is two specific personas:

1. Consultants managing multiple OEM clients — each client gets its own workspace, and the consultant needs a single dashboard showing all of them at once
2. Compliance teams at large suppliers running multiple programs in parallel — each program is a workspace, and the team lead needs to know which program is on fire this week

If you only run one program in one workspace, ignore this page — Audit Readiness inside that workspace is the right view for you.

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What the page shows

Three regions, top to bottom:

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Top KPI strip

Four cards showing portfolio-wide totals:

• Workspaces — count, plus how many are audit-ready (score ≥80)
• Products tracked — across every workspace, plus document count
• Critical open — total critical-severity open findings across the whole portfolio. This is the headline blocker count.
• Average readiness — mean score across all workspaces, color-coded

These four numbers are the answer to “what is the state of my entire portfolio?” If a board member or partner asks, this is what you screenshot.

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Worst-first workspace list

The main table. Each row is one workspace, showing:

• Name + your role on it (owner / admin / editor / viewer)
• Member count, product count, document count
• Critical / High open badges — color-coded counts
• Audit-readiness score — large, color-coded
• Open button — click to switch into that workspace and jump directly to its Audit Readiness page

The list is sorted worst-first by default: workspaces with the most critical-open findings appear at the top, then by lowest readiness score. The whole point of a portfolio view is “what needs my attention right now?” — so the things that need attention are first.

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How clicking “Open” works

Clicking Open on a workspace row does two things:

1. Switches your active workspace to that one
2. Navigates to /audit-readiness so you land in the workspace’s readiness view

That’s the full consultant flow: scan the portfolio, see something red, one click, you’re inside the affected workspace’s audit context. No manual workspace switching, no losing your place.

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Performance

Conformly’s portfolio endpoint is a single backend round trip regardless of how many workspaces you have. Internally it batches the queries: one query for memberships, one for workspace metadata, one for products, one for documents, one for findings, one for member counts. So a consultant with 20 workspaces pays the same DB cost as a user with 2. The page typically loads in under 1 second even with 15+ workspaces.

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What it doesn’t do (and why)

The Portfolio view is intentionally a read-only summary. It doesn’t let you create workspaces, invite members, modify findings, or take any action that would imply doing work in a specific workspace’s context. That’s the Workspaces page. The reason: portfolio screen real estate is precious. Every action button competes with the data you’re trying to read. Conformly’s design choice is to make the portfolio one of the cleanest views in the app — just numbers and a single Open button per row. If you find yourself wanting an action on the portfolio page that isn’t there, please open feedback. The constraint isn’t “we don’t believe in actions” — it’s “we don’t add actions until they earn the space.”

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Roles in a portfolio context

The Portfolio shows every workspace you’re a member of, including ones where you’re just a viewer. Your role is shown as a badge next to the workspace name so you know what you can and can’t do once you click Open. Workspaces where you’re only a viewer still count toward portfolio totals — viewers are read-only, but they’re real members and the portfolio is supposed to show your full picture. If you want to leave a workspace (e.g. an old client engagement that’s finished), open Workspaces → expand the row → Members panel → Remove yourself. That removes it from your portfolio immediately.