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Managing Your Portfolio

The Portfolio is your central dashboard in Valtrics. It gives you a complete view of every product in your organization, their health, and their lifecycle stage.

Overview​

When you open the Portfolio page, you see all products in your organization displayed as cards. Each card shows:

  • Product name
  • Lifecycle stage (Introduction, Growth, Maturity, Decline)
  • Owner — The assigned product manager
  • Tags — Labels for filtering and grouping
  • Metric health — A quick summary of KPI performance

This view is designed to give you an instant understanding of your product landscape.

Creating a Product​

  1. Navigate to Portfolio in the sidebar
  2. Click Add Product
  3. Fill in the required fields:
    • Name — A clear, recognizable product name
    • Lifecycle Stage — Where the product sits today
  4. Optionally fill in:
    • Description — What the product does and who it serves
    • Owner — Assign a team member as the responsible PM
    • Tags — Add labels for organization
  5. Click Create

The product appears in your portfolio immediately.

Naming Conventions​

Choose names that are clear to everyone in your organization:

  • Good: "Customer Portal", "Mobile App (iOS)", "Partner API"
  • Avoid: "Project Phoenix", "v2", "New Thing" — these are unclear to people outside your team

Filtering and Searching​

With many products, filtering helps you focus:

Filter Options​

  • Lifecycle Stage — Show only products in a specific stage
  • Owner — Show products assigned to a specific team member
  • Tags — Filter by one or more tags

Use the search bar to find products by name. Search matches partial text, so typing "mobile" will find "Mobile App" and "Mobile Dashboard".

Combining Filters​

Filters stack. You can filter by "Growth" stage AND "Team Alpha" tag to see only Growth-stage products from a specific team.

Portfolio Views​

Valtrics offers multiple ways to view your portfolio:

  • Grid View — Card-based overview of all products, best for visual scanning
  • List View — Compact tabular format for quick scanning of many products

Cards use color coding for quick status recognition:

  • Green accent — Metrics are mostly on track
  • Yellow accent — Some metrics need attention
  • Red accent — Significant metrics are off track
  • Gray accent — No metrics attached yet

Lifecycle Stages​

Every product has a lifecycle stage that reflects where it is in its journey:

Introduction​

The product is new. You're validating the idea, building an initial user base, and iterating quickly.

Typical KPIs: User signups, activation rate, time to first value, qualitative feedback score.

Growth​

Product-market fit is established. You're scaling adoption and increasing engagement.

Typical KPIs: Monthly active users, revenue growth rate, customer acquisition cost, feature adoption rate.

Maturity​

The product has a stable user base. You're optimizing for efficiency and maximizing value from existing users.

Typical KPIs: Retention rate, net revenue retention, cost per user, customer lifetime value, NPS.

Decline​

Usage is decreasing. You're evaluating whether to pivot, sunset, or transition users to a replacement.

Typical KPIs: Churn rate, migration progress, support cost per user, remaining contract value.

Changing the Stage​

To update a product's lifecycle stage:

  1. Open the product detail page
  2. Click the lifecycle stage badge
  3. Select the new stage
  4. Save

Changing the stage doesn't delete any data — it updates the context for AI recommendations and helps your team understand where the product is headed.

Product Details​

Click on any product card to view its full details page. From there you can:

  • Edit product attributes (name, description, owner, tags)
  • View linked KPI trees
  • See metric summaries
  • Update the lifecycle stage

For more on managing individual products, see Product Details.

Bulk Operations​

For managing many products at once, Valtrics supports bulk operations:

  • Bulk Upload — Import products from a CSV file. Learn more
  • Bulk Tag — Select multiple products and apply tags in one action
  • Bulk Stage Update — Move multiple products to a new lifecycle stage

Portfolio Best Practices​

1. Keep Product Records Current​

A portfolio with outdated information loses its value. Set a monthly cadence to review:

  • Are lifecycle stages still accurate?
  • Are owners still correct?
  • Should any products be archived?

2. Use Tags Strategically​

Tags are flexible. Decide on a tagging strategy with your team:

  • Team-based: "Platform", "Growth Team", "Enterprise"
  • Type-based: "Customer-facing", "Internal", "API", "Integration"
  • Priority-based: "Strategic", "Maintenance", "Sunset"

3. Assign Owners​

Every product should have an owner. This creates accountability and makes it clear who to talk to about a specific product's performance.

4. Connect KPI Trees Early​

A product without a KPI tree is a product without measurable goals. Even a simple tree with 3–5 nodes is better than none.

5. Review the Portfolio Together​

The portfolio is most valuable as a shared view. Use it in:

  • Product reviews — Walk through each product's health
  • Planning sessions — Identify which products need investment
  • Leadership updates — Show the state of your product organization

Frequently Asked Questions​

How many products can I have? There's no limit on the number of products in your portfolio.

Can I archive a product instead of deleting it? Yes. Archiving removes the product from the default portfolio view but preserves all data. You can unarchive at any time.

Can I group products into sub-portfolios? Not yet, but you can use tags and filters to create virtual groupings. Sub-portfolios are on our roadmap.

Who can see the portfolio? All members of your organization can see the portfolio. Individual product access can be restricted in Settings → Members.

Need help? Check our FAQ or contact support.