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AI agent for managing directors

Innovation Portfolio Metrics Agent

Produce a consistent, source-checked portfolio view for each reporting cycle

ReportingQuality controlExecutives and strategyManagement
See how it worksGet access
Innovation Portfolio Metrics Agent: what goes in, what the agent does and what you get

What it does

Before each board meeting, the innovation lead spends days collecting numbers that disagree between finance, project trackers and slides. This agent pulls spend, stage, milestones and results for every project. It checks each figure against its source, such as the finance system and the project tracker, and flags differences and gaps like a missing milestone date. It asks project owners for missing data and rechecks. It then builds the portfolio view with balance by horizon (core, adjacent, new) and by risk, and calculates stage progress and conversion. It writes a short note on what changed since last quarter. The lead approves the board report. Edge case: when two sources differ, it shows both and uses the finance figure as the default.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Reporting cycle begins 2 USES A TOOL Pull spend, stage, milestones and results for everyproject 3 USES A TOOL Compare each figure with its source 4 CHECKS THE RESULT Do the figures match within 5 percent? If not: Ask the project owner to explain or correct,then pull again. Back to step 2. 5 CHECKS THE RESULT Is every project's data complete? If not: List the gaps and request them from owners. Backto step 2. 6 DOES Build the portfolio view by horizon, stage and risk 7 DOES Compare with last quarter and write the change note 8 YOU APPROVE Lead approves the board report 9 RESULT Portfolio report with data sources
Read the steps as a list
  1. Reporting cycle begins
  2. Pull spend, stage, milestones and results for every project
  3. Compare each figure with its source
  4. Do the figures match within 5 percent?If not: Ask the project owner to explain or correct, then pull again. Back to step 2.
  5. Is every project's data complete?If not: List the gaps and request them from owners. Back to step 2.
  6. Build the portfolio view by horizon, stage and risk
  7. Compare with last quarter and write the change note
  8. Lead approves the board reportThe agent waits here for your OK.
  9. Portfolio report with data sources

How it decides

It trusts finance for spend and the tracker for stage, flags any difference above 5 percent and requires owner explanation.

  • Use finance figures as the default for spend
  • Flag differences above 5 percent
  • Require stage and next milestone for every project
  • Show balance by horizon against the target mix

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Difference tolerance (default 5 percent)
  • Horizon target mix (default 50 core, 30 adjacent, 20 new)
  • Report frequency (default monthly)
  • Metrics shown (default spend, stage, milestones, risk)

What keeps you in control

It always asks you first

  • Lead approves the board report before it is shared

Hard limits

  • Never publish a report without approval
  • Never change source data
  • Show the source for each figure

It stops when

  • Done: Report approved and distributed by the lead
  • Stop: Source systems are unavailable, so hand to the lead

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor 28 projects, the agent finds 6 where tracker spend differs from finance by over 5 percent, including one by $62,000. It asks owners. Four correct their numbers and two explain late invoices. Three projects lack milestone dates; owners add them. The portfolio shows 62 percent core against a 50 percent target. The lead approves the report.

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