Funding ask
$8.3m
Demo data — you are viewing the fictional Northstar Retail sample portfolio. Nothing on these screens is real customer data, and changes are not saved.
Congruent AI · Product demo
Northstar Retail sample portfolio
This is the main dashboard of a fictional retail portfolio — five chartered Programs, a weighted scoring methodology, and a delivery roadmap. It is read-only: running the optimiser and generating a board pack write to append-only audit ledgers, which the demo never fabricates, so those steps need a workspace of your own. Everything here works without AI.
Portfolio insight
Executive portfolio narrative
A board-ready read on funding, ranking-versus-funding mismatches, and risk concentration across a whole portfolio — generated in a workspace, not in this read-only demo.
Status
Portfolio insights cannot be generated in demo mode because the data on screen is a fictional sample. Sign in to a workspace with your own portfolio to generate one.
Filters
CollapsedAll programs visiblePriority, funding, value, risk, and timing
Portfolio steering
Investment council view
Funding ask, benefit timing, and ROI for the currently filtered portfolio.
Portfolio budget
$8.3m
Forecast
$8.5m
Actuals to date
$1.6m
Budget variance
-$162k
Over budget · 2% · 3 over budget
5 programs
Benefits profile
$11.0m
Portfolio ROI
1.7x
Strategic roadmap
Strategic priorities cascade into objectives, programs, and child projects across the delivery timeline.
This demo is read-only, so value drops, delivery status, and Jira links are shown but cannot be changed.
12 quartersJan 2026 - Jan 20293 objectives moving · ▲2 · ▼1
Q1 2026
Q2 2026
Q3 2026
Q4 2026
Q1 2027
Q2 2027
Q3 2027
Q4 2027
Q1 2028
Q2 2028
Q3 2028
Q4 2028
2 value drops
1 programs
Updated 23 days agoOn track — CRM event stream integration is live and the retention playbook pilot is mobilising.
Jira epic BOQ-42 (Retention platform delivery), status In Progress, 31 of 50 child issues done, synced 7 days ago
CRM event stream integrationProject - Maya Chen
Retention playbook pilotProject - Maya Chen
4 value drops
3 programs
Updated 16 days agoIn delivery — card platform vendor contracted; scheme certification window is the critical path.
Updated 37 days agoShaping continues; the supplier data-sharing agreement is in legal review and gating the pipeline build.
Jira epic SUP-9 (Demand sensing foundation build), status To Do, 1 of 8 child issues done, synced 14 days ago, last sync attempt failed: Jira could not be reached.
Forecast signal pipelineProject - Alex Harper
Updated 65 days agoWaiting on the FY27 funding decision; store finance data quality remains the open delivery risk.
Depends on Supplier demand sensing
Roster profitability modelProject - Priya Singh
2 value drops
1 programs
Never recordedNo status note recorded
Depends on Customer retention platform
Knowledge retrieval prototypeProject - Rowan Owens