chartsmanagementdata-heavy

Portfolio Overview Slide Template

Q: How do I render a Portfolio Overview slide?

Send a POST request to /v1/render with template "617c0142-f196-5a5d-b7f0-4c786f799d39" and your data in the params field. The response includes a .pptx download URL and PNG preview. Template renders cost $0.03 and complete in under 1 second.

Q: What data does the Portfolio Overview template accept?

The Portfolio Overview template accepts: title, projects, statuses, center_label, takeaway. Supports 2-10 items. See the parameter reference below for details.

Q: Can I customize the colors and fonts of this template?

Yes — pass a theme_id parameter to apply your custom brand colors, fonts, and logo. SlideForge has 8 built-in themes, or you can create custom themes via the Themes API.

Split-view portfolio breakdown: bar chart on left showing items/value per project, donut chart on right showing status or category distribution. Best for portfolio reviews, program status, budget allocation, multi-project reporting.

Try in Playground

Portfolio Overview slide template preview — rendered with SlideForge

Cost

$0.03/slide

Speed

<1 second

Items

2–10

Output

.pptx + PDF + PNG

Parameters

Parameter

Description

title

Slide title (e.g. 'Project Portfolio — Sprint 152')

projects

Projects/streams for bar chart (left panel)

statuses

Status/category segments for donut chart (right panel)

center_label

Donut center label (e.g. total count '87')

takeaway

Bottom insight text

Example brief

Project breakdown: BOOSTR 40 items, Journeybuilder 35, Schulich 12. Status distribution: Closed 35%, In Progress 25%, In Review 22%, Open 18%.

API example

With a brief (async, $0.05)

curl -X POST https://api.slideforge.dev/v1/render \
  -H "Authorization: Bearer sf_live_..." \
  -H "Content-Type: application/json" \
  -d '{
    "template": "617c0142-f196-5a5d-b7f0-4c786f799d39",
    "brief": "Project breakdown: BOOSTR 40 items, Journeybuilder 35, Schulich 12. Status distr..."
  }'

With structured params (sync, $0.03)

curl -X POST https://api.slideforge.dev/v1/render \
  -H "Authorization: Bearer sf_live_..." \
  -H "Content-Type: application/json" \
  -d '{
  "template": "617c0142-f196-5a5d-b7f0-4c786f799d39",
  "params": {
    "title": "Project Portfolio — Sprint 152",
    "projects": [
      {
        "label": "BOOSTR",
        "value": 40,
        "display": "40 items"
      },
      {
        "label": "Journeybuilder",
        "value": 35,
        "display": "35 items"
      },
      {
        "label": "Schulich",
        "value": 12,
        "display": "12 items"
      }
    ],
    "statuses": [
      {
        "label": "Closed",
        "value": 30
      },
      {
        "label": "In Progress",
        "value": 22
      },
      {
        "label": "In Review",
        "value": 19
      },
      {
        "label": "Open",
        "value": 16
      }
    ],
    "center_label": "87",
    "takeaway": "BOOSTR carries 46% of all active items — resource allocation aligns with priority."
  }
}'

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Frequently asked questions

How do I render a Portfolio Overview slide?