RAG Portfolio Slide Template
Portfolio-level health scorecard. Each row is a major initiative with RAG status (green/amber/red), optional metric columns (budget, actual, %complete, etc.), trend indicator, and notes. The go-to steering-committee slide — one-glance health across a dozen-plus concurrent initiatives. Richer than a simple Tracker; handles multi-metric rows with per-column formatting.
Try in PlaygroundParameters
Example brief
Portfolio of 5 strategic initiatives. EMEA Expansion green on $1.2M budget, 78% complete, +12% trend. Enterprise Tier amber, 62% complete. SSO Compliance red, blocked on vendor SLA. Data Platform v2 green. Brand Refresh amber, 82% complete.
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": "b83ec06f-0231-5651-b14d-76b4323b8054",
"brief": "Portfolio of 5 strategic initiatives. EMEA Expansion green on $1.2M budget, 78% ..."
}'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": "b83ec06f-0231-5651-b14d-76b4323b8054",
"params": {
"title": "Portfolio on plan overall — one red item blocked on external SLA",
"columns": [
{
"label": "Budget",
"format": "currency"
},
{
"label": "Actual",
"format": "currency"
},
{
"label": "% complete",
"format": "percent"
}
],
"rows": [
{
"label": "EMEA Expansion",
"status": "green",
"values": [
1200000,
980000,
78
],
"trend": "+12%",
"trend_dir": "up",
"notes": "Ahead of plan on Q3 attainment"
},
{
"label": "Enterprise Tier",
"status": "amber",
"values": [
850000,
620000,
62
],
"trend": "-4%",
"trend_dir": "down",
"notes": "Spec review slipped a sprint"
},
{
"label": "SSO + Compliance",
"status": "red",
"values": [
480000,
220000,
31
],
"trend": "flat",
"trend_dir": "flat",
"notes": "Blocked on vendor SLA"
},
{
"label": "Data Platform v2",
"status": "green",
"values": [
2100000,
1750000,
68
],
"trend": "+6%",
"trend_dir": "up",
"notes": "Phase 2 milestone hit"
},
{
"label": "Brand Refresh",
"status": "amber",
"values": [
320000,
290000,
82
],
"trend": "+1%",
"trend_dir": "flat",
"notes": "Launch moved to Nov"
}
],
"takeaway": "4 of 5 initiatives on plan — escalate SSO/Compliance vendor SLA to unblock Q3 critical path."
}
}'Tags
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Optional second slide for executive snapshot: prominent trend chart + 3-5 narrative bullets explaining the trend.
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Two-pane: per-project item counts (BarList) + status distribution (Donut). Used in workspace-wide sprint reports.
Frequently asked questions
How do I render a RAG Portfolio slide?
Send a POST request to /v1/render with template "b83ec06f-0231-5651-b14d-76b4323b8054" 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.
What data does the RAG Portfolio template accept?
The RAG Portfolio template accepts: title, columns, rows, takeaway. Supports 3-10 items. See the parameter reference below for details.
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.
Try this template
Render a RAG Portfolio slide in under 1 second. $3 free credit, no card required.