Portfolio rollup

Three initiatives require intervention before Q3 gate

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Portfolio rollup slide template rendered with SlideForge
Cost
$0.05/slide
Engine
Deterministic
Pattern
Status Dashboard
Output
.pptx + PDF + PNG

Example brief

The COO steering committee needs to focus on three key areas: privacy review for Complaint Insights, capacity planning for Capacity Planning, and data-quality fix for Claims Triage, as these are the main intervention areas with progress at 32%, 36%, and 55% respectively, and are part of the Customer AI, Operations Excellence, and Governance & Risk programs, with owners Nora, Marta, and Daniel, and upcoming milestones including Pilot sign-off, Process-owner validation, and Control-owner workshop.

Render it

Brief path

curl -X POST https://api.slideforge.dev/v1/render/auto \
  -H "Authorization: Bearer sf_live_..." \
  -H "Content-Type: application/json" \
  -d '{ "brief": "The COO steering committee needs to focus on three key areas: privacy review for Complaint Insights, capacity planning f" }'

Structured intent (this template)

{
  "pattern": "status_dashboard",
  "title": "Three of nine initiatives need intervention before the Q3 gate",
  "subtitle": "Transformation portfolio - COO steering committee",
  "variant": "portfolio_rollup",
  "summary": {
    "green": 3,
    "amber": 4,
    "red": 2
  },
  "groups": [
    {
      "program": "Customer AI",
      "status": "amber",
      "progress": 58,
      "owner": "Nora",
      "children": [
        {
          "item": "Service Copilot",
          "status": "green",
          "progress": 70,
          "next_milestone": "Pilot sign-off 24 Jun"
        },
        {
          "item": "Claims Triage",
          "status": "amber",
          "progress": 55,
          "next_milestone": "Data-quality fix 21 Jun"
        },
        {
          "item": "Complaint Insights",
          "status": "red",
          "progress": 32,
          "next_milestone": "Privacy review 18 Jun"
        }
      ]
    },
    {
      "program": "Digital Core",
      "status": "green",
      "progress": 64,
      "owner": "Fabian",
      "children": [
        {
          "item": "Finance Data Hub",
          "status": "green",
          "progress": 72,
          "next_milestone": "UAT complete"
        },
        {
          "item": "Policy Master",
          "status": "amber",
          "progress": 48,
          "next_milestone": "Vendor design review"
        }
      ]
    },
    {
      "program": "Operations Excellence",
      "status": "amber",
      "progress": 52,
      "owner": "Marta",
      "children": [
        {
          "item": "Workflow Mining",
          "status": "amber",
          "progress": 50,
          "next_milestone": "Process-owner validation"
        },
        {
          "item": "Capacity Planning",
          "status": "red",
          "progress": 36,
          "next_milestone": "Agree resource model"
        }
      ]
    },
    {
      "program": "Governance & Risk",
      "status": "amber",
      "progress": 45,
      "owner": "Daniel",
      "children": [
        {
          "item": "AI Control Framework",
          "status": "amber",
          "progress": 42,
          "next_milestone": "Control-owner workshop"
        },
        {
          "item": "Model Registry",
          "status": "green",
          "progress": 56,
          "next_milestone": "Integration test"
        }
      ]
    }
  ],
  "takeaway": "Privacy, capacity planning and claims data quality are the three intervention areas."
}

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Frequently asked questions

How do I render the Portfolio rollup template?

Send a POST to /v1/render/auto with a brief, or call create_slide via MCP with the structured intent shown below. The response includes an editable .pptx, a PDF, and a PNG. $0.05 per slide.

Does an AI write the slide?

No. SlideForge renders deterministically from a structured intent — no LLM draws the slide, so text is never mangled or fabricated. The optional brief path uses a router to pick the pattern, then renders deterministically.

Can I customize the colors and fonts?

Yes. Pass a theme_id to apply a built-in or custom brand theme; the layout stays the same.

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Render Portfolio rollup deterministically — editable PowerPoint in under a second.

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