Portfolio Prioritization & Funding Optimizer — Sales & Marketing Package

The Portfolio Prioritization & Funding Optimizer is a lightweight portfolio-investment application inside Excel. It scores every proposal on transparent, editable criteria, evaluates the business case (NPV, ROI, payback, benefit-to-cost), funds mandatory work first, then applies your real limits — investment budget, operating cost, internal FTE, contractor spend, 12 critical skills, risk appetite and strategic balance — to recommend START NOW, ACCELERATE, CONTINUE, DEFER, PAUSE, REJECT, TERMINATE or REASSESS for every project. Six scenarios, a budget-sensitivity test, an audited override log, a decision register and a one-page executive command center complete the funding cycle.
Every number traces to a visible input, weight or threshold. No black box, no macros, no add-ins.
 
Major benefits
Replace political project selection with transparent, consistent evidence.
Protect mandatory and strategically critical initiatives — without pretending they are financially attractive.
Select a higher-value portfolio within limited funding and real capacity.
Reveal which skills and constraints block valuable projects, and what that costs.
Quantify the value lost by deferring projects.
Test six portfolio scenarios and budget cuts of 10%, 20% and 30% in seconds.
Keep management overrides visible and auditable beside the calculated recommendation.
Walk into the funding meeting with a one-page, print-ready recommendation and a formula-written executive narrative.