Portfolio Prioritization & Funding Optimizer — Sales & Marketing Package
Premium
Choose which projects to fund within real budget, FTE and skill limits. Macro-free Excel engine with scoring, NPV, scenarios and an executive dashboard.
What you receive
PMOC_Portfolio_Prioritization_Funding_Optimizer_Demo
PMOC_Portfolio_Prioritization_Funding_Optimizer_Blank
PMOC_Portfolio_Optimizer_User_Guide.pdf
PMOC_Portfolio_Optimizer_Methodology.pdf
PMOC_Portfolio_Prioritization_Scorecard.pdf
Fund the right projects — and show your board exactly why.
The problem
Most organisations have far more project proposals than budget or people to deliver them. Selection is often shaped by urgency, politics or whoever presents last. A basic weighted-scoring spreadsheet ranks projects, but it cannot tell you which ones to actually fund, which to start now, which mandatory obligations must be protected, which scarce skills are blocking value, or what happens when the budget is cut.
The solution
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.
