Executive Briefing

The executive briefing export lets you generate a presentation-ready summary of your portfolio directly from StartConsole. Use it to prepare board packs, SteerCo materials, or QBR summaries without manually assembling data from multiple sources.

1. 1

   Navigate to Portfolio or Dashboard

   Open either the Portfolio view or the Dashboard from the left sidebar. The export function is available from both pages.

2. 2

   Click Export in the top bar

   Click the Export button in the top-right area of the page. A panel opens with format and content options.

3. 3

   Choose PDF or CSV format

   Select PDF for a formatted document suitable for board presentations and email attachments. Select CSV if you need raw data for further analysis in a spreadsheet.

4. 4

   Select what to include

   Check the sections you want in the export: Executive Summary (portfolio health overview), Initiative List (all active initiatives with RAG status), OKR Progress (key result actuals vs targets), Signals Summary (active flags by category), and Budget Overview (allocated vs actual spend across the portfolio). Uncheck any sections not relevant to your audience.

5. 5