Project Intelligence · White-Label Ready
Portfolio Dashboard
One screen for every client project — financials, delivery status & AI sentiment
A turnkey control panel for agencies and delivery teams managing dozens of concurrent engagements. Pulls live project data from Trello, enriches it with AI daily recaps, and gives executives instant portfolio visibility — with zero manual spreadsheet work.
$2.56M
total portfolio spend tracked
100
active client projects
0
manual data entry required
Live instance: api.journeyh.io/project-recap · snapshot Apr 21 – May 21, 2026
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The Problem
Running 100+ projects means flying blind on money, risk & client health
| Challenge | Typical pain |
|---|---|
| Financial visibility | Spent vs in-flight value scattered across Trello lists, invoices, and spreadsheets |
| Portfolio roll-up | CEO/PM cannot answer “how much is in testing across all clients?” in under an hour |
| Client sentiment | Daily Slack/Trello noise — no structured score or trend line per account |
| Project health | Problems surface late; no color-coded history of good vs concerning days |
| Reporting overhead | Account managers manually compile status decks every week |
| Scaling delivery | Adding projects linearly increases coordination cost — not revenue |
~5–10h
typical weekly time spent per PM stitching Trello + notes into leadership updates
Multiply by portfolio size — the cost compounds fast
What leadership actually needs
💰
Financial roll-up
Spent, In Progress, Testing, Backlog — summed across every board, sortable in one click
📊
Delivery pipeline view
See where dollars are stuck — backlog vs active dev vs QA — before burn becomes crisis
💬
Client sentiment trend
AI-scored 0–100 from real Trello activity — not gut feel from the last standup
🔍
Drill-down on demand
From portfolio KPI → single project chart → that day’s recap → individual cards
Live Product
Production dashboard — 100 projects, real numbers, today
Journey Horizon runs this on a live client portfolio. Click the screenshot or the button below to open the same view in your browser.
Portfolio Dashboard · 100 projects · 100 active · Last synced 21 May 2026
Date range: 21 Apr – 21 May 2026 · Sorted by In Progress ↓
Portfolio at a Glance
Five numbers tell the whole financial story of your delivery org
$2,564,090
Total Spend
$22,017
In Progress
$27,549
Testing
$137,542
Backlog
100
Active Projects
| Metric | What it means | Source |
|---|---|---|
| Total Spend | Completed / delivered work (Done or invoiced cards) | Trello card Potential Price |
| In Progress | Dollar value currently in active development | Trello “In Progress” list |
| Testing | Value in QA / UAT before release | Trello “Testing” list |
| Backlog | Approved but not yet started — future burn | Trello “Backlog” list |
| Active Projects | Client boards with priced cards (internal boards hidden) | NocoDB project config |
Why this matters for buyers
- Executives see portfolio-wide exposure — not one board at a time
- Sort by any column: name, spend, in progress, testing, backlog, or sentiment
- Date filters affect recap & sentiment history — financial totals stay accurate for the full board state
- Only priced cards count — no noise from tasks without commercial value
Example from live data: $137K in backlog vs $22K in progress signals capacity to pull forward revenue — or a planning conversation with clients.
Per-Project Intelligence
Every row is a client engagement — expand for sentiment history & daily recaps
| UI element | What the user sees |
|---|---|
| Project name + PM | e.g. “My Pocket Wholesaler x JH” — Tinh Nguyen |
| Four financial columns | Spent · In Prog · Testing · Backlog per board |
| Status bar | Color segments over the selected date range — green = healthy days, red = needs attention |
| Sentiment badge | Latest AI score: 90 GOOD, N/A, or 0 CONCERNING |
| Expanded chart | “Sentiment Over Time” line chart with scored data points |
| Description / Latest Summary | Collapsible project context + most recent AI recap markdown |
90Good
N/ANo recent score
0Concerning
Sentiment scoring (0–100)
Each night, GPT reads 24 hours of Trello activity — comments, card moves, new work — and produces a markdown recap plus a numeric sentiment score. Higher = healthier client relationship signals in the activity stream.
📈
Trend, not snapshot
Click any project row to reveal the sentiment line chart. Spot dips before they become escalations — and click a status-bar segment to read that exact day’s recap.
🎯
Actionable drill-down
Click Spent / Testing / etc. to open a modal listing every Trello card contributing to that bucket — with prices and statuses.
Automation
Your team keeps using Trello — the dashboard updates itself
| Manual portfolio reporting | Portfolio Dashboard | |
|---|---|---|
| Data entry | Copy-paste from boards weekly | Zero — synced from Trello + config DB |
| Financial roll-up | Spreadsheet formulas, often stale | Auto-sum by card status & price |
| Client sentiment | Subjective PM notes | AI daily score from real activity |
| Historical view | Lost in email / Slack | Recap archive + chart over any date range |
| Time to portfolio view | Hours of assembly | Seconds — one URL, one screen |
| Scale to 100+ projects | Linear headcount increase | Same dashboard — sort & filter instantly |
3 pipelines
Project config · Trello cards · AI daily recap — merge automatically by board ID
Teams never learn a new tool. Executives get a product they can buy or white-label.
Integrations
Three sources you already have — one merged view
🗂️
NocoDB
Master project list: client name, assigned PM, which Trello boards are active, internal vs client-facing flags.
Example: “Eqpme x JH”, manager alex@…, active board linked by ID
📋
Trello
Every card’s Potential Price and list position (Backlog → In Progress → Testing → Done). This drives all financial KPIs.
Example: “Login feature” — $2,500 — In Progress
🤖
Google Sheet + GPT
Daily AI recap: bullet summary of 24h activity + sentiment score 0–100. Also posts to Discord for the delivery team.
Example: “Customer happy with the demo. Score: 85”
We connect to your instances — NocoDB (or equivalent config store), your Trello workspace, and your recap destination.
Architecture
Three independent sync pipelines — merged at render time
Pipeline 1
NocoDB →
Project config & PM mapping
boards.jsonProject config & PM mapping
+
Pipeline 2
Trello API →
Cards, prices, statuses
trello-cards.jsonCards, prices, statuses
+
Pipeline 3
GPT + Sheet →
Daily recap & sentiment
project_recap.jsonDaily recap & sentiment
Merge by boardId → single API payload per project
Portfolio Dashboard UI — fast load from local cache, no live API calls on every page view
| Cache file | Contents | Updated when |
|---|---|---|
boards.json | Project list, PM, active/internal flags | Server startup or admin sync |
trello-cards.json | All cards + price + list status | Scheduled Trello sync job |
project_recap.json | Full recap history + sentiment scores | After daily AI recap job |
How It Works
Financial pipeline + AI sentiment pipeline in detail
💰 Financial pipeline (Trello)
- Fetch all cards from active client boards (internal boards excluded)
- Read each card’s Potential Price — cards without price are ignored
- Map Trello list → metric: Done = Spent, In Progress, Testing, Backlog
- Aggregate per board, then roll up to portfolio summary cards
- Expose card-level detail for modal drill-down on click
🤖 AI recap pipeline (daily)
- Cron job pulls 24h of Trello actions (comments, moves, new cards…)
- GPT summarizes activity + assigns sentiment 0–100
- Post recap to Discord for the delivery team (internal alert)
- Persist recap + score to Google Sheet
- Download full history to
project_recap.jsonon server
Recap runs only when a board had activity in the last 24h — silent boards show N/A until the next event.
Refresh on UI reloads from cache — instant. It does not re-run Trello or AI. Scheduled jobs keep data fresh overnight.
Admin refresh —
/project-recap/refresh pulls latest recaps from Google Sheet on demand.
Feature Set
Built for daily executive use — not a one-off report
| Action | Result |
|---|---|
| Apply date range (From / To) | Filter recap history & status-bar segments; re-sort list |
| Sort by Name, Spend, In Progress, Testing, Backlog, Sentiment | Instant re-order — e.g. find highest in-flight spend first |
| Click project row | Inline sentiment-over-time chart expands |
| Click status-bar segment | Modal with that day’s full AI recap markdown |
| Click Spent / In Prog / Testing / Backlog figure | Modal listing all cards in that bucket with prices |
| Reset filters | Return to default date window & sort |
| Refresh Data | Reload merged cache — sub-second portfolio refresh |
⚡
Fast
Client-render from cache — no Trello/Sheet round-trip per page load
🔒
Resilient
Dashboard works even if Trello is briefly down — reads local JSON
📅
Historical
Full recap archive — review any day in the selected range
🎨
Branded UI
Dark executive theme — high-contrast KPI colors, readable at a glance
For Agencies & Partners
A sellable product — not a one-off internal tool
🤝 White-label ready
Deploy on your domain with your branding. Your clients see their portfolio — not Journey Horizon’s stack.
📦 Turnkey integrations
Connects to standard delivery tools: Trello for execution, a config DB for project metadata, Sheets + GPT for intelligence.
💼 Executive SKU
Package as “Portfolio Intelligence” for agency retainers — replaces weekly manual status decks with a live URL.
📈 Proven at scale
Live today on 100 active projects and $2.56M tracked spend — not a prototype.
🔧 Customizable rules
Map your Trello lists to metrics, hide internal boards, filter by priced cards only — fits how you already work.
🚀 Upsell path
Add Discord alerts, custom recap prompts per client tier, or client-facing read-only views — same architecture.
Ideal buyer: digital agencies, dev shops, and PMOs managing 20–200+ concurrent client boards who need CFO-level visibility without hiring analysts.
FAQ
Common questions from prospects & partners
Is data real-time?
Near-real-time. Financial data refreshes on scheduled Trello sync; sentiment updates after the daily AI recap job. The UI reads local cache for speed — typically fresh within the same business day.
Do we need to change how PMs work?
No. Teams keep using Trello with Potential Price on cards. The dashboard is read-only for executives — zero new daily habits.
What if we don’t use NocoDB?
Any project-config source works — Airtable, Postgres, or a JSON admin. We need: board ID, client name, PM email, active flag, internal flag.
How is sentiment calculated?
GPT reads 24h of Trello activity (especially client-visible comments and delivery signals), writes a recap, and scores 0–100. Labels: Good (typically 70+), Concerning (low scores).
Can clients get their own view?
Yes — filter to a single board or ship a client-scoped URL showing only their project’s financials and sentiment trend (read-only).
What’s required to go live?
Trello API access, project config export, OpenAI for recaps (optional but recommended), hosting for the merge API + static UI. Typical setup: 1–2 weeks for a mid-size agency.
Next Step
See your portfolio the way JH does
Open the live demo with real production data — then talk to us about white-label deployment for your agency or platform.
Step 1
Explore the live dashboard
Step 2
Map your Trello + config sources
Step 3
Pilot on 5–10 boards
Step 4
Roll out portfolio-wide
$2.56M
tracked in production
100
projects on one screen
0
spreadsheets to maintain
Journey Horizon · Portfolio Dashboard · api.journeyh.io/project-recap
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Portfolio Dashboard
Project intelligence for agencies
Trello financials + AI daily sentiment for 100+ client projects. Zero manual entry — live executive view.
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