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Nav: Manage > Overview | URL: /experiments/portfolio A CTO managing three AI initiatives needs to know which are producing results and where to invest. Today, getting that answer requires scheduling meetings with each team lead and hoping they remember the details. There’s no portfolio view across the org’s AI work. The Overview is a single page showing every initiative your team is running, with health indicators, experiment velocity, and metric trends. It provides the portfolio view that lets leadership see which teams are producing results, which are stalled, and where to focus.

Summary Strip

At the top of the page, four aggregate metrics:
MetricWhat it shows
InitiativesTotal number of active initiatives
ExperimentsTotal experiments across all initiatives
Hit RatePercentage of completed experiments with positive results
On TrackNumber of initiatives with healthy experiment velocity

Initiative Rows

Each initiative appears as a row with:
ColumnWhat it shows
NameInitiative name and description
StatusHealth indicator: On Track (green), Needs Attention (yellow), or Stalled (red)
Hit RateProgress bar showing positive / total completed experiments
Metric TrendSparkline chart showing the target metric over time
ExperimentsTotal experiment count
ActionsLinks to the initiative’s Outcomes dashboard and Project Settings

Status Logic

Status is derived automatically from recent experiment velocity and hit rate:
  • On Track — Active experiments in the last 2 weeks with positive hit rate
  • Needs Attention — Low hit rate or slowing experiment velocity
  • Stalled — No new experiments in the last 4 weeks
Click any row to switch project context and navigate to that initiative’s Outcomes timeline.

Creating an Initiative

Click + New Initiative to create a new project. This redirects to Projects & Settings where you configure the initiative’s name, description, target metrics, linked repos, and connected tools.

Who This View Is For

See which initiatives are producing results without being in the room. The status dots and hit rate bars give you a pulse check across all AI work. Click into any initiative that’s yellow or red.

Outcomes

Experiment timeline for a single initiative

Insights

Cross-experiment patterns within an initiative

Projects & Settings

Configure initiatives, metrics, and linked tools