AI Portfolio Tracker – Excel Template

Why it matters

As cycles multiply, teams lose track of what worked, what failed, and what’s in-flight. The AI Portfolio Tracker keeps every initiative in one place, turning scattered projects into a managed portfolio that leaders can steer.

What it includes

• Title — the use case name (e.g., AI lead scoring, ad targeting, invoice automation).
• Status — Idea, Cycle, Scaled, or Scrapped.
• Owner — person responsible for running and reporting on the cycle.
• Metric — the success measure chosen for the cycle.
• Baseline → Result — side-by-side numbers proving impact.
• Next Review Date — when the use case will be revisited.

How to use it

1. Start the tracker with your first cycle and update it after every rollout decision.
2. Review the tracker monthly with leadership to keep alignment.
3. Use it as your reference point when reporting progress to the business.

Inside the file

• Portfolio — master table (Title, Status, Owner, Metric, Baseline, Result, Benefit, Next Review, Tags, Links).
• Dashboard — counts by status, ROI summary, recent wins, and upcoming reviews.
• Pipeline — backlog of ideas with priority and expected value.
• Reviews — monthly agenda and decision log.
• Glossary — definitions for statuses, metrics, and decision rules.
• Poster — one-page portfolio snapshot for leadership decks.