webmastrick/ngo-portfolio-tracker

A professional portfolio monitoring system for development finance institutions and donor agencies — tracking 12 NGO-implemented projects across 6 sectors in Benin, with real-time budget absorption, disbursement schedules, physical progress indicators, and risk scoring. # 📊 NGO Portfolio Monitoring Dashboard — Donor Fund Tracker > A professional portfolio monitoring system for development finance institutions and donor agencies — tracking 12 NGO-implemented projects across 6 sectors in Benin, with real-time budget absorption, disbursement schedules, physical progress indicators, and risk scoring. --- ## 📊 Dashboard Preview --- ## 🎯 Project Objective Development finance institutions face a recurring challenge: managing dozens of simultaneous NGO-implemented projects with inconsistent reporting formats, delayed disbursements, and no consolidated view of portfolio performance. This tool answers four questions every donor needs answered at a glance: - Which projects are absorbing funds effectively? - Where is implementation falling behind schedule? - Which projects carry the highest risk? - Are beneficiary targets being met? --- ## 📁 File Structure ``` ├── suivi_portefeuille_bailleur.xlsx # Main Excel workbook (5 sheets) ├── dashboard_preview.png # Power BI dashboard screenshot ├── dashboard_ngo.pbix # Power BI dashboard file └── README.md # Project documentation ``` --- ## 📋 Excel Workbook — 5 Sheets ### Sheet 1 — Portefeuille Projets The master tracking sheet. 12 projects, 18 columns covering: - Project identification (code, NGO partner, sector) - Financial tracking (total budget, disbursed, actual expenditure, balance) - Absorption rate and budget variance - Physical progress (% completion, beneficiaries reached vs. target) - Calendar (start date, end date, duration) - Status, risk level, and donor rating (★★★★☆) ### Sheet 2 — Suivi Décaissements Disbursement tranche tracking — showing planned vs. actual disbursement dates, delays in days, tranche status (disbursed / pending / suspended), and report validation status. Includes a suspended project (APRETECTRA — accounting irregularities) as a realistic risk scenario. ### Sheet 3 — Indicateurs Résulta …