portfolio-monthly-roundup

Automate monthly portfolio KPI aggregation by reading from portfolio.config.json and per-project master.xlsx files. The process validates inputs using JSON Schemas and outputs a comprehensive monthly report with READ-ONLY access to your source data.

Reporting EditorialOverrides for an SEO project portfolio involves surfacing and aggregating per-project override data during the monthly roll-up. This provides detailed insights into individual project performance alongside the overall portfolio KPI metrics.

Yes, you need per-project master.xlsx files and a portfolio.config.json file to generate the monthly portfolio report. These input files are required to accurately aggregate KPIs and produce the comprehensive monthly output.

Yes, you can aggregate project KPIs without modifying your input Excel files. The reporting process ensures strictly READ-ONLY access to all master.xlsx files, preventing any accidental modifications to your source data during the monthly roll-up.

JSON Schema validation for monthly portfolio reporting works by verifying the structure of portfolio.config.json and per-project data before aggregation. This ensures consistent, accurate KPI roll-ups and prevents processing errors from malformed input files.