Reading Your Dashboard

The Dashboard Overview

What You See on First Login

The dashboard is your home screen. It provides a high-level view of everything that needs your attention across all your services and engagements.

Quick Stats: Active Services, Due This Week, Overdue

At the top, quick stat cards show: how many services are active, how many check-ins are due this week, and how many are overdue. These numbers update as you and your team complete check-ins.

Dashboard Sections

Attention Required — Overdue and Upcoming Items

The Attention Required section lists engagements that need action: overdue check-ins, recently breached SLAs, or engagements with deteriorating health scores. Items are sorted by urgency.

Portfolio Health — Overall Score and Domain Breakdowns

If you’ve organised services into portfolios, the portfolio health section shows aggregate health scores. Each portfolio displays its overall score (0-100) and breakdowns by finance, performance, and capacity domains.

Workspace Launchers — Jump to Operations, Decisions, Strategy

Quick-access cards let you jump directly to the three core workspaces:

• Operations — Manage engagements and check-ins
• Decisions — View and manage governance cases with scenarios
• Strategy — OKRs, cockpit, and AI initiatives

AI Insights — Recommendations Based on Your Data

The AI Insights section surfaces observations and recommendations generated from your data: margin trends, capacity warnings, anomaly detection, and suggested actions.

Quick Actions — New Check-in, Log Decision, View Summaries

Shortcut buttons for the most common tasks: start a new check-in, create a governance decision, or view recent executive summaries.

Understanding Health Scores

What 0-100 Means

Health scores range from 0 (critical) to 100 (excellent). They aggregate multiple factors including plan-vs-actual variance, data freshness, trend direction, and coverage (how many items have data entered).

Finance, Performance, Capacity Sub-Scores

The overall health score is composed of three sub-scores — one per data domain. Each sub-score weighs the variance and RAG status of items in that domain. You can drill into any sub-score to see which specific items are driving it up or down.

Data Freshness and Service Coverage

Health scores also factor in recency: an engagement with stale data (no check-in for 2+ months) will see its score decay. Service coverage measures what percentage of your services have active engagements with current data.

What to Do Next

Recommended Workflows for Week 1

After your first check-in and dashboard review:

1. Invite at least one team member — Delegate check-in duties to operators
2. Set up a second engagement — Compare two engagements side by side
3. Explore scenarios — Model a pricing change or staffing adjustment (see Scenario Intelligence guide)
4. Generate an executive summary — Create a stakeholder-ready report from your data (see Executive Summaries guide)
5. Connect an AI tool via MCP — Query your data from Claude, Cursor, or VS Code (see MCP & Integrations)