Reading Your Dashboard
Pulse is your home screen. It surfaces what needs you today across services and engagements.
What you see
| Section | What it shows |
|---|---|
| Top stats | Active services, check-ins due this week, overdue check-ins. |
| Brief | A short write-up of changes since you last logged in. |
| Signals | Detected risks ranked by severity. Click Respond to start a Response. |
| Attention | Engagements with overdue check-ins, missed SLA terms, or falling health. |
| Portfolio health | Score per portfolio with a finance, performance, and capacity breakdown. |
| Quick actions | Start a check-in, open a Decision Case, view a report. |
Health scores
Health runs from 0 (critical) to 100 (excellent). It blends:
- Plan versus actual variance.
- Data freshness (recent check-ins lift the score, stale data drags it down).
- Trend direction.
- Coverage of items that have actuals entered.
The overall score has three sub-scores: finance, performance, capacity. Click into any sub-score to see which items move it.
Recommended next moves
- Invite an operator and assign the next check-in.
- Create a second engagement to compare side by side in Portfolio: Compare.
- Try a Scenario for a pricing or staffing change.
- Generate an Executive Summary for stakeholders.
- Connect Claude or Cursor through MCP.