Reading the Portfolio Dashboard
The dashboard is your home base in DigitalCore — a personalised view of what needs attention, portfolio health, and quick actions.
Navigating to the Dashboard
What Shows by Default
The dashboard is the first screen after login. It shows a personalised greeting, quick stats, attention items, portfolio health, and workspace launchers.
Personalised Greeting and Quick Stats
The top section shows your name, role, and key metrics: number of active services, check-ins due this week, and overdue items.
Attention Required
Overdue Items — What Needs Immediate Action
Overdue items include past-due check-ins, unresolved SLA breaches, and engagements with declining health scores. Each item links directly to the relevant engagement or action.
Upcoming Items — What’s Coming Soon
Upcoming items show check-ins due this week, approaching contract renewals, and scheduled milestones. This helps you plan your workload.
Portfolio Health
Overall Score (0-100)
The portfolio health card shows an aggregated health score across all your services and engagements. The score combines finance, performance, and capacity health.
Domain Sub-Scores
Below the overall score, see the breakdown by domain: Finance health, Performance health, Capacity health. Identify which domain is dragging the score down.
Number of Services Reporting
See how many of your services have recent data. Services without recent check-ins may need attention — their health scores may be stale.
AI Insights
AI-Generated Recommendations
The dashboard may show AI-generated insights highlighting trends, anomalies, or recommended actions across your portfolio.
Acting on Insights
Each insight links to the relevant engagement or capability. Click through to take action — run a check-in, create a scenario, or generate a summary.
Quick Actions
New Check-in, Log Decision, View Summaries
Quick action buttons provide one-click access to common tasks. Start a new check-in, create a governance case, or navigate to your latest executive summaries.