Dashboard
The Dashboard is the first screen you see after logging in — your home base for monitoring portfolio health and taking action.
Welcome Hero and Onboarding Checklist
New users see a Welcome Hero panel with an onboarding checklist guiding them through initial setup:
- Create your first service
- Set up an engagement
- Assign templates
- Run your first check-in
Each step links directly to the relevant page. Once all steps are complete (or dismissed), the hero panel hides and the full dashboard takes over.
Quick Stats
Three key numbers across the top of the dashboard:
| Stat | Description |
|---|---|
| Active Services | Total services your organisation is currently managing |
| Due This Week | Number of check-ins that should be completed this week |
| Overdue | Check-ins that are past due and need attention |
These stats update in real time as you work.
Dashboard Cards
Attention Required
The most actionable card on the dashboard. Shows items that need your attention right now:
- Overdue check-ins
- Engagements with declining health
- Recent SLA breaches
- Upcoming contract renewals
Each item links directly to the relevant engagement or action.
Portfolio Health
A summary card showing the overall health score (0-100) for your entire portfolio, with sub-scores for Finance, Performance, and Capacity domains. The RAG indicator (Green/Amber/Red) gives an instant visual read on portfolio status.
Workspace Launchers
Quick-access tiles for the main workspaces:
- Operations — Check-ins and engagement management
- Decisions — Governance cases and scenarios
- Intelligence — Executive summaries
- Strategy — OKRs and cockpit
AI Insights
AI-generated observations about your portfolio — trends, anomalies, or recommended actions. Each insight links to the relevant engagement or capability for follow-up.
Quick Actions
One-click buttons for the most common tasks:
- Start a new check-in
- Log a governance decision
- View your latest executive summaries