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Dashboards & Reporting

ValuePact provides four levels of dashboards, each designed for a different decision horizon. Use them to monitor portfolio health, track initiative progress, surface blockers, and share insights with stakeholders. Reporting tools let you export, schedule, and distribute dashboards across your organization.

Who this is for

End User Admin Executive

Dashboard philosophy

  • Top-down visibility — Executives see portfolio rollups; teams see project status.
  • Drill-down — Every high-level metric links to the underlying initiatives, drivers, and evidence.
  • Actionable — Risk flags and blockers surface automatically so you can act before value decays.
  • Shareable — Any dashboard view can be exported to PDF or scheduled for recurring delivery.

Dashboard levels

Level Audience Primary use Key metrics
Executive Dashboard C-suite, VP/SVP Portfolio KPIs, strategic health, rollup views Total value, average ROI, realization rate, at-risk count
Portfolio Dashboard Directors, portfolio managers Initiative health, risk flags, resource allocation Health score, risk flags, resource allocation, status distribution
Team Dashboard Project leads, analysts Project status, milestone tracking, blockers Milestone progress, task completion, blocker list
Individual Dashboard Any user My initiatives, my tasks, my approvals Recent activity, pending tasks, approval queue

Reporting workflows

  1. Explore — Open the dashboard that matches your role.
  2. Drill — Click any KPI or initiative card to open the detail view.
  3. Act — Create a task, add a comment, or escalate a blocker directly from the dashboard.
  4. Share — Export a PDF or schedule a report from Exporting & Sharing Reports.

How dashboards connect to workspaces

Executive Dashboard
  └── Portfolio Dashboard
        └── Team Dashboard
              └── Individual Dashboard
                    └── Account Overview
                          ├── Intelligence workspace
                          ├── Value Studio workspace
                          └── Deliverables workspace

Role-based entry points

Start with the Executive Dashboard. Review portfolio KPIs, then drill into the Portfolio Dashboard to inspect at-risk initiatives.

Start with the Portfolio Dashboard. Filter by owner and status, then open the Team Dashboard to manage blockers.

Start with the Individual Dashboard. Check pending tasks and approvals, then open the Team Dashboard to update milestone status.

Permissions required

Role Permission Scope
User View Individual / Team Assigned initiatives
Admin View all dashboards / Configure scheduled reports / Set refresh policies Tenant-wide
Executive View Executive / Portfolio / Export summaries Portfolio

Limits and guardrails

Limit Dashboards refresh every 5 minutes. Limit Scheduled reports are limited to 10 per tenant. Limit Export generation may take up to 60 seconds for large portfolios.

Troubleshooting

Issue: Dashboard shows stale data

Cause: The cache has not refreshed, or the underlying ingestion job is incomplete. Resolution: Wait for the next refresh cycle, or manually reload the page. Check ingestion status in Context Engine → Ingestion Jobs.

Issue: Cannot see Executive Dashboard

Cause: Your user tier is standard and the dashboard requires admin or executive access. Resolution: Ask your admin to upgrade your role in Workspace Settings → Team & Access → Roles.

Issue: Scheduled report did not arrive

Cause: The tenant reached the report limit, or the recipient address is invalid. Resolution: Review scheduled reports in Workspace Settings → Governance → Audit Log and remove inactive schedules.

Escalation path

For dashboard configuration or scheduled report issues, contact your admin or open a support ticket with severity P4.