Role-Aware and Executive Overview
Overview
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Navigation: Home → Overview
Primary audience: all users; content adapts to role and authorization
Purpose
Overview is the user's cross-business decision dashboard. It summarizes material changes in meetings, findings, actions, project execution, commercial activity, customer relationships, and authorized alerts so the user can decide where to investigate or intervene.
Scope controls
Period sets the reporting window. Client, Project, and Business Area narrow the authorized portfolio. Export creates a governed summary using the active filters. The processing timestamp states the latest included data.
Headline indicators
| Indicator | Meaning |
|---|---|
| Meetings analyzed | Eligible meetings processed during the period, including internal and customer conversations |
| Findings requiring review | Detected facts or signals awaiting the appropriate human decision |
| Open actions | Active assigned or governed follow-up within the selected scope |
| Relationship & trust | Evidence-based portfolio indicator with movement; it is not sentiment or emotion detection |
| Critical alerts | Highest-impact authorized items requiring immediate attention |
Each value shows movement from the prior comparable period where meaningful.
Main content
Recent automatic findings lists domain, evidence-backed statement, linked business object, time, severity, confidence, source count, and review state. Selecting a row opens its evidence panel.
Evidence displays the literal excerpt or document clause, source identity, timestamp or section, and other corroborating sources. It prevents a dashboard score or classification from becoming detached from its basis.
The lower panels summarize Project execution, Commercial opportunities, Relationship trend, and Priority actions. They expose the leading KPI, movement, exceptions, and a direct route to the relevant specialist screen.
Actions
- Open a finding or its evidence.
- Continue to all findings, project execution, commercial intelligence, relationship and trust, or actions while preserving compatible filters.
- Assign or review an item when the user's role permits it.
- Export the current role-aware brief.
Recommended procedure
Start with critical alerts and overdue actions, then review material changes rather than static totals. Open the evidence behind an important finding before escalating it. Continue to the domain screen for analysis and lifecycle management.
Interpretation and states
Overview prioritizes exceptions; it is not a complete register. Counts are permission-filtered before aggregation. Restricted ethics information never appears unless the user has explicit access. Stale or partially processed data is labelled with its last refresh and affected source.
Related screens
All Findings, Project Portfolio, Commercial Overview, Relationship Overview, and Actions.