Dashboard Overview

The dashboard has two main views, accessible via a toggle in the top navigation:

• Performance -- The primary view showing your Health Score, financial metrics, OKRs, and risk indicators.
• Strategy -- The Network Map and scenario analysis tools (Strategic tier required). The Strategy button is visible to all users, but non-Strategic tiers see an upsell prompt when clicked. For a detailed guide to the Strategy View, Network Map, and Scenario Analysis, see Strategy View & Scenario Analysis.

Dashboard Header

The dashboard header is a white card at the top of the page containing two sections:

Company Name (left side)

• Company Name -- Displayed as a prominent bold heading in RWRD brand teal. Admins can click the name to edit it inline.

Action Buttons (right side)

• Last Published -- A small date label (e.g., "Last published: Feb 21, 2026") shown to the left of the action buttons, so Admins always know what data Viewers currently have access to. Shows "Not yet published" if no snapshots exist.
• Strategic Context -- (Admin only) Opens the Strategic Context editor to define your organization's strategic direction, which enriches AI insights and recommendations.
• History -- (Admin only, visible when publish history exists) Opens the Publish History Sidebar showing all past snapshots with health score trends.
• AI Report -- Opens the AI Report modal to generate or view Performance Intelligence Reports.
• Publish -- (Admin only) Creates a frozen snapshot of the current dashboard state for Viewers to access, with optional email notifications and Performance Report generation.

Company Context Strip

Below the header, a subtle strip displays metadata about your company setup:

• Industry badge -- e.g., "Technology," "Energy," "Healthcare"
• Currency code -- e.g., "USD," "ZAR," "SGD"
• Accounting standard -- e.g., "US GAAP," "IFRS" (when detected)
• Data sources -- e.g., "Sources: SEC EDGAR, PDF Upload"
• Analysis badge -- "AI-Analyzed" (green, when full AI analysis was used) or "Template Analysis" (amber, when the AI was unavailable and template data was used)

If the AI analysis was degraded during setup, a dismissible amber warning banner appears below the context strip explaining that risk data may be template-based.

Health Score Gauge

The Health Score is a semicircular gauge displaying a weighted composite score from 0 to 100. It aggregates performance across four dimensions:

Dimension	What It Measures
OKR	Key result progress vs targets
Financial	Financial metric actuals vs targets
Risk	KRI values vs thresholds
Freshness	How recently each metric has been updated based on its update schedule

How the score works:

• Each tracked item contributes to its dimension based on its RAG status (green, yellow, or red).
• The dimension score is the weighted average of its item scores, scaled to 0-100.
• Dimensions with no tracked items are excluded, and their weight is redistributed proportionally to active dimensions.
• The final score is the weighted average of all active dimensions.

Gauge zones:

Zone	Label
Green	On Track
Yellow	At Risk
Red	Critical

Below the gauge, a dimensional breakdown shows four mini progress bars (OKR, Financial, Risk, Freshness) with individual scores. A dash ("--") appears for any dimension with no tracked data.

Click the About button on the Health Score card to see a detailed explanation of the calculation. Admins can also access Settings directly from this panel to adjust per-metric scoring thresholds.

Important: The overall Health Score gauge thresholds (67 for green, 34 for yellow) are fixed and separate from the per-metric scoring thresholds. The gauge thresholds determine when the overall health score is labeled "On Track" vs "At Risk" vs "Critical." The per-metric thresholds (adjustable in Settings) determine when an individual metric is colored green, yellow, or red.

Priority Actions Card

The Priority Actions card sits next to the Health Score and surfaces the top 5 items across your entire dashboard that need immediate attention.

How items are selected and ranked:

1. Risk KRIs in critical status (highest priority) -- Risks where one or more confirmed KRIs are in the red zone, showing the count (e.g., "2/3 KRIs critical").
2. Financial metrics significantly below target -- Metrics with confirmed targets and current-period data that are in the red or yellow zone, showing the percentage variance from target.
3. Off-track Key Results -- OKR key results with confirmed targets that are in the red or yellow zone, showing the completion percentage.

Within these categories, items are sorted:

• Red status items appear before yellow status items.
• Within the same status, the type priority is: Risk first, then Financial, then OKR.
• Items with high cross-domain impact are prioritized within their tier.

Each item displays:

• A status dot (red or yellow)
• The item name
• Context (e.g., "2/3 KRIs critical," "-15% vs target," "42% complete")
• A type badge (Risk, Financial, or OKR)

Items that have high cross-domain impact (meaning their failure could cascade to many connected metrics) are annotated with a purple hexagon symbol and the word "systemic" in their context line.

When no items need attention, the card shows "All systems healthy." An Ask AI for analysis button at the bottom opens the AI chat with a pre-filled prompt about your priority items.

Baseline Mode vs Active Mode

When you first complete onboarding using the AI path, your financial metrics arrive in baseline mode. This means:

• Metric values extracted from your SEC filing or uploaded document are stored as baseline values (historical reference data from the most recent fiscal year).
• Current values start empty -- you have not yet entered any real-time data.
• No metrics have current-period data yet.

What baseline mode looks like:

The dashboard adapts its display to avoid showing misleading information:

• Health Score -- Shows "Awaiting your data" with a gray placeholder instead of a potentially misleading score.
• Priority Actions -- Shows "No actions yet" instead of false alarms based on unconfirmed targets.
• Alert Pills -- Replaced with a single teal guidance pill: "Scroll down to activate your metrics and start tracking."
• Financial metric cards -- Appear with gray styling, "Baseline" labels, a muted appearance, and a "Click to update" call-to-action.
• OKR section -- Shows a compact empty state since no objectives exist yet.
• Risk KRI cards -- AI-suggested KRIs appear with gray borders, an amber "Set value" pill, and "AI Suggested" labels for their values.

Transitioning to active mode:

The dashboard transitions from baseline to active mode when more than 50% of your financial metrics have current-period data. This threshold ensures the dashboard does not flip prematurely based on a single metric update.

To transition:

1. Set your reporting period (the Financial section prompts you with a period/year selector).
2. Click individual metric cards and enter current values. Each save activates that metric for tracking.
3. Once more than half your visible metrics have current data, the Health Score gauge activates, Priority Actions populate, and alert pills show real counts.

For KRIs, the transition is per-item: each KRI starts inactive and becomes active when you click it, review the thresholds, and save a value.

Alert Pills

In active mode, the dashboard header displays up to four clickable alert pills:

Pill	What It Shows	Color Logic
Metrics need attention	Count of financial metrics in red/yellow status	Amber when count > 0, green when 0
Risks elevated	Count of risks with red/yellow KRIs	Amber when count > 0, green when 0
KRs off track	Count of key results in red/yellow status	Red when count > 0, green when 0
Updates due	Count of metrics overdue + due soon for update	Red when overdue > 0, amber when due soon > 0, green when 0

The "Updates due" pill is only visible to users who can edit data (Admins and Contributors).

Clicking any alert pill opens a detail panel showing the specific items that contribute to that count, allowing you to quickly navigate to and address the issues.

Where to Track KPIs

Every type of KPI fits naturally into one of the dashboard's three sections:

KPI Type	Where to Track It	Examples
Financial KPIs	Financial Metrics	Revenue, margins, ARR, burn rate, cash flow
Strategic & outcome KPIs	OKR Key Results	NPS target, market share goal, product milestones
Operational & risk KPIs	Key Risk Indicators	Uptime %, churn rate, turnover rate, mean time to resolution

When a KPI could fit multiple places, choose based on how your team uses it: if you are driving toward a quarterly target, make it a Key Result; if you are monitoring a threshold that signals risk, make it a KRI. The Health Score aggregates across all three sections, so placement does not affect your overall score.