DashboardEngine 3: Day-1 Synergy Capture
H pipeline
Semantic Reporting Overlay
Normalizes chart-of-accounts labels and operating metrics so the combined entity can report value consistently.
Active Work Queue
| Lvl | Deal | Exception / control | Reviewer | Owner | Value | Source | Status |
|---|---|---|---|---|---|---|---|
| Atlas Components | Mapped accounts is 86%; Finance review queue open. | Nina Alvarez, Integration Lead | Marcus Lee | $6.7M | ERP export / Reporting Overlay / control 1 | Remediate | |
| Meridian Cloud Logistics | Chart of accounts refresh changed the reporting overlay review queue for Meridian Cloud Logistics. | Jonah Patel, PMO | Nina Alvarez, Integration Lead | $1.6M | Chart of accounts / Reporting Overlay / control 2 | Board pack | |
| Verity Payments | Board reporting uses approved fields only; reviewer adoption is required before it becomes an operating action. | Tara Evans, Revenue Integration | Alicia Morgan | $750,000 | Finance mapping table / Reporting Overlay / control 3 | Monitor | |
| Hartwell Packaging | Remediation plan for June board packet depends on the current reporting overlay control passing owner review. | Nina Alvarez, Integration Lead | Jonah Patel, PMO | $1.2M | ERP export / Reporting Overlay / control 4 | Review | |
| Kestrel Cyber Services | Mapped accounts is 86%; Finance review queue open. | Jonah Patel, PMO | Priya Shah | $750,000 | Chart of accounts / Reporting Overlay / control 5 | Adopt |
Controls and Guardrails
Pipeline type
Hybrid extraction with deterministic core
Human control
Named reviewer and downstream owner required before action
Access scope
Deal and role scoped
Output rule
No auto-send, no price commitment, no board text without adoption