DashboardEngine 4: Portfolio Performance and Divestiture
D+N pipeline
Board Reporting Standardization
Standardizes the way Corp Dev, finance, counsel, and PMO tell the acquisition story to the board.
Active Work Queue
| Lvl | Deal | Exception / control | Reviewer | Owner | Value | Source | Status |
|---|---|---|---|---|---|---|---|
| Atlas Components | Board pack readiness is 74%; 3 sections need owner adoption. | Evan Brooks, CFO | Marcus Lee | $6.7M | Board case / Board Reporting / control 1 | Remediate | |
| Meridian Cloud Logistics | Adopted findings refresh changed the board reporting review queue for Meridian Cloud Logistics. | Alicia Morgan, VP Corp Dev | Nina Alvarez, Integration Lead | $1.6M | Adopted findings / Board Reporting / control 2 | Board pack | |
| Verity Payments | Prior board claims stay visible; reviewer adoption is required before it becomes an operating action. | Priya Shah, Deal Counsel | Alicia Morgan | $750,000 | Portfolio rollup / Board Reporting / control 3 | Monitor | |
| Hartwell Packaging | Remediation plan for June board packet depends on the current board reporting control passing owner review. | Evan Brooks, CFO | Jonah Patel, PMO | $1.2M | Board case / Board Reporting / control 4 | Review | |
| Kestrel Cyber Services | Board pack readiness is 74%; 3 sections need owner adoption. | Alicia Morgan, VP Corp Dev | Priya Shah | $750,000 | Adopted findings / Board Reporting / control 5 | Adopt |
Controls and Guardrails
Pipeline type
Deterministic math with narrative polish
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