DashboardEngine 4: Portfolio Performance and Divestiture
D pipelineAccretion Driver
Business Case Validation
Compares board-case promises to realized outcomes and feeds that learning back into the next target score.
Active Work Queue
| Lvl | Deal | Exception / control | Reviewer | Owner | Value | Source | Status |
|---|---|---|---|---|---|---|---|
| Hartwell Packaging | Board case promised $15M annual synergy; only $8.6M is captured and reporting fragmentation masks the variance. | Evan Brooks, CFO | Jonah Patel, PMO | $6.2M | Board Case Archive / ERP actuals / Portfolio rollup | Review | |
| Kestrel Cyber Services | Promise-to-actual is 68%; Improves to 84% after reforecasted synergies. | Evan Brooks, CFO | Priya Shah | $800,000 | Board cases / Business Case Validation / control 1 | Adopt | |
| Atlas Components | ERP actuals refresh changed the business case validation review queue for Atlas Components. | Alicia Morgan, VP Corp Dev | Nina Alvarez, Integration Lead | $4.5M | ERP actuals / Business Case Validation / control 2 | Remediate | |
| Meridian Cloud Logistics | Learning compounds per acquirer; reviewer adoption is required before it becomes an operating action. | Priya Shah, Deal Counsel | Nina Alvarez | $1.2M | Portfolio outcomes / Business Case Validation / control 3 | Board pack | |
| Verity Payments | Board pre-read depends on the current business case validation control passing owner review. | Evan Brooks, CFO | Jonah Patel, PMO | $750,000 | Board cases / Business Case Validation / control 4 | Monitor |
Controls and Guardrails
Pipeline type
Deterministic math; no LLM arithmetic
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