DashboardEngine 4: Portfolio Performance and Divestiture
D pipeline
Cross-Acquisition Portfolio Dashboard
Rolls every acquisition into one board-ready view of value captured, unresolved findings, and integration health.
Active Work Queue
| Lvl | Deal | Exception / control | Reviewer | Owner | Value | Source | Status |
|---|---|---|---|---|---|---|---|
| Kestrel Cyber Services | Portfolio view is 5 deals; All active acquisitions in one view. | Evan Brooks, CFO | Priya Shah | $800,000 | Deal archive / Portfolio Dashboard / control 1 | Adopt | |
| Atlas Components | Synergy tracker refresh changed the portfolio dashboard review queue for Atlas Components. | Alicia Morgan, VP Corp Dev | Nina Alvarez, Integration Lead | $4.5M | Synergy tracker / Portfolio Dashboard / control 2 | Remediate | |
| Meridian Cloud Logistics | Rollups use approved deterministic fields; reviewer adoption is required before it becomes an operating action. | Priya Shah, Deal Counsel | Nina Alvarez | $1.2M | Integration tracker / Portfolio Dashboard / control 3 | Board pack | |
| Verity Payments | Board pre-read depends on the current portfolio dashboard control passing owner review. | Evan Brooks, CFO | Jonah Patel, PMO | $750,000 | Deal archive / Portfolio Dashboard / control 4 | Monitor | |
| Hartwell Packaging | Portfolio view is 5 deals; All active acquisitions in one view. | Alicia Morgan, VP Corp Dev | Jonah Patel | $1.0M | Synergy tracker / Portfolio Dashboard / control 5 | Review |
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