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 |
|---|---|---|---|---|---|---|---|
| Verity Payments | Portfolio view is 5 deals; All active acquisitions in one view. | Evan Brooks, CFO | Alicia Morgan | $1.1M | Deal archive / Portfolio Dashboard / control 1 | Monitor | |
| Hartwell Packaging | Synergy tracker refresh changed the portfolio dashboard review queue for Hartwell Packaging. | Alicia Morgan, VP Corp Dev | Nina Alvarez, Integration Lead | $2.1M | Synergy tracker / Portfolio Dashboard / control 2 | Review | |
| Kestrel Cyber Services | Rollups use approved deterministic fields; reviewer adoption is required before it becomes an operating action. | Priya Shah, Deal Counsel | Priya Shah | $750,000 | Integration tracker / Portfolio Dashboard / control 3 | Adopt | |
| Atlas Components | Counsel adoption and pricing committee depends on the current portfolio dashboard control passing owner review. | Evan Brooks, CFO | Jonah Patel, PMO | $2.7M | Deal archive / Portfolio Dashboard / control 4 | Remediate | |
| Meridian Cloud Logistics | Portfolio view is 5 deals; All active acquisitions in one view. | Alicia Morgan, VP Corp Dev | Nina Alvarez | $800,000 | Synergy tracker / Portfolio Dashboard / control 5 | Board pack |
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