Business overview
The Business Overview is your org-wide rollup dashboard — the first screen you see when you log in. It pulls live data from every module into one place.
What you'll see
Top KPI cards — at-a-glance counts:
- Portfolios / Programmes / Projects — how many of each you have
- Active Bids — open bids in your pipeline
- Pipeline (Opps) — total weighted opportunity value
- Employees — active headcount
Delivery RAG strip — counts of green/amber/red across Portfolios, Programmes and Projects. The most important single signal of organisational health.
Budget summary — total approved budget and contract value, split by portfolio/programme.
Pulse summary — pipeline value, active bids count, win value.
Tribe summary — headcount + mandatory training completion rate.
Who can see it
By default the Business Overview is visible to Viewers and above — everyone in your org. Adjust via Settings → Permissions if you want to restrict it.
Refreshing the data
The page is server-rendered and recalculates on each visit. There's no manual refresh — load the page to see the latest numbers.
Tip
If your dashboard looks empty, you probably haven't created any projects yet. Start with Create your first project — the Overview lights up as you add data across the org.