Dashboard Portfolio

Integrated Dashboards for the Way Leaders Actually Run the Business.

A modular performance intelligence portfolio that connects daily management, patient-first priorities, strategy and innovation, quality review, operational performance, and company-wide KPI culture into one standard model.

See the CascadeExplore KPI Governance

Portfolio Principles

The dashboard portfolio preserves the sections that make the model different.

The Actionable Insights is built around more than functional scorecards. It includes dedicated Patient First visibility, Customer Satisfaction, Goals and Initiatives progress, Quality Management Review visibility every day, drillable KPI detail, curated KPI libraries, and a standard model that can travel across every pillar.

Patient First

Patient and customer outcomes are not buried in the model — they are explicit and visible.

Strategy Visible to Everyone

Goals, initiatives, and innovation progress are part of the dashboard environment, not separate slide decks.

Daily Management Cascade

Tier 1 through Tier 3 reviews connect frontline execution to site-level visibility.

One Standard Model

Every pillar uses a consistent structure, KPI library, threshold logic, and drill-through pattern.

The Daily Management Cascade

Tier 1 to Tier 2 to Tier 3: One Connected System

Tier 1 answers a simple daily question: did we complete everything On Time and Right First Time yesterday, and do we have everything we need for today? Each Suite/Area gets its own live status — open issues, alerts, alarms, and a weighted PSQDCI index. Escalations flow automatically up through Tier 2 (Department/Area rollup) into Tier 3 — no separate reporting, no lag, no paper on the wall. Each pillar circle on Tier 3 is a weighted performance index built directly from the Tier 1 and Tier 2 measures feeding it, drillable to trends and root cause.

Leader Standard Work, finally connected

The shift-change report is built as a Power App that feeds directly into Power BI — so the hand-off leaders already run every shift becomes live Tier data the moment it’s entered. No more Word, Excel, or email shift reports sitting disconnected from the Tier construct. Captured once at the source, it rolls straight up the Tier 1 → Tier 2 → Tier 3 cascade in real time — the standard work and the dashboard are the same act, not two.

Tier 1 Manufacturing Area Status - SUITE-01 live dashboard with People, Safety, Quality, Delivery, Cost pillar ratings, weighted index 2.15 of 4.00, critical scheduled activities, issues requiring action, and alerts and alarms

Tier 1: Manufacturing Area Status — SUITE-01, weighted index 2.15/4.00 (Meets), live critical activities, issues & alarms.

→ via Tier 2
Department Rollup
Tier 3 Site Scorecard - live dashboard with People, Safety, Quality, Financial, Innovation, Site Service and Engineering, Operations Execution, and Customer status, weighted performance index with drilldown

Tier 3: Site Scorecard — weighted performance index per pillar, drillable to trends and root cause. Customer status: Meets.

Patient First

The Patient Is at the Center of Every Measure.

Look back at the Tier 3 Site Scorecard: Customer sits at the hub of the pinwheel, with People, Safety, Quality, Delivery, Financial and Innovation arranged around it. That placement is deliberate — every pillar exists to enable patient outcomes. The KPIs aren’t the goal; the patient is, and the measures are how we prove we’re serving them.

And the model doesn’t stop at the index. A dedicated patient-centric view — Active Campaigns — drills from “Customer: Meets” into the work itself: each program and candidate mapped to its indication and treatment, organized around the patient by body system. Leadership can see, at a glance, exactly which therapies are in flight and what condition each one addresses.

Active Campaigns — patient-centric drilldown mapping each program and candidate to its indication and treatment by body system
Active Campaigns: every active program (e.g., CL901 NeuroLuma — pediatric motor-coordination; CL742 VisionaryX — hereditary night-blindness; CL721 CardioNova — inherited arrhythmias) tied to its indication and mapped to the patient. Customer-pillar performance, made tangible.

Quality Weighted Performance Scorecard

Your Quality Management Review, Every Day

Most organizations only get this level of visibility during a formal review — where hundreds of hours are consumed compiling data and drafting a slide deck. Not anymore.

Every measure carries a weight and a performance rating, conditional formatting flags what needs attention, and the trend line shows whether the site is moving toward Exceeds or slipping toward Does Not Meet — with a Recover-to-Goal action log one click away.

Quality Scorecard - weighted performance index across Batch Release, CAPA, Complaints, Audit Observations, Document Control, Supplier Quality, Deviations, Training, Change Control, Planned Interval Actions, and Quality Control, with trend chart and Recover to Goal

Quality Scorecard — weighted score 2.81/4.00 (Meets), 11 domains, trend & Recover-to-Goal built in

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This pattern repeats across every pillar. Personnel, Safety, Quality, Delivery, Financial, Innovation, and Client/Customer each get their own weighted performance index scorecard, built the same way. The key measures, weights, and thresholds change to fit what matters for that pillar — but the structure is consistent, so every team reads its scorecard the same way. And because every scorecard carries a trend chart, leadership doesn't just see today's status — they see whether the organization is directionally improving over time, pillar by pillar.

Quality Review, Every Day

Quality Management Review visibility should not wait for the monthly slide deck.

The Quality Weighted Performance Scorecard makes Quality Management Review visibility part of the daily operating cadence — similar to how S&OP, Finance Review, and Operations Review create structured business visibility. Leaders can see weighted quality health, trend movement, aging events, repeat issues, and drillable measures every day, not only when a monthly review is prepared.

Quality KPIs
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Weighted Score
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Trend Direction
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Drill-Down
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Action

Drill Into Any Measure

Every Line in the Index Is a Door — With Its Own Trend.

Each key measure in the Quality Weighted Performance Index is itself drillable to a dedicated performance dashboard, every one carrying its own 12-month trend. The eleven domains feeding the Quality WPI:

Batch ReleaseCAPA ManagementComplaint ManagementAudit ObservationsDocument ControlSupplier QualityDeviation ManagementTraining ManagementChange ControlPlanned Interval ActionsQuality Control

Deviation Management, for example, opens to the DV Performance dashboard below — shown at half size. Scorecard health, severity and department slices, Pareto root-cause, and the rolling trend — the same drill-down exists behind every measure in the index.

DV Performance Summary — scorecard, recurrence, aging, trend
DV scorecard & trend: closed-on-time, overdue, recurrence, aging and time-to-close, with the 12-month recurrence trend.
DV by department and severity
Slice on demand: open by severity (minor / major / critical) and by department-owner across workflow stages.
DV Trends — Pareto, severity mix, by client
Root cause & trending: Pareto by cause category and type, severity mix, and by client / process step — where to act first.

Strategy in the Innovation Dashboard

Goals and initiatives, visible to everyone.

Strategic goals should not live only in a monthly slide deck. In The Actionable Insights, strategy and innovation progress are visible to everyone, every day — so priorities, ownership, and recovery actions stay connected to execution.

Mission, Vision, Goals, and initiatives are the company’s top priorities — so they should be visible across the organization, not trapped inside a once-a-month presentation. This integrated dashboard keeps them visible 24/7, drawing live updates from one source of truth so the same priorities are seen by executives, managers, and frontline teams.

Each strategic pillar then drills down to its deliverables, timing, and status. Click a goal and it expands — objective by objective, quarter by quarter — so “behind but recoverable” is backed by the exact actions, owners, and milestones required to recover.

Goals and Objectives — top-level strategic roadmap
Top level: Vision, Mission and the four strategic pillars with live % complete and on-track / behind status — one glance at how the company is tracking to plan.
Goal pillar drill-down — objectives, quarterly deliverables and status
Drill-down: a pillar expands to its objectives with the quarterly deliverable and status for each — Planned, On Schedule, Complete, Behind/Recoverable, or Late.

Safety / EHS Pillar

The Same Model, Every Pillar.

Take Safety. The weighted EHS index on the left is the headline; the full EHS dashboard on the right is everything behind it — the same scorecard pattern (conditional formatting, trend charts, Recover-to-Goal) that runs on every pillar of PSQDCI + Client/Customer.

In one view, anyone — operator to executive — sees the whole Safety picture: overall performance against every EHS key measure, the trend on each, performance broken out by organization, and the overall weighted EHS index. Where a measure lands Partial Meets or Does Not Meet, the Recover-to-Goal actions are one click away; every measure carries its calculation and weighting on the Info Panel; and AI Insights surface the Key Takeaways — no one builds a deck.

Just as important, the scorecard makes culture visible. It tracks the shift from reactive to preventive safety — rewarding leading behaviors like near-miss reporting, safety observations and on-time CAPA, not just the lagging incident count. And the bottom of the dashboard rolls performance up by organization, so accountability is clear at every level.

EHS Weighted Performance Index scorecard
EHS WPI: TRIR, Days Incident Free, Chemical Compliance, Safety CAPA On-Time %, Workplace Safety, Compliance Risk Score — 2.70/4.00 (Meets, ↑+0.20), each measure showing its weighted score and rating, trended against the WPI bands. The Recover-to-Goal icon Recover-to-Goal icon (bottom-right) opens the recovery actions for any Partial / Does-Not-Meet measure.
Full EHS performance dashboard — reactive to preventive, leading measures, trend, and performance by organization
The full EHS dashboard: the reactive→preventive arc up top, every measure shown against its target, a weighted-performance selection in the trend chart, and a 12-month rolling average by department across the bottom, and — across the bottom — performance by organization. The Info icon opens full KPI details (definition, calculation, and weighting toward the WPI); the Recover-to-Goal icon carries the action plans for any KPI sitting at Partial Meets or Does Not Meet. Key measures, trends, by-department, overall WPI, and AI Key Takeaways — one screen.

The same structure carries to the People pillar — and to every other:

Talent Health dashboard

Talent Health (People)

Engagement, Work-Life Harmony, Recognition, Average Tenure, Retention, Promotion Rate — by department, trended, with the same Recover-to-Goal and Info-Panel definitions behind every measure.

…and Delivery, Financial, Innovation, Client

Every pillar gets its own weighted index, trend, drill-downs, Recover-to-Goal log, definitions and AI takeaways — built the same way, read the same way.

Company-Wide Performance Culture

Did We Have a 5-Star Day?

Walk the operations floor and ask one question: is area performance obvious? In most plants it isn’t — you’d have to find a supervisor, open a report, or wait for the next review. The 5-Star Day board changes that by turning a few flat-panel screens into a daily performance culture system.

Separate from the Tier review cascade, the 5-Star Day Scorecard is a company-wide culture display — built for flat-panel screens throughout the operations area, giving every employee the same simple, visual answer the moment they look up.

Perfect Orders, Days Without Incident, Sustainability, Compliance — each rated in stars you can read from across the room. No login, no drill, no interpretation: five stars is five stars, and a missed star starts a conversation on the spot. Every area sees its own performance, and everyone sees how the site is doing — pulled live from the same measures feeding the Tier scorecards, so the wall and the dashboard never disagree.

★★★★★

It gives every area a simple, visible daily pulse: Are we winning today? Are we on time, right first time, safe, compliant, and serving the customer? The result is broader awareness, faster response, and stronger alignment around customer, employee, and operational performance.

A simple question that builds daily awareness and shared ownership: “Did we have a 5-star day?”

"Let's have a 5-Star Day!"
Operations Site Scorecard - Perfect Orders 99.9%, Days Without Incident 210, Sustainability 88%, Compliance 99.9%, Customer rating

Operations Site Scorecard — designed for office and operations-area flat screens so performance, messages, and priorities stay visible all day.

The Curated KPI Library

Every Measure, Every Pillar — One Click Away.

This is the full library, not a sample. Pick a pillar and every key measure and supporting metric is laid out — each one defined, weighted, sourced and mapped to a threshold (Does Not Meet / Partial / Meets / Exceeds). Quality alone spans eleven weighted domains with their own open/closed, aging and recurrence detail; Financial speaks the same language as the P&L; Client/Customer ties the model back to the end-user.

Personnel

Primary: Engagement Rate (weighted, trended)22 measures across 5 areas

Engagement

  • Engagement Rate75%
  • eNPS Score9
  • Response Rate81%
  • Manager Effectiveness8

Work-Life

  • Work-Life Harmony92%
  • % Overtime3.8%
  • PTO Utilization82%
  • Absenteeism Rate1.49%

Recognition

  • Recognition Rate78%
  • Employees Recognized800
  • Total Recognitions1242
  • Total $ Awarded374K

Tenure & Retention

  • Average Tenure3.9 yr
  • % Above Industry Avg46%
  • Retention Rate92%
  • 6-Mo / 1-Yr / 5-Yr Retention91/81/—
  • Voluntary Turnover4%

Growth

  • Promotion Rate6%
  • Avg Time to Promote22.3 mo
  • Internal Fill Rate26%
  • Training On-Time %vs plan
  • Leadership Bench Strengthsuccession

Safety / EHS

Primary: TRIR (lagging) + leading-behavior index23 measures across 5 areas

Incidents (lagging)

  • TRIR1.5
  • Lost-Time Injury Rate0
  • Days Without Incident210
  • Incidents46
  • Near Misses230

Preventive culture (leading)

  • Safety Concerns18
  • Positive Behaviors37
  • Observation Ratio2.1
  • Safety Suggestions125
  • JHA % On Time20

Compliance

  • Chemical Compliance93%
  • SDS Currency97%
  • Storage Compliance100%
  • Qty Compliance97%

CAPA & Findings

  • Safety CAPA On-Time %100%
  • New / Open / Closed65/43/47
  • Overdue Findings35
  • Avg Days to Close127

Workplace Safety

  • Workplace Safety Score92%
  • 6S Compliance Rate91%
  • JHA Compliance %92%
  • EHS Training OT %93%
  • Compliance Risk Score83%

Quality

Primary: Quality WPI 2.81 / 4.00 (Meets) — 11 weighted domains41 measures across 11 areas

Batch Release

  • Batch Release Score2.10
  • Right-First-Time %RFT
  • On-Time Batch Release %OTR

CAPA Management

  • CAPA Score2.50
  • Total CAPA Openopen
  • Total CAPA Closedclosed
  • On-Time Closure %%
  • CAPA Effectivenessno repeat

Complaint Management

  • Complaint Score2.75
  • Open / Closed#
  • Resolution On-Time %%
  • Recurrence%

Audit Observations

  • Audit Obs Score2.55
  • Open Observations#
  • Major / Minor#
  • Trendopen & trending

Document Control

  • Doc Control Score2.40
  • On-Time %%
  • Overdue Documents#

Supplier Quality

  • Supplier Score2.80
  • Incoming Defects#
  • Supplier Scorecardrating

Deviation (DV) Management

  • DV Score3.65 (Exceeds)
  • DV New / Open / Closed652/48/604
  • % Closed On Time99%
  • % Open Overdue4%
  • Recurrence %10%
  • Open Aging17 d
  • Avg Time to Close17 d
  • Major + Critical %10%

Training Management

  • Training Score3.45 (Exceeds)
  • Compliance %%
  • Overdue Training#

Change Control

  • Change Control Score3.45 (Exceeds)
  • Open / On-Time %#
  • Average Agedays

Planned Interval Actions

  • PIA Score2.80
  • On-Time %%

Quality Control

  • QC Score2.90
  • OOS Rate%
  • Lab On-Time %%

Delivery

Primary: Schedule Adherence / OTIF14 measures across 4 areas

Schedule

  • Schedule Adherence %%
  • On-Time Delivery / OT Batch Release %%
  • MFG Schedule Adherence100%
  • In Full %100%

Order Fulfillment

  • Perfect Order %complete, accurate, on-time
  • Batch Success Rate95%
  • On-Time Batch Release100%

Cycle & Throughput

  • Throughputvs plan
  • Batch Cycle Timestart→release
  • Order-to-Release Cycle Timedays

Capacity & Equipment

  • Capacity Utilization %%
  • Equipment Downtime%
  • OEE / OLE%
  • Ready-to-Execute Issuesopen

Financial

Primary: Revenue Performance to Plan15 measures across 3 areas

Revenue & Margin

  • Revenue (vs Plan)$800M / $740M (+9%)
  • Gross Profit Margin84%
  • EBITDA %34%
  • Net Profit Margin31%
  • Contributory Marginby BU

Cost & OPEX

  • OPEX Ratio74%
  • Cost Variance to Budget (OPEX) %%
  • Direct Cost % to Budgetvariance
  • Indirect Cost % to Budgetvariance
  • Cost per Unit / Cost per Batch$

Budget & Productivity

  • Budget Performance to Planactual vs budget
  • Labor Cost as % of Revenue%
  • Maintenance Cost as % of ARV%
  • Cost Recovery / Savings vs Plan$
  • Revenue (Output) per FTE$

Innovation

Primary: Innovation Performance Index 3.0/4.0 (CAPEX 50% + R&D 50%)20 measures across 4 areas

Capital Projects (CAPEX)

  • CAPEX Budget vs Actual Spend±10%
  • % Projects On Budget≥80%
  • % Projects On Schedule≥85%
  • Forecast Accuracy±5%
  • Cost Variance$ vs plan
  • At-Risk Projectscount

Initiatives & R&D

  • Technology Roadmap % On Schedule≥80%
  • OPEX Initiatives % On Schedule≥85%
  • NPV of Roadmap5-yr
  • New Service Introduction Rate/yr
  • Vitality Index% rev <3 yr

Automation & CI

  • Process Improvements Implementedby quarter
  • % of KPIs Automatedvs manual
  • AI / Automation Coverage %%
  • New Capability Deployment Raterate
  • Continuous Improvement Savings$ realized

Strategic Goals (4A–4D)

  • LV Development Cycle Time↓20%
  • Full DP CapabilitiesEtE DS→DP
  • Portfolio Diversification30–40%
  • Closed-System Automationcell therapy

Client / Customer

Primary: Client Net Promoter Score (NPS)10 measures across 3 areas

Loyalty

  • Client NPS↑15%
  • CSAT90%+
  • Client Scorecard RatingMeets or better
  • Customer Retention Rate≥95%

Order Experience

  • % Perfect OrderOTIF + RFT
  • On-Time Delivery / Invoicing %%
  • Order-to-Shipdays

Responsiveness & Growth

  • Complaint Rate & Resolution Timetrended
  • Quote Turnarounddays
  • Account Growth↑ rev/account

The Differentiator

One Standard Model. Mapped to Your Systems.

Pre-AI, a platform like this was next to impossible to develop and deploy. An integrated PSQDCI model meant a dozen specialized programmers — DAX, R, Python, HTML — and years of work, with most attempts dying before they ever reached a screen. With AI assistance, this platform was architected and built in Power BI on industry-standard semantic practice: the FACT / DIM / DAX structure, KPI master file, and formatting standards that enterprise BI teams normally spend years maturing — compressed into weeks.

And because it’s a standard semantic model, not a bespoke build, it’s cross-application by design. The same architecture maps onto your EHS, HRMS, QMS, ERP/MRP, CMMS, MES, CAPEX, EMS and BMS — via API, data lake, or export. You’re not buying a one-off dashboard; you’re deploying a proven model engineered by an architect who has lived these measures for nearly 30 years — one that already scores at the top of every architecture dimension.

Layer 1

🖥️ Visual User Interface

Tier 1 · 2 · 3 ScorecardsWeighted Performance IndexTrend ChartsRecover-to-GoalInfo-Panel DefinitionsAI Key Takeaways
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Layer 2

🧱 Semantic Model — Power BI Development Standards

FACT RecordsDIM TablesDAX MeasuresFormat StandardizationKPI Master FileColors & Info Panels
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Layer 3

🔗 Power BI Mapping Tables

The translation layer — maps the one standard model onto each source system without re-engineering it, via API, data lake, or export.

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Source Systems

🗃️ Your Application Stack

EHSHRMSQMSERP / MRPCMMSMESCAPEXEMSBMS+ more

⚡ AI Accelerates the Build

What a dozen DAX / R / Python / HTML programmers would take years to stand up — 250+ tables, 1,731 measures — AI structures and accelerates in weeks. The architecture is the standard; AI maps it to you.

Architected, not generated — by an operator who knows what each measure has to drive.

Architecture Scorecard

Functional Sophistication9.5 / 10
Enterprise Coverage10 / 10
Model Consistency9.8 / 10
DAX Maintainability9.8 / 10
Scalability Potential10 / 10

Want This for Your Organization?

The model exists. The question is how it maps to your applications, your tiers, and your KPI definitions — and that's exactly what the maturity assessment is for.

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