Governance Hub Dashboard

The Governance Hub is the main landing page after login. It provides a real-time, role-aware overview of your audit program with key metrics, AI insights, and quick-action shortcuts.

Dashboard Widgets

Widget	Description	Data Source
Engagement Status	Active engagements by status (Draft/Planned/Fieldwork/etc.)	Engagement table
Findings Overview	Open findings by severity with trend indicators	Finding table
Remediation Progress	Action plan completion rates, overdue counts	ActionPlan table
KRI Health	Green/Amber/Red status of published KRIs	KRI + Alert tables
Coverage Map	Universe items audited vs. total	AuditUniverseItem table
AI Insights	AI-generated recommendations and observations	AIInsight table
Recent Activity	Latest actions by your team	AuditLogEvent table
Upcoming Deadlines	Milestones and due dates approaching	Phase, Milestone tables

Role-Aware Display

The dashboard adapts based on your role:

Role	View Focus
CAE	Full portfolio view — all engagements, strategic metrics, board readiness
Manager	Team performance — engagement progress, review queue, assignments
Auditor	My work — assigned workpapers, pending tasks, deadlines
QA	Quality metrics — review completion rates, QA scores
Leadership	Executive view — high-level metrics and trends only

AI Insights Widget

The AI generates insights by analyzing:

• Warnings — potential issues requiring attention
• Improvements — optimization suggestions
• Successes — positive trends and achievements

Each insight includes:

• Title and description
• Confidence score (%)
• Optional action link
• Dismissible after review

Customization

Users can customize their dashboard in Settings → Dashboard Preferences:

• Show/hide specific widgets
• Reorder widget layout
• Set default date range filters
• Choose compact or expanded views

Related

• Dashboard Builder — create custom dashboards
• Portfolio Analytics — advanced analytics views
• Executive Dashboard — executive-level overview