Portfolio Cockpit — Your Operational Control Center

DigitalCore doesn't rely on scattered modules—it brings everything together into a single, unified interface: the Portfolio Cockpit. This cockpit is your command center for tracking, reviewing, and managing the strategic and tactical health of your services.

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🧭 Where It All Happens: The “Solutions” Tab

Inside the Portfolio Cockpit, the Solutions tab is where operational work happens.

• You'll see a list of your solutions within the selected Portfolio.

• For each solution, DigitalCore presents real-time KPI visuals across four key areas:

  • ✅ Performance

  • ✅ Compliance

  • ✅ Financial (P&L)

  • ✅ Capacity

These visuals are automatically updated as data is fed into the system—either via manual check-ins or bulk CSV uploads.

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📊 What Are You Seeing?

The default view shows a current-year dashboard with monthly KPI progression for each category. Each card (e.g., Compliance, Financial) is interactive:

• Click to drill down into the selected KPI category.

• You’ll enter the Check-In interface, where you can:

  • Create a new yearly plan (if one doesn’t exist yet)

  • Pull in all configured Solution Components

  • Enter or edit month-by-month data

  • View historical values for comparison

🔄 All updates made in the Check-In view immediately refresh your cockpit visuals—no extra steps needed.

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🔧 Managing Components: The Building Blocks

KPI logic is controlled through the Components section, separate from the cockpit.

• Performance & Compliance: Define metrics, thresholds, and scoring logic

• Commercial Terms (P&L): Set up revenue and cost structures

• Balanced Scorecards: Choose from a library of templates and customize weightings

💡 Components are shared across solutions—once defined, they can be reused for consistency and maturity scaling.

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🧠 Strategic Planning with Roadmaps & OKRs

Strategic planning is driven by Objectives and Key Results (OKRs).

• Each Objective can be linked to one or more Key Results

• Key Results are then connected to Roadmap Items, which:

  • Can be tied to Solutions, Portfolios, or Governance Cases

  • Track initiative progress and timeline

  • Bridge the tactical layer (execution) with strategic intent

🧭 This structure creates traceability from outcomes all the way up to long-term strategy.

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🗂️ Governance Cases: Structured Oversight

Governance is handled in its own dedicated section of the platform.

In the Governance Cases area, you can:

• Create and assign cases to people or services

• Link cases to Roadmap Items, Projects, or Portfolios

• Track review decisions and document actions

• Comment and collaborate across teams

Cases are part of a broader project lifecycle, integrated with DigitalCore’s project and portfolio tracking tables (as covered in our earlier discussions).

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🚀 Data Input Options

You can feed data into the cockpit in two ways:

1. Manual Check-Ins via the UI (in the Solution tab → drill-down)

2. Bulk Uploads through the Operations tab, using generated templates based on linked components

Both methods refresh the cockpit dashboard in real time for current-year visibility.

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✅ Summary: What the Portfolio Cockpit Enables