Portfolio Health overview

The Portfolio Health overview serves as the single-entry hub for portfolio oversight, enabling efficient monitoring, navigation, and decision-making for all Ongoing Trials.

You can use the Portfolio Health overview to view the overall health of all the Ongoing Trials you have access to. This facilitates efficient oversight and management of a customer's clinical trial portfolio, enabling stakeholders to navigate and respond to changing circumstances effectively.

The Portfolio Health overview displays key performance indicators (KPIs), a health summary, an alerts list, and trial data in graph format that together provide:

• Portfolio-level visibility, unified analytics and insights, and seamless navigation across studies and source applications.
• Consolidated cross-study information and direct access to trial-level and application-level resources.
• Summary data of the overall health of the trials in the portfolio.

The centralized Portfolio Health overview serves as your Home page that opens by default when you sign into Life Sciences AI Agents.

• Portfolio health key performance indicators (KPIs)
  The portfolio health key performance indicators (KPIs) provide standardized metrics that measure study performance consistency across a customer's portfolio for the past 90 days to identify areas of operational risk.
• Portfolio health summary
  The portfolio health summary provides an AI-generated text summary of all Ongoing Trials in a customer's portfolio. The summary highlights top risks, study-level callouts with direct (deep) links, and cross-portfolio trends impacting efficiency and quality.
• Portfolio alerts
  The portfolio alerts provide an AI-generated list of the highest priority alerts (for example, insights and recommendations) for all Ongoing Trials in a customer's portfolio.
• Portfolio health graphs
  The portfolio health graphs display data for all Ongoing Trials in the portfolio in multiple selectable views, including Trials by Status, Trials by Phase, Trials by Therapeutic Area, and Enrollment by Region. Each graph format includes a timestamp. Hovering over the graphs displays statistic details.