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.

The portfolio health summary provides executives, study managers, or clinical operations leads with access to all trials a consolidated view of the portfolio health by surfacing the most critical risks, trends, and study-level callouts.

The portfolio health summary appears below the KPIs on the centralized Portfolio Health Overview page.

Note:

The portfolio health summary appears on the Portfolio Health overview page only if you have access to all trials.