View the portfolio key performance indicators

As a user with access to all trials, you can view the key performance indicators (KPIs) that measure study performance consistency across all active ongoing trials in the portfolio for the past 90 days to identify areas of operational risk.

The portfolio KPIs appear across the top of the page below the title and can include Needs Attention, Active Trials, Site Activation, Enrollment vs Plan, Data Entry, Deviation Rate, SAE Rate, TMF Completeness, and Trials on Track. The KPIs are refreshed every 24 hours at 2 am UTC and are only calculated and shown in the Portfolio Health overview if there is enough data for each.

Note:

You can hover over any KPI to see details about how its value was calculated, including the minimum and maximum values, the number of trials used, and the calculation date.

To view the portfolio KPIs for all ongoing trials:

1. Open the Portfolio Health overview. The portfolio KPIs appear at the top of the overview below the page title and are highlighted in the following example:
   
   

   

   
   

   Ongoing Trials Portfolio - Key Performance Indicator (KPI)	Description
   Needs Attention	Count of trials with active alerts (insights). The count depends on the number of active alerts.
   Active Trials	Number of active trials users have access to in Life Sciences AI Agents.
   Site Activation	Percent of activated sites that have met their activation target dates. This metric is a measure of start-up efficiency. A high variance signals bottlenecks.
   Enrollment vs Plan	Actual enrollment divided by the planned enrollment (uses the enrollment forecast). This metric shows if the portfolio is meeting recruitment goals.
   Data Entry	Percentage of expected CRFs completed (regardless of query status). This metric serves as an early warning of operational lag. Low data entry completeness correlates to monitoring backlog and slow data entry timeliness.
   Deviation Rate	Number of protocol deviations reported per 100 subjects across the portfolio or a subset of trials. This metric represents the universal compliance indicator.
   SAE Rate	Serious adverse event rate per 100 subjects enrolled. This is a key portfolio safety metric that normalizes by exposure (compares safety risks across different studies).
   TMF Completeness	Percentage of expected documents collected. This metric provides leadership a sense of inspection readiness across the portfolio.
   Trials on Track	Percentage of trials hitting enrollment targets within ±10% of plan. This executive indicator shows the percentage of studies that are progressing as planned.
   Dropout Rate	Percentage of enrolled subjects that have dropped out or were terminated early. Appears only if you are not using a supported source application.
   Data Entry Timeliness	Average number of days from subject visit dates to when the data is entered into eCRFs in EDC systems. This metric provides an early warning signal for downstream delays in cleaning, reporting, and analysis. Appears only if you are not using a supported source application.