Dashboard & Maturity Trend

Dashboard

The Dashboard (/dashboard) gives a portfolio-wide view across every engagement you have access to:

• A Firm Administrator sees every engagement.
• An assessor or reviewer sees only engagements they’re actively assigned to. Being a client_viewer on an engagement does not surface it here.

For each engagement, the dashboard shows:

• Posture score — only shown once the engagement is Finalized or Archived, pulled from that engagement’s frozen score snapshot (an in-progress engagement’s score isn’t final, so it isn’t surfaced as a headline number here).
• Needs attention flag — raised for engagements that have stalled, are missing/showing a low posture score, or have overdue roadmap items, along with the specific reason(s) why.

Use this view to triage which engagements need a check-in without opening each one individually.

Maturity Trend

Open a client’s Maturity Trend page (/clients/:clientId/maturity-trend) to see that client’s IAM maturity plotted across their history of finalized engagements — one point per finalized/archived engagement, each pulling its posture score and per-pillar scores from that engagement’s permanent snapshot.

This is the view to use when a client asks “are we actually improving year over year?” — since every point is a frozen snapshot from the moment that engagement was finalized, the trend reflects genuine progress rather than a live recalculation that could shift retroactively.