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CTMS Module 28 of 29

Executive Dashboard

Portfolio-level KPI dashboard with cross-study analytics and real-time insights.

Module Overview

The Executive Dashboard provides a portfolio-level view of all clinical trials with real-time KPIs, cross-study analytics, enrollment trends, financial metrics, and risk summaries. It aggregates data from all CTMS modules to give executives and sponsors a comprehensive view of trial performance, resource utilization, and portfolio health.

Key Features

Portfolio-level KPI aggregation across all studies
Real-time enrollment, safety, and milestone summaries
Financial overview with budget utilization and variance
Risk heatmap across all studies and sites
Customizable dashboard widgets and filters
Export and sharing capabilities for stakeholder reporting

Workflow & Interface

Explore the module's workflow through interactive interface mockups showing each step of the process.

1

Portfolio Overview

High-level portfolio view showing all active studies with status, enrollment, and key metrics.

medifirm-ctms — module view

Active Studies

12

8 Phase III, 4 Phase II

Total Enrollment

8,420

67% of target

Portfolio Budget

$48.2M

62% utilized

Overall Success Rate

81%

Above 75% target

2

Cross-Study Analytics

Compare performance metrics across studies with enrollment velocity, safety, and quality indicators.

medifirm-ctms — module view
Study A — Enrollment
88%
Study B — Enrollment
72%
Study C — Enrollment
65%
Study D — Enrollment
92%
Study E — Enrollment
45%
Study F — Enrollment
78%
3

Risk & Quality Portfolio View

Portfolio-level risk heatmap and quality metrics aggregated across all studies.

medifirm-ctms — module view
StudyRisk LevelQuality ScoreSafetyMilestone
PROT-2024-001LowA (92%)GreenOn Track
PROT-2024-002MediumB+ (87%)Amber
At Risk
PROT-2024-003LowA (95%)GreenOn Track
PROT-2024-004HighB (78%)Red
Delayed
PROT-2024-005MediumB+ (85%)GreenOn Track

Module Connections

How Executive Dashboard integrates with other CTMS modules in the platform.

Receives fromStudy Management

Study KPIs roll up to portfolio view

View Module
Receives fromMilestone Tracking

Milestone status aggregated across studies

View Module
Receives fromStats Analytics Dashboard

Analytics roll up to executive view

View Module
Receives fromTrial Success Forecast

Success forecasts aggregated at portfolio level

View Module
Receives fromSite Payments

Payment KPIs roll up to portfolio view

View Module
Receives fromDiversity & Inclusion Metrics

Diversity KPIs roll up to portfolio view

View Module
Receives fromVendor Management

Vendor spend rolls up to portfolio view

View Module
Receives fromRecruitment Campaigns

Recruitment KPIs roll up to portfolio view

View Module