Role guide
Executives And Analysts
Consume governed dashboards, reports, and snapshots without taking operational write actions.
Responsibilities
- Review organization performance, forecast posture, and commercial health.
- Use published reports and approved exports instead of editing operational queues.
- Escalate exceptions to managers or administrators when action is required.
Approval boundaries
- Executive views are typically read-only and depend on explicit analytics visibility.
- Published numbers remain scoped to the selected organization or approved enterprise grant.
- Operational exceptions still close in the source modules, not from summary views.
Where to start
These modules usually provide the first durable context for this role.
Dashboard
The top-level operational overview. It surfaces the next place to work, urgent exceptions, and high-level performance context when the active runtime supports managed analytics.
Analytics
Governed dashboards, review workbench, reports, feedback review, commercial cockpit, and analytics question review. It is the main analysis family for performance and approval evidence.
Targets And Forecasts
Manage cycles, targets, forecasts, reconciliation, incentive review, route-coverage posture, and workforce continuity approvals.
Commercial Operations
Manage initiatives, opportunities, actions, and objectives from one governed commercial workspace with HCP, institution, product, planning, and event context.
Products
Review the governed product catalog, source freshness, mapping readiness, inventory snapshots, and portfolio context by organization.