Use Case


The Executive Summary dashboard has been designed to capture critical aspects of the administrative portfolio that drive management decisions. The dashboard consists of two primary tabs, namely, i) Overview tab, and the ii) Study tab.


The Overview tab of the Executive Summary dashboard comprises of three main sections that help assess the overall performance/behavior of all the active clinical trials or studies as covered in the administrative portfolio. These are as follows:


The Portfolio Summary section analyzes the distribution of studies under various clinical perspectives, such as, Therapeutic Area (TA), Indication, CRO, Program/Compound, and so on. 


The Portfolio Performance section analyzes the overall performance of all studies as seen through the lens of the various KPIs/metrics, such as, Enrollment Rate, Site Activation, and so on. 


The Study Details section gathers relevant study-specific insights, as analyzed through various metrics/KPIs score and milestone activity, for each active study in the portfolio.


The collective statistics rendered, through the Study tab of the Executive Summary dashboard, serve as a productive platform to derive key managerial insights and understanding of study performance/behavior for all studies in the administrative portfolio. 


By default, this dashboard will show the statistics for all studies


The Overview tab


The following sections and content are all part of the Overview tab of the Executive Summary dashboard. 


Summary Cards


The following summary cards are visible, just below the dashboard filters. These are:


  • Studies - Total number of studies as registered in the admin user's portfolio.
  • Sites - Total number of sites activated.
  • Enrolled - Total number of subjects enrolled


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Portfolio Summary

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Distribution by TA


The Distribution by TA widget is presented as a donut chart that gives the percentage of studies associated with each therapeutic area.



Different therapeutic areas (TA) are identified as unique segments on the donut chart. Hover over a segment to know the count of studies that are part of a specific therapeutic area.

Scroll down the legend key to see more symbols of therapeutic area.


Distribution by Program/Compound


The Distribution by Program/Compound widget is presented as a donut chart that gives the percentage of studies associated with each program/compound.



Different program/compounds are identified as unique segments on the donut chart. Hover over a segment to know the count of studies that are part of a specific program/compound.

Scroll down the legend key to see more symbols of program/compound.


Distribution by Indication


The Distribution by Indication widget is presented as a donut chart that gives the percentage of studies associated with each indication.




Different indications are identified as unique segments on the donut chart. Hover over a segment to know the count of studies that are part of a specific indication.

Scroll down the legend key to see more symbols of indication.


Distribution by Phase


The Distribution by Phase widget is presented as a donut chart that gives the percentage of studies associated with each phase.




Different phases are identified as unique segments on the donut chart. Hover over a segment to know the count of studies that are part of a specific phase.

Scroll down the legend key to see more symbols of phase.


Distribution by Study Status


The Distribution by Study Status is presented as a vertical bar/column chart that gives the count of studies associated with each status.



Different statuses are identified as unique on the vertical bar/column chart. Hover over a segment to know the count of studies that are part of a specific study status.

Scroll down the legend key to see more symbols of indication.


Distribution by CRO


The Distribution by CRO is presented as a bar chart where each bar/column gives the count of studies associated with that specific CRO.



Different CROs are identified as columns/bars on the bar chart. Hover over any column to know the count of studies that are part of a specific CRO.


Distribution by Study Life Cycle


The Distribution by Study Life Cycle is presented as a bar/column chart where every column/bar gives the percentage of studies associated with each Study Life Cycle.



Different Study Life Cycle's are identified as unique columns/bars on the column/bar chart. Hover over any column to know the count of studies that are part of that Study Life Cycle.


Portfolio Performance 


The Portfolio Performance section classifies studies on the basis of their enrollment and site activation assessment. Each study is placed into a suitable category as based on its respective site activation and enrollment count. The assessment is rendered through three widgets as follows:


  • Site Activation
  • Enrollment Percent
  • Enrollment Rate


Site Activation


The Site Activation widget is presented as a donut chart that gives the count of studies associated with each site activation category based on site activation % values.



Different categories/phases of site activation are identified as unique segments on the donut chart. Hover over a segment to know the count of studies that are part of a specific site activation category.

Hover over the Info symbol, which appears next to the widget title, to understand the range of values falling into a specific category.


Enrollment Percent


The Enrollment Percent widget is presented as a donut chart that gives the percentage of studies associated with each site enrollment percentage category.



Different categories of enrollment percentage are identified as unique segments on the donut chart. Hover over a segment to know the count of studies that are part of a specific enrollment percentage category.

Hover over the Info symbol, which appears next to the widget title, to understand the range of values falling into a specific category.


Enrollment Rate


The Enrollment Rate widget is presented as a donut chart that gives the percentage of studies associated with each site enrollment rate category.




Different categories of enrollment rate are identified as unique segments on the donut chart. Hover over a segment to know the count of studies that are part of a specific enrollment rate category. Enrollment ranges are calculated at the runtime, based on least and highest enrollment rate values.


Study Details


The Study Details widget is presented as a tabular listing that renders itself as a key tool to track and follow every study with quick ease. Study specific details and milestone status are recorded to  assist the user to understand study behavior in a given period of time. 



Study specific details, such as, Indication, Phase, Status, Count of Sites Activated, Total Subject Screened and so on are stated along with the planned and achieved dates of the following milestones, such as, 

  • FPFV - First Patient First Visit
  • LPLV - Last Patient Last Visit
  • LPLD - Last Patient Last Dose
  • DBL - Database Lock
  • CSR - Clinical Study Report
  • FAP -  Final Approved Protocol

Every column can act as a filter, when values are specified, to deliver a more focused result on data. Values specified in multiple columns are combined or clubbed together in an 'AND' operation to deliver records that match the filter criteria.


Click on a study name and you will be directed to the Study tab that will render detailed insights into the specific study. To understand more, click here.


The records contained in the Study Details table can be exported or downloaded to a CSV file for further examination.


Freeze/Un-Freeze & Hide/Un-Hide Columns

Click the Settings icon that appears at the top right corner to freeze/un-freeze, hide/un-hide one or more columns in the Study Details listing. Columns that are marked for 'freeze' appear at the leftmost end of the widget table and remain visible as the user scrolls towards the right. The Study Details listing columns can also be sorted individually. A user with 'Admin' access to the application can click Save Configs to save the UI changes performed on the widget table/listing. The application shall retain the following UI configurations settings for subsequent application logins, even after the user logs out of the application, until these UI configurations are revisited again and modified. These are: 
i) freeze/un-freeze columns 
ii) hide/un-hide columns 
iii) sort column values 

Click Reset Configs to remove or reset any of the UI configuration changes applied through the Settings icon. 
Note: Only an application user with 'Admin' access can save/reset the UI configuration changes, mentioned above, that will be applied at the client account level. An application user with 'Basic' access to the application can apply and see the UI configurations till the session is active or till he/she logs out.



Tips & Features


  • Click on a category in the data legend to add or to eliminate its visibility in the widget chart.
  • Hover over the elements of a widget chart to see more details about that specific segment or column in the widget chart.
  • ‘Related Analytics’ section displays the list of relevant list reports applicable to this dashboard.
  • Click on the diagonal arrow that appears at the top right corner of the widget to enlarge the widget for viewing purposes.


Included Filters


The application of the following dashboard level filters render data across all summary cards and widgets as per the specified filter criteria. By default, no filters are applied when the dashboard is loaded and data is rendered from all study-specific data sources as intended.


Therapeutic Area: A multi-select, non-mandatory filter to select the therapeutic area of interest for analysis.


Program/Compound: A multi-select, non-mandatory filter to select the program/compound.


Indication: A multi-select, non-mandatory filter to select sites of interest for analysis.


Study Phase: A multi-select, non-mandatory filter to select the study phase. 


Study Status: A multi-select, non-mandatory filter to select the study status.


Study CRO: A multi-select, non-mandatory filter to select the CRO.


Note:
- Widget data and summary cards data rendered on the dashboard is based on the above filter selections applied.


The combination of filter values once applied can be saved as a preset filter under a unique name. This preset filter can be applied, repeatedly, by simply selecting it under Saved Filters when you click the Ellipsis symbol that appears next to Apply. To save filter values or to create a preset filter, first apply the filter by clicking Apply and then simply click the Ellipsis symbol that appears next to Applied and select Save As, as shown below, and enter a unique name under Save Context Filter and click Save.



The funnel-shaped icon present at the top right corner of the dashboard can be clicked to hide or show the dashboard filters.


Related Analytics


Interpretation


The Executive Summary dashboard pulls up a comprehensive summary of study performance/behavior with ease. This dashboard aims to help the project manager arrive on multiple outcomes by assessing various studies through the lens of summary cards, achieved milestones, KPIs and so on. A collective insight on various clinical perspectives on all studies in the portfolio helps the management to arrive at productive solutions.


The Summary Cards provide quick numbers to start with and are sensitive to filter selections applied.


The widgets in the Portfolio Summary section present a summarized distribution of studies into various clinical segments that can be conclusive.


The widgets in the Portfolio Performance section present the distribution of studies in some key performing indicators that are indicative of study performance/behavior.


The Study Details section gives an account of study performance in key areas of measurement such as milestone status, clinical segments achieved and so on. Every study can be assessed on its performance in a given time period.


Export Options


Click Export to CSV that appears below the Study Details table to download the resultant/filtered/grouped data as a CSV file for better accessibility and portability. 


Click Export Analytics to PDF that appears at the end of the dashboard to export or download data from all components of the dashboard in PDF format. If data on the dashboard is rendered as per any filter criteria specified by the user, then the same is captured in the PDF export.