Read the Investment Health dashboard

Investment Health is where Tollgate lands you, and it’s the surface you’ll present from. It composes everything on the other five tabs into one read-only picture of whether the investment is still on track for its payoff. This tutorial walks you across it, card by card, so that when a sponsor asks “so how are we doing?” you know exactly where your eye should go.

Open the Tollgate tab on the project you chartered in Your first investment, and make sure you’re on Investment Health. Read down the page with this tour beside you.

The business case reminder

At the top you’ll see a compact reminder of the thesis — the business problem, outcome and return you wrote on the Business Case tab. It’s here because every other signal on the page only means something relative to what you funded this for. Read it first, every time.

The five RAG cards

Below the reminder are five status cards. This is the heart of the page, and the split between them matters.

Overall — the one card you set by hand. It’s your holistic judgement of the investment’s health.
Cost — derived from your work-package budgets (baseline vs forecast vs actual).
Schedule — derived from your work-package dates (planned vs actual).
Scope — derived from the scope position of your work packages.
Risk — derived from your open risk register.

The four derived cards are pure functions of the registers underneath them — you can’t colour them green by wishing. If Cost is amber, it’s because the numbers on the Work Packages tab made it amber. That’s deliberate: a sponsor gets a status they can trust, not one that’s been massaged. For the exact derivation rules, see RAG, confidence & health.

The confidence axes

Alongside RAG, Tollgate tracks your self-reported confidence on two axes:

Outcome confidence — how sure you are the investment will deliver what it was funded for.
Adoption confidence — how sure you are that the people affected will actually take up the change.

RAG tells you where things stand now; confidence tells you where the PM thinks they’re heading. Declaring your confidence is itself a governance act — it’s you, on the record, calling it.

Decisions needed

This block surfaces the things waiting on someone’s judgement — pending change requests and any risk that has materialised into a decision. It’s the “what needs a human before we can move on” list. In a steering committee, this is your agenda.

Top open risks, recent decisions, pending changes

Further down, Investment Health pulls forward the live edges of the other registers:

Top open risks — the highest impact × likelihood risks from the Risks tab.
Recent decisions — the latest entries from the append-only Decision Log.
Pending changes — change requests awaiting adjudication.

You don’t have to leave the dashboard to see them; and when a sponsor wants the full register, you’re one click from the relevant tab.

If the status hasn’t been updated within its reporting cadence, a banner tells you so. Tollgate never emails you about it — the signal simply appears on the surface you already open. Keeping the picture current through the week is what makes the dashboard presentable at a moment’s notice. To understand why Tollgate nudges rather than nags, read Above the line.

The since-last-steerco ribbon

Mid-month, a sponsor doesn’t want to re-read the whole page — they want “what’s changed since I last looked?”. The since-last-steerco ribbon answers exactly that, in about fifteen seconds. It’s the sniff-check between meetings.

What’s next

You can now read the surface. Next, learn to run a room from it.

Present straight from the dashboard — the signature use case.
The dashboard is the deck — why you present live from this surface instead of building a deck.