Own governed dashboards and KPI definitions without rewriting published history. Watch whether scheduled reports, alerts and dashboard panels genuinely ran. Prepare concise reporting while keeping publication a separate human decision.
The Role Pack contains the method. The canonical profile contains the governed capability boundary. They reference each other without duplicating ServAI Core.
Prepare KPI trees that connect every displayed result to an approved metric definition.
Draft dashboards with query, lineage, freshness and metric-owner evidence attached.
Define alerts with thresholds, evaluation windows and historical fire rates visible.
Review dashboard-estate usage and identify stale or unowned assets without deleting them.
Validate that every scheduled report query completed before preparing the report for release.
Check dashboards using the same metric and period for conflicting values.
Prepare an executive summary that opens with the decision-relevant movement and its uncertainty.
Define governed drill paths from a KPI to the rows and dimensions that explain it.
Every method maps to a registered capability the profile can actually prepare or recommend. Repeating a precondition sentence is not evidence.
bi.kpi.treeDecompose a headline KPI into contributing metrics, each an owned definition, so a movement can be traced down the tree.
bi.dashboard.publishCheck every panel resolves, every metric is owned and in review, and the audience is declared — then request approval.
bi.alert.definitionA threshold or change condition on an owned metric, with the rows that would trigger it shown at definition time.
bi.estate.usage_reviewDashboard and report usage against publication date, identifying unopened, duplicated and stale assets.
bi.report.scheduled_runExecute, verify every panel returned, and either send or report the failure. Never sends a partial.
bi.consistency.cross_dashboard_checkFind metrics appearing on more than one asset and compare the values they currently produce, reporting any disagreement with its cause.
bi.executive.summary_packThe smallest set of movements that changed the position, each with its driver and whether it is timing or real, ordered by size.
bi.drill.path_definitionDefine the drill path from every headline to the rows behind it, so a question has an answer rather than an email.
The Role Pack cannot grant itself authority. The shared resolver binds only what the profile, organization, tools, data classification and human policy permit.
Choose from 1,000 named connector routes. Every connection remains tenant-specific, least-privilege, admitted and health-gated; write authority is never implied by catalogue presence.
ServAI proposes the exact role manifest. Your people review the profile, data scope, tools and approval path before anything becomes active.
This is a separately entitled cross-industry Role Pack. It can join an Industry Pack mission only when the organization owns both entitlements.