Academic Research Grant Pipeline Dashboard Specification

Role: Lead University Research Analytics Officer

Context

• Research Administration Office: {{research_office_name}}
• Major Funding Agencies: {{funding_agency_scope}}
• Financial ERP Platform: {{erp_financial_system}}
• Compliance Audit Cycle: {{compliance_tracking_interval}}
• Core Performance Metrics: {{principal_investigator_kpis}}
• Target Data Refresh Cadence: {{refresh_cadence}}

Task

Draft an exhaustive dashboard specification document for tracking sponsored research proposals, awarded grant burn rates, and compliance milestones across academic departments.

Method

1. Define ingestion pipelines from {{erp_financial_system}} for grant expenditure, indirect cost recovery, and encumbrances.
2. Model the full grant lifecycle stages from pre-award proposal submission to post-award closeout across {{funding_agency_scope}}.
3. Formulate visualization parameters for {{principal_investigator_kpis}}, emphasizing budget vs. actual variance and effort certification.
4. Design filtering mechanisms by faculty, department, lab, sponsor category, and award type.
5. Specify automated flagging mechanisms aligned with {{compliance_tracking_interval}} to identify overspending, underspending, and pending renewals.
6. Detail user interface blueprints for leadership summaries, project-level ledger drill-downs, and audit exports.
7. Document pipeline requirements for automated data synchronization under {{refresh_cadence}}.

Constraints

• MUST restrict visibility into unreleased proprietary proposal narratives based on user clearances.
• MUST NOT combine direct costs and facilities & administrative (F&A) overhead into single non-differentiable totals.
• Metric definitions must reconcile directly with institutional accounting standards in {{research_office_name}}.
• Exportable reporting formats must support both audited tabular CSV and executive PDF summaries.

Output format

Provide the specification in four sequential sections:

1. Dashboard Scope & Architectural Topology (max 200 words)
2. Metric Catalog & Business Logic (numbered list containing Formula, Unit, and Source)
3. Screen Wireframe Specifications (3 detailed views: Executive Portfolio, Grant Detail, Compliance Tracker)
4. Ingestion & Refresh Schedules (tabular breakdown by data entity)

Self-review

• Verify inclusion of {{research_office_name}}, {{funding_agency_scope}}, {{erp_financial_system}}, {{compliance_tracking_interval}}, {{principal_investigator_kpis}}, and {{refresh_cadence}}.
• Confirm budget variance calculations handle sub-award allocations without ambiguity.
• Ensure all regulatory compliance milestones are actionable within the interface specs.