Overview

/ma-dashboard is a production command in the M&A Operations category of the Prismatic Platform that provides a comprehensive, real-time dashboard view of the entire M&A deal pipeline. The dashboard aggregates deal status, financial summaries, timeline progress, intelligence collection status, and risk indicators across all active deals into a unified visual interface that gives M&A operators immediate situational awareness of the complete deal portfolio.

This command operates under the L2+ authority level and is executed by the ma-report-generator agent. It is part of the platform's 216-command slash command registry, built on the AIAD (Autonomous Intelligence Agent Design) standard. The L2+ authority level allows broad access to pipeline visibility while restricting sensitive deal details to operators with appropriate clearance.

The M&A dashboard integrates data from every component of the M&A operations suite. Deals created through /ma-create appear in the pipeline immediately. Analysis progress from /ma-analyze is reflected in real-time. Compliance status from /ma-enforce is surfaced as warning indicators. Intelligence collection status from /investigate and related OSINT commands is tracked per-deal. The result is a single command that provides complete M&A portfolio visibility without requiring operators to query individual deal records.

The dashboard is built on Phoenix LiveView and renders as a real-time web interface when accessed through the platform's web layer, or as a formatted terminal report when invoked from the command line. LiveView's server-side rendering ensures that dashboard updates are pushed to all connected clients in real time as deal states change, analyses complete, or enforcement actions fire.

Architecture

The dashboard system aggregates data from multiple M&A subsystems and renders it through configurable view components.

Dashboard Architecture

/ma-dashboard -> Data Aggregator -> View Renderer -> Output Handler
                      |                  |                |
                      v                  v                v
                Deal Registry       Pipeline View     LiveView (web)
                Analysis Status     Kanban Board      Terminal (CLI)
                Intel Tracker       Timeline View     JSON (API)
                Enforce Status      Financial Summary  PDF (export)
                Telemetry Data      Risk Matrix

Dashboard Components

Component	Data Source	Refresh Rate	Description
Pipeline Overview	Deal Registry	Real-time	Deal count by state, conversion funnel
Kanban Board	Deal States	Real-time	Visual deal cards organized by lifecycle stage
Financial Summary	Analysis Results	On update	Aggregate deal values, investment required
Timeline Tracker	Deal Milestones	Hourly	Deadline proximity, overdue alerts
Intelligence Status	OSINT Results	On completion	Collection progress per deal
Risk Matrix	Analysis Confidence	On update	Deal risk vs. strategic value scatter
Compliance Monitor	Enforcement Status	Real-time	Compliance violations and warnings
Activity Feed	Telemetry Events	Real-time	Recent actions across all deals

View Modes

Mode	Description	Best For
Pipeline	Horizontal funnel showing deal progression	Executive overview
Kanban	Card-based board with drag-and-drop state transitions	Deal management
Timeline	Gantt-style view with milestones and deadlines	Schedule management
Financial	Valuation ranges, investment totals, ROI projections	Financial review
Risk	Risk-value matrix with confidence indicators	Risk assessment
Detail	Single-deal deep dive with all associated data	Deal analysis

Usage

# Open the default pipeline dashboard
/ma-dashboard

# Open specific view mode
/ma-dashboard --view=kanban
/ma-dashboard --view=timeline
/ma-dashboard --view=financial
/ma-dashboard --view=risk

# Filter by deal state
/ma-dashboard --state=active
/ma-dashboard --state="active,negotiation"

# Filter by priority
/ma-dashboard --priority=critical

# Filter by industry
/ma-dashboard --industry="Enterprise SaaS"

# View specific deal detail
/ma-dashboard --deal=DEAL-2026-001

# Export dashboard snapshot
/ma-dashboard --export=pdf --output=pipeline-snapshot.pdf
/ma-dashboard --export=json --output=pipeline-data.json

# Set auto-refresh interval
/ma-dashboard --refresh=30

# Show historical pipeline state
/ma-dashboard --as-of="2026-01-15"

# Compare pipeline state over time
/ma-dashboard --compare="2026-01-01,2026-02-01"

# Terminal-only compact view
/ma-dashboard --compact

Options

Option	Type	Default	Description
`--view`	string	pipeline	View mode: pipeline, kanban, timeline, financial, risk, detail
`--state`	string	all	Filter by deal state (comma-separated)
`--priority`	string	all	Filter by priority: low, normal, high, critical
`--industry`	string	all	Filter by industry classification
`--deal`	string	none	Show detail view for specific deal
`--export`	string	none	Export format: pdf, json, markdown, csv
`--output`	string	auto	Export output file path
`--refresh`	integer	5	Auto-refresh interval in seconds (LiveView)
`--as-of`	string	now	Historical pipeline state timestamp
`--compare`	string	none	Comma-separated dates for comparison view
`--compact`	flag	false	Compact terminal output
`--sort`	string	priority	Sort order: priority, value, deadline, confidence, created
`--group-by`	string	state	Grouping: state, industry, geography, priority, team
`--show-intel`	flag	true	Show intelligence collection status
`--show-compliance`	flag	true	Show compliance status indicators

Execution Flow

Data Collection: The dashboard aggregates data from the deal registry, analysis results store, enforcement tracker, intelligence collection status, and telemetry event stream. All data sources are queried in parallel to minimize dashboard load time.
Filter Application: If filters are specified (state, priority, industry), the dataset is filtered before rendering. Filters are applied server-side to minimize data transfer.
Metric Computation: Aggregate metrics are computed from the filtered dataset: total deals by state, total estimated value, average deal age, conversion rates between stages, overdue deadline count, and average confidence score.
View Rendering: The appropriate view component is selected based on the --view parameter. Each view component receives the filtered, computed dataset and renders it according to its visual paradigm (pipeline funnel, kanban cards, Gantt timeline, etc.).
LiveView Connection: If accessed through the web interface, a LiveView WebSocket connection is established for real-time updates. Deal state changes, analysis completions, and enforcement events are pushed to all connected dashboard clients via PubSub.
Activity Feed Population: The activity feed is populated from the telemetry event stream, filtered to show only M&A-relevant events. Events are ordered by recency and include deal state transitions, analysis completions, intel collection results, and enforcement actions.
Export Generation: If --export is specified, the current dashboard state is rendered into the requested format and written to the output path. PDF exports include charts and visualizations; JSON exports include the full structured dataset.

Integration Points

Component	Relationship	Details
Prismatic Agents	Executed by `ma-report-generator`	Dashboard rendering and data aggregation
/ma-create	Deal source	New deals appear in pipeline view
/ma-analyze	Analysis status	Analysis progress and results displayed
/ma-status	Status data	Detailed status feeds dashboard metrics
/ma-enforce	Compliance status	Enforcement warnings surfaced in dashboard
/ma-report	Report generation	Dashboard data feeds report generation
/investigate	Intel status	OSINT collection progress per deal
LiveView	Web rendering	Real-time dashboard updates via WebSocket
Telemetry	Activity feed	Event stream for activity tracking
Quality Gates	Data quality	Dashboard data completeness validation

Best Practices

Start each day with the pipeline view. The pipeline overview provides immediate awareness of deal portfolio health -- how many deals are in each stage, which are approaching deadlines, and which require attention. Make it the first thing you check.

Use the kanban board for daily deal management. The kanban view provides the most actionable interface for managing deal flow. Cards can be visually assessed for status, and the grouped layout makes it easy to identify bottlenecks in the deal process.

Monitor the compliance indicators. Compliance warnings from /ma-enforce appear as visual indicators on deal cards. Unaddressed compliance issues escalate over time, so address warnings promptly to prevent deal delays.

Export weekly snapshots for stakeholder reporting. Use --export=pdf to generate presentation-ready pipeline snapshots for stakeholder meetings. The export includes charts, metrics, and deal summaries appropriate for executive audiences.

Use historical comparison for trend analysis. The --compare flag allows side-by-side comparison of pipeline state across dates. This reveals trends in deal velocity, conversion rates, and portfolio composition that are invisible in point-in-time views.

Configure appropriate refresh intervals. The default 5-second refresh is appropriate for active monitoring sessions. For background monitoring, increase to 30-60 seconds to reduce resource consumption.

Error Handling

Error	Cause	Resolution
`no_active_deals`	Pipeline contains no deals matching filters	Adjust filters or create new deals with `/ma-create`
`deal_not_found`	Specified deal ID does not exist	Verify deal ID with `/ma-status`
`export_failed`	Cannot generate export in requested format	Check output path permissions and disk space
`liveview_connection_lost`	WebSocket connection dropped	Refresh the browser page to reconnect
`data_aggregation_timeout`	Data sources took too long to respond	Retry, check system health with `/emergency`
`historical_data_unavailable`	Requested as-of date predates deal records	Use a more recent date or check data retention settings

Advanced Usage

Custom Dashboard Layouts

Create saved dashboard configurations for different audiences.

# Save a custom layout for executive reviews
/ma-dashboard --view=pipeline --show-intel=false --group-by=priority --save-layout=exec-review

# Load saved layout
/ma-dashboard --load-layout=exec-review

# List saved layouts
/ma-dashboard --list-layouts

Multi-Pipeline Views

View deals across different organizational boundaries.

# View deals by geographic region
/ma-dashboard --group-by=geography --view=financial

# View deals by acquiring entity
/ma-dashboard --group-by=acquirer --view=pipeline

# Cross-team deal comparison
/ma-dashboard --group-by=team --view=risk

Automated Reporting

Schedule recurring dashboard reports.

# Weekly pipeline report
/ma-dashboard --export=pdf --output=weekly-pipeline.pdf --schedule=weekly

# Daily critical deal alerts
/ma-dashboard --priority=critical --export=json --schedule=daily --notify=team

API Integration

Access dashboard data programmatically for external integrations.

# Get pipeline metrics as JSON
curl /api/v1/ma/dashboard?format=json

# Get specific deal detail
curl /api/v1/ma/dashboard/DEAL-2026-001

# Stream real-time updates
curl -N /api/v1/ma/dashboard/stream

Doctrine Compliance

All commands operate under the NO MERCY, NO DOUBTS doctrine:

NO MERCY: Zero tolerance for incomplete execution or quality violations. The dashboard renders all available data or reports exactly which data sources are unavailable. No silent data gaps are permitted -- missing information is explicitly surfaced.
NO DOUBTS: Full investigation before action, evidence-based results. All metrics displayed on the dashboard are computed from verified data sources with clear provenance. Confidence scores are displayed alongside valuations to prevent false certainty.

/ma-create - Create new M&A deal with target profiling and initial assessment
/ma-analyze - Comprehensive M&A analysis including financial, legal and operational review
/ma-report - Generate detailed M&A analysis report with visualizations
/ma-status - M&A deal pipeline status overview and progress tracking
/ma-enforce - M&A enforcement actions for deal compliance and deadline tracking
/investigate - Launch comprehensive OSINT investigation across 121+ sources
/email-osint - Email-based OSINT gathering with breach correlation and social profiling
/google-hacking - Google dorking and advanced search intelligence extraction

Connect & Contribute

Created by Tomáš Korcak (korczis) | Open Source under GHL

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/ma-dashboard