The dashboard is your homepage after logging in. It gives you a quick overview of your risk environment and tasks, using tiles that summarize key data like risks, indicators, action plans, and users.

Admins can customize which tiles appear and can create different tabs with different tiles.

For non-admin users:

For non-admin users, there will be no configure dashboard option. Users will only be able to see the current tabs admins set for them, such as in the photo, the “Home” button/tab above the welcome text.

For admin users:

Admin users will have access to an options dropdown beside the create button on the home page, allowing them to configure the dashboard.

Going to the configure dashboard will allow your admin users to edit the home page in a drag-and-drop environment and create new “tabs” on your home page to show different information. Here is a walkthrough of using these features:

Once you have navigated to the dashboard layouts page, click “Create New” in the top right.

Fill in the required fields, and your layout will appear on the table.

2. How to edit a dashboard layout:

Start by clicking on the dashboard name you want to edit from the previous table. You will be able to add dashboard cards by clicking on the “Add Card” button, then adding the card you want:

Additionally, you can change the status of your dashboard to active or draft with the button beside the add metric button.

To edit your dashboard, simply click and hold onto a card and drag it to the position you would like it to be in. You can also remove a card by clicking on the three black dots in the corner of the card.

3. How to change the order of your dashboard tabs:

To change the order your dashboard layout tabs appear, navigate to the dashboard layout page. Next, click the three black dots beside the “Create New” button and click “Manage Active Dashboards”.

You will be directed to a page where you can drag and switch tab order.

Here are the common tiles you’ll see and how to use them:

Shows how your risks are distributed based on appetite status:

Groups risks by type (e.g., Strategic, Financial, Operational).

Helps identify where your risk exposure is concentrated.

Lists the most critical risks and their trends over time.

Clicking a row lets you dig into a specific risk for more details.

Tracks the average residual risk score across months.

Helpful for evaluating whether mitigation efforts are lowering risk over time.

Displays how your action plans are progressing: Active, Overdue, Completed, etc.

Note: This tile may take a moment to load.

Shows the total number of mitigations and the monthly trend.

These compact stat tiles include:

Each tile includes a total count, the change from last month, and a sparkline for trend tracking. Clicking these tiles brings you to the relevant section with optional filters applied.

Depending on your access level, you may also see: