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Understanding Your Dashboard

Written by Howard Katzenberg
Updated today

The GleanMark dashboard (/home) gives you a daily snapshot of everything happening across your trademarks, owners, and proceedings. It’s designed to surface what needs attention without you having to dig.

Stats Bar

The top of the dashboard shows five key numbers:

Stat

What It Shows

Click To Go To

Trademarks

Total marks across all portfolios

Portfolios page

Portfolios

Number of active portfolios

Portfolios page

Recent Alerts

Alerts from the last 14 days

Alerts inbox

Tracked Owners

Owners you’re monitoring

Owners page

TTAB Proceedings

Active proceedings involving your marks or owners

TTAB page

Dashboard Cards

Top Portfolios

Your five most active portfolios, each showing:

  • Registered, pending, and dead mark counts

  • TTAB proceeding count

  • Number of recent alerts

  • Last alert date

  • Client name (if assigned)

Click any portfolio to open its detail page.

Owner Watchlist

Your top five tracked owners with:

  • Mark breakdown by status

  • TTAB proceeding involvement

  • Recent alert count

Click any owner to view their full profile.

TTAB Activity

Up to five active TTAB proceedings involving your monitored marks or tracked owners:

  • Parties (petitioner vs. respondent)

  • Current status

  • Marks involved

Click any proceeding to see full details.

Recent Alerts

A full-width card showing your latest alerts with:

  • Alert type and description

  • Mark name and serial number

  • Mark-as-read and snooze controls

  • Category chips for quick filtering

Quick Actions

Three buttons in the dashboard header for common workflows:

  • New Portfolio — create a new portfolio immediately

  • New Analysis — start a confusion analysis, clearance report, or other tool

  • Knockout Search — quick availability check

New User Experience

If you haven’t added any trademarks or tracked any owners yet, the dashboard shows onboarding cards instead of the main layout:

  • Import trademarks — add marks to start monitoring

  • Track owners — follow competitors

  • Set alerts — configure notifications

These cards disappear once you have active data.

Tips

  • Check the dashboard daily — the 14-day alert window means you’ll see recent activity without being overwhelmed

  • Click the stats — each number in the stats bar is a direct link to the relevant page

  • The dashboard is your “what needs attention” view — use Alerts for the full history

Related Features

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