Dashboard

Software Tour

Your Daily Snapshot of What Matters Most

The Dashboard is your personalized homepage for vendor management. It highlights everything that needs your attention — overdue items, expiring documents, pending approvals, and more — so you can take action quickly. Built to surface what matters most, the Dashboard helps you start every day with a clear picture of priorities across your entire program.

Your Operational Command Center

Start your day with a personalized homepage showing exactly what needs attention.

Upcoming Expirations & Due Dates

Stay proactive by tracking what's about to expire or fall due.

Overdue from Vendors

Quickly spot past-due items still pending from vendors and follow up accordingly.

Items Needing Approval

Identify and review items that are ready for committee sign-off without digging.

Overdue Reviews

Spot reviews that haven't been started and are slipping behind schedule.

Expired Items Needing Action

See at a glance what's expired and requires immediate resolution.

In-Process Reviews

Track all ongoing reviews currently in progress across your organization.

Recently Updated by Vendors

See which items vendors have recently touched so you can take timely follow-up actions.

Smart Drilldowns

Easily access items of interest with intuitive visuals and one-click drilldowns.

Visual Tiles with Totals

Information is grouped in visually distinct tiles that display aggregate counts.

Deep Linking to Details

Click directly from dashboard summaries into dedicated pages for more information.

Automated Email Summaries

Schedule daily or weekly email updates so key stakeholders stay informed.

Pin Custom Reports to Your Dashboard

Highlight the exact metrics and report data that matter most to your workflow—directly on your homepage.

Quick Links to Key Documents

Pin frequently accessed documents for faster access and fewer clicks.



Start Every Day with Total Confidence

Your personalized dashboard highlights what's urgent, what's overdue, and what's coming next.

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