Dashboard types

Risk Companion provides five dashboards, each designed for a specific purpose. Choose the right dashboard based on what you need to accomplish and who your audience is.

How to access dashboards

Open the left sidebar and click the Dashboards menu item. A dropdown reveals all five dashboard views. Select the one you need.

Summary dashboard

Dashboards Summary

The Summary dashboard gives you a portfolio-level overview. Use it for executive reporting, stakeholder updates, or a quick pulse on overall risk health across all projects.

What you see

  • Charts by risk category
  • Distribution by owner
  • Breakdown by project phase
  • Project-level summaries

When to use it

  • Preparing executive reports
  • Monthly risk reviews
  • Identifying portfolio trends
  • Comparing across projects

Focus dashboard

Dashboards Focus

The Focus dashboard highlights items that need immediate attention. It surfaces high-risk items, overdue measures, and unassigned risks. Start your day here to prioritize your workload.

What you see

  • High and critical rated risks
  • Overdue measures
  • Risks without assigned owners
  • Items approaching due dates

When to use it

  • Daily risk management check-ins
  • Prioritizing your workday
  • Team standup meetings
  • Identifying gaps in ownership

Project dashboard

Dashboards Project

The Project dashboard provides detailed analytics for a single project. Select a project from the dropdown to view its risk matrix, Monte Carlo simulation results, and EMV/ETV trend data.

Note: Use the project selector dropdown at the top of the dashboard to choose which project to analyze. The dashboard populates with that project's data.

What you see

When to use it

  • Project-specific deep dives
  • Contingency planning
  • Project steering meetings
  • Quantitative risk analysis

Mitigations dashboard

Dashboards Mitigations

The Mitigations dashboard focuses on your measure tracking. It shows all measures and their progress, helping you identify bottlenecks and balance workloads across your team.

What you see

  • Measure register overview
  • Effectiveness tracking
  • Status breakdown (planned / in-progress / complete)
  • Owner workload distribution

When to use it

  • Tracking measure completion
  • Balancing team workloads
  • Measuring measure effectiveness
  • Action review meetings

Compliance dashboard

Dashboards Compliance

The Compliance dashboard performs a health check on your risk management data. It identifies incomplete records, missing required fields, and configuration gaps that could affect data quality.

What you see

  • Configuration completeness scores
  • Health check results by area
  • Missing required field indicators
  • Data quality metrics

When to use it

  • Audit preparation
  • Data quality reviews
  • System configuration checks
  • Onboarding new projects

See also