Introduction to the Program Metrics Dashboard

The Program Metrics Dashboard (Dashboard) provides:

• A high-level overview of your vendor risk management program.
• Detailed tracking of individual vendor assessments.

The Dashboard is interactive and allows you to sort, filter, and interact with the visualizations to obtain a clear picture of your vendor risk.

Topics in this article include:

• Access the Program Metrics Dashboard
• Understanding Filters
• Filter By Date
• Common Dashboard Behaviors

Access the Program Metrics Dashboard

1. Navigate to the Assessments menu and select Program Metrics.
2. The Program Metrics Dashboard displays. Navigate to the appropriate page.

The Dashboard includes multiple pages which you can access by clicking the tabs:

• Program Metrics Overview: View this page if you want to obtain a high-level snapshot of your vendor risk management program. 
• Open Items: View this page if you want to obtain a detailed breakdown of open vendor assessments. 
• Portfolio Breakdown Summary: View this page if you want to obtain a detailed breakdown of overall risk across your vendor portfolio. 
• Assessment Progress: View this page if you want to obtain a detailed breakdown of all vendor risk assessments, both open and closed. 
• Risks and Remediation: View this page if you want to obtain a detailed breakdown of risks and vendor progress on remediation to reduce those risks. 
• Historical Progress: View this page if you want to obtain statistics on assessment turnaround times. 
• Legend: View this page if you want to unlock the key to the proprietary terminology CORL uses in the Dashboard.

Back to Top

Understanding Filters

You can use filters to change the data that displays. You can either search for specific data or you can select from the list that displays.

Every page has a gray bar with a drop-down arrow you can use to access filters and focus on specific data, for example, a specific vendor or a specific risk rating. The filters available depend on the page but all filters work the same way.

Tip: Many of the visuals are interactive. Selecting an element in the visual is the same as applying a filter. For example, selecting a specific risk rating in a visual is the same as selecting that risk rating from the filter.

Filter Menu Example

1. Click the down arrow to display the filters.
2. Do either of the following:
   • Select one or more options from the list.
   • Start typing in Search value. As you type, the Dashboard displays values that match the search criteria. You can then select one or more options from the list.

3. To clear the filter, choose Select all from the list.

Tip: If you have set multiple filters on multiple pages, and want to clear all the filters, click the refresh button.

4. Click the up arrow to hide the filters.

Back to Top

Filter By Date

By default, the Dashboard displays data for the default Date Range on the Overview page.

1. Click the down arrow to display the filters.

1. Change the Date Range if you want to view a specific period.
2. If you want to view the current contract period, specify the Contract Dates that display in the Current Contract Period section. For more information, see the Overview Page.

Back to Top

Common Dashboard Behaviors

All the visuals behave the same way. This section explains how to interact with the visuals.

1. You can hover over most visuals to view more detailed information.

2. To expand a visual, hover over the upper right corner and click the double arrow.

3. To collapse an expanded visual, hover over the upper right corner and click the double arrow.

4. By default, the Dashboard displays data by years. If you want to drill down to the quarter, right click the visual and select Drill down to MS Quarter.

• From the quarter view, you can right click and either drill down to the month or drill up to the year.

5. For visuals in table format, you can click the table header to sort on that column.

6. For dates in table format, you can right click to drill down to the hour or up to the week.

7. You can change the width of a table column by dragging the column separator.

8. You can change the height of table row by dragging the row separator.

Back to Top