Dashboards

A dashboard is a one-page summary of what matters to you. It brings together figures and lists from other parts of VirgilTrack, such as your risks, controls, reviews and weekly reports, so you can see at a glance where things stand.

Which dashboard you see

Everyone opens their dashboard with Dashboard, the first item in the menu on the left. Which dashboard opens depends on your role.

Your role	Your dashboard	What it covers
Employee	Manager Dashboard	Your department’s risks, and the reviews and controls that are yours.
Manager	Manager Dashboard	Your department’s risks, reviews and controls.
CEO	CEO Dashboard	The whole organisation: departments, people, risks, money at risk and weekly reports.
Administrator	Admin Dashboard	A link to the demo links page.

Employees and managers share the same screen, called Manager Dashboard. Only one card, What’s up Today, shows an employee less than a manager. See The Manager Dashboard.

Open your dashboard

1. Select Dashboard at the top of the menu on the left.

   Your dashboard opens. Its name appears in the header at the top of the page.

2. Wait a moment while the cards load. Grey placeholder shapes show where a card is still loading.

When you sign in, the CEO and administrators land on their dashboard. Managers and employees land on the Risk Register: select Dashboard in the menu to open the dashboard. See Sign in and sign out.

What’s on each dashboard

Card	Manager Dashboard	CEO Dashboard
Your organisation and department, with four figures	Yes
Six figures for the whole organisation		Yes
Weekly report submissions		Yes
What’s up Today	Yes	Yes
Risk Distribution Heatmap	Yes, for your department	Yes, for the organisation
Risk Categories by Department		Yes
Departments Overview		Yes

Main ideas

• The figures are worked out when the dashboard opens. They don’t change while you look at them. To see the latest figures, reload the page in your browser. Selecting Dashboard while the dashboard is already open doesn’t update it.
• Your role decides the scope. The CEO sees the whole organisation. Managers and employees see their own department, and What’s up Today shows employees only their own work.
• “Mitigated” means marked with Mark as mitigated. A risk counts as mitigated once someone selects Mark as mitigated on the risk’s page or in the risk register. A risk that is archived, or moved to Mitigated on the Kanban board, still counts in figures such as Risk Exposure. See The risk register.
• Report buttons take you to the reports. PDF Report, Report Center, Get Report and Generate Reports all open the Generate Reports page. See Make a risk report.
• Money is in Namibian dollars. Large amounts are shortened: “K” means thousands and “M” means millions, so 2.5M is N$ 2,500,000.

The Admin Dashboard

Who can use this:Administrator

The Admin Dashboard is a simple page for platform staff. Its Manage Demos link opens the demo links page. Administrators do most of their work from Organizations, Users and Sign Ups in the menu. See Platform administration and Demo links.

The page’s Admin Index heading and get db path button are not for everyday use, and, in the bar under the header, the Search Risk box and the Add a team member and Enable grid view buttons don’t do anything yet. See Known limitations.

In this chapter

• The Manager Dashboard: your department’s figures, your week’s reviews and your department’s heat map, for managers and employees.
• The CEO Dashboard: the whole organisation’s figures, weekly report submissions, risk categories and departments.
• The What’s up Today card: the risk reviews and control reviews on each day of the week.
• The risk heat map: how to read the grid of risks by probability and impact.
• The activity timeline: a running list of what has happened in your organisation this year.

Tip

Dashboards show summaries. To change something, such as a risk or a control, open it from the Risk Register or the risk’s own page. See The risk register.