To access the dashboard, head over to Analyze >Advanced Reports > Requestor Diligence Dashboard. The dashboard comprises 3 pages: Project Monitor, Template Auditor & Insights, and Entity Insights.
PROJECT MONITOR TAB: Top 3 Uses
- Track manager and service provider responsiveness, timing, and completion rates.
- Identify and rank risk hotspots with easy flags and proprietary ratings/scores tracking.
- Easily monitor project workflow statuses and types. Apply and combine filters for a granular view.
TEMPLATE AUDITOR & INSIGHTS TAB: Top 3 Uses
- Track data collection trends over time, and use findings to make data-driven decisions that optimize your workflows
- Identify consistent data gaps and compare findings across your universe of entities and attributes
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Ensure high data quality with minimum required team bandwidth from quick and actionable insights
Pro Tip: You can right-click on any bar or chart to drill through specific details of the data.
ENTITY INSIGHTS TAB: Top 3 Uses
- Visualize entities (firms, products, strategies, vehicles) and associated data, including custom fields, touchpoints, locations, owners, statuses, tracker items, and ratings/flags all together in one place
- Filter and visualize entities by tags and custom fields to gain insights into the distribution of entities by your personalized criteria
- See the overall picture for entities including average ratings and average number of flags, total open tracker items, and number of Products and Projects.
Please see this video for more information: