Understanding the Vendor Dashboard

Understanding the Vendor Dashboard

Overview

The Vendor Pulse dashboard is your portfolio-level view: how many vendors you have, how their assessments are progressing, where risk is concentrated, and which vendors need attention first.

The dashboard comes in two layouts. Dashboard V2 is the default and is described first. Dashboard V1 is the earlier layout and is still available from a switch in the top bar.


Prerequisites

  • dashboard:view to open the dashboard. Without it you see an access-denied screen.
  • vendor:view to use the links that open the vendor list or a vendor
  • vendor:add to see the Add Vendor button on the dashboard
  • At least one vendor — the panels are empty until then

Opening the Dashboard

Navigation: Sidebar → Dashboard

  1. Click Dashboard in the sidebar. You land here after signing in.
  2. Hover the information icon on any card or panel for a short explanation of what it counts.

Switching between Dashboard V1 and V2

  1. While on the dashboard, click the dashboard icon in the top bar (tooltip Dashboard version). It only appears on the dashboard page.
  2. Choose Dashboard V1 or Dashboard V2.

Your choice is remembered in the browser you are using, so the dashboard opens on the same layout next time. A different browser or device starts on V2.


Dashboard V2: The Four Summary Cards

CardWhat it showsBadge under the number
Total VendorsThe total number of vendors on the platformVendors added in the last 30 days, shown as "+N in last 30 days"
Active AssessmentsAssessments that are upcoming or ongoing, with "of N" underneath showing all assessmentsActive assessments created in the last 30 days
Average Compliance RateThe percentage of assessment responses that meet compliance requirements, averaged across onboarded vendorsThe compliance band for that percentage
Average Risk ScoreThe risk score on a 0–10 scale, averaged across onboarded vendorsThe risk band for that score

Compliance bands are Non-Compliant (25% or below), Partially-Compliant (above 25% up to 50%) and Compliant (above 50%).

Risk score bands are Low (0–3), Medium (above 3 up to 5), High (above 5 up to 7) and Critical (above 7).

The Total Vendors card has two controls:

  • View All opens the vendor list. It appears if you hold vendor:view.
  • Add Vendor opens a menu with Single Add and Bulk Upload. It appears if you hold vendor:add. See How to Add a Vendor.

Dashboard V2: Assessment Status

A donut chart of all your assessments in three states:

StateMeaning
CompletedThe assessment is finished
OngoingThe assessment is under way
UpcomingThe assessment is scheduled but has not started

The legend shows each state's count and its share of the total. A state with a count of zero is left out of the chart. With no assessments at all the panel reads No assessment data yet.

Beneath the chart is a Vendors list — the 100 vendors with the most recent activity, each with its status and number of assessments. Filter it with the chips:

ChipShows vendors whose onboarding status is
AllAny status
OngoingOngoing assessment
OnboardedOnboarded
RejectedRejected
On holdOn hold
Assessment not sentAssessment not sent

Click a vendor to open its Profile tab (needs vendor:view). If a chip matches nothing the list reads No vendors for this filter.


Dashboard V2: High Risk Vendors

Up to five vendors with the highest risk scores, drawn as bars. Bar height shows relative risk within this set and each bar is labelled with the vendor's score. The vendor's logo, name and domain sit under each bar.

Click a vendor to open its Manage Risk tab.

If no vendor has a score the panel reads No vendor risk data available.


Dashboard V2: Risk Matrix

A 4 × 4 grid counting onboarded vendors at each intersection of Business Impact and Criticality, each split into Low, Medium, High and Critical.

  • Business Impact is the Impact / Materiality recorded on the vendor.
  • Criticality is the band of the vendor's risk score: Low up to 3, Medium up to 5, High up to 7, Critical above that.

A vendor is only counted if it is Onboarded, has an Impact / Materiality value and has a risk score.

To see the vendors in a cell:

  1. Click a cell that has a count. Risk Matrix Details opens.
  2. The table lists each vendor's Vendor Name and Risk Rating, 10 per page. Click a column heading to sort.
  3. Click a vendor row to open its Manage Risk tab.

Empty cells do nothing when clicked.


Dashboard V2: Open Risks

A large number shows how many risks are still open, with "open of N total" beside it. A bar chart below splits the risks by severity and shows, for each severity, how many are open out of the total.

A risk counts as open when its status is Pending, Planning, In Progress or On Hold. Completed and Waived risks are closed.


Dashboard V2: Vendor Industry Concentration

A bubble chart of the top five industries by onboarded vendor count. Bubble size is proportional to the number of onboarded vendors in that industry.

Click a bubble to open the vendor list already filtered to that industry and to status Onboarded.


Dashboard V1

The earlier layout shows the same portfolio in three columns.

CardWhat it shows
Total VendorsThe number of vendors, with View All and, if you hold vendor:add, Add Vendor
Vendor StatusA chart of vendors by onboarding status: Onboarded, Ongoing, Rejected, On Hold and Pending (assessment not sent). Click a status to open the vendor list filtered to it.
Average Risk RatingThe combined risk level of all onboarded vendors
Top 5 High Risk VendorsThe five vendors with the highest risk scores. Click one to open its Profile.
Risk MatrixThe same Business Impact by Criticality grid as V2, with the same Risk Matrix Details pop-up
Average Resolution TimeThe average time taken to resolve vendor risks, in months and days
Top 5 Domain RiskThe industries carrying the most vendor risk
Average Compliance RateThe compliance percentage and band across onboarded vendors

If you have no vendors at all, V1 shows Get Started by Adding Your First Vendor! with an Add Vendor button.


What the Dashboard Does Not Show

  • There is no date-range filter. Every panel reflects the current state of your data.
  • The compliance and risk score cards do not show a change against last month.
  • There is no export or download of the dashboard. For a document you can share, see How to Generate Vendor Risk Reports.

Troubleshooting

The dashboard shows an access-denied screen → You need dashboard:view.

Everything is empty or reads "No data available" → Add a vendor first; assessment and risk panels fill in as assessments are sent and risks are raised.

The Average Compliance Rate or Average Risk Score card is blank → Both average over onboarded vendors only. Until a vendor with assessment results is set to Onboarded there is nothing to average.

The Risk Matrix shows nothing → It counts onboarded vendors that have both an Impact / Materiality value and a risk score.

A vendor I expected is missing from High Risk Vendors → Only the five highest-scoring vendors are shown, and a vendor with no risk score is never included.

Clicking a vendor does nothing → Opening a vendor from the Assessment Status list needs vendor:view.

I cannot see Add Vendor on the Total Vendors card → It needs vendor:add.

I cannot find the layout switch → The dashboard icon in the top bar only appears while you are on the Dashboard page.

The dashboard opened in a different layout than last time → The layout choice is stored per browser. Pick it again from the switch.

The Active Assessments number is higher than the Ongoing slice → The card counts upcoming and ongoing assessments together.


Need more help? Contact support@zeron.one