Publication Date – March 9, 2023
The Portfolio Dashboard is a configurable dashboard that serves as the landing page for the Insurance application. It surfaces the most important information regarding your clients. Use it as the launching pad for underwriting workflows and to other parts of the Bitsight platform.
Navigation Options
Insurance App: Dashboard
Filters
- Portfolio:
- All Companies – View all companies.
- Folders – View a particular folder.
- Subscriptions – View companies in a particular subscription type.
- Date Range: Set the date range of individual cards [
Options ➔ Configure Card] or of your entire Portfolio Dashboard to 7 days, 30 days, or 90 days.
*Default 30 days.
Cards
| Card | Description |
|---|---|
| Enable Client Access |
Track the status of your collaboration with clients via the Enable Access Program.
|
| Median Rating | See the median security rating of the companies in the selected folder. |
| Rating Changes | Ratings increase and decrease experienced by your clients. |
| Recent Companies | |
| Recent Security Incidents | Security Incident experienced by your clients. |
| Recent Vulnerabilities | Vulnerabilities that your clients are exposed to. |
| Risk Vector Alerts | Triggered risk vector alerts. |
| Subscriptions | See your subscription usage. |