CM App: Portfolio Dashboard

The Portfolio Dashboard [menu-dashboard.png Dashboard] in the Continuous Monitoring application is a configurable dashboard that serves a landing page. It surfaces the most important information regarding your portfolio, including the Latest Updates panel. Use it as the launching pad for third-party risk management workflows and to other parts of the Bitsight platform.

Filters

↻ Default

  • Portfolio:
    • All Companies – View all companies in your portfolio.
    • Folders – View a particular folder.
    • Subscriptions – View companies in a particular subscription type.
  • Date Range: Set the date range of individual cards [options.png Options ➔ Configure Card] or of your entire Portfolio Dashboard to 7 days, 30 days, or 90 days.

Cards

Critical Assets Exposure

An at-a-glance view of vulnerability concentration across your critical assets. Use this to identify vendors with the highest exposure and prioritize response efforts accordingly.

**depends on the selected folder / tier**

Enable Vendor Access

Collaborate with your third parties via the Client/Vendor Access Program.

  • The number of sent invitations.
  • The invitation status distribution of companies in your portfolio.

**depends on the selected folder / tier**

Getting Started

Your progress with using the Bitsight platform to set up your third-party risk management program.

Infections in the last 7 days

Infections that have been detected in vendors in your portfolio.

**depends on the selected folder / tier**

Life Cycles

Bitsight Life Cycle Stages represent the intersection between Bitsight and your third party risk management (TPRM) program, integrating Bitsight into the vendor life cycle and existing operational workflows.

**depends on the selected folder / tier**

Median Rating

The median security ratings of companies in the selected folder.

**depends on the selected folder / tier**

News Feed

The latest cybersecurity-related news and updates.

Portfolio Risk Matrix

Get a clear picture of the state of your portfolio’s risk with the Portfolio Risk Matrix, equipped with fully customizable tiering and risk threshold capabilities that supports varying policy standards.

Rating Changes

The rating change trend of your portfolio and the top 5 companies with the biggest decrease in rating.

  • Positive and negative change.
  • The number of companies with a rating change.
  • Each item in the card represents a company, along with their total rating change and current rating.

**depends on the selected folder / tier**

Recent Security Incidents

Highlights the 5 most recent ratings impacting Security Incident events.

**depends on the selected folder / tier**

Recent Vulnerabilities

Vulnerabilities that vendors in your portfolio are exposed to.

Reports

  • Featured Report: Recommended reports to get started with managing your portfolio.
  • My Reports: Edit or view your top 5 reports.

Risk Vector Alerts

Logs the 5 most recent Critical Decrease Risk Vector Grades alerts.

Subscriptions

Displays the distribution of your used subscriptions.

Highlight companies in the Bitsight inventory that have been actively searched and viewed by other Bitsight users during the past week.

Vendor Discovery

Vendor Discovery summarizes unmonitored discovered vendor risk and monitored discovered vendors.

  • December 17, 2025: Updated cards to show which ones depend on the selected folder / tier.
  • February 4, 2025: Critical Assets Exposure card.
  • May 30, 2024: Vendor Discovery card.
  • March 21, 2023: Linked to Dashboard resource.
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