Dashboard Overview
Understand your compliance posture at a glance with the PartnerAlly dashboard.
Dashboard Overview
Your dashboard is the command center of your compliance program. It shows the health of your compliance posture across all enabled frameworks, highlights what needs attention, and tracks your progress on remediation efforts.
What the Dashboard Shows
The dashboard presents six key metrics, each in its own card:
Trust Rating
Your overall compliance score across all frameworks.
Framework Health
Individual health scores for each enabled framework.
Control Status
Status breakdown of all your compliance controls.
Risk Exposure
Current risk levels across your organization.
Audit Readiness
How prepared you are for compliance audits.
Workflows In Progress
Active remediation efforts and their status.
How Metrics Are Calculated
All dashboard metrics are calculated from real data in your account:
| Metric | Data Sources |
|---|---|
| Trust Rating | Gap status, control coverage, evidence freshness |
| Framework Health | Per-framework gap and control data |
| Control Status | Control assessment results from document analysis |
| Risk Exposure | Risk registry entries and their severity ratings |
| Audit Readiness | Evidence coverage, control documentation |
| Workflows In Progress | Active workflow status and task completion |
Metrics update automatically as you upload documents, resolve gaps, and complete tasks. There's no need to manually refresh.
Reading the Dashboard
Color Coding
Dashboard cards use consistent color coding:
- Green - Healthy, on track, or resolved
- Yellow/Amber - Needs attention or in progress
- Red - Critical issues requiring immediate action
- Blue - Informational or low priority
Percentages and Counts
- Percentages indicate coverage or health (e.g., "85% compliant")
- Counts show specific numbers (e.g., "12 open gaps")
- Trends show change over time (↑ improving, ↓ declining)
Dashboard Actions
Clicking Cards
Click any dashboard card to:
- See detailed breakdowns
- Access related items (gaps, risks, workflows)
- View historical trends
Quick Actions
From the dashboard, you can:
- Upload a document - Start AI analysis
- Create a workflow - Begin remediation
- View all gaps - See the full gaps list
- Check tasks - See your action items
Customizing Your View
Time Range
Some metrics can be filtered by time range:
- Last 7 days
- Last 30 days
- Last 90 days
- All time
Framework Focus
Filter the dashboard to show metrics for:
- All frameworks (default)
- A specific framework (SOC 2, ISO 27001, etc.)
Dashboard Best Practices
- Check daily - Review your dashboard each morning to spot new issues
- Act on reds - Critical items should be addressed first
- Track trends - Week-over-week improvements show progress
- Share with leadership - Use the dashboard for compliance reporting
Next Steps
Explore each dashboard component in detail:
- Trust Rating - Your overall score
- Framework Health - Per-framework status
- Control Status - Control coverage
- Risk Exposure - Risk levels
- Audit Readiness - Audit preparation
- Workflows In Progress - Remediation tracking