The dashboard serves as an essential tool, providing an overview of your portfolio's risk management landscape. Each element is designed to deliver insights necessary for informed decision-making and to enhance your risk assessment procedures
Navigating the Dashboard
Average Worth Score: This pie chart displays the average worth score of your entire portfolio, categorizing it into three risk levels: High, Medium, and Low. This visual helps in quickly identifying the risk distribution within your portfolio, which is crucial for prioritizing risk management actions based on the concentration of risks.
Cases in Progress: This chart summarizes how many cases are in each stage of the review queue at any given time. Each bar represents a status and any statuses that are not represented will be omitted from the chart.
Count of Businesses within each Score Range: This chart shows how businesses within your portfolio are distributed across different worth score ranges: 650+, 500-649, and 0-499. This segmentation allows for a better understanding of risk concentration, aiding in customizing management strategies for different risk profiles.
Portfolio Level Onboarding Score Over Time:
This chart tracks onboarding scores across your portfolio month‑by‑month. The bars show how many businesses entered the onboarding flow, while the magenta line plots the average onboarding score those businesses achieved. Reading both together lets you see not only whether volume is rising or falling but also whether quality (the score) is trending up or down at the same time.
Total Cases by Approval Status: A pie chart depicting the breakdown of onboarding cases by their approval status—manually approved or systematically auto-rejected. This visualization aids in evaluating the effectiveness of your approval processes and spotting trends that may suggest the need for procedural adjustments.
Industry Exposure: This diagram maps out Worth Scores by industry, within your portfolio. This diagram is instrumental in spotting sectors with concentrated exposure, highlighting the need for potential diversification to mitigate risks associated with dependency on particular industries.
Top Reasons for Risk Alerts: A bar chart that details the most common causes for risk alerts by month, utilizing historical data. This AI-enhanced visualization is key to understanding how risk factors change over time, allowing for proactive measures to address recurrent issues and enhance your risk management framework.