Dashboards and the chart library

This guide is part of the User Guides collection. Read it when you are building a dashboard for a board pack, a program review or a renewal negotiation and want to know what is already available before you build a chart from scratch.

A dashboard in Coverbase is a grid of charts drawn from live workspace data across vendors, assessments, findings, contracts and intake requests. You can build one chart at a time, but most reporting questions have already been answered: the library ships 15 ready-made dashboards and 110 individual charts, each written for a specific job rather than for a table in the database. Open them from Dashboards: Browse templates starts a whole dashboard, and Chart library on any open dashboard adds individual charts to it. Clicking a dashboard card creates that dashboard straight away, under the template’s name, and opens it.

Applying a template makes a copy you own. The charts and the dashboard become ordinary records in your workspace, editable like any other. Retitle them, change the measure, re-slice them, resize them, delete them. Nothing syncs back: later changes to the Coverbase template never reach your copy, and your edits never leave your workspace.

The ready-made dashboards

Each one is a laid-out set of charts from the library, sized for a 12-column grid and ordered so the headline numbers sit at the top.

Dashboard	Built for	Charts	Needs
Executive TPRM Overview	Executives and the board	8	none
Vendor Risk Portfolio	Risk analysts and the TPRM lead	9	none
Assessment Operations	Assessment team leads	9	none
Cycle Time & SLA	Program managers tracking SLAs	10	none
Contract Spend & Renewals	Procurement and vendor managers	13	Contracts
Savings & Value Capture	Procurement leadership and finance	8	Contracts
Third-Party Exposure	Risk and finance leaders	8	Contracts
Intake & Demand	Intake owners and program managers	7	Intake
Control Assurance	Control owners and compliance	9	none
Tag & Ownership Coverage	TPRM program owners	9	none
Monthly Executive Report	Executives and the board	9	none
Findings and Remediation	The TPRM lead and risk analysts	10	none
Supplier Tier Review	The TPRM lead and the risk committee	7	none
Relationship Owner Accountability	Business relationship owners and their leadership	4	none
Radar Signal Triage	Analysts triaging Radar signals and the TPRM lead	10	Radar

The Coverbase dashboard template gallery, showing template cards with layout thumbnails, audiences and job labels — Browse templates. Each card shows the dashboard's layout, who it is built for and the jobs it covers.

Start from the dashboard closest to your question and delete what you do not need. That is faster than assembling one chart at a time, and the layout already reads top-down: headline tiles, then the breakdowns, then the detail.

Every dashboard in detail

Executive TPRM Overview

The one-screen answer to how third-party risk is trending: portfolio size, risk mix, assessment throughput and where the gaps are.

On it: Total Vendors, Active Vendors, Assessments Run, Median Assessment Cycle Time, Vendors by Inherent Risk Level, Assessments Over Time, Vendor Status by Inherent Risk, Issues by Control Set. Reach for it when: board and executive reporting; quarterly business review; monthly program review.

Vendor Risk Portfolio

The portfolio in depth: risk tiering, domain exposure, growth and how the book is split across analysts.

On it: Total Vendors, Active Vendors, Vendors Onboarding, Issues Raised, Vendors by Inherent Risk Level, Vendors Added by Quarter and Risk, Risk Domain Exposure, Portfolio by Risk Analyst, Risk Register. Reach for it when: portfolio review; risk committee pack; audit and regulator evidence.

Assessment Operations

Run the assessment queue: volume, outcomes, who is loaded and whether high-risk vendors are getting the scrutiny they should.

On it: Assessments Run, Median Assessment Cycle Time, 95th Percentile Cycle Time, Issues Raised, Assessments Over Time, Assessment Outcomes, Assessment Workload by Assignee, Outcome by Inherent Risk, Assessment Coverage by Quarter. Reach for it when: weekly team stand-up; queue management; capacity and headcount planning.

Cycle Time & SLA

Where the time goes. Median and tail cycle times, the phase-by-phase breakdown, and the outliers that break an SLA.

On it: Median Assessment Cycle Time, Average Assessment Cycle Time, 95th Percentile Cycle Time, Assessments Run, Cycle Time Trend, Cycle Time by Inherent Risk, Time Spent Collecting Documents, Time Spent in Review, Cycle Time by Assignee, Cycle Time Distribution. Reach for it when: SLA reporting; process improvement; bottleneck analysis.

Contract Spend & Renewals

Committed spend, where it is concentrated, and the renewal runway: the view to take into a negotiation.

On it: Total Contract Value, Contracts Under Management, Average Contract Value, Negotiated Savings, Spend by Department, Spend Concentration by Vendor, Renewal Calendar, Value Up for Renewal by Quarter, Contracts by Status, New Contract Value by Quarter, Spend by Supplier Tier, Spend by Relationship Owner, Contract Value by Owner and Tier. Reach for it when: renewal negotiation prep; budget planning; vendor rationalisation.

Savings & Value Capture

What the program saved, where it came from, and how much of it landed rather than staying on paper.

On it: Negotiated Savings, Realized Savings, Consolidation Savings, Negotiated Savings by Department, Realized Savings by Department, Savings Captured by Quarter, Savings by Vendor Tag, Savings Contribution Waterfall. Reach for it when: procurement performance reporting; finance reconciliation; board and executive reporting.

Third-Party Exposure

Risk and money on one screen: how much spend sits with high-risk vendors, and which of them carry the open control gaps.

On it: Total Contract Value, Total Vendors, Issues Raised, Spend by Inherent Risk Tier, Vendors by Inherent Risk Level, Spend Concentration by Vendor, Issues by Vendor Risk Tier, Renewals by Risk Tier. Reach for it when: risk committee pack; concentration-risk reporting; board and executive reporting.

Intake & Demand

The front of the funnel: what the business is asking for, where requests stall, and the assessment load coming next.

On it: Intake Requests, Total Vendors, Assessments Run, Intake Funnel, Intake Volume Over Time, Intake Outcomes by Month, Vendors Added Over Time. Reach for it when: demand forecasting; capacity and headcount planning; intake process improvement.

Control Assurance

Which controls and frameworks vendors fail, how that is trending, and the vendors carrying the most gaps.

On it: Issues Raised, Assessments Run, Total Vendors, Issues Over Time, Issues by Control Weight, Issues by Control Set, Most Failed Controls, Control Set Failures by Risk Tier, Issues by Vendor. Reach for it when: framework gap analysis; audit and regulator evidence; remediation planning.

Tag & Ownership Coverage

Data-quality and accountability: what is classified, what is owned, and which segments are quietly going unassessed.

On it: Total Vendors, Active Vendors, Assessments Run, Vendors by Tag Category, Ownership Coverage, Tag Category by Risk Tier, Portfolio by Tag, Vendor Status by Analyst, Assessment Coverage by Tag. Reach for it when: data-quality review; analyst load balancing; coverage assurance.

Monthly Executive Report

Built to be exported into a monthly pack: portfolio size and tier mix, findings raised against findings resolved, assessment effort by tier, and where the remediation sits.

On it: Total Vendors, Assessments Run, Findings Raised, Findings Resolved, Findings Raised vs Resolved, Portfolio by Supplier Tier, Assessments by Supplier Tier, Findings by Supplier Tier, Findings by Severity. Reach for it when: board and executive reporting; monthly program review; quarterly business review.

Findings and Remediation

The remediation book end to end: what is open, what closed, how severe it is, where it came from and who owes the work.

On it: Findings Raised, Findings Resolved, Issues Raised, Total Vendors, Findings Raised vs Resolved, Findings by Stage, Findings by Severity, Findings by Source, Resolutions by Month, Remediation Load by Relationship Owner. Reach for it when: remediation stand-up; monthly program review; showing that remediation is working.

Supplier Tier Review

Everything sliced by supplier tier, for a program that has to show its effort and its exposure follow criticality.

On it: Portfolio by Supplier Tier, Supplier Tier by Inherent Risk, Assessments by Supplier Tier, Assessments by Tier Over Time, Findings by Supplier Tier, Severity by Supplier Tier, Assessment Outcomes by Tier. Reach for it when: tier-based reporting; risk committee pack; tiering review.

Relationship Owner Accountability

The business owner’s view: how many suppliers each owner is accountable for, the assessments run on them, and the remediation they owe.

On it: Book of Business by Relationship Owner, Remediation Load by Relationship Owner, Assessments by Relationship Owner, Suppliers by Owner and Tier. Reach for it when: accountability reporting; capacity planning; renewal preparation.

Radar Signal Triage

What Radar raised about your vendors, where each signal stands, and which detectors and vendors keep the queue full. It opens on the last three months.

On it: Radar Signals, Radar Signals In Alert, Triaged Radar Signals, Dismissed Radar Signals, Radar Signals by Status, Radar Signals by Severity, Radar Signals by Month and Status, Radar Signals by Detector, Radar Signals In Alert by Vendor, Radar Signals by Supplier Tier and Severity. Reach for it when: weekly triage review; continuous monitoring reporting; tuning monitoring. The totals count each signal once, however many detectors flagged it. The per-detector, per-source, per-vendor and per-tier charts count a signal under each detector, source, vendor or tier it touches, so they can add up to more than the total.

The chart library

The dashboards above draw on 93 of the library’s charts. Every one of them is also available on its own, along with 17 more that no packaged dashboard uses. Open Chart library from a dashboard, search or pick a shelf, select as many as you want, and they are added below whatever is already on the grid, so an add never lands on top of a widget you positioned. Charts are filed by the question they answer, not by the table the data comes from, so a spend chart and a vendor chart can sit on the same shelf if they answer the same question.

The Coverbase chart library dialog, showing the search field, category shelves with counts, chart cards, and a live preview of the selected chart — The chart library. Shelves across the top, cards in the middle, and the selected chart drawn against your own data on the right.

Selecting a card renders it against your own data in the panel beside the grid, so you can see a real result before you commit it to the dashboard. The preview covers all time; once the chart is added, the dashboard’s own date range applies. You can select several and add them in one go.

Four chart cards from the Coverbase chart library, each with a preview thumbnail, description and job labels — Chart cards in the library. Each one previews the shape of the chart, says what it shows, and lists the jobs it is meant for.

Search matches names, descriptions and the job labels on each card, so renewals, board reporting and SLA all find something. It also matches the vocabulary your workspace uses: if you have renamed “vendor” to “supplier”, searching for suppliers finds the vendor charts.

What is on each shelf

Shelf	Charts	Answers
Risk posture	18	How big the portfolio is, how risky, and where the risk sits
Throughput & outcomes	12	How much work the program completes and how it resolves
Cycle time & SLA	11	How long things take, including the tail that breaches an SLA
Workload & ownership	14	Who is carrying the queue, who owns the relationship, and how consistently they decide
Spend & renewals	16	What is committed, where it concentrates, and what renews when
Savings & value	9	What was negotiated, what landed, and who banked it
Control assurance	20	Which controls fail and where, and whether the findings raised are closing
Intake & demand	7	Where new vendor requests come from and where they stall
Coverage & data quality	3	Whether the taxonomy is applied well enough to trust the rest

Risk posture · 18 charts

Chart	Type	What it shows
Total Vendors	KPI tile	Every vendor on record, with the month-by-month trend beneath it.
Active Vendors	KPI tile	Vendors currently in an active relationship, excluding onboarding and retired ones.
Vendors by Inherent Risk Level	Donut	The shape of the portfolio: how much of it sits in each inherent risk tier.
Vendors by Residual Risk Level (residual risk)	Donut	Where the portfolio lands after controls are credited.
Vendor Status by Inherent Risk	Heatmap	Which lifecycle stages hold the risky vendors: the cells to work down first.
Vendors Added by Quarter and Risk	Stacked column	Whether the vendors joining the portfolio are getting riskier over time.
Risk Domain Exposure	Heatmap	Vendor counts across every risk domain and level: where domain risk clusters.
Risk Domain Profile	Radar	The portfolio’s shape across risk domains, side by side on one radar.
Risk Register	Table	Vendor counts by analyst and inherent risk as a table you can export.
Portfolio by Supplier Tier	Donut	How the portfolio splits across supplier tiers: the criticality view.
Supplier Tier by Inherent Risk	Heatmap	Tier against inherent risk. A Tier 1 supplier scored low risk, or a Tier 4 one scored high, is a tiering question rather than a risk one.
Risks by Domain and Appetite (Risk register)	Stacked bar	Live register risks per domain, split by whether their residual sits inside or outside the domain’s appetite.
Spend by Inherent Risk Tier (Contracts)	Bar	How much money is committed to the riskiest vendors: the exposure number.
Severity by Supplier Tier	Heatmap	Finding severity against supplier tier, so a cell that should be empty stands out when it is not.
Radar Signals (Radar)	KPI tile	Every signal Radar raised about your vendors, trended by week.
Radar Signals by Severity (Radar)	Donut	The severity mix of what Radar raised.
Radar Signals by Supplier Tier and Severity (Radar)	Stacked column	Where on the tiering Radar is finding trouble, and how serious it is.
Tag Category by Risk Tier	Heatmap	Which segments of the portfolio carry the risk, cell by cell.

Throughput & outcomes · 12 charts

Chart	Type	What it shows
Vendor Lifecycle Funnel	Funnel	How vendors distribute across lifecycle statuses, largest stage first.
Assessments Run	KPI tile	Total assessments in the period, trended by month.
Assessments Over Time	Line	Assessment volume week by week.
Assessment Outcomes	Donut	How assessments resolve: approvals, conditional approvals and rejections.
Assessments by Supplier Tier	Column	Whether assessment effort goes where the criticality is.
Assessments by Tier Over Time	Stacked column	Assessment volume per month, split by supplier tier.
Assessment Outcomes by Tier	Table	Whether the tiers that matter are the ones passing, as a grid you can export.
Triaged Radar Signals (Radar)	KPI tile	Signals someone acted on: a finding, a case, a reassessment or an acknowledgement.
Dismissed Radar Signals (Radar)	KPI tile	Signals dismissed as not relevant to your vendors.
Radar Signals by Month and Status (Radar)	Stacked column	Each month’s signals, split by where they stand now, so a month still alerting stands out.
Radar Signals by Detector (Radar)	Table	Which detectors raise the signals, and how many of each are still alerting.
Radar Signals by Source (Radar)	Table	Which sources feed the signals, and how many are still alerting.

Cycle time & SLA · 11 charts

Chart	Type	What it shows
Median Assessment Cycle Time	KPI tile	The typical end-to-end time from document collection to a completed assessment.
95th Percentile Cycle Time	KPI tile	The tail: how long the slowest assessments take, which is what breaches an SLA.
Average Assessment Cycle Time	KPI tile	Mean end-to-end duration, for reporting alongside the median.
Cycle Time Trend	Line	Median cycle time month by month, showing whether the program is speeding up or slowing down.
Cycle Time by Inherent Risk	Column	Whether higher-risk reviews take longer, or only feel like it.
Cycle Time by Assignee	Bar	Median time to close per reviewer: where coaching or rebalancing would pay off.
Time Spent Collecting Documents	Line	Median time from request to indexed evidence, usually the biggest single delay.
Time Spent in Review	Bar	Median time from evidence review to completion, by reviewer.
Time Spent Analysing Controls	Line	Median time the control evaluation phase takes, month by month.
Cycle Time Distribution	Scatter	Every assessment as its own point, so outliers stay visible instead of averaging away.
Cycle Time by Vendor Tag	Bar	Which vendor segments are slow to get through review.

Workload & ownership · 14 charts

Chart	Type	What it shows
Portfolio by Risk Analyst	Stacked bar	Each analyst’s book of vendors, split by inherent risk: a load-balancing view.
Book of Business by Relationship Owner	Bar	How many suppliers each business owner is accountable for.
Suppliers by Owner and Tier	Table	An exportable grid of supplier counts per relationship owner and tier.
Assessment Workload by Assignee	Bar	Who is carrying the queue right now, and how evenly it is spread.
Outcomes by Assignee	Stacked bar	Each reviewer’s decision mix: an early read on inconsistent standards.
Most Assessed Vendors	Bar	The vendors absorbing the most review effort.
Assessments by Analyst and Risk	Table	An exportable grid of assessment counts per analyst and risk tier.
Assessments by Relationship Owner	Bar	Assessment volume by the business owner of the supplier, rather than by who ran the review.
Remediation Load by Relationship Owner	Stacked bar	Which business owner’s suppliers carry the findings, split by status group: the open band is the load, the closed one the history.
Radar Signals In Alert (Radar)	KPI tile	Signals still in alert: the triage queue.
Radar Signals by Status (Radar)	Donut	Where every signal stands: alerting, triaged, dismissed or closed.
Radar Signals In Alert by Vendor (Radar)	Bar	The vendors with the most signals waiting in the triage queue.
Ownership Coverage	Bar	Vendors per risk analyst, including the ones nobody owns yet.
Vendor Status by Analyst	Stacked bar	Each analyst’s book by lifecycle stage: who is holding stalled onboarding.

Spend & renewals · 16 charts

Chart	Type	What it shows
Total Contract Value (Contracts)	KPI tile	Committed spend across every active contract, trended by month.
Contracts Under Management (Contracts)	KPI tile	How many contracts the program is tracking.
Average Contract Value (Contracts)	KPI tile	Mean contract size: the baseline for spotting outlier deals.
Spend by Department (Contracts)	Bar	Where the money is committed across the business.
Spend Concentration by Vendor (Contracts)	Treemap	How much of total spend sits with a handful of vendors.
Spend by Vendor Tag (Contracts)	Bar	Spend rolled up by the segments the org manages by.
Renewal Calendar (Contracts)	Column	Contracts expiring each quarter: the negotiation runway.
Value Up for Renewal by Quarter (Contracts)	Column	How much spend comes up for renegotiation each quarter.
Renewals by Risk Tier (Contracts)	Stacked column	Which risk tiers the upcoming renewals sit in, so reviews can be booked early.
Contracts by Status (Contracts)	Donut	Active versus expired contracts still on the books.
New Contract Value by Quarter (Contracts)	Area	Spend newly committed each quarter, by contract effective date.
Average Contract Size by Department (Contracts)	Column	Which departments sign large deals and which sign many small ones.
Spend by Department and Risk (Contracts)	Table	An exportable grid of committed spend per department and risk tier.
Spend by Supplier Tier (Contracts)	Bar	Committed spend against supplier tier, including spend that sits outside the tiers the program scrutinizes.
Spend by Relationship Owner (Contracts)	Bar	Which business owner’s suppliers the money is committed to.
Contract Value by Owner and Tier (Contracts)	Table	Committed contract value per relationship owner and tier, across the whole book rather than a renewal window.

Savings & value · 9 charts

Chart	Type	What it shows
Negotiated Savings (Contracts)	KPI tile	Total savings negotiated off list or prior pricing.
Realized Savings (Contracts)	KPI tile	Savings that have landed, as opposed to those only negotiated.
Consolidation Savings (Contracts)	KPI tile	Savings from retiring overlapping vendors and consolidating spend.
Negotiated Savings by Department (Contracts)	Bar	Which parts of the business the savings came from.
Realized Savings by Department (Contracts)	Bar	Where negotiated savings converted into lower spend.
Savings Contribution Waterfall (Contracts)	Waterfall	How each department stacks up to the total savings number.
Savings Captured by Quarter (Contracts)	Area	Savings by contract effective date: the quarter-on-quarter run rate.
Savings by Vendor (Contracts)	Treemap	The suppliers where negotiation has moved the most money.
Savings by Vendor Tag (Contracts)	Bar	Which vendor segments the savings program is working.

Control assurance · 20 charts

Chart	Type	What it shows
Outcome by Inherent Risk	Stacked column	Whether high-risk vendors are being held to a higher bar.
Assessment Coverage by Quarter	Stacked column	Assessments completed each quarter, split by the risk tier they covered.
Issues Raised	KPI tile	Control evaluations that came back as an issue, trended by month.
Issues Over Time	Line	Whether control gaps are trending up or down across the portfolio.
Issues by Control Set	Bar	Which frameworks vendors fail most often.
Most Failed Controls	Bar	The individual controls generating the most issues: the systemic gaps.
Issues by Control Weight	Donut	How many failures land on the controls the org weights most heavily.
Issues by Vendor Risk Tier	Stacked column	Whether issues concentrate in the vendors that can hurt most.
Issues by Vendor	Treemap	The vendors carrying the most open control gaps.
Control Set Failures by Risk Tier	Heatmap	Framework against risk tier, so the worst cells stand out.
Inspect Issues by Application (Inspect)	Table	Issues Inspect flagged in each application, beside the findings raised from them.
Findings Raised	KPI tile	Every finding on record, with the month-by-month trend beneath it.
Findings Resolved	KPI tile	Findings whose current status sits in a completed group, trended by month.
Findings Raised vs Resolved	Line	Whether findings close faster than they open. A finding counts in the month it first closed, so a past month never changes.
Resolutions by Month	Column	Findings closed each month, on the month they closed. A reopen does not erase the month it closed in.
Findings by Stage	Donut	Where the book sits: not started, in progress, or completed.
Findings by Severity	Column	The severity mix of the findings, so the worst of it is visible at a glance.
Findings by Supplier Tier	Stacked column	Whether findings concentrate in the tiers that matter.
Findings by Source	Donut	Where findings come from, such as a control evaluation, a monitoring alert or manual entry.
Assessment Coverage by Tag	Stacked column	Whether every tagged segment is getting assessed.

Intake & demand · 7 charts

Chart	Type	What it shows
Vendors Onboarding	KPI tile	How much of the portfolio is mid-onboarding right now.
Vendors Added Over Time	Area	Monthly intake into the portfolio: the demand the program has to absorb.
Assessments by Initiator	Column	Which teams and people are pulling the program’s workload in.
Intake Requests (Intake)	KPI tile	New vendor requests submitted, trended by month.
Intake Funnel (Intake)	Funnel	Where requests sit between submission and acceptance, and where they pile up.
Intake Volume Over Time (Intake)	Area	Weekly request volume: the demand signal ahead of assessment load.
Intake Outcomes by Month (Intake)	Stacked column	How each month’s requests resolved, so approval rates stay visible.

Coverage & data quality · 3 charts

Chart	Type	What it shows
Vendors by Tag Category	Column	How much of the portfolio is classified under each tag category.
Portfolio by Tag	Treemap	The full tag map of the portfolio, sized by vendor count.
Vendors by Tag Value	Bar	The most common tag values, wherever the taxonomy is used.

What you will and will not see

The library hides templates your workspace cannot fill, so you never add a chart that can only ever render empty.

These charts need	Which means	If it is off
Contracts	The Contracts module enabled, and permission to read contracts	The 26 spend and savings charts are hidden, along with Contract Spend & Renewals, Savings & Value Capture and Third-Party Exposure
Intake	Permission to read intake requests	The 4 intake charts are hidden, along with Intake & Demand
Radar	The Radar module enabled, and permission to read Radar alerts or detectors	The 11 Radar signal charts are hidden, along with Radar Signal Triage
Inspect	The Inspect module enabled, and permission to read integrations	Inspect Issues by Application is hidden
Risk register	The Risk module enabled, and permission to read risks	Risks by Domain and Appetite is hidden
Residual risk	Residual risk scoring turned on for the workspace	Vendors by Residual Risk Level is hidden

A dashboard inherits its charts’ requirements: if any chart on it needs Contracts, the whole dashboard is hidden from workspaces without Contracts rather than arriving with holes in it. A shelf with nothing left to show drops out of the row of shelves. The remaining 66 charts and 10 dashboards depend on nothing beyond vendors, assessments and findings, so every workspace sees them.

Making them yours

A template is a starting point, not a fixed report. Once a chart is on your dashboard:

Retitle it. The shipped names are descriptive, not fixed. “Median Assessment Cycle Time” may be “Time to clear a vendor” in your program.
Change the slice. Most charts group by one dimension and split by another. Swapping either (tag, department, analyst, risk tier, quarter) usually gets you a different question answered by the same chart.
Resize and rearrange. Drag any widget; the grid reflows around it.
Set the date range on the dashboard rather than per chart. Every chart on it follows.
Mix shelves freely. Nothing stops a savings chart sitting next to a cycle-time chart if that is the story your review needs.

Charts count across your whole organization, not only the records you can open, so everyone who opens a dashboard sees the same totals. Radar and Inspect charts are the exception: they show only to people who can see those modules. Money charts add up amounts in your base currency (US dollars unless your organization has set another). An amount in another currency counts only once a conversion rate is set for it; without one it is left out of the total rather than added as if it were dollars.

Use the library from MCP or the API

You can browse the library and copy dashboards and charts from an MCP client or with an API key. An MCP client reads with query_platform(kind="dashboard_library") and writes with mutate(entity="report", action="apply_template") and mutate(entity="report", action="add_chart_templates"). The API routes are GET /v1/dashboard-templates, POST /v1/dashboard-templates/{template_slug}/apply and POST /v1/reports/{report_id}/chart-templates. See Dashboard templates and exports. Before an MCP client sends a write, it shows you the change and waits for you to confirm it. The MCP tool reference lists every field. Browsing the library needs report:read:org, which organization API keys hold. Copying a dashboard or adding charts needs report:create:org or report:update:org. API keys do not hold those, so for that use a key created by a person whose role holds it.

Where to go next

Contracts workspace

The contract records behind every spend, renewal and savings chart in the library.

Requesting a vendor

The intake flow the Intake & Demand dashboard measures.

Permissions and roles

Why two people can open the same dashboard and see different numbers.

Reporting overview

Assessment deliverables (Word templates, PDF and spreadsheet exports), as opposed to live dashboards.

Exporting and scheduling dashboards

Export a dashboard to PDF or Excel, or email it on a schedule.

​The ready-made dashboards

​Every dashboard in detail

​Executive TPRM Overview

​Vendor Risk Portfolio

​Assessment Operations

​Cycle Time & SLA

​Contract Spend & Renewals

​Savings & Value Capture

​Third-Party Exposure

​Intake & Demand

​Control Assurance

​Tag & Ownership Coverage

​Monthly Executive Report

​Findings and Remediation

​Supplier Tier Review

​Relationship Owner Accountability

​Radar Signal Triage

​The chart library

​What is on each shelf

​What you will and will not see

​Making them yours

​Use the library from MCP or the API

​Where to go next

Contracts workspace

Requesting a vendor

Permissions and roles

Reporting overview

Exporting and scheduling dashboards

The ready-made dashboards

Every dashboard in detail

Executive TPRM Overview

Vendor Risk Portfolio

Assessment Operations

Cycle Time & SLA

Contract Spend & Renewals

Savings & Value Capture

Third-Party Exposure

Intake & Demand

Control Assurance

Tag & Ownership Coverage

Monthly Executive Report

Findings and Remediation

Supplier Tier Review

Relationship Owner Accountability

Radar Signal Triage

The chart library

What is on each shelf

What you will and will not see

Making them yours

Use the library from MCP or the API

Where to go next