Dashboards and the chart library

This page is part of the User Guides collection. Read it when you are building a dashboard for a board pack, a programme 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 10 ready-made dashboards and 76 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.

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 ten 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	—
Vendor Risk Portfolio	Risk analysts and the TPRM lead	9	—
Assessment Operations	Assessment team leads	9	—
Cycle Time & SLA	Programme managers tracking SLAs	10	—
Contract Spend & Renewals	Procurement and vendor managers	10	Contracts
Savings & Value Capture	Procurement leadership and finance	8	Contracts
Third-Party Exposure	Risk and finance leaders	8	Contracts
Intake & Demand	Intake owners and programme managers	7	Intake
Control Assurance	Control owners and compliance	9	—
Tag & Ownership Coverage	TPRM programme owners	9	—

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 programme 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 walk into a negotiation with.

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. Reach for it when: renewal negotiation prep; budget planning; vendor rationalisation.

Savings & Value Capture

What the programme saved, where it came from, and how much of it actually 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.

The chart library

The dashboards above draw on 62 of the library’s charts. Every one of them is also available on its own, along with 14 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. 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	11	How big the portfolio is, how risky, and where the risk sits
Throughput & outcomes	4	How much work the programme completes and how it resolves
Cycle time & SLA	11	How long things take, including the tail that breaches an SLA
Workload & ownership	7	Who is carrying the queue and how consistently they decide
Spend & renewals	13	What is committed, where it concentrates, and what renews when
Savings & value	9	What was negotiated, what actually landed, and who banked it
Control assurance	11	Whether the riskiest vendors are genuinely held to a higher bar
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 · 11 charts

Chart	Type	What it shows
Spend by Inherent Risk Tier (Contracts)	Bar	How much money is committed to the riskiest vendors — the exposure number.
Tag Category by Risk Tier	Heatmap	Which segments of the portfolio carry the risk, cell by cell.
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.

Throughput & outcomes · 4 charts

Chart	Type	What it shows
Assessments Run	KPI tile	Total assessments in the period, trended by month.
Assessments Over Time	Line	Assessment volume week by week — the programme’s pulse.
Assessment Outcomes	Donut	How assessments resolve — approvals, conditional approvals and rejections.
Vendor Lifecycle Funnel	Funnel	How vendors distribute across lifecycle statuses, largest stage first.

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 — is the programme speeding up or slowing down?
Cycle Time by Inherent Risk	Column	Whether higher-risk reviews genuinely take longer, or just 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 · 7 charts

Chart	Type	What it shows
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.
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.
Portfolio by Risk Analyst	Stacked bar	Each analyst’s book of vendors, split by inherent risk — a load-balancing view.

Spend & renewals · 13 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 programme 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 actually 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.

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 actually 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 actually 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 programme is actually working.

Control assurance · 11 charts

Chart	Type	What it shows
Outcome by Inherent Risk	Stacked column	Whether high-risk vendors are actually being held to a higher bar.
Assessment Coverage by Quarter	Stacked column	Assessments completed each quarter, split by the risk tier they covered.
Assessment Coverage by Tag	Stacked column	Whether every tagged segment is actually getting assessed.
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 at a glance.

Intake & demand · 7 charts

Chart	Type	What it shows
Assessments by Initiator	Column	Which teams and people are pulling the programme’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.
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 programme has to absorb.

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 actually 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 23 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
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. The remaining 48 charts and 6 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 sacred. “Median Assessment Cycle Time” may be “Time to clear a vendor” in your programme.
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 read live data with your permissions applied, so two people can open the same dashboard and see different totals. Before circulating a number from a dashboard, check that your audience can see the same scope you can.

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.

Start here

Setup

Dashboards

Assessments

Vendor intelligence

Monitoring

Contracts

E-signature

Documents

Sourcing

Supplier information

Dashboards and the chart library

The ten dashboards