> ## Documentation Index
> Fetch the complete documentation index at: https://docs.coverbase.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Dashboards and the chart library
> The ten dashboards and 76 charts Coverbase ships ready to use: what each one shows, who it is built for, and how to put them on a dashboard of your own.
For AI agents: a documentation index is available at [https://docs.coverbase.com/llms.txt](https://docs.coverbase.com/llms.txt). This page is also available in markdown by appending .md to the URL.
This guide is part of the [User Guides](/user-guides/overview) 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 **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 | none |
| **Vendor Risk Portfolio** | Risk analysts and the TPRM lead | 9 | none |
| **Assessment Operations** | Assessment team leads | 9 | none |
| **Cycle Time & SLA** | Programme managers tracking SLAs | 10 | none |
| **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 program managers | 7 | Intake |
| **Control Assurance** | Control owners and compliance | 9 | none |
| **Tag & Ownership Coverage** | TPRM program owners | 9 | none |
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.
**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.
## 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.
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.
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 program 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 |
| 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. |
| 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. |
| **Assessment Outcomes** | Donut | How assessments resolve: approvals, conditional approvals and rejections. |
| **Vendor Lifecycle Funnel** | Funnel | How vendors distribute across lifecycle statuses, largest stage first. |
| 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. |
| 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. |
| 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. |
| 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. |
| 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. |
| **Assessment Coverage by Tag** | Stacked column | Whether every tagged segment is 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. |
| Chart | Type | What it shows |
| --------------------------------------- | -------------- | ----------------------------------------------------------------------------- |
| **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. |
| **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. |
| 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 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 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 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
The contract records behind every spend, renewal and savings chart in the library.
The intake flow the Intake & Demand dashboard measures.
Why two people can open the same dashboard and see different numbers.
Assessment deliverables (Word templates, PDF and spreadsheet exports), as opposed to live dashboards.