Dashboard
The Dashboard tab gives you a bird’s-eye view of your project’s risk health — useful before stakeholder meetings, when preparing a status update, or whenever you need to answer “how are we doing on risk?” without digging through every row.
Open it by clicking the Dashboard tab at the top of the Risk Register, alongside Heatmap and Table.
Intelligence Report
At the top of the Dashboard is the Intelligence Report — a plain-English paragraph that summarizes your current risk posture.
It covers:
- Total number of risks and how many are open
- Count of critical and high risks
- A callout if any risks are stale (no updates in 90+ days)
- An overall confidence score for your risk data
Example:
You have 14 risks, 9 open. 3 are critical or high priority. 2 risks haven’t been updated in over 90 days — worth a review. Overall data confidence is moderate (63%), based on freshness, ownership, and mitigation completeness.
Edit inline
Click anywhere in the narrative to edit it. Useful for tailoring the summary before a presentation or adding context that the auto-generation doesn’t capture.
Note: Edits are session-scoped — they’re lost on page reload. If you want to preserve a narrative, copy it into your report before refreshing.
Regenerate
Click Regenerate to restore the auto-generated text. If you’ve made edits, you’ll be asked to confirm before they’re overwritten.
KPI Cards
Below the Intelligence Report, five cards give you a snapshot of your register at a glance:
| Card | What it shows |
|---|---|
| Total Risks | All risks in the register |
| Open | Risks with status = Open |
| Critical/High | Risks scoring 13 or above |
| Mitigated | Risks with status = Mitigated |
| Stale | Risks with no updates in the last 90 days |
Each card shows a delta indicator (↑/↓) when a baseline is selected, so you can see what’s changed since your last report.
Note: Deltas are hidden when date filters are active — the filter changes what’s counted, so a delta would be misleading. A note appears in the card to explain this.
Baseline Comparison
Baselines let you compare the current state of your register against a previous snapshot — useful for tracking progress between reporting cycles.
Use the Baseline dropdown in the Dashboard toolbar to pick a mode:
| Mode | Description |
|---|---|
| No baseline | Default. KPI cards show current totals only, no deltas. |
| Since last report | Compares against the most recently auto-saved snapshot. |
| Pick a snapshot | Choose from up to 10 recent snapshots by date. |
When a baseline is active, a Comparison Banner appears below the toolbar showing the baseline label and date. Click Clear to deselect it.
How snapshots are created
Snapshots are saved automatically every time you export a PDF report. There are no manual snapshot controls — exporting a PDF is the trigger.
This means your snapshot history reflects your actual reporting cadence. The more consistently you export PDFs after reviews, the more useful the baseline comparison becomes.
Confidence Score
The confidence score is a quality signal that reflects how complete and up-to-date your risk data is. It’s calculated per risk and then averaged across all open risks.
Three factors contribute:
| Factor | Weight | How it’s calculated |
|---|---|---|
| Freshness | 50% | Linear decay from 100% (just updated) to 0% (90+ days old) |
| Owner assigned | 30% | 100% if an owner is set, 0% if not |
| Mitigation completeness | 20% | 0% (none), 40% (short text), 100% (detailed plan) |
The confidence score surfaces in the Intelligence Report narrative — not on individual risk cards or table rows.
Improving your confidence score:
- Keep risks updated regularly (freshness is the biggest factor)
- Assign owners to every open risk
- Write substantive mitigation plans, not just placeholder text
Using the Dashboard for reports
A typical reporting workflow:
- Open Dashboard and review the Intelligence Report — edit if needed
- Check KPI cards for anything that needs explaining
- Set a baseline to show deltas since your last report
- Export a PDF report — this automatically saves a snapshot for next time
- Share the PDF with stakeholders
See Import, Export, and Bulk Actions for PDF export details.