Features / Portfolio Dashboard
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Portfolio Dashboard

A visual analytics dashboard showing charts and statistics for your entire trademark portfolio — giving you a bird's-eye view of its health, composition, and trends at a glance.

Visual Analytics 13 Chart Types Customisable More → Dashboard

What is the Portfolio Dashboard?

The Portfolio Dashboard is a visual analytics page that summarises your entire active portfolio through charts and key metrics. Instead of scrolling through lists, you get an instant visual overview — how many marks are registered vs. objected, which classes are most represented, when renewals fall due, and more.

The Dashboard is fully customisable — choose which charts to display and arrange them in the order that works for your workflow.

Available Charts

Up to 13 customisable chart cards are available. Each represents a different dimension of your portfolio:

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Status Breakdown
How many marks are Registered, Objected, Abandoned, Accepted, Advertised, and more.
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Class Distribution
Which NICE classes your marks are filed in, ranked by volume.
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Filing Date Trends
When your portfolio marks were filed over time — by year or month.
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Agent Breakdown
Which agents handle your portfolio marks and how many each manages.
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Attorney Breakdown
Attorney-wise distribution across your portfolio.
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Proprietor Breakdown
Trademark counts grouped by proprietor name.
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Renewal Timeline
Marks due for renewal by year — so you can plan ahead for renewal filings.
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Custom Field Summaries
Additional charts based on other portfolio fields, configurable from Admin settings.

Customisation

From the Admin Settings page, you can choose which dashboard charts to show and arrange them in the order you prefer. Charts you don't need can be hidden, and you can reorder the visible ones by dragging them into place.

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Admin settings: Go to Admin → Dashboard Settings to manage which charts are shown and their display order.

Quick Stats

At the top of the Dashboard, a quick stats row shows at a glance:

  • Total trademarks — the total count of marks in your active portfolio
  • Portfolio usage — how full your portfolio slot is relative to your plan limit
  • Open deadlines — the number of active deadlines currently open across the portfolio
  • Subscription details — your current plan, credit balance, and renewal date

How to Access

The Portfolio Dashboard is accessed from the top navbar: click More, then select Dashboard. It is specific to your active portfolio — switch portfolios from the navbar to view stats for a different client's marks.

Visualise your portfolio

Charts, stats, and trends — everything you need to understand your portfolio at a glance.

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