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Overview

The Policy Dashboard gives you an at-a-glance picture of your organisation’s policy landscape. Use it to track how many policies are current, which are overdue for review, and how policy activity trends over time. Whether you need a high-level summary or want to drill into individual policy owners, the dashboard brings everything together in one place.

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How to use it

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Status tiles

At the top of the dashboard you will see summary tiles showing key metrics:
  • Total Policy — the total number of policies in the system (e.g. 35).
  • Overdue — the number of policies that have passed their scheduled review date without being updated (e.g. 31).
These tiles update in real time as policies are added, reviewed, or retired. If the overdue count is high, consider prioritising a review cycle — see Exceptions for items that may need formal exception tracking.

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Dashboard tabs

The dashboard offers three views, accessible via tabs at the top of the page:

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Overview

The default tab. Displays the status tiles and the Policies Graph (described below), giving you a broad snapshot of policy health.

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By Owner

Groups policies by the individual responsible for each one. Use this view to identify owners with a disproportionate number of overdue reviews, or to rebalance policy ownership across your team.

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Policy Wall

A visual board-style layout that arranges policies by status. Useful for team meetings or steering committees where you want to walk through the portfolio quickly.

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Policies Graph

Below the status tiles, a bar or line chart shows policy activity over time. You can toggle between:
  • Monthly — aggregates policy events by calendar month.
  • Quarterly — aggregates by quarter, useful for board-level reporting cycles.
Use the filter dropdowns above the chart to narrow the data:
  • Business Unit — restrict to a specific business unit.
  • Team — restrict to a specific team within a business unit.
  • Entity — restrict to a specific legal entity.
Policy Dashboard showing status tiles, Policies Graph with Monthly and Quarterly toggles, and filter dropdowns for Business Unit, Team, and Entity

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Policy in detail table

Beneath the graph, the Policy in detail table lists every policy with the following columns:
ColumnWhat it shows
TitleThe name of the policy. Click to open the full policy record.
OwnerThe person responsible for keeping the policy up to date.
Next ReviewThe date by which the policy must be reviewed. Overdue dates are highlighted.
You can sort by any column header and use the filters above the graph to narrow the table to a specific business unit, team, or entity.

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Tips & Tricks

Start each week by checking the Overdue tile. A quick scan helps you catch policies that have slipped past their review date before they become audit findings.
The overdue count reflects the current date. If you are preparing a report for a future committee meeting, note that the number may change between now and then. Export the data when you need a point-in-time snapshot — see the Export Center.
Filters applied to the Policies Graph also affect the Policy in detail table below it. Clear all filters to return to the full organisational view.