The governance picture the board asks for, without a week of slide-building.
A configurable dashboard for every role, a report designer that works on platform data, and an execution history across every process. The numbers come from the registers and workflows themselves, so they are current the moment you open them.
Policies due for review
Approvals overdue
Acknowledgement
Workflow runs completed · last 8 weeks
Regulatory coverage
Reporting as manual labour
Status is collected by email, pasted into a spreadsheet, turned into charts, and is out of date before the meeting starts.
Views that fit nobody
The CCO, a policy owner and an auditor need different numbers. A single fixed dashboard shows each of them mostly noise.
Custom questions need a developer
Any report not already built means a request to IT, and a wait.
A home screen built from widgets, by role
Every user's dashboard is assembled from a widget registry: acknowledgement rates, policies due for review, overdue approvals, regulatory coverage, open RCSA actions. Users add, remove and rearrange widgets; administrators define new ones in the Widget Builder.
- Configurable per user and per role
- Widgets read live from registers and workflows
- Widget Builder for organisation-specific measures
Data sources
Acknowledgement by department · AML Policy v2.4
| Department | Required | Done | Rate |
|---|---|---|---|
| Compliance | 38 | 38 | 100% |
| Retail banking | 451 | 412 | 91% |
| Treasury | 59 | 46 | 78% |
| Digital channels | 114 | 71 | 62% |
| Operations | 370 | 203 | 55% |
Build the report you were asked for, yourself
The Report Designer works directly on platform data: documents, acknowledgements, workflow runs, risks, controls, regulations and assessments. Choose the source, filter and group, and save the report to run on a schedule or export as PDF or CSV. Board packs and regulator submissions stop being a copy-and-paste exercise.
- Any platform entity as a source
- Scheduled runs and exports
- Saved reports shared by role
Configure once, apply everywhere
The Admin Dashboard is the entry point to every configuration tool: Masters for org-wide reference data such as business units and tag pools; registry administration for risks, controls, regulations; branding presets that apply live across the platform; platform settings such as enabling Magpie AI or the board-approval tier; and role-based access control.
- Masters and TagPools for consistent categorisation
- Branding: logo and colour presets, applied live
- Platform and feature toggles per deployment
Open the board pack instead of building it.
See the dashboard with sample data loaded, then point it at your own.