Dashboard overview

The dashboard is where your day starts. It has three layers — most recent at the top, broadest context at the bottom.

Top: First-run wizard (new firms only)

A 3-step setup card. Disappears once your compliance health crosses 30% and stays dismissed via your browser. See First-run setup wizard.

Top: Compliance Health card

A single 0-100 score with a traffic-light header band:

• Green ≥ 85% — on track
• Amber ≥ 60% — attention needed
• Red below 60% — action required

Underneath, the 12 factors that make up the score. Each row has a regulator citation (hoverable for plain English) and a per-factor earned/max number. Click any factor to jump to the page that fixes it.

See Compliance Health score for what each factor measures.

Middle: Today / work queue

The older "priority list" view — overdue reviews, monitoring alerts, missing documents, intake requests. Useful but secondary to the compliance trinity for AML work.

Sidebar: MLRO Queue

Linked from the sidebar, not the dashboard, but it's the daily-driver inbox for the MLRO specifically. See MLRO Queue.

Tabs at the top

• Overview — the dashboard described here
• Getting Started — static reference for new users
• Updates — release notes and what's changed

What it doesn't show

Per-client detail. For that, open the client and look at the File Completeness card on their Profile tab — see Client Compliance Status.