Dashboard
The dashboard is the first screen you see when you log in to the Company Portal. It provides a real-time snapshot of your account's compliance posture, open actions, and recent activity. Every metric on the dashboard reflects the live state of your account — there is no caching delay.
Metrics Panel
The top section of the dashboard displays six key metrics. These are the numbers that matter most for day-to-day compliance management.
Total Products
The total count of all product records in your account, regardless of their status. This includes drafts, published products, and archived products. It does not include products that have been permanently deleted.
Use this number as a quick check against your internal product catalogue. If you have products in your ERP or product management system that are not reflected here, they need to be created or imported.
Published DPPs
The number of products that have been published and have a live, publicly accessible Digital Product Passport. A DPP is counted as published only if its current version is in Published status — products with a published version that is currently being revised (and therefore in Draft status) are counted under the draft total until the revision is republished.
This is the number that matters most for regulatory compliance. EU Battery Regulation 2023/1542 requires a DPP to be accessible before a battery product is placed on the EU market.
Draft Products
The number of products that have been created but not yet published, plus any published products that currently have an open draft revision in progress. Products in Draft status are not publicly accessible and their QR codes (if any exist from a previous publication) continue to serve the last published version.
A high draft count relative to total products typically indicates that data collection is in progress. Work through your data requests and supplier responses to move drafts toward publication.
Compliance Score
Your account-level compliance score is a weighted aggregate that measures how complete and verified your published DPPs are across your product catalogue. The score is expressed as a percentage from 0 to 100.
What the score measures:
- Field completeness (50% weight): The proportion of mandatory and recommended DPP fields that are populated across all published products. Fields left blank reduce this component.
- Verification coverage (30% weight): The proportion of published DPPs that have at least one approved verification task associated with them. Unverified DPPs reduce this component.
- Document coverage (20% weight): The proportion of published DPPs that have at least one associated compliance document (such as a test report or Declaration of Conformity).
What 100% means: Every published product has all mandatory fields populated, all recommended fields populated, at least one approved verification task, and at least one compliance document. In practice, scores between 85 and 95 are common for mature accounts, as some recommended fields may not be applicable to every product category.
What to do if your compliance score is low:
- Go to Products and filter by status = Published.
- Click on any product and look at the Completeness indicator at the top of the DPP editor — it shows exactly which mandatory fields are missing.
- Prioritise filling mandatory fields first. Use data requests to obtain supplier data you do not hold directly.
- Once fields are complete, create a verification task for fields requiring third-party attestation.
- Attach at least one document (test report, certificate, or Declaration of Conformity) to each published product.
The compliance score recalculates automatically whenever a DPP is updated or a new verification task is completed.
Pending Verification Tasks
The number of verification tasks that have been created but not yet completed — specifically tasks in Assigned or In Progress status. These are tasks where you are waiting for a verifier to deliver a finding.
Pending tasks do not block publication, but their completion is required for the verification coverage component of your compliance score.
What to do if tasks are overdue:
- Click the metric to open the Verification section filtered to open tasks.
- Click any overdue task to open it and use the Message thread to contact the assigned verifier directly — this creates a timestamped record of your follow-up.
- If the verifier is unresponsive, you can reassign the task to a different verifier from the task detail page using Actions → Reassign Verifier. Reassignment resets the task to Assigned status and sends a new notification to the new verifier.
- If no alternative verifier is available, consider contacting the verifier outside the platform — the task detail page shows the verifier's registered email address.
Click this metric to jump directly to the Verification section, filtered to show only open tasks.
Pending Supplier Data Requests
The number of data requests you have sent to suppliers that have not yet been fully resolved. This includes requests in Pending status (the supplier has not yet started) and In Progress status (the supplier has begun but not submitted). Requests that have been submitted and are awaiting your review are counted separately in the activity feed.
If this number is high, it often indicates that suppliers need a follow-up. You can send a reminder directly from the data request record without creating a new request.
Recent Activity Feed
The activity feed displays the 20 most recent events across your account, in reverse chronological order. Each entry shows:
- Timestamp — the date and time the event occurred, displayed in your local timezone.
- User — the name of the user who performed the action, or "System" for automated events (such as a supplier submitting a data request response).
- Action — a plain-English description of what happened (e.g., "Published DPP for NovaPower LFP-100", "Supplier response received from ACME Components Ltd").
- Resource — a link to the affected product, document, supplier, or task.
The feed covers all users on your account, not just your own actions. This makes it useful for team leads monitoring progress across multiple team members.
For a complete, unfiltered, exportable history, use the Audit Trail section. The activity feed is a convenience view only and does not replace the audit trail for compliance purposes.
Quick Action Buttons
The dashboard includes a set of quick action buttons that provide one-click access to the most common tasks:
| Button | Action |
|---|---|
| New Product | Opens the product creation flow. Equivalent to clicking Products > New Product. |
| Import Products | Opens the CSV import dialog. |
| Send Data Request | Opens the data request creation dialog. |
| Upload Document | Opens the document upload dialog in the Compliance section. |
| New Verification Task | Opens the verification task creation dialog. |
These buttons are contextual shortcuts — they do not skip any steps in the underlying workflows. The same forms and validations apply whether you use a quick action button or navigate through the sidebar.
Dashboard Refresh
The dashboard metrics and activity feed refresh automatically every 60 seconds while the page is open. You can force an immediate refresh by clicking the refresh icon in the top-right corner of the metrics panel. If you are making rapid changes across multiple browser tabs, use the manual refresh to ensure the dashboard reflects the most current state.