Dashboard¶

The CalcBridge Dashboard provides a comprehensive overview of your portfolios, compliance status, and recent activity. This guide covers the dashboard layout, key metrics, customization options, and quick actions.

Overview¶

The Dashboard is your starting point in CalcBridge, providing at-a-glance visibility into:

• Compliance Status - Current pass/fail rates across all portfolios
• Key Metrics - Portfolio-level metrics and trends
• Recent Activity - Recent uploads, calculations, and changes
• Alerts - Active and recent alert notifications
• Quick Actions - Common tasks accessible with one click

Dashboard Layout¶

The default dashboard layout consists of several sections:

+----------------------------------------------------------+
|                    COMPLIANCE STATUS                       |
|  [Passed: 45]  [Warning: 3]  [Failed: 1]  [Not Run: 2]   |
+----------------------------------------------------------+
|                                                            |
|  KEY METRICS                    |  PORTFOLIO SUMMARY      |
|  +-------------+                |  +------------------+    |
|  | Total AUM   |                |  | Workbooks: 12    |    |
|  | $2.4B       |                |  | Last Upload: 2h  |    |
|  +-------------+                |  | Pending: 0       |    |
|  | Portfolios  |                |  +------------------+    |
|  | 8           |                |                          |
|  +-------------+                |  RECENT ALERTS           |
|  | Avg Cushion |                |  +------------------+    |
|  | 3.2%        |                |  | CCC Warning (2h) |    |
|  +-------------+                |  | Upload Done (4h) |    |
|                                 |  +------------------+    |
+----------------------------------------------------------+
|                    RECENT ACTIVITY                         |
|  [Upload] Q1 Portfolio - 2 hours ago                      |
|  [Calc] ABC CLO recalculated - 3 hours ago                |
|  [Test] Compliance tests run - 4 hours ago                |
+----------------------------------------------------------+

Key Metrics¶

Compliance Metrics¶

Portfolio Metrics¶

Activity Metrics¶

Widgets¶

The dashboard is composed of widgets that you can customize:

Compliance Status Widget¶

Displays overall compliance health:

• Status Bar - Color-coded pass/warning/fail counts
• Trend Line - Pass rate over time
• Worst Performers - Tests with lowest cushion

Portfolio Summary Widget¶

Shows portfolio-level information:

• Total Value - Combined AUM
• Position Count - Number of holdings
• Top Holdings - Largest positions
• Sector Breakdown - Pie chart of sector allocation

Recent Activity Widget¶

Lists recent events:

• Uploads - New workbooks added
• Calculations - Recalculation events
• Changes - Data modifications
• Tests - Compliance test runs

Alerts Widget¶

Shows alert status:

• Active Alerts - Currently triggered
• Recent Triggers - Past 24 hours
• Alert Trend - Triggers over time

Quick Actions Widget¶

Provides shortcuts to common tasks:

• Upload Workbook
• Run Compliance Tests
• Create Scenario
• Generate Report

Charts Widget¶

Visualizations of key data:

• Cushion Distribution - Histogram of cushion values
• Rating Breakdown - Bar chart of ratings
• Compliance Trend - Line chart over time
• Portfolio Composition - Pie chart of allocations

Customizing Your View¶

Widget Configuration¶

Customize each widget:

1. Click the gear icon on a widget
2. Configure options:
   • Data source (which portfolios to include)
   • Time period (today, week, month, custom)
   • Display format (chart type, metrics shown)
3. Click Save

Layout Customization¶

Rearrange the dashboard:

1. Click Edit Layout in the toolbar
2. Drag widgets to reposition
3. Resize widgets by dragging corners
4. Click Save Layout

Adding Widgets¶

Add new widgets:

1. Click Add Widget in the toolbar
2. Select widget type
3. Configure the widget
4. Position on dashboard
5. Click Save

Removing Widgets¶

Remove unwanted widgets:

1. Click the X on the widget header
2. Confirm removal

Saving Layouts¶

Save custom layouts for different use cases:

1. Configure the dashboard
2. Click Save Layout As
3. Enter a layout name
4. Access saved layouts from the layout dropdown

Quick Actions¶

The Quick Actions panel provides one-click access to common tasks:

Upload Workbook¶

1. Click Upload Workbook
2. Drag and drop or browse for file
3. Select mapping profile (optional)
4. Confirm upload

Run Compliance Tests¶

1. Click Run Compliance Tests
2. Select workbooks to test
3. Choose test suite
4. View results when complete

Create Scenario¶

1. Click Create Scenario
2. Enter scenario name
3. Select base workbook
4. Add proposed trades
5. Run simulation

Generate Report¶

1. Click Generate Report
2. Select report type
3. Choose workbooks/date range
4. Download when ready

Keyboard Shortcuts¶

Access quick actions with keyboard shortcuts:

Filtering and Time Periods¶

Portfolio Filter¶

Filter dashboard to specific portfolios:

1. Click the Portfolio Filter dropdown
2. Select portfolios to include
3. Dashboard updates to show only selected portfolios

Time Period Selection¶

Adjust the time period for metrics:

Refresh Data¶

Dashboard data refreshes automatically every 5 minutes. To refresh manually:

• Click the Refresh button in the toolbar
• Press F5 or Ctrl+R

Notifications Panel¶

Access notifications from the dashboard:

1. Click the bell icon in the header
2. View recent notifications:
   • Alert triggers
   • Calculation completions
   • System messages
3. Click a notification to view details
4. Mark as read or dismiss

Notification Settings¶

Configure what notifications appear:

1. Click gear icon in notifications panel
2. Toggle notification types:
   • Alerts
   • Calculations
   • Uploads
   • System
3. Save preferences

Dashboard API¶

Access dashboard data programmatically:

Get Dashboard Summary¶

curl -X GET https://api.calcbridge.io/api/v1/dashboard/summary \
  -H "Authorization: Bearer $TOKEN"

Response:

{
  "compliance": {
    "total_tests": 51,
    "passed": 45,
    "warnings": 3,
    "failed": 1,
    "not_run": 2,
    "pass_rate": 88.2
  },
  "portfolio": {
    "total_aum": 2400000000,
    "portfolio_count": 8,
    "holdings_count": 2456
  },
  "activity": {
    "workbooks": 12,
    "calculations_today": 8,
    "tests_today": 3,
    "active_alerts": 2
  },
  "last_updated": "2025-01-15T10:30:00Z"
}

Get Compliance Metrics¶

curl -X GET https://api.calcbridge.io/api/v1/dashboard/compliance \
  -H "Authorization: Bearer $TOKEN"

Get Recent Activity¶

curl -X GET https://api.calcbridge.io/api/v1/dashboard/activity?limit=20 \
  -H "Authorization: Bearer $TOKEN"

Best Practices¶

Daily Review Workflow¶

1. Check Compliance Status - Review pass/fail counts
2. Review Alerts - Address any active alerts
3. Check Activity - Review overnight changes
4. Run Tests - Execute daily compliance tests
5. Generate Reports - Create any needed reports

Dashboard Setup for Roles¶

Performance Tips¶

1. Limit Portfolios - Filter to relevant portfolios only
2. Reduce Widgets - Remove unused widgets
3. Set Reasonable Periods - Shorter time periods load faster
4. Use Scheduled Refresh - Avoid excessive manual refresh

Troubleshooting¶

Data Not Loading¶

If dashboard data does not load:

1. Check your internet connection
2. Verify you have access to the workbooks
3. Try refreshing the page
4. Clear browser cache if issues persist

Incorrect Metrics¶

If metrics seem incorrect:

1. Verify portfolio filter settings
2. Check time period selection
3. Ensure calculations are up to date
4. Contact support if issues persist

Widget Errors¶

If a widget shows an error:

1. Click the widget to see error details
2. Check data source availability
3. Try removing and re-adding the widget
4. Contact support if issues persist