Portfolio Dashlet

The Portfolio dashlet provides a global view of the clinical study activity. Displayed as an interactive world map, this dashlet highlights the number of studies associated with each country, offering a high-level snapshot of the geographic trial distribution.

Users can tailor the map to focus on specific data by applying filters available in the dropdown menu. Filters include:

  • Status
  • Sponsor
  • Phase
  • Program
  • Country
  • Product
  • Therapeutic Area

These filters allow users to quickly refine the view to focus on targeted aspects of the portfolio, supporting data-driven insights and strategic decision-making.

A user can perform the following actions on this dashlet:

  1. Click on the below-mentioned filters dropdown to customize the world map according to the filters applied:
    1. Status
    2. Sponsor
    3. Phase
    4. Program
    5. Country
    6. Product
    7. Therapeutic Area

  2. Click on the Details button to expand the Portfolio screen and view the world map along with the study data in a tabular format.
  3. On the portfolio screen, perform the following:
    • Apply filters by selecting the available options from the filter’s dropdown.
    • Click on Export to retrieve an export of the portfolio screen in the Grid or Chart format.

      • Export Grid: The Export Grid option allows data to be exported in CSV or XLSX file format. Refer to the Exporting Contacts section to understand the export process in detail.

      • Export Chart: The Export Chart option allows users to export the data in PDF Documents or PNG Images. Refer to the Top Countries Dashlet section to understand the process.
    Note:
    • The columns and details in the Portfolio export files are different but the export process is similar to export process of the other modules.
    • The process for exporting Portfolio charts is similar across all dashlets.
  4. Hover over the numbers on the world map with the mouse to reveal the country names and their associated studies.

  5. Additionally, click on the number to get additional details associated with that particular study.
  6. In the Study table, click on the Up and Down arrows to sort the data in ascending and descending orders respectively.

Note: Follow the similar filtering, exporting, and sorting process listed above.