The Portfolio Overview dashboard enables in house teams to view their top examiners, classes, and more at a glance and compare their firm's allowance rate and average office actions.
Dashboard Description
This dashboard uses your company's disposed application data from the previous five years to generate tables indicating your firm's:
Top 10 Art Units,
Top 10 Examiners,
Top 10 CPC Classes, and
Top Tech Centers.
Each table shows your company's allowance rate and average office actions compared to the average for the displayed class, examiner, etc. to provide a quick way to gauge performance in your most frequent areas.
For further benchmarking capabilities, check out the Basic and Premium Benchmark dashboards.