Risk Score Dashboard

Updated May 19, 2026 21:16

The Dashboard is the home page of the Portal page. This page presents an overview of test, reporting and course data, active tests, new library templates, advertisements (for reseller accounts), account details, and risk scores of targets and groups/departments.

On the left hand side is the navigation menu. For more details, please see our Main Menu article.

Risk Score

Riskiest Widgets - There are three (for comparison purposes) "Riskiest" widgets:

Targets - The first on the left-hand side displays the riskiest Targets.
Groups/Departments - The second in the middle displays the riskiest Groups by default, but can be changed to riskiest Departments by using the dropdown.
Account - The final widget on the right-hand side displays the overall risk of the entire account -- a total risk of all targets, groups, and departments within an account.

The first two widgets will display a pie chart containing the risk metrics of the respective type (targets for the first, Groups/Departments for the second). For example, when "Groups" is selected, a pie chart detailing the breakdown of various risk levels comprising all groups will be shown.

The last widget (for account risk) will display a needle and risk score indicating the risk of the entire account. These ranges and colors of each category can be configured in the Risk Score Settings page.

Account Activity

Testing Activity tab - Displays testing action data from the past month in a line or bar chart. Metrics for how many tests have been scheduled and completed will be shown. The dropdowns will allow you to modify the time period for the graph or the group which the data is referencing. You can filter different types of actions by clicking them in the top-right corner of the chart. The triple dot menu gives view, print, and download options. Below this chart will be displayed the targets that have the highest count of clicks and data extended actions.

Reporting Activity tab - Displays testing reporting data from the past month in a line or bar chart. This section provides information about ongoing reporting activity. You can view how many emails that are reported daily, average number of reports, who are your top reporters and the total number of reported emails. By clicking on a target in the top reporters section, you will be brought to the target details page.

Course Activity tab - Displays course assignment and completion data in a line or bar chart. This section provides information about the security training coursework you have assigned to your employees. You can view the number of employees that are enrolled in training and their progress at a glance. This tab shows enrollment data from the past month in a line chart. You can filter the data found in this chart by clicking the data points in the top-right corner. The triple dot menu gives view, print, and download options. Clicking a student email in the "recent course completions" section will bring you to their target details page.

Risk Activity tab - Displays the overall risk scores for a given group over a specified time period. There are two dropdowns: one for groups and one for time period. The group dropdown will allow you to select any group within the account, and the time dropdown will allow you to select between the last 30, 60, or 90 days, as well as 6 months or 1 year.

Testing Activity

This section provides a table of ongoing simulated phishing tests. The table contains the following columns:

Test Name - The name of the test.
Type - The type of test (phishing, callback, etc.).
Group - The selected group that is being tested.
Start - The date of when the test began.
End - The date of when the test ended.
Status - The status of the test (Completed/Incomplete).
Actions - A "View" button allowing you to view the details of the test, along with a dropdown with the following options:
- View Details: View the details of the test (same as the View button).
- View Scheduled Emails: View the scheduled emails of the test.
- Generate Report: Generate a report for this test.

You can view tests awaiting authorization, scheduled tests, tests currently running, and completed. The section contains links you can use to navigate to more detailed views of tests and create a campaign with a single click.

For Reseller accounts, created advertisements that are active will appear above the Templates and Integrations section. For more information regarding advertisements, see our Manage Advertisements article.

Templates and Integrations

The Newest Library Templates section will display the last 5 templates that have been added or updated in the template library.

The Integrations tab will display any of the integrations that have been connected to the account and their current status, if they are syncing or giving an error.

My Account

The My Account widget contains the following information of the account:

Organization/Company name,
Current User logged in,
License Type,
Targets,
Email Rate Limit,
Renewal Date,
Domains,
Groups, and
Users.

The My Account widget also displays information regarding the industry of the account, such as:

Industry type of the account,
The Industry-Wide Fail Rate,
The fail rate of the previous year, and
The fail rate of the current year.

Industry Metrics show benchmarked results aggregated across all accounts. Metrics are target-based and reflect performance across targets in each industry. The failure rate is calculated as:

failed phishing emails to that industry ÷ total phishing emails sent to that industry, excluding pilot campaign emails.

Resources

The Top Bar Menu contains:

The icon: Displays platform messages.
The icon: Directs you to the Need Help? page. This page contains support contact details and other help resources.
Search bar: Search for resources like targets and campaigns.