1. Key Dashboard Metrics
The Senior Management Dashboard provides a high-level view of compliance performance across several core indicators:
Due Diligence Status Breakdown
View all active clients by their due diligence status
Identify outstanding or overdue due diligence
Staff with Outstanding Due Diligence
Highlights users with incomplete client tasks
Track team performance and accountability
Overdue Periodic Reviews
List of clients whose reviews are past due
Shows how long overdue and which staff member is responsible
Expired Client Documents
Identifies expired due diligence documents
Flags responsible staff for follow-up
Staff Training Log
Visual tracker of compliance training completion
Quickly see who is non-compliant
Pending Approvals
Displays files awaiting approval
Alerts senior approvers when their action is required
2. Generating Reports from the Dashboard
To explore the data in more detail:
Click on any section to drill down into client-level detail
Use Reports for broader analysis, including:
Risk summaries
Document expiry
Periodic review timeliness
Training status logs
Reports are instantly accessible—no need to contact support or IT
3. Optimized for Senior Management
The dashboard is designed for decision-makers who need fast, high-level insight without operational overhead:
Easy to Use – View data without navigating multiple menus
Actionable – Highlight gaps and overdue tasks in real time
Proactive – Spot issues early and assign action items to staff
Cost-Effective – Available to all SILO customers at no additional cost
4. Want a Live Walkthrough?
To schedule a live demo or request help configuring your dashboard, contact us at [email protected]