Understanding the Dashboard

Created by Howard Katzenberg, Modified on Tue, Dec 2, 2025 at 12:51 PM by Howard Katzenberg

Your Home Dashboard

When you log into GleanMark, you see your personalized dashboard with key metrics and quick actions.

Quick Actions

Three buttons at the top let you quickly:

  • New Portfolio - Create a new trademark portfolio
  • Search Trademarks - Go to the search page
  • View Alerts - Open your alert inbox

Portfolio Overview

The stats section shows at-a-glance metrics:

  • Total Trademarks - Number of trademarks you are monitoring
  • Portfolios - Number of active portfolios
  • Alerts - Alerts requiring your attention
  • Upcoming - Deadlines in the next 30 days

Dashboard Sections

Alerts Requiring Action

High-impact items that need your attention soon. Shows alert type, portfolio, urgency level, and time remaining.

Owner Watchlist

Recently tracked owners and their monitoring status. Click "Manage owners" to view all tracked owners.

Your Portfolios

Grid view of your trademark portfolios. Click any portfolio card to open it.

Navigation

Use the sidebar to access:

  • Dashboard (/home) - This page
  • Search (/search) - Trademark search
  • Portfolios (/portfolios) - Portfolio management
  • Owners (/owners) - Tracked owner management
  • Alerts (/alerts) - Alert inbox
  • Analysis (/analysis) - AI analysis tools
  • Settings (/settings) - Account settings

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