The Vendor Overview is the home screen and the health check for your entire vendor base — pipeline counts, portfolio compliance, renewal timing, and the outstanding work that needs attention.

The Vendor Overview dashboard

What you're looking at

• Filters (top). The All / Residential / Commercial / Service tabs and the Region dropdown re-scope every number on the page to a work class and/or region.
• New Vendor Pipeline. Vendors still being onboarded, split into New Requests, Vendor Intake, and Onboarding. Click a card to jump into that part of the pipeline.
• Active Vendor Portfolio. Fully-onboarded vendors, split into Compliant and Non-Compliant, with the share of the total.
• Vendor Category Summary. Every work category with a colored status dot per vendor. Toggle Category / Cards / List on the right, and use Show empty categories to reveal categories with no vendors.
• Insurance Renewal Timeline. A month-by-month bar chart of upcoming policy expirations. The red OVERDUE bar is already-expired coverage. Click a bar to see the vendors in that bucket.
• Action Items. Two work-queues — Insurance-related (Expired Insurance, Non-Compliant, Missing Endorsements, Missing Broker Info, Incomplete COI, Cert Holder mismatch…) and Contract-related (Missing Signed Contract, Unsigned Contract, Missing SOW, Not on NetSuite, Missing Banking Info…). The number is the count; click a row to open the matching list.

Happy path

1. Open the portal — you're here by default.
2. Skim Action Items: any non-zero red count is something to work.
3. Click a count (e.g. Expired Insurance) to get the exact list of vendors, then open one to fix it.
4. Use the Region / class filters to focus on your area.

Issues & edge cases

<aside> 🔴

A big OVERDUE bar or high "Expired Insurance" count means vendors are currently working (or eligible to work) without valid coverage. These are the highest-priority items.

</aside>

• Counts don't match what you expect — check the class/region filter; it silently narrows everything. Reset to All / All Regions.
• A category looks empty — it may just have no vendors; toggle Show empty categories to confirm rather than assuming data is missing.
• Numbers look stale — the dashboard reads live data on load; refresh the page after making changes elsewhere.
• Action item count > list length — a single vendor can appear for multiple reasons (e.g. expired and missing endorsement); that's expected.