Portfolio Views¶
Audience: Firm owners and managers · Where: Dashboard (/) and Portfolio
(/portfolio) at firm level, outside any client.
Overview¶
At firm level, Canima shows your whole client portfolio at once. The Dashboard is an operational roll-up ("what needs me now?"). Portfolio is the analytics view ("how is each client doing over time?"). Both are for firm owners and managers. Click any client in either view to drill into that client's own data.
The firm Dashboard¶
The firm Dashboard is a cross-client roll-up. It replaces the single-organization home dashboard when you're at firm level.
Headline figures: Active clients, Open findings, Scans in flight and Scan reliability, plus outcome figures across the portfolio: Median security score, SLA met and MTTR (mean time to remediate).
Cards:
| Card | What it shows |
|---|---|
| Needs you now | The clients and items most in need of attention. |
| Live operations | Scans currently running across clients. |
| Coverage gaps | Clients missing something: No capacity, ASM not onboarded, No users, No recent scan, No assessment. |
| New findings per month | Findings trend across the portfolio. |
| Cross-client alerts | Attack-surface alerts from all clients in one place. |
| Deliverables | Reports by stage: Draft, In review, Approved, Published. |
| Portfolio intelligence | Patterns across clients worth acting on. |
| Clients | A table of every client with key figures; click a row to open the client. |
| License pool utilization | How much of each pool is allocated and used. See License allocation. |
| Firm activity | Recent changes your firm made, across clients. |
Very large portfolios
If a figure couldn't be computed over every client, the dashboard says "These figures are incomplete." Open the client directly for its exact numbers.
Portfolio¶
Portfolio has three tabs.
Client Comparison¶
"Every client ranked by risk, with remediation outcomes over the selected range." Each row is a client; click one to open its analytics.
- Order: Risk rank (overall risk) or Urgency (what to act on first).
- Outcomes over: 1, 3, 6 or 12 months.
- Columns include Client, Risk, Score, Critical, High, SLA %, MTTR, Retest pass, Coverage, Open, Projects, Oldest critical, scan success and failures, and scans in flight.
SLA figures use each client's SLA targets.
Trends¶
Portfolio trends: new findings per month across the portfolio and broken down by client, plus remediation over time.
Recurring¶
Recurring across clients: open findings that appear at several clients, where one remediation playbook or hardening template would pay off across the portfolio. Use Seen at (2+, 3+ or 5+ clients) to set the threshold.
Note
Findings are grouped only when their titles match exactly, so the counts are a lower bound: the same issue reported with different wording at two clients is counted separately.
There is no single combined findings list across clients. To work on findings, open the client and use its Findings tab.
Portfolio executive summary PDF¶
On Client Comparison, click Executive summary PDF to generate a PDF summary of the whole portfolio, per client, over the selected period. The button shows Generating… while it runs, then Download executive summary; if generation fails, click Retry executive summary. Only the person who requested a PDF can download it.
Inside a client, the same button on its Dashboard and Analytics → Outcomes produces a single-client executive summary. See Outcomes & Executive Summary.
Notifications, activity and support¶
- Notifications are per organization. Inside a client, the bell and the notifications inbox show that client's notifications. At firm level, the Cross-client alerts card is the portfolio-wide view. See Activity & Notifications.
- Activity for each client is in its own Activity tab. The firm Dashboard's Firm activity card shows what your firm changed across clients.
- Support: firm owners and managers see support tickets for the firm and for every active client on the Support page. Other users see their own tickets.