Colloquial Logo

Changelog

Colloquial is always getting better — here's how.

by Chris Haskett
Updates

Portfolio health on the dashboard

  • New Portfolio health panel replaces the old glance panel
  • See what share of expected facts is recorded, per Fact Card type
  • Trust and confidence sits alongside it, linking through to the Trust centre
  • Recent activity now sits directly on the dashboard

The old glance panel counted things. Counting is not the same as knowing whether your portfolio is in good shape.

Illustration in article content

Portfolio health answers two questions instead. How much of what you said you needed is actually there, measured against the required and recommended facts you configured. And how much of that is current enough to rely on.

  • Each Fact Card type gets a row, so a portfolio that is healthy overall but hollow in one corner shows that corner rather than averaging it away.

  • The panel loads in its own frame. The rest of the dashboard is usable while it works out the numbers, and there is a skeleton in the meantime rather than a blank space.

  • Recent activity moved out of its box and onto the page itself, below the health panel. Top contributors is gone — it was a leaderboard nobody acted on.

  • Trust percentages no longer round to a confident 0% or 100% when they are merely very small or very nearly complete.