Understanding Your Dashboard
The GleanMark dashboard (/home) gives you a daily snapshot of everything happening across your trademarks, owners, and proceedings. It's designed to surface what needs attention without you having to dig.
Stats Bar
The top of the dashboard shows five key numbers:
| Stat | What It Shows | Click To Go To |
|---|---|---|
| Trademarks | Total marks across all portfolios | Portfolios page |
| Portfolios | Number of active portfolios | Portfolios page |
| Recent Alerts | Alerts from the last 14 days | Alerts inbox |
| Tracked Owners | Owners you're monitoring | Owners page |
| TTAB Proceedings | Active proceedings involving your marks or owners | TTAB page |
Dashboard Cards
Top Portfolios
Your five most active portfolios, each showing:
- Registered, pending, and dead mark counts
- TTAB proceeding count
- Number of recent alerts
- Last alert date
- Client name (if assigned)
Click any portfolio to open its detail page.
Owner Watchlist
Your top five tracked owners with:
- Mark breakdown by status
- TTAB proceeding involvement
- Recent alert count
Click any owner to view their full profile.
TTAB Activity
Up to five active TTAB proceedings involving your monitored marks or tracked owners:
- Parties (petitioner vs. respondent)
- Current status
- Marks involved
Click any proceeding to see full details.
Recent Alerts
A full-width card showing your latest alerts with:
- Alert type and description
- Mark name and serial number
- Mark-as-read and snooze controls
- Category chips for quick filtering
Quick Actions
Three buttons in the dashboard header for common workflows:
- New Portfolio — create a new portfolio immediately
- New Analysis — start a confusion analysis, clearance report, or other tool
- Knockout Search — quick availability check
New User Experience
If you haven't added any trademarks or tracked any owners yet, the dashboard shows onboarding cards instead of the main layout:
- Import trademarks — add marks to start monitoring
- Track owners — follow competitors
- Set alerts — configure notifications
These cards disappear once you have active data.
Tips
- Check the dashboard daily — the 14-day alert window means you'll see recent activity without being overwhelmed
- Click the stats — each number in the stats bar is a direct link to the relevant page
- The dashboard is your "what needs attention" view — use Alerts for the full history
Related Features
- Welcome to GleanMark — Complete getting started guide
- Setting Up Alerts — Configure monitoring
- Setting Up Your First Portfolio — Create and populate a portfolio
Need Help?
Click the chat icon in the bottom right or email support@gleanmark.com.