Portfolio Management Dashboard

Portfolio Management Dashboard

See performance across examiners, classes, and tech centers—fast, clear, actionable

Portfolio Management Dashboard

Portfolio Management Dashboard

See performance across examiners, classes, and tech centers—fast, clear, actionable

Make your portfolio visible—and actionable

Book a portfolio review

You can’t steer a portfolio you can’t see. Performance lives in scattered reports, outdated spreadsheets, and ad-hoc anecdotes. That slows decisions and hides risk.

The Portfolio Management Dashboard puts a clean, company-wide view on one screen. Track outcomes by your most frequent examiners, classes, and tech centers. Compare strengths and gaps, surface outliers, and align teams on where to push, pivot, or prune. It’s portfolio intelligence built for in-house IP leaders.

Portfolio performance in one view

The Portfolio Management Dashboard replaces scattered spreadsheets with a single, trusted view of performance. It brings your most frequent examiners, classes, and tech centers into one frame so patterns are obvious and action is clear.

Strengths and gaps surface fast. You see where timelines stretch, where office actions pile up, and where allowance comes efficiently—context you can use to prioritize filings, refine tactics, and redirect spend.

Outliers stop hiding. Problem areas and bright spots stand out against portfolio norms, giving leaders a common baseline to decide where to push, pivot, or prune—and to hold partners accountable.

The result is portfolio governance you can run every week: the same metrics, the same truth, and decisions made quickly with confidence.

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Turn Portfolio Data Into Decisions

High-signal tables, consistent metrics, immediate insight

Portfolio management at scale

Monitor, analyze, and prioritize patents to protect what matters most, balancing growth with risk reduction.

Outcome mix & trend columns

Get an at-a-glance view of allowance vs. abandonment and timeline trends to anticipate throughput and capacity.

Export-ready views

One click to share tables with leadership or outside counsel for quarterly reviews and planning.

Trusted by the World's Most Innovative Teams

"I appreciate Juristat's customer service. The chat feature is always touted, and I can certainly see why."

Nathanael Ashton-Piper

Marketing and Social Media Coordinator at Patterson Thuente IP

“It’s an opportunity to demonstrate to the client the sophistication of the decision-making that went into the strategy.”

Steven Greenberg

Partner at CRGO LAW

“When responding to RFPs, Juristat helped us find what we needed and our response is much more strategic.” 

Kaitlyn Schnackenberg

Department Marketing Manager at Polsinelli

Level up your patent practice with Juristat Analytics

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Frequently asked questions

Use the Juristat Analytics Portfolio Management Dashboard to spot strengths, gaps, and priorities in minutes

Who is the Portfolio Management Dashboard for?

In-house patent teams using Juristat Analytics.

What plan is required?

The Portfolio Management Dashboard is included with your Juristat Analytics subscription.

What’s the patent analytics dataset?

The Portfolio Management Dashboard uses non-provisional applications disposed of (allowed or abandoned) in the prior rolling five years are assigned to your linked entity.

Are filters available?

No. This dashboard is a fixed, high-signal overview, giving quick comparisons to busy in-house patent attorneys.

What sections are included?

The Portfolio Management Dashboard from Juristat Analytics includes tables for your most frequent examiners, classes/CPCs, and tech centers, with columns for disposed volume, allowance rate, average OAs to allowance, pendency, outcome mix, and trends.

Evaluating Outside Counsel

With increasing pressure to justify legal spend and improve patent outcomes, in-house teams need a data-driven framework to assess outside counsel performance and make smarter decisions. This guidebook shows you how to use patent analytics to select, manage, and—when needed—replace your outside legal partners.

Read the guidebook

Stop wasting budget on guesswork

Patent prosecution is complex – we know. Take control of your IP strategy with Juristat.