Following & Dashboard

Your Follow-Up portfolio: dashboard charts, cross-filtering, the table view, and the map.

The Follow-Up page

Follow-Up is your portfolio home. Everything you follow lands here, organized across tabs — Dashboard, Table, Map, Drug & Devices, and Monitoring — all working from the same set of trials. A stats card at the top shows how many trials you're viewing versus your total.

The Dashboard tab

The Dashboard turns your portfolio into interactive charts grouped by theme:

Trial overview — status, study type, phase, ages, top conditions, facilities, countries, regions, and lead sponsors.
Drug & device — drug sources, dosage forms, pharmacologic classes, device classes and submission types, and approval status.
Safety signals — adverse-event severity, boxed warnings, shortages, recalls, and detected signals.
Market & financial intelligence — patent timelines, competitive landscape, regulatory designations, and spending.

Tip: For the full catalog of every chart, the chart types with examples, and how each is calculated, see the Dashboard Charts guide.

Cross-filtering

The charts aren't just pictures — they're controls. Clicking one filters everything.

1
Click to filter
Click a bar or segment (for example Phase 2) and every chart, the table, and the map narrow to just those trials.
2
Stack selections
Add more selections to drill down further — they combine so you can isolate a very specific slice.
3
Clear filters
Use Clear Filters to return to your full portfolio.

Tip: Use the chart search bar to quickly find a specific chart by name when the dashboard is dense.

The Table tab

The Table tab shows your followed trials as rows you can sort, filter, and select.

Sort and filter by any column.
Select trials for bulk actions such as unfollowing or exporting.
Show or hide columns — and add your own custom fields — to match how your team works.

Tip: See Table & Custom Fields for the full column catalog, the column manager, and how to create custom fields.

The Map tab

The Map tab plots trial facilities around the world.

Clustered markers show where sites are concentrated.
Click a marker for site details.
Draw a boundary on the map to filter your portfolio to trials within that area — the rest of the app updates to match.

Header controls

Controls at the top of Follow-Up apply across the tabs:

Filter by source query, date range, and date field.
Toggle a rare-disease view to focus on those indications.
Refresh your data on demand to pull in the latest.
Clear all filters in one click.