We are excited to announce a major enhancement to our Hotlist Dashboard, part of our powerful D.N.A. Risk Index & Credit Management Tool - a smarter, more intuitive way to monitor shifting credit risk and key credit score movements across your business portfolios.
As businesses face volatile markets and supply chain challenges, real-time insights into partners' creditworthiness are essential to maintaining financial resilience. Our upgraded dashboard revolutionises how credit professionals track risk, analyse trends, and take action, all from a single, centralised interface.
Whether you're monitoring hundreds of companies or just a few key partners, the dashboard now highlights your biggest movers, offers sector-specific analysis, and lets you instantly run reports or add businesses to your monitoring list.
Our enhanced dashboard offers the most-requested improvements, based directly on user feedback from our Working Better Together forums, prioritising simplicity, control, and actionable insights. This powerful tool has been expertly designed to help you manage financial risk and make credit decisions more effectively.
Our new Hotlist Dashboard is completely personalised based on your existing monitoring activity and sector analysis. It provides a clearer picture of the companies you work with and highlights other companies that may interest you. You can view or run additional reports or add them to your monitoring list.
1. Our Monitored biggest movers: At the top of your dashboard, we will now highlight a combined list of the biggest movers in our monitored database, collating data from all the companies our customers monitor in the UK and internationally (which is continuously updated). This highlights companies that have seen the largest increases or decreases in risk score and can also be filtered to view the biggest movers over the last 1–15 days.
In addition, you can use our filtering feature, which allows you to deep-dive and monitor the activity of a long list of sectors (e.g., Construction, Education, and Manufacturing) by using our newly recreated 'All sectors' dropdown menu (shown in the blue circle below).
You can also click the ‘view more’ icon (shown in the yellow circle below) for a more expansive list of all monitored companies. If you wish to view the report for that business, click the company name, then select Run Full Report and add it to your monitoring list.
2. Your Monitored Biggest Movers (available to Monitoring users only): In a similar format to ‘Our Monitored Biggest Movers’, this is specific to ‘Your Monitored Biggest Movers’ and is a personalised list of companies that you are monitoring. This again highlights the companies that have seen the most significant rise or fall in risk score across your credit monitoring portfolio. It can also be filtered to view the biggest movers over the past 1–15 days. You can click the 'view more' icon (the yellow circle in the image below) to see a more expansive list, or click the company name to pull a fresh report or add it to D.N.A.
3. D.N.A. Refresh (available to D.N.A users only): For users of our D.N.A Portfolio Tool, we have moved the four option tabs that were below the right-hand side of the pie charts. We have then added our ‘Chart Legends’, so it now simply displays the detailed breakdown and visual charts.
In addition, you can now click on the pie chart icon (shown in the red circle in the image below) to change the charts and select from a range of options, plus your internal reference data, so that you can choose which charts you would like to see and analyse. Our advanced system will remember your chart selection the next time you log in, so you won’t have to adjust it again unless you choose to.
To make better use of the available space on your Dashboard, we have also arranged your portfolios side by side, which we feel improves the look and feel of managing multiple portfolios.
Better Decisions, Faster
The Hotlist Dashboard isn’t just a reporting tool — it’s a proactive credit-risk engine designed to save time and strengthen decision-making. With changes tracked daily and insights presented visually, credit teams can:
This turns raw credit data into high-impact intelligence for managing trade credit, supplier risk, and portfolio stability
“The launch of the Hotlist Dashboard marks another step forward in empowering businesses with real-time intelligence,” said Dan Hancocks, MD of CoCredo. "Enhancements like this are thanks to the valuable feedback from our customers — because we genuinely listen to what they need.” We are keen to bridge any gap between sales and credit, and these advancements can also be utilised to further assist in maximising sales and growth whilst managing your exposure to risk.”
CoCredo, winners of the Technology Development Award at the CICM British Credit Award in 2025, has been a trusted partner in the credit reporting industry for over two decades, offering reliable, cost-effective business financial health solutions for companies across the UK, Ireland, and globally. The Hotlist Dashboard reinforces the company’s commitment to innovation by delivering cutting-edge tools that support financial resilience.
Already a CoCredo user? Log in to your account to experience the enhanced Hotlist Dashboard and take your credit risk monitoring to the next level. Not yet using D.N.A. Risk Manager? Contact your Account Manager at 01494 790 600 to request access or email us to learn more about how this tool can strengthen your credit strategy.
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