The Managed portfolio widget is on the ROI dashboard (MAX > Customer portal > ROI tab).
This widget shows a snapshot (not scoped to the selected time period) of how many vendors are currently under MAX management and how they are split across tiers.
The center of the donut shows the total vendor count, and the three rows below it break that count down into:
- Platinum: fully managed
- Gold: expert-structured plans
- Silver: monitoring only, validated signals
The widget reacts to the Tags and Tiers filters (a tier excluded by the filter shows a count of zero, and the total only sums the tiers still in view), but it always reflects the current moment rather than a historical window.