The Compliance % on your dashboard shows how much of your tracked data is in good standing. It's calculated as:
Compliance % = (Total − Expired − Pending Action) ÷ Total × 100
So an account with 350 total items, 50 expired, and 2 in pending action shows (350 − 50 − 2) ÷ 350 ≈ 85%. The percentage rises as you renew items and falls as items expire or sit in Pending Action.
What counts toward the figure
- Total is your tracked items. Archived items are excluded from your plan's tracked-item count, so they sit outside this calculation.
- Expired items (past their date and not marked complete) reduce the percentage.
- Pending Action items reduce the percentage until they're handled.
- Renewing/completing items moves them out of the Expired/Pending buckets, which raises the percentage.
What happens next
- Renewing or completing items raises your compliance %.
- Items expiring, or importing already-expired items, lowers it.
Edge cases & gotchas
- Why did my compliance % drop suddenly? Usually a batch of items expired, or already-expired items were imported — both increase the Expired count in the formula.
- Archiving changes the working set. Because archived items leave the tracked-item total, archiving affects both the numerator base and the denominator.
- The figure reflects the currently selected company/workspace — companies don't share data, so each company has its own compliance %.
Related questions
- How is compliance % calculated? (Total − Expired − Pending Action) ÷ Total, as a percentage.
- Why did it drop? Items expired, or expired items were added — both raise the Expired count.
- Do archived items affect it? Archived items are excluded from the tracked-item total entirely.