---
updatedAt: 2026-09-28T11:21:30.000Z
agentTools:
  projectIndex: https://docs.sumsub.com/llms.txt
---

# Applicant profile overview

See the full picture of an applicant’s progress to make fast and informed decisions.

The **Overview** tab displays verification performance data and highlights the products involved in the verification process. It is divided into two parts: the **Insights** block and the **Applicant dashboard** section, which contains various widgets.

The insights block includes:

* **General information about an applicant** — status, age, onboarding date, country of residence, email and phone number, along with their respective confirmation statuses.
* **User verification details** — AML screening data, applicant level, and the number of duplicate profiles.
* **Risk overview section** — Transactions score and associated risk labels.&#x20;

The **Applicant dashboard** section displays product-specific widgets that present data on completed checks and related events from the past three months. This section is customizable and may include different widgets depending on the purchased solutions:

* **User Verification widgets** — Workflow runs, Last actions, User verification events, and Payment methods.
* **Transaction Monitoring widgets** — Transactions, Transactions turnover, Transactions count by status, and Transactions timeline.

<Callout icon="📘" theme="info">
  ### Note

  - Clicking on specific checks within the **Overview** tab will take you to their respective detail pages, where you can view more information about performance and results.
  - If a product has not been purchased, a widget mockup will be shown along with information about that solution and its features.
</Callout>

![](https://files.readme.io/71c412b4649baf6d4657615346671bad0a270e49d1a13b487892b0c6245802e6-image.png)

# Set up Overview tab

You can add, delete, and change placement of the widgets within the section.

1. Go to the **Overview** tab of any applicant profile and navigate to **Applicant dashboard**.
2. Click **Add widget** and select the desired elements in the pop-up window.
3. To remove or rearrange widgets, click **Edit**.
4. Use the drag handle icon to move elements and click the bin icon to delete them.

<Callout icon="🚧" theme="warn">
  ### Important

  All the widgets settings are saved for a particular user account and are not specific to applicant profiles—you and each member of your team can adjust the **Overview** tab depending on the needs.
</Callout>