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How to create a GDPR compliance dashboard with InvGate Asset Management

A GDPR compliance dashboard helps you centralize visibility over your compliance posture and the devices that fall under GDPR requirements. By bringing this data together in one place, you can eliminate blind spots, identify risks faster, and adopt a proactive approach that demonstrates accountability to both stakeholders and regulators.

In the following sections, we’ll show how to build a GDPR compliance dashboard with InvGate Asset Management. The goal is to provide managers and technicians with actionable insights that support efficient monitoring and streamlined reporting, even across complex organizational environments.

#1. Identify, catalog, and group GDPR-relevant assets

GDPR compliance dashboard tags in Invgate Asset Management.Before creating dashboards or charts, you need a solid foundation: clearly identifying which assets fall under GDPR scope and grouping them in a consistent way.

This step is about defining your GDPR asset universe and making sure all those assets live in a single, structured group. Everything that comes later (dashboards, charts, and reporting) depends on getting this right.

Let’s break it down.

Step 1.1. Identify and catalog all assets with GDPR compliance requirements

Start by identifying every asset in your organization that stores, processes, or represents personal data. These typically include:

  • End-user endpoints such as desktop PCs, laptops, and corporate mobile devices.
  • Servers and infrastructure hosting applications or databases with personal information.
  • Applications and software systems like CRMs, HR platforms, ERPs, ticketing tools, or billing systems.
  • Databases and shared repositories containing employee or customer data.
  • Custom assets that represent sensitive information, for example credit cards, IDs, or financial records registered as assets.

A simple rule of thumb is:

Any asset that stores, processes, or represents personal data should be included in your GDPR scope, regardless of whether it’s a laptop, a server, an application, or a custom asset like a credit card.

Thinking in terms of data exposure rather than asset type helps avoid blind spots and ensures your GDPR dashboard reflects reality.

At this stage, it’s also important to verify that these assets have the basic fields you’ll later want to monitor (such as owner, status, location, or asset type). Filling in missing information now will make your dashboard far more useful.

Note: Depending on the asset type, some of this information can be collected automatically. For example, if you’re managing laptops or desktops, the InvGate Asset Management Agent will populate fields like status, location, and hardware details automatically. Other asset types, such as custom assets or financial records, may require manual input to complete these fields, which is essential for accurate monitoring later on.

Step 1.2. Create a tag to group all GDPR-relevant assets

Once you’ve identified your GDPR-relevant assets, the next step is to bring them together under a single group.

To do this, create a tag that includes all assets within your GDPR scope. This tag becomes the foundation of your GDPR dashboard: every chart and metric will reference this group.

To create a GDPR compliance tag, follow these steps:

  1. Go to Settings > General > Tags.
  2. Click Add to create a new tag.
  3. Fill in the following fields:
    • Name: GDPR compliance.
    • Description: Assets subject to GDPR requirements.
    • Color: Select a color of your preference.

    4. You can take this one step further by turning this tag into a Smart Tag. With a Smart Tag, assets are grouped automatically based on conditions you define in advance.

    For example, if you have multiple credit cards registered as assets, you can create a Smart Tag that groups them based on asset type. From that point on, every new credit card asset that matches those conditions will automatically join the GDPR group, without manual work. This dynamic approach ensures your GDPR scope stays up to date as your environment evolves.

Populate the tag with GDPR-relevant assets

Now you need to populate that tag with all your GDPR-relevant assets. Continue the process with these steps:

  1. Go to "Assets."
  2. Click the “+” button to create a new view.
  3. Click on "Filters" to start adding conditions.
Note: The conditions you add will vary depending on the assets in your IT inventory. As mentioned earlier, you should include any asset that must comply with GDPR requirements. To illustrate the process, here are several example conditions:
  1. Assets > Type > is > Credit card
  2. OR Assets > Type > is > Database server
  3. OR Assets > Type > is > Laptop
  4. OR Assets > Location > is > EU office
  5. OR Assets > Business application > is > HR BA
  6. OR Assets > Processes personal data > is > Yes
Note: This last condition illustrates the option of creating a custom field that explicitly indicates whether an asset processes personal data. This way, any asset with this custom field set to "Yes" will appear in the asset explorer and can be added to the tag.

Once your filters are ready:

  1. Click on "Update."
  2. Select all the assets and click on "Tags."
  3. Choose "GDPR Compliance" and click on "Add to existing tags."
Note: You can also skip the first part of this tutorial and create the tag directly at this step, if you prefer.

#2. Create your GDPR compliance dashboard

GDPR compliance dashboard in InvGate Asset Management.

Now that your GDPR-relevant assets are grouped under a single tag, you can build a dedicated dashboard to monitor their status.

This dashboard will act as your central control panel for GDPR visibility. Instead of jumping between asset lists or reports, you’ll have a single place to track compliance indicators, identify risks, and support audits or internal reviews.

To start, create a dedicated dashboard for GDPR:

  1. Go to Dashboards.
  2. Click the “+” button to add a new dashboard.
  3. Enter a name, for example: GDPR Compliance Dashboard.
  4. (Optional) Add a short description, such as: Real-time visibility into GDPR-relevant assets and compliance indicators.
  5. Click on "Create."

At this point, you’ll have an empty dashboard ready to be populated with charts.

Add charts to monitor GDPR-related asset conditions

Each chart you add should use the "GDPR Compliance" tag as its primary filter. This ensures that every visualization reflects only GDPR-relevant assets and that new assets added to the tag (or Smart Tag) automatically appear in your dashboard.

We recommend adding the following charts:

  1. GDPR assets by health status.
  2. Open requests on GDPR assets.
  3. GDPR assets by lifecycle status.
  4. GDPR assets by health and type.
  5. GDPR assets by location and type.
  6. Inactive GDPR assets by location.

Of course, you can name your charts however you prefer and add as many visualizations as needed. In this guide, we slightly adjusted the chart titles compared to the video tutorial to make each use case clearer and easier to follow in written form. Feel free to adapt both the names and the number of charts based on your organization’s needs.

Chart #1. GDPR assets by health status

This chart gives you a quick overview of the overall condition of your GDPR-relevant assets, helping you spot potential risks at a glance.

Click on “Add chart” to create your first chart:

  1. Visualization: Columns.
  2. Metric: Assets (Tracked) – Total.
  3. Dimension: Health status.
  4. Add the following filter:
    1. Filter: Assets > Tags > is > GDPR Compliance.
  5. Name it "GDPR assets by health status" and click on "Save."

This visualization helps you quickly identify assets in a warning state so you can prioritize remediation before issues escalate.

Chart #2. Open requests on GDPR assets

This chart shows how many active service requests are currently linked to GDPR-relevant assets, helping you detect operational issues that may impact compliance.

To create it, click on “Add chart”:

  1. Visualization: Bar stacked.
  2. Metric: Requests – Open.
  3. Dimension: None.
  4. Add the following filter:
    1. Filter: Assets > Tags > is > GDPR Compliance.
    2. Filter: Assets > Requests (Open) > is greater than or equal > 1.
  5. Name it “Open requests on GDPR assets” and click on “Save.”

This visualization gives managers and technicians immediate visibility into unresolved issues affecting GDPR-scoped assets, making it easier to prioritize remediation and maintain compliance.

Chart #3. GDPR assets by lifecycle status

This chart shows how your GDPR-relevant assets are distributed across their lifecycle states (for example, Active, In stock, Decommissioned, or Stolen), helping you identify inactive or unmanaged assets that may introduce compliance risks.

To create it, click on “Add chart”:

  1. Visualization: Bar.
  2. Metric: Assets (Tracked) – Total.
  3. Dimension: Status.
  4. Add the following filter:
    1. Filter: Assets > Tags > is > GDPR Compliance.
  5. Name it “GDPR assets by lifecycle status” and click on “Save.”

This visualization helps you quickly spot assets that are no longer active but still fall under GDPR scope, making it easier to detect gaps in your asset lifecycle and take corrective action.

Chart #4. GDPR assets by health and type

This chart helps you compare the health status of your GDPR-relevant assets across different asset types, making it easier to detect patterns and identify which categories require attention.

To create it, click on “Add chart”:

  1. Visualization: Stacked bar.
  2. Metric: Assets (Tracked) – Total.
  3. Dimension: Asset type & Health status.
  4. Add the following filter:
    1. Filter: Assets > Tags > is > GDPR Compliance.
  5. Name it “GDPR assets by health and type” and click on “Save.”

This visualization lets you quickly see which asset types concentrate warning states, helping you prioritize remediation efforts where they matter most.

Chart #5. GDPR assets by location and health status

This chart helps you compare the health status of your GDPR-relevant assets across different asset types, making it easier to detect patterns and identify which categories require attention.

To create it, click on “Add chart”:

  1. Visualization: Column.
  2. Metric: Assets (Tracked) – Total.
  3. Dimension: Location (Parent) & Health status.
  4. Add the following filter:
    1. Filter: Assets > Tags > is > GDPR Compliance.
  5. Name it “GDPR assets by location and Health status” and click on “Save.”

This visualization lets you quickly see which asset locations concentrate warning states, helping you prioritize remediation efforts where they matter most.

Chart #6. Inactive GDPR assets by location

This chart highlights GDPR-relevant assets that are no longer active, grouped by location, helping you detect potential compliance risks tied to unmanaged or forgotten devices.

To create it, click on “Add chart”:

  1. Visualization: Indicator.
  2. Metric: Assets – Total.
  3. Dimension: Status & Location.
  4. Add the following filters:
    1. Filter: Assets > Tags > is > GDPR Compliance.
    2. Additional filter: Assets > Status > is not > Active.
  5. Name it “Inactive GDPR assets by location” and click on “Save.”

This visualization makes it easier to identify where inactive GDPR-scoped assets are located, supporting cleanup efforts, audits, and lifecycle reviews.