Orbit Asset provides standard dashboards for your patents, trademarks and budget. If custom dashboards is needed, please contact your Questel’s Key Account Manager.
Patent Dashboard Example
It is possible to filter the results (the result of the filters is displayed in the right column) :
- Date
- Patent status (Filing is in progress, Pending, Granted, Abandoned, Expired, Lapsed, Refused, )
- Tags (list of client family tags or patent tags)
- Country of filing
- Inventors (by clicking on the widget Inventors)
- Owners (by clicking on the widget Owners)
It is also possible to export all the dashboards in PDF format ("Export to PDF" button). Each graphic can also be exported independently in image format (PNG) and the tables in PDF format.
You will find below a description for each charts:
- Name of the graph : Alive Family to date
Description : This indicator provides the number of patent families still alive in the portfolio. An "Alive" family is a family with at least one patent still in force (i.e. associated with a “Filing is in progress", "Pending" or "granted" status)
Filter impact :
- Date : Not available for this graph
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : Selecting one or more countries will limit the result to families with at least one alive patent filed in one of the selected countries. For example, if you select US and JP, you will get the number of alive families with at least one US patent or one JP patent alive in the family.
- Name of the graph : Alive filings to date
Description : This indicator provides the number of patent (or provisional, or utility model) still alive in the portfolio. An "Alive" patent is a patent associated to status “Filing is in progress”, "Pending" or "granted".
Filter impact :
- Date : Not available for this graph
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : Selecting one or more countries will limit the result to patent filed in the selected countries. For example, if you select US and JP, you will get the number of alive patents filed in US or in JP.
- Name of the graph : Granted patents
Description : This indicator provides the number of patent associated to the status "granted".
Filter impact :
- Date : Not available for this graph
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : Selecting one or more countries will limit the result to patent filed in the selected countries. For example, if you select US and JP, you will get the number of granted patents filed in US or in JP.
- Name of the graph : Portfolio average age
Description : This indicator shows the average age of patents in force (i.e. "Pending" or "granted"). The age of a patent is calculated as follows: Sum of (Current date - Application Date) / Number of paten.
Filter impact :
- Date : Not available for this graph
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : Selecting one or more countries will limit the calculation to patents filed in the selected countries. For example, if you select US and JP, you will get the average age of patents filed in the US or JP.
- Name of the graph : New priority filings
Description : This graph represents the number of new family filed per year. The data is based on the number of priority patent filed per year and is independent of the status of these priority patents.
Filter impact :
- Date : Filtering on “Priority date”
- Status : Available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to priority patents filed in the selected countries. For example, if you select US and JP, the graph will display only the US or JP priority patents.
- Name of the graph : Filed applications
Description : This graph represents the number of new patent filed per year. The data is based on the number of patent filed per year (based on “application date”) and is independent of the status of these patents.
Filter impact :
- Date : Filtering on “Application date”
- Status : Available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to patents filed in the selected countries. For example, if you select US and JP, the graph will display only the US or JP patents.
- Name of the graph : Granted patents
Description : This graph represents the number of grant per year. The data is based on the number of patents granted per year (based on “Grant date”).
Filter impact :
- Date : Filtering on “Grant date”
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to granted patents filed in the selected countries. For example, if you select US and JP, the graph will display only the US or JP granted patents.
- Name of the graph : Alive patents by country
Description : This map represents the number of alive patent per country (filing in progress, pending and granted). Regional patents (such as EP or OA) and PCTs are not represented on this map. Clicking on a country will activate the "Country" filter and all charts sensitive to this filter will automatically be modified accordingly.
Filter impact :
- Date : Filtering on “Application date”
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to granted patents filed in the selected countries.
- Name of the graph : Other Region
Description : This graph represents the number of alive EP patent and PCT. This number corresponds to patents with filing is in progress, pending or granted status only.
Filter impact :
- Date : Filtering on “Application date”
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : Not available for this graph
- Name of the graph : Top five countries
Description : This graph shows the number of alive patents in the 5 most frequently protected countries over the last 7 years. The 5 countries are automatically selected based on the number of filings over the whole patent portfolio.
Filter impact :
- Date : Filtering on “Application date”
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : Not available for this graph
- Name of the graph : Patent status
Description : This graph allows you to visualize the distribution of patent status (Pending, Granted, Expired, Lapsed...).
Filter impact :
- Date : Not available for this graph
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to patents filed in the selected countries.
- Name of the graph : Inventors
Description : This graph allows you to visualize the top 10 inventors. This graph can be used to filter.
Filter impact :
- Date : Not available for this graph
- Status : Limitation of the calculation based on the selected status
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to patents filed in the selected countries.
- Name of the graph : Case managers
Description : This graph allows you to visualize the top 10 case managers and check how many cases are attached to them.
Filter impact :
- Date : Not available for this graph
- Status : Limitation of the calculation based on the selected status
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to patents filed in the selected countries.
- Name of the graph : Owners
Description : This graph allows you to visualize the top 10 owners. This graph can be used to filter.
Filter impact :
- Date : Not available for this graph
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to patents filed in the selected countries.
- Name of the graph : Law firms
Description : This graph allows you to visualize the top 10 law firms associated to your patent portfolio. All types of law firm are taken into account in this widget : Main law firm, secondary law firm, filing law firm, annuity provider and additional law firm.
Filter impact :
- Date : Not available for this graph
- Status : Not available for this graph
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to patents filed in the selected countries.
- Name of the graph : Asset breakdown by tag values
Description : This graph shows the number of patents per tag value. All the tags are grouped by tag family. To select a particular tag family, it is necessary to filter by "Tag name". This graph can be used to filter.
Filter impact :
- Date : Not available for this graph
- Status : Limitation of the calculation based on the selected status
- Tag : Limitation of the calculation based on the patent associated to the selected tag value
- Countries : The country filter allows you to limit the query to patents filed in the selected countries.
- Name of the graph : Full patent list
Description : This widget allows you to list the patents in the portfolio. As a standard, the list is sorted according to the "Last modification date" (a modification is a validated change on an asset, such as the modification or addition of a publication number). It is also possible to sort by "Asset reference", "Title", "Country", "application date" or "expiration date" by clicking on the header. If you click on a link in the "Asset Reference" column, the patent record will appear.
Filter impact :
- Date : Filtering on “Application date”
- Status : Limitation of the list based on the selected status
- Tag : Limitation of the list based on the selected tag value
- Countries : The country filter allows you to limit the query to patents filed in the selected countries.