Manager Dashboards
Overview
Manager Dashboards are personal Dashboards that managers can create to track their direct reports' progress, engagement, and performance. Unlike company-wide Dashboards created by administrators, Manager Dashboards are created by individual managers and only show data for their team members.
This feature must be enabled by an Owner or Admin before managers can create their own Dashboards.
Functionality Breakdown
How Manager Dashboards Work
Feature | Description |
|---|---|
Personal to each manager | Each manager creates and manages their own Dashboard |
Team-scoped data | Widgets only show data for the manager's direct reports |
High priority | Appears before other Dashboard types in the priority hierarchy |
Independent | Changes don't affect other managers' Dashboards |
What Managers Can Do
Action | Description |
|---|---|
Create Dashboards | Build custom Dashboards with available widgets |
Add widgets | Choose from team-appropriate widget types |
Configure widgets | Set filters, date ranges, and display options |
Set default | Choose which of their Dashboards loads first |
Delete Dashboards | Remove Dashboards they've created |
Widget Behaviour on Manager Dashboards
Widgets on Manager Dashboards automatically filter data to show only the manager's manageable users:
"All users" filter shows all direct reports (not company-wide)
Team filters only show teams the manager has access to
Personalised widgets show the manager's own data
Pre-requisites
To use Manager Dashboards:
The feature must be enabled by an Owner or Admin
The manager must have direct reports assigned
Role Requirements
Action | Required Roles |
|---|---|
Enable Manager Dashboards | Owner, Admin |
Create Manager Dashboard | Manager (with feature enabled) |
View Manager Dashboard | The manager who created it |
Quick Start Guide
Enabling Manager Dashboards (Admin)
Navigate to Settings in the sidebar
Select Dashboards
Go to the Options tab
Enable Allow managers to create Dashboards
Save your changes
Creating a Manager Dashboard (Manager)
Navigate to your Dashboard from the sidebar
Look for the Create Dashboard option
Name your Dashboard
Add widgets relevant to team management
Save your Dashboard
Recommended Widgets for Managers
Widget | Purpose |
|---|---|
Objectives Team Comparison | Compare team members' objective progress |
1:1 Team | Track 1:1 meeting completion with team |
Most Completed Content | See what your team is completing |
Upcoming Tasks | View team's upcoming deadlines |
Sessions Chart | Monitor team engagement over time |
Best Practices
Dashboard Design Tips
Tip | Benefit |
|---|---|
Focus on actionable insights | Help managers take action |
Include progress tracking | Monitor team development |
Add completion metrics | Measure learning outcomes |
Keep it focused | Avoid cluttering with too many widgets |
Common Manager Dashboard Layouts
Team Performance Focus:
Objectives widgets
1:1 completion tracking
Task progress
Learning Progress Focus:
Most completed content
Assigned vs discovered learning
Completion reports
Engagement Focus:
Sessions over time
Days active
Platform usage metrics
FAQs
Q: Can admins see Manager Dashboards?
Admins cannot see individual Manager Dashboards, but they can monitor whether the feature is being used.
Q: What happens if a manager loses their manager role?
Their Manager Dashboards will no longer be accessible. If they become a manager again, they'll need to recreate their Dashboards.
Q: Can managers share their Dashboard with other managers?
No. Manager Dashboards are personal to each manager. However, admins can create templates that managers can use as starting points.
Q: Why can't I see the option to create a Manager Dashboard?
The feature must be enabled by an Owner or Admin. Contact your administrator to request access.
Q: Do Manager Dashboards count towards any limits?
Manager Dashboards are counted separately from company Dashboards and don't affect your Dashboard quota.
Troubleshooting
Issue | Solution |
|---|---|
Manager can't create Dashboard | Verify the feature is enabled in Dashboard Options |
No data showing in widgets | Confirm the manager has direct reports assigned |
Feature not available | Check that the user has a Manager role |
Widgets showing wrong scope | Manager Dashboards automatically scope to direct reports—this is expected behaviour |