Dashboard Overview

What are Dashboards and why are they useful?

Dashboards are a flexible, widget-based board filled with reports and action-driving widgets.

Dashboards are a fully editable, collection of widgets. These widgets typically split into two categories. First are ‘Activity driving’ widgets. This includes things like your upcoming Events, upcoming Tasks, a search bar etc. Secondly, you have ‘Reflective’ widgets. These look back over historic data to provide insights.


How do I add Dashboards?

For owners and admins in the account:

  1. Click on your avatar / profile image.

  2. In the dropdown, select 'Company settings'.

  3. Select 'Dashboards'.

  4. Click 'Add Dashboard'.

  5. Select from our preset templates or add blank dashboard*.

  6. Add new widgets, re-order or resize widgets or even remove widgets - completely up to you.

*Note if you're worried about others seeing, don't select anyone in the 'make visible to' until you're done. You can always edit this later

How do I set visibility?

Visibility decides whether this Dashboard shows for the selected roles. You can select all or pick particular roles e.g., only showing 'Learn' to learners. 

Here you can also set the default - when a user has multiple visible Dashboards, they can use this to pick which one shows as the main default.


Can you have multiple Dashboards?

Yes! This was a key decision for us to ensure that Dashboards are fully flexible. 

You may want a different Dashboard for Learn, Connect + Perform. You may want a Dashboard for activity and one for reporting. You can add as many Dashboards as you like and switch between them. 

This also means that you can create different Dashboards by role, so that for example, curators are getting insights on content, whilst learners are focussed on their upcoming Tasks and Events.


How are they assigned?

When creating or editing a Dashboard, admins / owners within the account decide who the Dashboard is visible to, by role. At this point you can also pick which Dashboard is the primary Dashboard per role, by setting a default.

Some examples of how Dashboards may differ per role:

  • Learners: Typically focused on activity such as completing set Tasks, searching the Library, their own Objectives etc.

  • Curators: May want to see data around the top content types, session data etc.

  • Reporters: A report based Dashboard including things like the comparison reports to compare who has or hasn’t completed compliance activity.

These are just suggestions though and you can use the Dashboards as flexibly as you'd like!


Who can add them?

When thinking about how the Dashboards would work, it was key to consider the impact on users. Dashboards can take over the whole look and feel of the system. Dashboards may also contain reports that you are only happy for certain users to see.

With this in mind, we felt only owners and admins should have full control over Dashboards, and who they are assigned to.

Admins and owners can also allow managers to set up Dashboards. This allows access to the same widgets, but only filtered down by their own direct reports. They can break these down by all direct reports, specific teams, specific individuals or to exclude only certain individuals.


What does the end user see?

Some widgets that are added to dashboards are fixed regardless of the user. Examples of these are reports e.g., how many sessions across the whole company.

Other widgets are fully personalised. For example ‘Assigned channels’ will display the users own Channels. ‘Bookmarked content’ will show the content that, that user has bookmarked.

This combination makes the tool powerful as it can feel simultaneously personalised, individual, and connected to the business.