The dashboard is the first page you land on after signing in, and it answers one question: what happened since I was last here.
Everything on it follows the same two rules. The tabs across the top decide which part of your business you are looking at, and the date picker in the header decides which period the numbers cover. Nothing else on the page changes what you see.
On a phone the tabs fold into one menu in the header, and the date picker sits next to it. The two rules stay the same.
What needs attention
The overview opens with a short list under Needs attention: the open points across your people, your learning and your account, gathered in one place so you do not have to hunt for them tab by tab.
Each line names the thing and links straight to it. Conversations waiting for a reply, access requests, submissions waiting to be graded, a plan limit you are close to, Stripe not yet connected, a domain that never finished verifying. A red line blocks members or money and sits at the top; a yellow one can wait until you get to it. Under each line stands how old its oldest entry is. The list is only as long as it has to be, and on a quiet week it says so in a single line.
It is the one block on the dashboard that is about doing rather than reading. Everything below it reports; this one asks.
The key figures row
Most tabs open with a row of key figures. Each one is a single number for the period you picked, and each one carries more than the number itself.
- The trend next to the value compares the period against the one before it. Green means up, red means down, except on Churn and Refunds, where a drop is the good news and shows green.
- The small chart underneath is the same figure day by day, so you can see whether a total grew steadily or in one jump.
- Percentages get a gauge instead of a chart, because a share out of a hundred reads better as a dial than as a line.
A tile with nothing to compare against says so: No previous period under the value means the period before yours was empty, not that nothing changed. Under MRR the line counts the active subscriptions instead. Revenue and MRR sit on the overview only for accounts that sell memberships; everyone else sees posts or completions there.
Nearly every tile is a link. Click New members and you land on your member list, already filtered to the people who joined inside the period you were looking at. That is the fastest route from a number to the people behind it. Active rate, Avg rating and Attendance rate are the exceptions. Each one is calculated from other figures rather than counted from a list, so its tile carries no link.
If a linked figure looks wrong, click it. The list underneath tells you which records produced it far quicker than the tile ever could.
Goals and alerts
Some figures can carry a target. Hover a tile that supports one and a small icon appears; it opens a panel where you set a goal and, if you want, an alert.
A goal draws a progress bar on the tile, so the number is measured against where you wanted to be rather than against nothing. An alert watches the same figure and notifies every admin when it crosses a threshold you set, upwards or downwards, with the option of an email as well.
Targets exist for total members, active members, new members, active rate, MRR, revenue and churn.
Alerts are per figure, not per person. Everyone with admin access gets them.
The cards below
Under the key figures sit the cards: charts, rankings, lists of recent activity, maps. Which cards appear depends on the tab, and every one of them obeys the same date range as the figures above it.
A card with nothing to show shrinks to a single line with its name and a prompt, instead of standing there as an empty frame three hundred pixels tall. A young account therefore reads as a short dashboard rather than a broken one, and each card grows back to full size on its own as the data arrives.
Recent activity folds identical actions on the same day into one line, for instance eighteen registrations for the same event, with the members' avatars stacked and a counter that unfolds the single entries. Recently edited keeps to the five things you touched last. A chart with fewer than ten events in the period does not draw them. Two logins in a month would make a jagged line that suggests a trend where there is none, so the card shrinks to its single line, says Not enough data yet and offers the next longer period.
What is missing, and why
The dashboard only shows areas you have switched on. No courses means no courses tab and no course cards, and the same goes for community, events, hubs, websites, payments and affiliates.
That is deliberate: the dashboard is meant to be read in one glance, and an empty section is noise. If you expected a tab and it is not there, the feature is off rather than broken.
Where to go next
Two things change the dashboard the most. The tabs split it by area, and the date picker sets the period behind every number on the page.