The dashboard is the first page you land on after signing in, and it answers one question: what happened since I was last here.
Two controls decide what you see. The tabs across the top pick which part of your business you are looking at, and the date picker in the header picks which period the numbers cover. A few cards report the current state instead of a period, and they say so.
On a phone the tabs fold into one menu in the header, and the date picker sits next to it.
What needs attention
The overview opens with 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. The three areas sit side by side, each with its own list.
| Area | What can appear |
|---|---|
| People | Conversations waiting for a reply, ban appeals, forum and module access requests, open reports |
| Learning | Submissions and exams to grade, courses without content |
| Account | Trial ending soon, a plan limit you are close to, Stripe not connected, email sending not set up or paused, failed webhook deliveries |
Each line carries a count and links straight to the place where you deal with it. Inside each area the urgent lines come first: red blocks members or money, yellow can wait until you get to it, blue is a hint. Lines that count waiting items also tell you how old the oldest one is.
You only see what you are allowed to act on. A team member without access to the inbox does not see waiting conversations, so two admins can see two different lists. On a quiet week the card says Nothing needs your attention.
The key figures row
Most tabs open with a row of key figures. Each one is a single number for the period you picked.
- 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. Not every figure has a trend: counts that describe the current state, such as your number of hubs, show the value alone.
- The small chart underneath is the same figure day by day, so you can see whether a total grew steadily or in one jump.
- Some shares and ratings, such as Active rate, Attendance rate and Avg rating, get a gauge instead of a chart.
The line under the value explains what you are looking at. None in this period means nothing was counted. No previous period means the period before yours was empty, so there is nothing to compare against. Figures that always carry their own line, such as MRR with its number of active subscriptions, keep that line instead.
On the overview the row holds four figures: New members and Active, plus Revenue and MRR if you sell memberships, or Posts and Completions if your platform runs on community and courses.
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. That is the fastest route from a number to the people behind it. Active rate, Avg rating and Attendance rate are calculated from other figures, so their tiles carry 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.
Some figures can also carry a goal and an alert.
The cards below
Under the key figures sit the cards: charts, rankings, lists of recent activity, maps. Which cards appear depends on the tab.
Most cards follow the date range. Cards that describe the current state do not: Needs attention, Plan usage, the twelve-month heatmaps, Upcoming events, Submissions to grade, Retention cohorts and a few more. While such a card loads, it says Current value, independent of the date range.
Lists and rankings, such as recent orders, top contributors or upcoming events, carry an Export CSV button in their header, so you can take the rows into a spreadsheet.
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. Posts always stay single. Recently edited lists the last five courses, modules, lessons, hubs or events anyone on your team changed.
Two cards on the overview speak about your own account rather than your business. Partner program appears once your first paid month is over and explains what you earn by recommending the platform; Not now hides it. Ask Concierge offers a few ready-made questions for the assistant and opens its chat. It shows only if your plan includes the assistant, and you can add it while customizing.
Cards with nothing to show
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. 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.
Some cards step aside completely until they have something to say, such as Plan usage, Recently edited or the Stripe setup card. You see them again while customizing.
Activity charts need at least ten events in the period. Two logins in a month would make a jagged line that suggests a trend where there is none, so the card says Not enough data yet and offers Try a longer period, which steps from 7 days to 30, 90 and twelve months.
A brand-new account
Before your first members, content or activity arrive, the overview is deliberately short: the get-started checklist, quick links to members, courses, hubs, events and community, and the Support card. The full overview takes over as soon as there is something to report.
The checklist follows the features you have switched on. It starts with your account, your profile and your branding, asks for your first forum, course, hub or event, then for your first post or your course content, and ends with inviting your first members. A step ticks itself off once it is done.
The checklist can be dismissed. Show setup guide brings it back.
Who sees the dashboard
The admin dashboard needs the Manage Dashboard permission. Of the built-in roles, Admin and Owner have it; Content Manager, Member Manager and Trainer do not. A custom role can be given the permission under team members in your settings.
Everyone with access sees the same tabs and cards, filtered by what they may open, as described under What needs attention. Alerts and milestones go to the Admin and Owner roles.
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, 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
The tabs split the dashboard by area, and the date picker sets the period behind the numbers.