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Project dashboard
Project dashboard

Learn about how to use the dashboard and what data you can view to make the best next step

Updated this week

The Dashboard is intended as an entry point of a project where admins can easily discover their next move forwards. It displays vital data across various graphs and tables that highlight where and how project activity is changing.

You will find tabs along the top of the dashboard that all contain relevant data from participant activity to document engagement.

Activity tab

The Activity tab is designed to provide essential metrics regarding user activity within your room. These metrics include logins, interactions with documents, and more, offering insights into user engagement and progress over selected time frames.

Controls over widgets

Within the Activity tab, there are global controls and inputs that affect all the widgets below. These are:

  • Date picker

  • Group selector

Date picker

Allows selection of the desired date period for the dashboard. This is helpful for seeing the progress of a project or catching up on what happened most recently. Just select your period from the dropdown and from the beginning of its creation right up to the last week.

Group selector

Enables selection of groups of interest. By default, all groups, except admins, are selected.

Onboarding funnel

This widget displays the progress of user invitations to login activity, highlighting any bottlenecks in the process. Users are categorized based on their status in the onboarding funnel: invited, signed in, engaged, and idle.

Summary by groups

This widget showcases the most active groups in comparison to others, along with the number of logged-in users. It provides a breakdown by user groups according to their activity level within the selected time frame.

Dynamics of activity

This widget offers an overview of room activity based on users' engagement within the selected time frame.

It aggregates data by groups (up to ten) and presents it relative to the chosen time frame dates.

Groups overview

This widget provides insights into groups' activity by displaying overall group logins, document accesses, and similar metrics for each user within the selected group. It aims to present general information about users within the group, including the number of users and their interactions.

Documents tab

The Documents tab will give you valuable insight into how your project's documentation is being used by your participants. This helps you understand which documents are engaging and which may need some greater attention.

Group selector

Enables selection of groups of interest. By default, all groups, except administrators, are selected.

💡 This filter affects all the widgets below.

Document type funnel

This chart displays all the types of file currently in your project. Hover over each color block for a tooltip with granular information.

Number of files

This widget allows you to break down the files by type of interaction by groups selected.

The settings you can select in this widget are as follows:

  • View: number of individual views from participants in the group.

  • Downloads: number of unique downloads by participants in the group.

  • Prints: number of unique prints by participants in the group.

Folder and file activity table

This table displays folders or files according to the number of Actions and Last activity. Actions are defined as unique views, downloads, or prints. Use the By folders / By files switcher to change what the table contains: your folders or your files, accordingly.

Group and participant table

The group and participant table gives you the percentage of total access available per group and participant. As well as the number of files accessed and most recent activity.

Q&A tab

The Q&A tab offers a comprehensive report on Q&A activity within your project. It aggregates core metrics to help administrators understand where their attention is needed.

Question team selector

Enables selection of question teams. By default, all question teams are selected.

💡 This filter affects all the widgets below.

Number of questions and statuses

This section provides an overview of questions and their statuses, aiding in the identification of bottlenecks, such as unanswered questions.

Documents related to the Q&A

This widget displays linked documents and navigates admins to the necessary document, prioritizing the top documents based on the number of associated questions.

Summary

Highlights the most active question teams, providing a preview of questions generated by these teams and their status.

Breakdown of activity by question teams

This table offers detailed insights into the behavior of question teams within the project.

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