DashboardComing soon

The Dashboard shows, on one screen, how the community is doing today: who is active, whether the base is growing, how much was sold, how much people take part and what is waiting for someone on the team. It updates by itself, so it can stay open at the front desk or on a second monitor.

Coming soon Coming to communities: the Dashboard is ready and shows up in the menu when the update goes live. Until then, the same numbers are still on each module's screens, in Monetization and in the assistant's reports.

#Where it is and who sees it

It's in the side menu, under Administration › Dashboard, next to Members and Monetization.

The moderator gets the screen without the Revenue indicator and without the Money block: the information never reaches them, it isn't just hidden. In place of Revenue, the moderator sees Occupancy (when the community has a Presence space) or New content. A member who opens the address anyway lands on the restricted access screen. See Roles and permissions.

#How the screen is organized

The screen has three layers, from the most general to the most detailed.

#1. The four indicators

Details of each one:

• Active members uses the same definition as the engagement report: active means someone who posted, commented, reacted, answered an event, studied in a course or earned points. Only reading doesn't count. Each person is counted once, even if they did ten things.
• Growth adds those who joined the community and subtracts those who left: removed profiles and canceled subscriptions in the window (complimentary ones don't count).
• Revenue is the gross sales amount, in the community's main currency. It only shows for owner, admin and finance.
• Engagement adds reactions, comments, posts, articles, classifieds, gallery images and events created.

Each indicator carries a mini-line of the last 14 days and the comparison with the previous week (the last 7 days against the 7 before them), with an arrow and color. Clicking the card takes you to the related screen: Members, Content or Monetization, depending on the indicator.

When the absolute difference shows instead of the percentage. A percentage misleads when the base is small: going from 2 to 6 is "+200%", but it's only 4 people. So the card shows the difference in numbers (for example, "+79 vs. last week" or "+$120.00 vs. last week") when:

• the previous week had fewer than 5 records (or none);
• the change is above 500%;
• the indicator is Growth, which is a difference by nature.

When the previous week has no data at all, the card says "No comparison".

#2. Pending actions

A list of what is waiting for the team, from most to least urgent (and, among equals, from the largest number to the smallest). Items at zero are left out, and an empty list shows "All caught up".

Clicking an action (Open) takes you to the module or the item. The moderation one is special: it shows the total and the 5 most recent items of any type (content, course, event, gallery, status, classified and download), each with type, title, author and how long ago it was sent.

• Clicking the item opens its review.
• Approve publishes the item right away; it leaves the list and the total drops by one.
• Reject opens a window that asks for the reason for rejecting (required) and says the author will be notified. Canceling the window doesn't change the item.

The same rules as the moderation queue apply: whoever can decide there can decide here. If someone else decides the same item between one refresh and the next, the action answers with the queue's standard error and the list corrects itself.

#3. More data and insights

Below the actions, under More data and insights, are the details. Each block only shows if the community uses the matching module.

The Open Monetization button, in the Money block, takes you to Monetization. The possible insights: engagement up or down (from a 15% change), the day's presence peak, the weekday with the most bookings and the warning of a barely active base in the last 7 days.

#When and how it updates

• The screen updates by itself every minute, without reloading the page or losing the scroll position.
• The Refresh button fetches the numbers right away.
• Next to it, Updated at HH:mm shows the time of the last update, in the community's time zone.
• With the tab hidden, it stops fetching; when you come back, it updates right away and resumes the cycle.
• If an update fails (for example, the internet dropped), the last numbers stay on screen with the notice "Could not refresh", and the time shown remains that of the last successful update.
• Behind the scenes, the numbers are kept for about 30 seconds, so two team members opening the screen together see the same result.

The time windows:

#Cards by module

The Dashboard needs no setup. It builds the screen from what the community has: with no Bookings space, there's no "Next bookings" and no Bookings tab; with no Visitors, no "Expected visitors"; and so on. A community that has no modules yet sees Engagement (and Money, depending on the role). If one block fails to load, the others carry on as normal.

#Frequently asked questions

Why is the "active members" number lower than the member count? Active means someone who did something during the week. Just looking at the feed doesn't count.

Does the Dashboard show the balance or fees? No. Money is only that of the day's sales and subscriptions; balance and statement are in Balance and statement.

Can I see this through the assistant? Yes. Ask "how is the community today?" and the assistant uses the get_dashboard tool. See Reports and charts.

#Related

• Moderation
• Roles and permissions
• Monetization overview
• Presence
• Bookings
• Reports and charts (MCP)