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The Dashboard is the first page you land on. Open it from the sidebar under Operations → Dashboard. It answers three questions: how are we doing, what needs me today, and what just happened.

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Setup checklist

New organizations get a checklist at the top with a progress bar. It walks you through the four things you have to do before you can take a single enrollment:
  1. Create your first program offering
  2. Create your first cohort
  3. Set up payment processing
  4. Share your organization page
It goes away once you finish.

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The numbers

Four cards across the top, all for the last 30 days:

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Needs attention

This is your to-do list. It only shows items that actually need something from you, so an empty list means you are caught up. Typical items:
  • Send course codes — students are waiting on access codes.
  • Review credential deliveries — something needs a decision.
  • Fix failed deliveries — an email did not go out.
  • Return callback requests — someone asked you to call them.
Click any item to go straight to it.

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Recent activity

A live feed of what is happening: sign-ups, payments, invites accepted, refunds. Read it once a morning and you know what happened overnight.

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Charts

  • Revenue trend — money over time.
  • Program mix — which programs bring in the enrollments and the money.
  • Rating — your NPS and average rating from student feedback.

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Lead and review cards

  • Pipeline — how many active leads you have and what they are worth. See Pipeline metrics.
  • Top opportunities — the leads worth calling first.
  • Recent reviews — the latest thing a student said about you.

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Active classes

A list of classes running now, with how full each one is. Click one to open it.

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See also