The dashboard is the starting point of the admin portal. At a glance it shows the health of your organization: key figures, a calendar, recent activity and buttons to quickly create something new. What you see depends on your role and on which modules are enabled for your organization.
Where to find it
Sidebar → Dashboard (at the top). You land here automatically after signing in. Every admin and teacher has the dashboard; no permission is needed.
The tabs
- Overview — key figures, charts, recent activity, classes, recent announcements, birthdays and Quick Actions (default view).
- Calendar — events and holidays/closures in one agenda.
- Analytics (Education) — analysis of classes and students; only when your plan has the Teachers or Student dossier module and you have the permission Manage students (
manage_students).
A separate Activity tab no longer exists: recent activity is a block on Overview. The full activity log is under Organization Management → Activity log. A teacher sees the Overview and Calendar tabs; their Overview only shows blocks about their own classes (see below).
Key figures (KPI cards)
The number blocks at the top show the key figure with a short explanation; below a block, View All takes you to the page with the details, if you may open it. Which blocks appear depends on your modules. A block with names, conversations or amounts also needs the permission of the page where that data lives:
- Total Users — always, with the split by role.
- Top active users — with Manage users (
manage_users). - Students — with the Teachers module.
- Attendance Rate — with the Teachers module, with Manage students (
manage_students). - Active Homework — with the Teachers or Tasks module, with Manage students (
manage_students). - Tasks — with the Tasks module, with Manage planning (
manage_planning). - Pending questions — with the Communication module, with Manage communication (
manage_complaints). - Active Subscriptions, with this month's revenue — with the Finance module, with Manage billing (
manage_billing).
There are no cards for lesson observations, announcements or events.
Quick actions
On the overview tab, buttons take you straight to the right page:
- Add New User — opens the form to add a user.
- Schedule Event — to Events (only with that module).
- New announcement — to Announcements (only with that module).
At the top, Refresh Data reloads all figures. Press ⌘K (Mac) or Ctrl+K (Windows) to quickly search pages and data.
AI insights
If your organization has the AI Assistant module (Education Complete and Membership + Education Complete plans), you see a block with automatic summaries and points of attention on Overview as an admin. Without that module the block is not shown. The insights only cover topics you have the permission for — without Manage billing, for example, never revenue. The Recent activity block likewise only shows such topics. From an insight you click through to the AI assistant for more detail.
Customizing the dashboard
Every admin can make their own layout (My layout) as long as the organization allows it. Changing the Organization default requires the permission Set up the dashboard (manage_dashboard); that permission grants no access to data. A teacher can customize the dashboard if the Default for teachers allows own layouts.
- Click Customize dashboard above the blocks.
- Choose My layout or Organization default.
- Optionally start from Templates: Default, Members & board, Education, Finance or Complete. A template only contains blocks you have the permission and module for.
- Use Add block to search for a block and add it. A block with a lock needs a module or permission you do not have.
- Drag a block by its handle and resize it from the bottom-right corner, or use the block menu (⋮): Move up, Move down, Move left, Move right, Wider, Narrower, Taller, Shorter, Settings, Remove. On a narrow screen you cannot drag or resize; order, settings and remove still work via the menu.
- Click Save. Nothing is stored until then; Cancel discards your changes.
Back to the default deletes your own layout; Reset the default to the template resets the organization default. Both need a second click. On the default, Admins may make their own layout decides whether colleagues may have their own layout. On the default each colleague only sees the blocks they have the permission for; saving keeps what you may not see. Every change goes into the Activity log.
With Period above the blocks you choose This month, 30 days, 90 days or 365 days for the blocks whose period is set to Follows the dashboard (homework and attendance). That choice only applies in your own browser.
Reports and the dashboard for teachers
A report as a block. Save the report in Reports. Then click Customize dashboard → Add block → Report, open the block menu (⋮) → Settings and choose the report and the Display: Table, Chart (only for a report with a grouping) or Key figure. This needs the permission View reports (view_reports), and you can only choose reports you may open yourself. A colleague only sees the data if the report is shared with them and they may see its data source; otherwise it says "No access to this data". The block shows at most 50 rows and says so when there are more; Open in Reports shows everything.
Teachers. On Overview a teacher only sees blocks about their own classes and students: Lessons today, My classes, Attendance in my classes, Homework in my classes and Records of my students (with the Student dossier module). An admin with Set up the dashboard (manage_dashboard) decides via Customize dashboard → Default for teachers which blocks teachers see, and with Teachers may make their own layout whether they may customize it themselves. That view shows descriptions instead of figures, because an admin does not get a teacher's data.
Subscription status
At the top a badge shows the status of your subscription: Active, Trial (with the days remaining), Canceled (ending), Payment due or No active subscription.
Tips
- Use View All below a block — it saves you a detour through the sidebar. Unread notifications are at the bell at the top.
- Seeing stale figures? Click Refresh Data instead of reloading the page.
Frequently asked questions
Why do I see fewer cards than a colleague? Cards are tied to modules and permissions (see Key figures above). A colleague with more permissions, or an organization with more modules, sees more. An admin with Manage admins (manage_admins) can give you a permission via Organization Management → Users.
Can I customize the dashboard? Yes, with Customize dashboard (see above). If you do not see that button, your organization does not allow own layouts and you do not have the permission Set up the dashboard (manage_dashboard).
Can a colleague see my own layout? No, My layout is only for you.
Troubleshooting
- I don't see the Analytics tab. Your plan has no Teachers or Student dossier module, or you lack the permission Manage students (
manage_students). Modules follow from the plan; you do not switch them on yourself. - I see no AI insights. The block only appears with the AI Assistant module, and only on the Overview tab. Modules follow from your plan; you do not switch them on yourself. If the block says there are no insights right now, nothing notable was found. If the block could not load, click the refresh icon in the block.
- A card shows 0 while I expect data. Check that you are in the right organization and that the related module actually contains data.
Related
- Notifications — alerts that need action.
- AI assistant — ask for an explanation of your figures.