Custom Dashboards

Goal: Create and view custom dashboard views with the metrics and charts most relevant to your work.

Custom Dashboards let you build personalized views of program data — beyond what the default Dashboard shows. They're especially useful for tracking grant-specific metrics and location comparisons.

Default vs. Custom Dashboards

The default Dashboard (under Getting Started) shows:

• My View, Location, and Program tabs
• Pre-configured widgets for attendance, enrollment, and activity

Custom Dashboards let you:

• Choose which metric cards to display (from 6 fixed metrics)
• Filter each metric by location
• Save and name dashboards for quick access
• Share dashboard configurations with other staff

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Creating a Custom Dashboard

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1. Click Reports in the sidebar, then select Dashboards (or access from the Dashboard page)
2. Click Create Dashboard
3. Name your dashboard (e.g., "BOLI Quarterly Metrics")
4. Add metric card widgets from the 6 available metrics:
   • Active Students — count of currently enrolled students
   • Attendance Rate — percentage across selected location
   • Avg Test Score — mean score across administered tests
   • Certifications Earned — total certifications awarded
   • Enrollments This Term — new enrollments in the active term
   • Survey Satisfaction — average satisfaction rating from surveys
5. Configure each widget with a location filter
6. Click Save

Once configured, the dashboard detail page shows your widgets in a grid layout.

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Example Dashboards

Grant Writer: BOLI Overview

• Active Students filtered to BOLI location
• Certifications Earned metric
• Enrollments This Term metric

Director: Location Comparison

• Active Students per location (one card per site)
• Attendance Rate per location
• Enrollments This Term per location

Outcomes Report Dashboard

Available to: Super Admin, Director, Case Manager, Grant Writer

The Outcomes Report at /dashboard/reports/outcomes provides a grant-reporting view of program results:

• Follow-up response rates (3/6/9/12 month)
• Employment outcomes
• Milestone completion
• Aggregate stats for grant submissions

Access it from Insights → Reports → Outcomes in the sidebar.

Follow-Up Tracking Dashboard

Available to: Super Admin, Director, Case Manager

The Follow-Up Tracking dashboard at /dashboard/follow-ups gives an at-a-glance view of post-program follow-ups:

• Status breakdown across 3/6/9/12-month follow-ups
• Sortable tables of due, overdue, and completed follow-ups
• Location filter
• CSV export for grant reporting

Access it from Insights → Follow-Ups in the sidebar. See also Follow-Up System.

Tips & Common Mistakes

Related Guides

• Report Builder
• The Dashboard — default dashboard