Dashboard Page - Overview Tab

The Overview tab on your Dashboard page displays the most frequently-referenced, high-level data all in one place for ease of access. 

You’ll see Conversations Logged, Priority Flags, and Peer-to-Peer Text Messages as top-line numbers, and then the Mentee Funnel and Mentor Funnel charts below.

Top-Line Numbers

The row of top-line numbers shows the current totals for some of the most crucial engagement numbers: conversations logged, priority flags, and peer-to-peer text messages. 

Each number also shows an indicator beneath it that gives the change since the previous week.

At a quick glance, this data allows you to get a sense of the state of engagement in your program to help you keep on top of any areas that might benefit from extra attention.

Mentee and Mentor Funnels

The mentee and mentor funnel charts present invited-to-match data in a more visual format. In the funnel charts, the number of invited participants is at the top, with each subsequent sign-up step below the previous one, to provide an easy-to-digest visual snapshot of your participants’ progression through their onboarding steps. 

These charts are a great visualization to share with team members when you need to give an update on the status of the onboarding process.

Click on one of the bars in the funnel chart to see a list of participants currently in that specific step in the funnel. This will take you to a pre-filtered version of the Participants page showing the list.

FAQ

❓Why don't the number of "invited" people in the funnel match the number of "Invited" people in the participants filter?

• Participants are assigned the "invited" program status when a partner provides their contact information, and they are added to the program. However, it is possible for people to join the program with alternative contact information – for example a personal email address – in which case, this person essentially skips the “invited” status in the funnel and instead jumps right into the “registered” status. 
• The “invited” filter on the participants page counts all participants, even if they technically skipped the “invited” status. 
• The “invited” numbers in the funnel counts only participants who have been assigned the “invited” status in the system. 
  • This number may be slightly smaller compared to the number seen when you filter on the Participants page. 

❓I can see that some of the mentors in my program have completed training on the Participants page, but I don’t see anyone trained in the mentor funnel. Why is that?

• This is likely due to the fact that some of the mentors you invited to your program completed the required mentor training in a previous program.
• When calculating the number of mentors who have completed training, the mentor funnel will only include mentors who have also registered for this specific program.