Dashboard Overview
The Dashboard is your landing page in Kinderpedia Admissions. It provides a real-time snapshot of your admissions pipeline through configurable widgets, summary statistics, and actionable insights.
Accessing the Dashboard
The Dashboard loads automatically when you open Kinderpedia Admissions. You can also navigate to it at any time by clicking Dashboard in the sidebar.
What You See
The Dashboard page consists of several sections:
Onboarding Banners
If you are new to Kinderpedia Admissions, you may see onboarding banners at the top of the page:
- Setup Wizard banner -- a green banner prompting you to run the Setup Wizard if initial configuration has not been completed. Click "Launch Setup Wizard" to begin, or dismiss the banner if you prefer to configure later.
- Notification preferences banner -- an indigo banner suggesting you configure your notification preferences. Click through to set up which events should trigger in-app and email alerts.
Both banners can be dismissed and will not reappear once dismissed.
Filter Bar
Below any banners, a filter bar lets you narrow the dashboard data by:
- Date range -- preset options (Today, Last 7 days, Last 30 days, Year to date) or a custom date range picker.
- Campus -- filter by school campus (if your school has multiple campuses).
- Enrolment Year -- filter by academic year.
- Program -- filter by educational program.
- Status -- filter by applicant status.
- Source -- filter by lead source (form submission, phone, email, walk-in, referral, etc.).
A badge on the filter icon shows how many filters are currently active. Click Clear All to reset all filters.
Widget Grid
The main area of the dashboard displays a grid of widgets. Each widget shows a different metric or visualization. Widgets are arranged in a responsive grid layout that adapts to your screen size.
By default, the dashboard shows the most commonly used widgets:
- Applicant Feed -- a live feed of recent applicant activity.
- Tasks -- upcoming and overdue tasks across all leads.
- Attention Overview -- counts of overdue follow-ups, today's follow-ups, high-priority leads, and unassigned leads.
- Pipeline Distribution -- a visual breakdown of leads across pipeline stages.
- Checklist Overview -- progress across checklist items.
- Calendar -- upcoming activities in a mini calendar view.
- Recently Viewed -- quick access to leads you have viewed recently.
Action Buttons
In the header area, you will find:
- Reports -- a shortcut to the Reports page for deeper analysis.
- Customize (gear icon) -- enter edit mode to rearrange and configure widgets.
- Template selector -- choose from saved dashboard templates or save your current layout.
Dashboard Stats
The Attention Overview widget provides four key metrics that update in real-time based on your filters:
| Metric | Description |
|---|---|
| Overdue Follow-ups | Leads with follow-up dates that have passed without being completed. |
| Today's Follow-ups | Leads with follow-ups scheduled for today. |
| High Priority | Leads marked with high engagement or priority. |
| Unassigned | Leads that do not have an assigned admissions officer. |
These metrics help you quickly identify where your attention is needed most.
Refreshing Data
Dashboard data refreshes automatically when you:
- Change any filter in the filter bar.
- Return to the dashboard from another page.
- Apply or switch between dashboard templates.
If you encounter a loading error, a red banner appears with a Refresh Page link. Click it to retry loading the dashboard data.
TIP
The dashboard data is fetched fresh each time you visit the page. There is no need to manually refresh -- simply navigating to the Dashboard loads the latest data.