Leadership Dashboard

The Leadership Dashboard is a reporting tool that gives people managers and administrators a customisable, high-level snapshot of learning compliance and engagement. It lets you segment, filter, and drill down into the metrics relevant to your responsibilities, across every area of the platform.

What's in the Leadership Dashboard

The Leadership Dashboard opens on one of two views, using the toggle at the top of the screen:

Overview gives you a simple, at-a-glance snapshot of total users on the platform, users logged in this month, overdue assignments, assignments expiring within 30 days, completed assignments, overall completion rate, and an at-risk audiences table you can export to CSV.

Advanced analytics gives you the full reporting experience, organised into tabs, each covering a different area:

Accessing the Leadership Dashboard

To access the Leadership Dashboard, in your Thrive instance, go to Insights > Leadership Dashboard.

The dashboard opens on Overview by default, or on whichever view you used last.

Filtering the Leadership Dashboard

To refine and view detailed data on users within audiences you have permission to access, use the filters at the top of the Leadership Dashboard to segment or isolate specific views. By default, administrators see all open, overdue, and completed assignments.

To filter the Leadership Dashboard by audience:

1. Click on the Audience (Select) filter.
   A list of the organisation's audiences appears.

2. In the Include tab, select one or more audiences to display assigned content for, or click the Exclude tab to filter out specific audiences.

   Note:

   To add multiple filters at once, click + Add values in bulk. Paste a comma- or colon-separated list into the Add values in bulk text box, then click Add values.

3. Click Apply.

The Leadership Dashboard updates to show data for the selected audience(s).

Creating an Alert

To be notified when a metric changes, hover over the metric and click the bell icon.

In the Create KPI alert modal, under Select an alert type:

1. Choose one of the following and click Next:

   • KPI crosses a set limit: Alerts you when the metric crosses a threshold you set.

   • Values of an attribute crosses a set limit: Alerts you when the metric crosses a threshold for any value of an attribute, such as any user or manager.

   • Regular KPI updates: Sends you the metric's value on a schedule, such as weekly.

   • Regular updates on values of an attribute: Sends you a scheduled update broken down by an attribute.

2. Click Next.

Under Set up your alert:

1. In Alert name, enter a name for the alert, or keep the suggested name.

2. Set the fields for the alert type you chose:

   • KPI crosses a set limit: Set the Alert condition (such as Greater than) and the Threshold value that triggers it. Check for threshold condition shows how often Thrive checks whether the condition is met – for example, Daily at 09:00 hours (UTC).

     

     Click Change to adjust the frequency, time, or time zone.

   • Values of an attribute crosses a set limit: Use Select an attribute to choose the attribute, then set the Alert condition and Threshold value as above.

   • Regular KPI updates: Under Send every, set how often to receive updates and at what time. If you don't want updates on Saturdays or Sundays, select Exclude weekends.

   • Regular updates on values of an attribute: Use Select an attribute to choose the attribute, then set Send every as above.

3. (Optional) Under Alert body content, add a custom message to include in the notification.

4. Under Manage recipients, add or remove the users or groups who should receive the alert. Your own account is added by default.

5. To check what the alert covers, expand View KPI query under KPI details. This shows the Metrics the alert tracks and how it's Filtered by your current filters.

6. Click Create alert.

Your alert is now active and will trigger as soon as its condition is met.