Leadership Dashboard

The Leadership Dashboard is a reporting tool that provides people managers and administrators with a customizable, high-level snapshot of learning compliance. It allows users to segment, filter, and drill down into specific metrics relevant to their responsibilities.

Accessing the Leadership Dashboard

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

The Leadership Dashboard opens on the Assigned learning tab, providing data on open, overdue, and completed assignments, giving an overview of learning across the organisation.

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 Audience (Select).
   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).

Assigned Learning Tab

Creating Alerts

To set an alert for a metric, hover over it and click the bell icon.

To create an alert for overdue assignments:

1. In the Create alert window, select one of the following alert types:

   • Threshold: Sends alerts when specific criteria are met

   • Scheduled: Sends alerts at a set time or interval

2. In Alert name, enter a name for the alert.

3. If you selected Threshold, configure the following:

   • Condition: Define the rule that triggers the alert (for example, when a value is Greater than a set threshold).

   • Threshold value: Set the numerical value that triggers the alert.

   Example:

   If the condition is Greater than and the Threshold value is 0.15, an alert is sent when more than 15% of assignments are overdue.

   

4. If you selected Scheduled:

   1. In the How often dropdown menu, select the alert frequency.

   2. To the right of the dropdown menu, enter the time (UTC) to send the alert.

   3. (Optional) To send alerts on weekends, deselect Don’t send on weekends.

5. In Add subscribers, enter the email addresses of the users who should receive the alert.

6. (Optional) Select Add custom message and enter a message to include in the alert notification.
   

7. Click Create alert.

The alert is now active. Subscribers will receive a notification when the threshold is met or at the scheduled time.

Viewing Assignments

To view an actionable list of assignments – complete, overdue and open – scroll down to the bottom of the Leadership Dashboard.

To export the table to XLSX, CSV, or PDF:

1. Hover above the table and go to More (…) > Download.

2. In the Download Answer window, select the desired file format.

3. Click Download.

The file is now downloaded to your device.

My People Tab

The My People tab displays information about all users included in the applied filter(s). For example, if you filtered the Leadership Dashboard to show data for specific audiences, My People will list users from those audiences.

My People provides insights such as the number of users who logged in this month, those who didn’t, and a detailed table of all users.

Completions Tab

The Completions tab provides a comprehensive overview of your audience’s activity and content completion.

This section allows you to track total and average completions, identify trending content and popular topics, and view a detailed list of all completed learning items, including organic completions.

Pathways Tab

Filters

Use the filters at the top of the dashboard to focus your analysis. You can segment the data by Audience Name, Content/task Type, and more.

Key Visualisations

The dashboard is organised into clear visual areas for rapid comprehension:

• Total pathways assigned: Number of unique Pathways assigned to users.

• Complete pathways: Number of assigned Pathways that have been completed.

• Open pathways: Number of assigned Pathways that are currently in progress.

• Overdue pathways: Number of assigned Pathways that are past their due date.

• Total tasks to approve: Total number of tasks in assigned Pathways currently awaiting manager approval.

• Total tasks approved: Total number of tasks that have been approved.

Assigned Pathways Table

A detailed table provides item-by-item analytics essential for deep-diving into specific progress across assigned learning:

• Track progress against the specific User Name, Pathway Title, Status (such as overdue or complete), Available Date, and Due Date.

• View the # Content Items in the Pathway, the # Completed items, and the overall % Complete for the Pathway for that specific user.

• Track the Manager Name and Manager Email associated with the user, along with the number of their Incomplete Tasks (where applicable).

Events Tab

Attempts Tab