Dashboard overview

At a glance

Who uses it: Everyone with reporting access — admins at home, district admins at a glance, facilitators sizing up their day.
Purpose: Snapshot of platform activity tuned to your role.

What's on it

The dashboard is composed of counter cards and small charts. What you see depends on your role:

Admin (school)

Active cases.
Cases opened this week / month.
Cases closed this week / month.
Average days to first intervention.
Average days to closure.
Caseload by facilitator.
Needs attention — students currently flagged.
Stale referrals — referrals sitting in the inbox > 5 days.

District admin

All of the above, summed across schools.
Per-school comparison sparkline.
Link out to School rollups for the deep view.

Facilitator

My active caseload.
Due today / overdue follow-ups.
Recent activity on my cases.
New referrals assigned to me in the last 7 days.

[SCREENSHOT: dashboard-admin-overview] Reports → Dashboard for a school admin with active caseload, recent activity, and the facilitator workload table visible.

Step-by-step

Drill into a counter

Click any counter card. You land on the underlying list (e.g. the Needs attention card opens the students list pre-filtered).

Change the window

The default window is 30 days. Use the toggle at the top to swap to 7, 30, 90 days, or the school year to date.

Tips & best practices

Make the dashboard your sign-in landing — most admins live here for the first 60 seconds of the day.
If a counter looks wrong, click into it before raising — the drill-down usually clarifies.

FAQ

Why don't the numbers exactly match a report I exported? The dashboard refreshes on a short cache. After a major change (status flip, large import), give it a minute and reload.

Can I customize which cards appear? Not today. Cards are role-tuned; layout is fixed. Saved views (on the report pages) cover most customization needs.