👥 Team Status Widgets

🧐 Understand Your Team's Productivity & Compliance

The Team Status Widgets provide a quick overview of your team's performance by tracking the completion of required actions. These widgets help you monitor engagement, compliance, and overall productivity at a glance.

In This Article:

🔑 Accessing Team Status Widgets

🔍 Overview of Team Status Widgets

🛠️ Customize What You See:

• ⚙️ Filters
• 🧭 View Options: Simple vs. Advanced
• 🗂 Pivot Table Customization

📊 "Overview" Widget Deep Dive

✅ "Deadline" Widget Deep Dive

📥 Download the Data

🔑 Accessing Team Status Widgets

👀 Who Can Access Them?

• Access to the Team Status Widgets is automatically granted based on member’s assigned profession in the platform.
• If you don’t see the widgets in your dashboard, reach out to your platform admin to check if your profession has access or to request it if needed.

📍What Can You See?

• The widgets provide a glance at the performance of all staff in your store.
• If you're responsible for multiple stores, you'll see the status across all your stores.

🛠 How to Access

1. Open the web app.
2. On your Home screen, locate the section titled "Your store's status."
3. Click Details to open the dashboard.

🔍 Overview of Team Status Widgets

The Team Status Widgets give you a quick snapshot of how your team is doing with assigned actions — right from the Home screen.

You’ll see two main widgets:

• Overview – Tracks the status of all actions published within the last three months.

  Great for monitoring overall activity and completion trends.

• Deadlines – Focuses on actions with a daily deadline, typically used for operational checklists and time-sensitive tasks.

🛠️ Customize What You See

There are a few different ways to tailor the Team Status Widgets to your needs — from filters and view modes to flexible pivot tables. Let’s take a look at how you can make the most of them.👇

⚙️ Filters

By default, the widgets display data for all members and actions in your assigned store(s). You can narrow down the data using the Filters panel on the right side inside each widget.

Filtering Options:

• Deadline Date – Filter actions based on their due date.
• Publish Date – Choose the time frame for which articles should be included in the data. You can adjust this to focus on newer or older content. (The default setting shows articles published in the last 3 months.)
• Channel – View data for specific channels.
• Article Group – Filter actions grouped under a specific article collection.
• Article – Select one or more specific articles to analyze.
• Category – Filter articles by assigned categories.
• Location – Filter by store.
• Member – Choose specific staff members to focus on.
• Profession – Filter by member roles or job functions.
• Audience – Filter by assigned audience groups.
• Has Answered – Show only members who have or haven't submitted answers.
• On Time – Filter actions based on whether they were completed on time.

🧭 View Options: Simple vs. Advanced

Each table in the dashboard can be viewed in either Simple or Advanced mode. You can select the view from the dropdown menu in the top right corner of each table.

• Simple View (default) – Displays essential, high-level data like progress and average score. This is the view used in all examples shown in this article.

  Advanced View – Provides deeper insights, such as:

  • Whether actions were completed on time
  • What answers members submitted
  • Additional columns for detailed tracking and evaluation

🗂 Pivot Table Customization

All tables in the Team Status widgets include a pivot table that allows you to customize what data is displayed. This makes it easier to tailor the dashboard to your needs and analyze the exact information you care about.

Customization Options:

• Drag and drop categories to choose which information appears in the table.
• Move categories to "Unused" to hide them.
• Move categories to "Rows" to display them in the selected order.
• Rearrange fields to adjust the hierarchy of data for better insights.

📊 "Overview" Widget Deep Dive

Want a quick snapshot of team progress? The Overview widget shows completion and performance across all actions from the past 3 months.

Let’s take a closer look at the different tables inside this widget.👇

📄 Action Completion Overview

This widget provides a summary of how many assigned actions have been completed by your team. It includes the overall completion rate as a percentage, the number of completed actions, and the total number of actions assigned.

❓ Key Questions It Answers:

• What percentage of actions have been completed?
  • The "Actions Completed" circle chart shows how many actions have been completed out of the total assigned.
• How many actions have been completed overall?
  • The widget displays the raw number of completed actions and total assigned actions, giving you a clear measure of task completion.
• How well are members performing on their tasks?
  • The "Avg Score" shows how well members are doing on scored actions, based on submitted answers.

👥 Member Performance

This widget shows each team member’s performance across live articles. You can drill down into individual members to see their progress and average score for each assigned article.

❓ Key Questions It Answers:

• How is each team member progressing through their articles?
  • The Progress column shows how far each member has gotten with their assigned content.
• What scores are team members getting on completed tasks?
  • The Avg Score column displays how well each member is performing on scored actions.
• Can I see article-by-article performance for each member?
  • Yes — expand a member’s row to view their progress and score on every assigned article.

📰 Article Status

This widget shows how team members are progressing through individual articles and how well they’re scoring on completed actions. You can drill down into each article to see how every assigned member is doing — making it easy to track visibility, engagement, and performance at the article level.

❓ Key Questions It Answers:

• How many members have started or completed each article?
  • The Progress column shows the percentage of completion across assigned members for every article.
• What are the average scores for each article?
  • The Avg Score column shows how well members are performing on scored actions within each article.
• Can I see who has engaged with a specific article?
  • Yes — expand any article to view each member’s individual progress and score.
• Which articles may need more follow-up?
  • Use this widget to spot content that has low engagement or poor performance and take action accordingly.

🌍 Store Status on Channels

This widget helps you understand how different store teams are performing across various channels. You can drill down from location level to specific channels and articles to see progress and average scores — and even get a geographic overview of where engagement is strongest.

❓ Key Questions It Answers:

• Which teams or locations are most engaged with content?
  • The map view shows where engagement is happening geographically, based on completion rates.
• Can I compare performance across teams and regions?
  • Yes — use the table to compare progress and average scores between locations.
• How are different channels performing per team?
  • Drill into each location to see performance across specific channels and articles.
• Where should I focus follow-up efforts?
  • Use this view to identify underperforming regions or teams that need more support or recognition.

✅ "Deadline" Widget Deep Dive

Need visibility into time-sensitive tasks? The Deadline widget displays all actions with a deadline set for the current day, helping you track timely completion across the team.

Here’s a breakdown of the tables you'll find in this view.👇

⏰ Deadline Overview

This widget is part of the Deadline view and helps you monitor progress specifically for recurring actions, such as daily checklists. It includes two visual indicators showing how members are engaging with these repeated tasks.

❓ Key Questions It Answers:

• How are members progressing on recurring articles?
  • The "Member Progress across Articles" chart shows how many members have not started, are in progress, or have completed each recurring article.
• How many recurring actions have been completed?
  • The "Action Overview" gauge visualizes how many of the total recurring actions have been completed so far.
• Is there a daily compliance issue developing?
  • Use this view to spot patterns where actions are frequently being left incomplete.

👤 Member Performance (Deadline)

This widget shows how each team member is progressing on actions that have a deadline today. It helps you quickly identify who’s keeping up with time-sensitive tasks and who might need a reminder or follow-up.

❓ Key Questions It Answers:

• Which members have completed their daily or time-sensitive actions?
  • The Progress column shows how much of today’s deadline-based content has been completed.
• Is anyone falling behind on tasks due today?
  • Spot members with 0% progress and take action to support them.
• Can I see performance for each individual action with today’s deadline?
  • Yes — expand a member row to view article-by-article status.

🚨 Behind Schedule

This widget highlights which members have overdue actions and whether any of them have been completed after the deadline. It focuses on actions that were due today or last week, helping you identify who needs follow-up to stay on track.

❓ Key Questions It Answers:

• Who has overdue actions?
  • The # Overdue Actions column shows the number of actions that were not completed before their deadline.
• Which deadlines were missed?
  • The Deadline Date column displays exactly when each overdue action was due.
• Are members completing actions late?
  • The # Actions Completed After Deadline column tracks if and when overdue tasks are eventually finished.
• Where should I follow up?
  • Use this view to target reminders and coaching to members who frequently miss deadlines.

📥 Download the Data