🧑🤝🧑 Advanced Dashboards - Member Status
📊 Monitor Onboarding Progress & Member Engagement
The Member Status Dashboard helps you track onboarding progress, monitor user engagement, and analyze activity trends. It provides detailed insights to help administrators identify active and dormant users, optimize onboarding, and manage member participation effectively.
In This Article:
🔑 Accessing the Member Status Dashboard
📅 Member Status Percentage (Week by Week)
📊 Member Status Count (Week by Week)
🌍 Overview Grouped by Location
⚠️ Members at Risk of Dormancy
🔑 Accessing the Member Status Dashboard
👀 Who Can Access It?
📍What Can You See?
- Local Access – Users see data for their assigned locations and sub-locations.
- Global Access – Users see data for all locations and members.
🛠 How to Access
- Open the web app.
- From the left-side menu, click Dashboards.
- From the top drop-down menu, select Member Status.
📊 Member Status Overview
This section provides a quick snapshot of overall user engagement and onboarding progress. It categorizes members based on their activity levels, making it easier to track participation trends and identify users who may need follow-ups.
❓Key Questions It Answers:
- How many total members exist in the system?
- The Total Members count represents all registered users.
- What percentage of members are actively engaged?
- The Engaged section tracks users who have interacted with the platform within the last 30 days.
- How many members have become inactive?
- The Dormant section highlights users who were previously active but haven’t engaged in over 30 days.
- How many members have been invited but haven’t logged in yet?
- The Invited category shows users who have been created and invited but haven’t logged in.
- How many members have logged in but haven’t interacted with content?
- The Activated section includes users who have logged in but haven’t completed any actions.
- How many members were created but never invited?
- The Created category displays users who were added to the system but never sent an invitation.
- What is the overall distribution of member statuses?
- A visual chart represents the breakdown of engaged, dormant, invited, and other user statuses.
🚀 Onboarding Factor
This widget tracks how successfully new members complete the onboarding process. It provides a quick overview of onboarding completion rates, helping you see how well users are integrating into the platform.
❓Key Questions It Answers:
- What percentage of members have completed onboarding?
- A circular progress indicator shows the percentage of onboarded members out of the total user base.
- How many members have successfully completed onboarding?
- The Onboarded Members count displays the total number of users who have finished all onboarding steps.
- How many total members are being tracked for onboarding?
- The Out of Total figure represents the full number of users considered part of the onboarding process.
- Want more details?👇
- Click "Jump to Onboarding Dashboard" to explore a more detailed breakdown of onboarding progress and trends.
📋 Onboarding Dashboard
You can access detailed onboarding insights by clicking the "Jump to Onboarding Dashboard" button in the Onboarding Factor widget. This dashboard gives a clear view of the onboarding process, helping you track progress, spot delays, and see where members may be getting stuck.
📊 Onboarding Overview
This tracks the journey of new members from being created in the system to becoming fully active users. It helps administrators see how smoothly onboarding is progressing and identify any issues that may slow it down.
❓Key Questions It Answers:
- How many members are in the Created, Invited, or Activated stage?
- Created: Users added to the system but not yet invited.
- Invited: Users invited but haven't logged in yet.
- Activated: Users who logged in but have not interacted with content yet.
- What percentage of members have completed onboarding?
- A gauge indicator shows the percentage of users who have successfully moved past onboarding.
- How long do members take to complete onboarding?
- A graph tracks how long users stay in each stage (Created, Invited, Activated).
- If members stay in a stage for too long, it may indicate a bottleneck that needs attention.
- Is onboarding becoming faster or slower over time?
- The trend graph helps track whether onboarding is improving or if users are taking longer to become engaged.
👥 Created Members
Tracks users who have been added to the system but haven’t been invited yet.
❓Key Questions It Answers:
- How many members have been created but not invited?
- Displays the number of users who exist in the system but haven't received an invitation.
- Which teams and locations do these members belong to?
- Data can be broken down by location or team to see where these users are.
- How long ago were these members created?
- The Avg Days Since Created column shows how long they have been in the system.
- How can I contact these members?
- The E-mail column lists contact details for easy follow-up.
📨 Invited Members
Highlights users who have been invited but haven’t logged in yet. This allows you to identify engagement gaps and follow up if needed.
❓Key Questions It Answers:
- How many invited users have not logged in?
- The total number of invited but inactive members is shown at the top.
- How long has it been since they were first invited?
- The Avg Days Since First Invite column tracks how many days have passed since each user was invited.
- How many reminder invitations have been sent?
- The Avg # Invitations column helps determine whether users may need another reminder.
- Who has been invited, and which teams do they belong to?
- Users are listed by team, location, and email, making it easy to identify where onboarding may need extra support.
✅ Activated Members
Tracks users who have logged in but haven’t interacted with content yet. These users may need guidance or follow-ups to help them get started.
❓Key Questions It Answers:
- How many members are in the "Activated" stage?
- The total count of members who logged in but haven’t taken further action.
- Which teams and locations do these members belong to?
- Allows filtering by team or location to see where inactive users are.
- How long has it been since they last logged in?
- The Avg Days Since Last Login column helps track inactivity periods.
- How can I follow up with these members?
- The E-mail column provides direct contact information.
💡 Engagement Factor
This widget provides an overview of how actively members are engaging with the platform based on their recent activity. It helps you track overall engagement levels and identify trends.
❓Key Questions It Answers:
- What percentage of logged-in members are actively engaged?
- A percentage indicator shows how many of the logged-in members have engaged with the platform.
- How many members have actively interacted with the platform?
- The Engaged Members count displays the total number of users who have taken some form of action within the last 30 days.
- How many members have logged in overall?
- The Total Logged-in Users count tracks how many users have accessed the platform, even if they haven’t interacted further.
- Want more details?👇
- Click the "Jump to Engagement Dashboard" button to explore deeper insights into engagement trends and activity patterns.
📈 Engagement Dashboard
You can access detailed engagement insights by clicking the "Jump to Engagement Dashboard" button within the Engagement Factor widget. This dashboard provides deeper visibility into user engagement trends, activity levels, and interaction patterns, helping you identify active members and spot those who may need follow-up.
🔄 Engaged & Dormant Users
This provides a quick overview of user engagement status by categorizing members based on their recent platform activity. This helps you monitor participation trends and take action when needed.
❓Key Questions It Answers:
- How many users are currently engaged?
- The "Engaged users" count displays the number of members who have interacted with the platform within the last 30 days.
- How many users are dormant?
- The "Dormant users" count tracks members who were previously engaged but have not interacted in the last 30 days.
📅 Activity Counts Over Days
This widget tracks user interactions over time, helping you monitor when engagement is highest and where improvements may be needed.
❓Key Questions It Answers:
- How frequently are different types of activities happening?
- Tracks key engagement metrics, including:
- Views (dark blue) & First-Time Views (light purple)
- Article Publications (purple)
- Action Completions (yellow)
- Comments (light green) & Comment Reactions (pale green)
- Reactions (green)
- Completions (orange)
- Tracks key engagement metrics, including:
- Which days had the highest engagement?
- Spikes in the graph highlight peak activity periods, helping teams understand when users are most active.
- How does engagement fluctuate over time?
- This widget helps track long-term trends, showing whether engagement is improving, declining, or remaining steady.
🗓️ Activity Summary Calendar
The Activity Summary widget provides a heatmap-style representation of user activity over different days. This visualizes engagement density, making it easier to track trends and patterns over time.
❓Key Questions It Answers:
- How does user engagement vary across days?
- Each day displays a numerical value representing the total number of activities performed.
- Darker shades indicate higher activity levels, while lighter shades represent lower engagement.
- Which days have the highest and lowest engagement?
- Identify peak engagement days where user interactions are at their highest.
- Spot low-activity days, which could signal content gaps or inactive periods.
- Are there patterns in engagement based on the day of the week?
- Trends may reveal that certain days (e.g., weekdays vs. weekends) see higher activity.
- This is useful for scheduling content releases or engagement activities at the most effective times.
👥 Activity Breakdown by Team & Member
This widget provides a detailed view of engagement, showing how different teams, locations, and members interact with the platform.
❓Key Questions It Answers:
- How is activity spread across teams and members?
- Displays user engagement levels by team and location.
- Helps identify which teams or locations are the most active.
- Which team has the highest engagement?
- The "Grand Total" column adds up all activities per team, making it easy to compare engagement across different groups.
- What types of activities are being performed?
- This widget categorizes interactions into:
- Action Completions – Number of tasks completed.
- Article Publications – Number of new articles published.
- Comment Reactions & Comments – How users engage through comments and reactions.
- Reactions – General platform interactions (likes, responses, acknowledgments).
- Views & First-Time Views – Number of times content has been viewed and how many users are seeing it for the first time.
- This widget categorizes interactions into:
- Who are the most and least active members?
- By clicking into individual members, you can see who is engaging the most and who may need extra support to get involved.
📅 Member Status Percentage (Week by Week)
This widget tracks how member engagement levels change over time, providing a week-by-week breakdown of different user states. It helps administrators identify trends and take action to re-engage inactive members.
❓Key Questions It Answers:
- What percentage of members are actively engaged over time?
- The Engaged % (Green Line) represents users who have interacted with the platform in the last 30 days.
- How many members have become inactive?
- The Dormant % (Red Line) shows the percentage of users who were previously active but have stopped engaging.
- How many new or invited users are joining the platform?
- The Invited % (Purple Line) and Created % (Blue Line) track trends in users who have been invited but not logged in or those added but never invited.
- How many members have logged in but have not engaged further?
- The Activated % (Orange Line) represents members who have logged in but haven’t interacted with any content.
- Are engagement efforts improving or declining?
- The trend analysis helps determine if engagement levels are increasing or if more users are becoming inactive.
📊 Member Status Count (Week by Week)
This widget provides a clear visual representation of how many members fall into different engagement categories each week. The stacked bar chart makes it easy to compare changes in member status over time.
❓Key Questions It Answers:
- How many members are actively engaged each week?
- The Engaged (Green Section) shows the number of users who interacted within the last 30 days.
- How many members have become dormant?
- The Dormant (Red Section) represents members who were previously active but have not engaged recently.
- Are new members being added and activated?
- The Created (Dark Blue Section) and Invited (Purple Section) display trends in users added to the platform but who may not have logged in yet.
- The Activated (Yellow Section) shows users who logged in but have not interacted.
- How is the total membership evolving over time?
- The Total (Gray Line on Top) indicates whether the overall user base is growing or remaining stable.
🔖 Overview Grouped by Status
This section provides a detailed breakdown of how many members fall into different engagement statuses, making it easy to track active, inactive, and invited users.
❓Key Questions It Answers:
- How many members are currently engaged, dormant, or invited?
- Users are clearly categorized by engagement status.
- Which teams have the most inactive members?
- Helps managers identify locations or teams that need re-engagement efforts.
- How long since members last interacted with the platform?
- The Days Since Last Activity column helps track inactivity duration.
🌍 Overview Grouped by Location
This widget provides a location-based breakdown of engagement, allowing you to compare activity across different teams and locations.
❓Key Questions It Answers:
- How many members belong to each location?
- The Total Members column shows the number of users assigned to each team or region.
- Which teams have the highest engagement or inactivity levels?
- Users are categorized into Engaged, Dormant, Created, Invited, and Activated groups.
- Are there any locations that need additional engagement efforts?
- By tracking inactivity trends, managers can target re-engagement efforts at specific teams.
⚠️ Members at Risk of Dormancy
This section highlights members who are close to becoming inactive, allowing teams to take action before engagement drops further.
❓Key Questions It Answers:
- How many members are at risk of becoming dormant?
- Users are grouped based on their last recorded activity.
- How long has it been since their last interaction?
- The bubble chart visualization helps quickly identify how long users have been inactive.
- Can I filter the data to focus on specific users?
- Clicking on a bubble allows teams to filter the list and focus on re-engagement efforts.
📃 List of Members
This detailed table provides an overview of every member’s engagement status, including activity history, profession, location, and contact details.
❓Key Questions It Answers:
- What is the current engagement status of each member?
- Users are clearly labeled as Engaged or Dormant.
- When was each member last active?
- The Latest Activity Date column tracks when members last interacted with the platform.
- How many days since their last activity?
- Helps identify disengaged users for potential follow-up.
- Which professions and locations do members belong to?
- Users are grouped by profession and location.
- How can I follow up with members?
- The E-mail column allows for direct outreach to inactive users.
📥 Download the Data
If you need the data in Excel, you can export it by scrolling to the specific table and clicking the Export button.🚀
