Overview

The Management dashboard provides insight into how campus staff members use Element451 in the product's tasks, notes, conversations, and decisions areas.

Accessing the Dashboard

The Management dashboard can be found via the Insights sub-menu. The Insights module can be accessed from the Data + Automations dropdown in the top navigation.

Dashboard Features

The Management dashboard displays high level usage numbers, changes in usage over time, and specific usage activities in each module represented.

Data can be viewed by team name, position, and/or staff member name.

Global Controls

From: The beginning date of the time period being viewed.
To: The end date of the time period being used.
Team Name: Filter by teams by name.
Position: Filter by job or position title.
Staff Member: Filter by staff members by first and last name.

Tabs

Data on the Management dashboard is organized by an overview tab, a tasks tab, a conversations tab, a notes tab, and a decisions tab.

Overview Tab

Visualizations

Tasks
- Insights calculations based on tasks created, completed on-time, and due in the selected time period and matching other selected filters.
- The change in total numbers from the previous period of time, which is shown at the bottom of each visualization.

Conversations
- Insights calculations based on total conversations, messages sent, and messages received in the selected time period and matching other selected filters.
- The change in total numbers from the previous period of time, which is shown at the bottom of each visualization.
Other
- Insights calculations based on total notes, total logins, and total decisions released in the selected time period and matching other selected filters.
- The change in total numbers from the previous period of time, which is shown at the bottom of each visualization.

Tasks Tab

Unique Controls

Task type: Select a particular type or several types of tasks.
Task: Select a specific task by name.
Display Results by: Select aggregation time period.

Visualizations

Highlights

The top five tasks as well as the top five staff members by tasks due in the selected time period.

Tables
- Explore task numbers and completion rates by personnel or task selections.

Incomplete Tasks
- Bar charts representing incomplete tasks by personnel or task selections.

Busiest Hours for Task Completion
- Heat map of what days/times tasks are most often completed.
Created Task Log
- Detailed chart of all tasks that have been created as well as their status, personnel assignments, and important dates.

Conversations Tab

Unique Controls

Message Origin (Inbound/Outbound): Select whether you want to see messages that were initiated by internal staff or outside users.
Channel: Select between email, SMS, and web chat conversations.
Territory: Filter by territory.

Visualizations

Conversations by Staff Member
- By staff member, view total conversations as well as average conversation time and response time.

Conversations by Channel
- A pie chart of how many conversations have taken place within each channel.

Conversations by Identity
- A bar chart of how many conversations have taken place with identified vs. anonymous users.

Conversations by Territory
- A list of conversations by territory
Phone Call Activity Over Time
- The breakdown of phone calls made during the selected time frame.
- The average phone call duration (in seconds) during that time.

Notes Tab

Unique Controls

Note Type: Filter by the various note types available.

Visualizations

Note Count by Staff Member
- By staff member, view the total number of notes entered.

Note Count by Type
- A pie chart, as well as a list, of how many notes have been entered by type.

Note Count by Team Name
- A bar chart of how many notes have been entered by each team.

Note Count by Length
- Notes categorized by character length.

Decisions Tab

Visualizations

Decisions Released by Staff Member
- By staff member, view total decisions released.

Status Updates by Staff Member
- A pie chart representing the number of decision status changes by staff member.

Highlights
- The top three staff members by the number of decisions released, stage updates, status updates, decision notes added, and notes updated.

Decision Actions by Staff Member
- A complete list of staff members with all decision-related usage statistics.

Appointments Tab

Unique Controls

Appointment Type
- Filter by the various appointment types available.
Metric
- Choose which appointment metric you would like to see in the visualizations below.

Visualizations

Appointment Breakdown
- Appointments by Staff Member for selected metric.
- Appointments by Type for selected metric.
- Appointments by Primary Team for selected metric.
- Appointments by Position for selected metric.
Appointment Stats
- A full breakdown of appointment metrics by staff member.
- A color-coded log of all appointments and their current status.

Custom Activities Tab

Unique Controls

Custom Activity Type
- Filter by the various types of custom activities available.

Visualizations

Custom Activity Breakdown
- Custom activities metrics broken down by type, name, staff member, position, or primary team.
Custom Activity Stats Over Time
- A full breakdown of custom activity metrics either staff member, primary team, position, or type over time.

Troubleshooting & FAQ

Why is there no data?
There are a variety of reasons an Insights report is blank. Try the following quick fixes:
- Reset the report. Visualizations may be filtering the report. Check the date controls. If the date is too far in the past, it may pre-date your activity in Element451.
- Check what fields are being used. For example, if your institution is not adding dates to the sources, some counts may not appear correctly.
- If data is still missing, there may be issues with your data in Element. Check out this guide for data cleanup.
Why are the source counts off from what I see in my Element451 Instance?
Because this dashboard is filtering off of dates, you may need to adjust the date filter further back than the default. If you are still noticing differences, your data may be missing source dates or have invalid dates (having a year prior to 1400). Following the clean up guide, you can create a segment that looks for sources with a timestamp of 0 to 1400 years in the past to target the group that needs to be cleaned up.
What is the People Segment filter and how do I use it?
The Sources dashboard can only be filtered by certain dimensions by default. The people segment filter is a great way to filter the report by dimensions that matter to you. Create a segment in the People module, and set it as a calculated segment. Please allow 24 hours for new calculated segments to appear and filter correctly in Insights. More on using segments and Insights together.
How can I pull a list of students that are being counted towards the visualizations and tables?
You can create a segment in your instance and utilize the Sources (All Properties) filter to identify your list. If you are wanting to filter the list with a student dimension like term, major, or student type use the "Active" term, major, or student type fields. Active fields use the most recently collected term, major, and student type found on the student profile.