Performance Dashboard

What’s Covered

What is the Performance Dashboard?

Who can access it?

How is it set up?

What can I see on the Performance Dashboard?

Filtering your view

Accessing on mobile

Troubleshooting and getting help

🙋 What is the Performance Dashboard?

The Performance Dashboard gives line managers a live view of their team’s training completion status, without needing an admin to pull, reformat, and share reports on their behalf.

Real-time data: completion status updates live, so managers always see where their team stands without waiting on a manual export.
Built for managers, not admins: it’s designed to be simple enough that managers don’t need any admin panel training to use it — they just need the answer to “who on my team still needs to complete this?”

Before you get started

🤔 Not sure if Performance Dashboard is available to you? Ask your CSM if this is included in your current product package.

❔ Who can access it?

The Performance Dashboard is built for line managers who are responsible for their team’s training completion, rather than for full admin panel users.

Availability: the Performance Dashboard is currently available to Knowledge Hub customers, since it’s accessed via a link shared through the Knowledge Hub.
Signing in: managers sign in using a one-time passcode (OTP) sent to them - there’s no separate admin login or password to manage.
Scope: each manager’s dashboard only shows the team(s) they’ve been set up to see, so they can’t view data for people outside their own team.

❓ How is it set up?

Performance Dashboard access is set up for you by eduMe - it isn’t currently a self-serve toggle inside the admin panel.

Requesting access: to turn on the Performance Dashboard for your line managers, get in touch with your eduMe Customer Success contact or eduMe Support.
Mapping managers to teams: managers are typically matched to their teams using job role and location tags, or dedicated manager tags, provisioned for your account. Let your eduMe contact know if these need to be set up or updated.
Adding or changing dashboards: if you need a dashboard scoped to a new team, or want to update who has access, your eduMe contact can help make these changes.

👀 What can I see on the Performance Dashboard?

Once a manager opens their dashboard, they can see:

Course completion status for everyone on their team, updated live, so there’s no need to download or reformat reports to know who’s on track.
Checklist completion status - if your account uses Checklists, managers can see who has completed the checklist items assigned to their team alongside course completion, giving one combined view of what’s done and what still needs following up.
In-person assessments - Managers have the ability to see and carry out in-person assessments from their dashboard.
Send reminders to staff directly.

Please note: detailed, submission-level reporting for individual checklist answers isn’t shown in the Performance Dashboard - it currently reports on completion status only.

🔎 Filtering your view

Team-level scoping: dashboards can be scoped to a specific team, so a manager only ever sees results for the people they’re responsible for.
Multiple teams or locations: if you manage more than one team or location, ask eduMe Support about combining these into a single dashboard, or splitting them into separate views.
Content visibility: content that isn’t visible to everyone on a team is automatically filtered out of the dashboard, so completion totals only reflect content the whole team can actually access.

📱 Accessing on mobile

The Performance Dashboard is designed mobile-first, since frontline line managers are typically checking in from a phone rather than a laptop. Managers can open their dashboard link on any device to check completion status on the go.

🤖 Troubleshooting and getting help

Integrations: the Performance Dashboard isn’t currently supported for customers using Beekeeper or Microsoft Teams as their delivery channel.
Incorrect or missing data: if a manager notices completion data that looks wrong — for example, someone who has left the business still appearing on the dashboard — please let eduMe Support know so we can investigate.

For setup requests, access issues, or any other questions about your Performance Dashboard, reach out via to your CSM or support@edume.com.