Organisation Dashboard

The first page you will see once you are logged into your organisation is an Organisation Dashboard that shows various visual data insights related to your active members, including:

  • Total Number of Products Sold by Month & Type
  • Total Order Value by Month & Type

  • Active Members by Member Type
  • Active Members by Gender
  • Active Members by Age Group

If your organisation also has the events module enabled, this will also display three categories for event data; 

  • Events by Category 
  • Event Participants by Assigned Gender
  • Event Participant by Age Group

Visual insight reports can also be filtered by clicking on any element of the Dashboard:

The Organisation Dashboard also shows summary data including:

  • Current Year Products Sold: The total number of your organisation's (or hierarchy's) Products that have been purchased in the current year.
  • Current Year Paid Orders: The total number of Orders that have been processed in your organisation or hierarchy in the current year.
  • Current Year Transaction Amount: The total value of paid transactions that has been processed to your organisation or hierarchy in the current year.
  • Total Active Members: The total number of members with active registrations in your organisation or hierarchy.
  • Total Event Participants: The total number of registered event participants in your organisation.

Note: All values are calculated based on your organisation's Financial Year Start setting. This can be found in My Organisation > Organisation Details > Financial Year Start.

E.g. If your Financial Year Start is set to August, Organisation Dashboard values will include data from 1 August to 31 July of the following year.

You can also toggle between a full screen view of the dashboard using the icon in the top-right corner: