The dashboard is the first thing an Administrator will see upon logging into their TutorCruncher platform. It contains various information panels giving you an at-a-glance overview of your business.
An example of a Dashboard.
You can customise what panels are shown on your dashboard by selecting the cog icon on the ‘Dashboard’ row of the sidebar menu to open the Dashboard Panels page, from where you can customise your dashboard.
The sidebar menu, with the Dashboard Panels cog highlighted.
You can specify which panels are shown on your dashboard by moving sections from the ‘Not in use’ panel on the right to the ‘Shown on dashboard’ panel on the left.
The Dashboard panels:
Dashboard Content | Definition |
Did you know? | Displays our top tips that help you with getting the most out of TutorCruncher. |
Shows the activity feed for your company. | |
My Activity Feed | Shows the activity relevant to you and the clients you manage. |
Shows any tasks that are due today or late. | |
My Tasks | Shows tasks assigned to you that are due today or late. |
Available Jobs | Shows the most recently created Jobs that are Available for Application with the client and number of bids. |
My Available Jobs | Shows the most recently created Jobs that are Available for Application associated with you as a client manager with the client and number of bids. |
Active Jobs | Shows the most recently updated jobs and their details. |
My Active Jobs | Shows the most recently updated jobs associated with you as a client manager and their details. |
Upcoming Lessons | Shows the next upcoming planned lessons and their details. |
My Upcoming Lessons | Shows the next upcoming planned lessons associated with you as a client manager and their details. |
Recent Lessons | Shows the most recent lessons and their details. |
My Recent Lessons | Shows the most recent lessons associated with you as a client manager and their details, updated every 15 minutes |
Unpaid Invoices | Shows the oldest unpaid invoices in the last 6 months and their details, updated every 15 minutes. |
My Unpaid Invoices | Shows the oldest unpaid invoices associated with you as a client manager with the client in the last 6 months and their details. |
New lessons and jobs graph | Displays a graph of new lesson hours and jobs over the past year, updated every 15 minutes. |
Raised invoices and credit request graph | Displays a graph of raised invoices and credit requests in the past 12 months, updated every 15 minutes. |
Client Analytics | Displays analytics about recently created clients with a list of the most recently created and 'a count of received enquiries. |
Tutor Analytics | Displays analytics about recently created tutors with a list of the most recently created and 'a count of tutors invited for an interview. |
Can I create a custom dashboard panel?
You can create your own custom panel via the Add custom panel button within the ‘Shown on dashboard’ panel. Selecting this will open the ‘Add custom dashboard panel’, from where you can add a custom panel to show filtered actions on your Administrator dashboard. This could be used to display all of the activity relating to Tutors or Invoices, or whenever a Client profile was made. Choose a name for the dashboard panel, before selecting a template already made by TutorCruncher or creating one of your own via the ‘Actions’ dropdown menu.
Creating a custom dashboard panel that tracks any failed payments.
How that custom dashboard panel appears after being created.
The actions that can be tracked on a custom dashboard panel are based on any actions we record in the system Activity Feed.
What are the ‘templates’ found in the Custom Dashboard panel?
We've given you some default templates to use for the actions that we think you may want to display in your custom dashboard panel. For instance, if you choose 'Activity to do with Lessons', we'll show you all of the activities that are to do with Lessons. Adding, editing, deleting a Lesson, and marking it as complete are just a few examples.
Why are no Tasks being displayed on my dashboard?
The Tasks that are shown on the dashboard are ones that are overdue, or due on today's date. Future tasks will not be displayed here.
How do I edit the dashboard of an Administrator other than myself?
You can read about adjusting the information displayed for your Administrators here.