Overview of the Analytics Dashboard
The Analytics Dashboard in BlueDocs gives you a real-time view of how your team is engaging with documents, completing training, and acknowledging policies. It’s designed to provide actionable insights into onboarding, compliance, and document usage across your organization.
📍 You can access the dashboard by clicking Dashboard in the left-hand sidebar.
🪟 What You’ll See on the Dashboard
The dashboard contains a mix of key metric cards and visual panels. These provide at-a-glance insights into platform usage and team progress.
📋 Top Summary Cards
Metric | What It Tells You |
|---|---|
Total Documents | The number of documents uploaded by your team. |
Total Team Members | Active users in your BlueDocs workspace. |
Utilisation Rate | % of users who have logged in this month (engagement health). |
Training Completed | Number of training courses completed this month. |
Each card includes comparison data from the previous month to highlight trends.
🚀 Onboarding & Training Progress
Shows how new hires are progressing through their assigned training and documents.
- Completion Rate: % of users who finished their onboarding assignments.
- Status Breakdown: In Progress, Not Started, Overdue.
- Bar Chart: Tracks individual user progress for quick insight into who may need follow-up.
✅ Policy Acknowledgement
Displays how many users have acknowledged the latest assigned policy.
- Includes department breakdowns (customizable per organization).
- Uses a gauge graphic to show total acknowledgment percentage.
- Status categories: Pending, Acknowledged, and segmented by team (e.g., Sales, Ops, IT).
🛠 Note: Department labels and categories shown here are just examples — every BlueDocs workspace can define its own structure.
📈 Engagement Overview
A timeline chart showing how many users have been active over the past 7 days.
- Highlights document views by department or topic.
- Lists most-viewed documents and their corresponding team.
- Useful for spotting activity spikes, trends, and overlooked content.
🕸️ Skill Coverage Radar
Visual radar chart representing training or documentation coverage by team.
- Each axis represents a team or department.
- Helps identify weak spots in team training or knowledge coverage.
- Teams with low coverage will be flagged (e.g., “Needs attention: Finance team”).
📌 As with all labels, these team names are configurable by your organization.
📤 Exporting & Advanced Reports (Coming Soon)
Upcoming features will include:
- Exportable reports by document, user, or team
- Scheduled email reports
- Deeper segmentation and historical trend comparisons
✅ Tips for Using the Dashboard Effectively
- Review the dashboard weekly during team or department check-ins.
- Use the Policy Acknowledgement panel to nudge overdue users.
- Identify underused SOPs or training modules via the Engagement Overview.
- Use the Skill Radar to plan refresher sessions or training assignments.
If something doesn’t look right:
- Double-check user assignments and permissions
- Make sure documents and training modules are published
- Confirm team structures are set up correctly under user management
Need help interpreting your data? Reach out to our support team or request a guided walkthrough.
Updated on: 26/05/2025
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