Group Success Dashboard
Overview of Group Success Dashboard
The Group Success Dashboard (GSD) in 51ºÚÁϲ»´òìÈ Learning Manager allows administrators and managers to monitor learner progress in near real time (60-minute delay from enrollment, progress, or completion to reflecting on the dashboard) across departments or user groups. It supports proactive tracking of course completion, enrollment, and pending actions, making it easier to manage learning for teams. View this article to learn more about User groups.
Key use cases
Group Success Dashboard offers the following:
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Simplifies learner progress tracking: The Group Success Dashboard provides a user-friendly, real time view of learner data, reducing the need for Excel-based transcripts. Managers and administrators can quickly view learner enrollments and course progress to support key scenarios such as:
- Performance review readiness: Managers can assess course progress for team members ahead of appraisal cycles.
- Compliance monitoring: Identify learners who haven’t completed mandatory trainings.
- Team-level tracking: Franchise, store, or regional managers can ensure their teams are completing required learning on time.
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Facilitates team management: The Group Success Dashboard is useful for managers with small teams (under 50 people), like store managers, franchise managers, dealership managers or internal teams. It provides a team view and allows managers to quickly check whether their team has completed the required set of courses to achieve business goals.
How to use the Group Success Dashboard
An administrator can enable and create the dashboards by giving them a name, selecting user groups, and choosing the courses or learning paths. The dashboards can be shared with other administrators or managers.
Enable the Group Success Dashboard
Administrator must enable the Group Success Dashboard for the account. To enable the Group Success Dashboard, follow these steps:
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Log in as an administrator.
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Select Settings and then select Reports.
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Select the Dashboard visibility toggle.
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Type the dashboard name (for example, Store Manager Dashboard).
Fields for dashboard name, user group, and learning path selection -
Select Overview Visibility to enable the overview section in the dashboard. This section allows you to view the progress of up to 50 learners.
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For the Learner Transcript section, select the required columns that you want to view.
- Learner
- Paths and Courses
- Status
- Enrollment date
- Last access date
- Completion date
After enabling this feature, administrators can view the Group Success Dashboard in the Reports section.
Create a Group Success Dashboard
Administrators can create up to 100 dashboards to view learners’ progress. To create a dashboard, follow these steps:
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Log in as an administrator and select the Reports page.
Select Reports in the Administrator homepage -
Select the Group Success Dashboard. The dashboard’s name is Store Manager Dashboard.
Select Store Manager Dashboardnote note NOTE The name you set when enabling the Group Success Dashboard will appear as the dashboard name. -
Select Create New Dashboard from the Select dashboard drop down.
Select the option to create a GSD -
Type the dashboard’s name.
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Select a user group to appear in the dashboard.
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Search the Courses or Learning Paths and select them from the results.
Select user group and courses -
Select Create dashboard.
For larger teams, create a dashboard by selecting the Default catalog and All learners user group in the Learner Transcript tab. This includes all courses and learners in the Learner Transcript view, making it easier to search for and track each learner’s progress.
View the Group Success Dashboard
After creating a dashboard, administrator can view the dashboard by following these steps:
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Log in as an administrator.
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Select Reports and then Group Success Dashboard.
The dashboard’s name is Store Manager Dashboard. -
In the Your dashboards section, select the created dashboard from the Select dashboard drop down.
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The dashboard is divided into:
- Overview: You can quickly see the learners’ progress on individual Courses or Learning Paths. You can view progress up to 50 courses or learning paths and 50 learners at once. If you want to check a specific learner’s progress, select the Learner Transcript section.
Learning status of learners in the store manager’s team- Learner Transcript: View learner progress by selecting a specific learner or course. Search for a learner within the dashboard to check their learning progress. If you’ve created the dashboard using the default catalog and included all learners, you can search for any learner to easily review their progress.
Detailed learner transcript view with columns for enrollment and completion
Share the Group Success Dashboard
Admins can share dashboards with other administrators or managers. Follow the steps to share a dashboard:
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Select Reports and then Group Success Dashboard. The dashboard’s name is Store Manager Dashboard.
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Select Share in the Your dashboards option.
Select Share button -
Search for users or user groups by name and select them.
Share dashboard with users or user groups -
Select Proceed to share the dashboard.
You can see the shared dashboard details under Reports, select Group Success Dashboard (Store Manager Dashboard) and then select Shared dashboards.
View the shared dashboard
Limitations of Group Success Dashboard
The following are the limitation of Group Success Dashboard:
- Recurring certificates are not supported in the dashboard.
- The Last access date column in the Learner Transcript tab currently displays data for Learning Paths and Certifications. Support for courses is planned for a future update.
Selecting learners across multiple user groups
When you select more than one user group, 51ºÚÁϲ»´òìÈ Learning Manager uses specific rules to determine which learners to include:
- User groups with the same Active field: If the user groups use the same field (for example, Location), the system includes all learners from both groups. It combines the values. For example: Location = Bangalore and Location = Chennai. It includes learners from both locations.
- User groups with different Active fields: If the user groups use different fields (for example, Location and Role), the system includes only learners who meet all conditions. For example: Location = Bangalore or Chennai and Role = Manager. It includes only learners who have the Manager role and are located in Bangalore or Chennai.
Summary:
- Same Active field: Learners are combined (OR logic)
- Different Active fields: Learners must match all criteria (AND logic)
This approach helps you target the right learners based on your selected conditions.