Navigating the Courses Dashboard

The Courses Dashboard provides a comprehensive overview of your educational products, offering real-time insights into enrollment, revenue, and learner engagement. This centralized hub helps you monitor performance trends and make data-driven decisions to optimize your course offerings.

Key Features and Benefits

The dashboard delivers several powerful features designed to give you immediate visibility into your courses' performance:

• 30-Day Performance Snapshot: View key metrics for the past month, updated every six hours
• Revenue Analytics: Track total earnings, completed purchases, and upsell conversions
• Engagement Tracking: Monitor how learners progress through your courses from enrollment to completion
• Performance Comparison: Identify your top-performing and underperforming courses at a glance
• Quick Navigation: One-click access to detailed analytics and reports

Accessing the Dashboard

To reach the Courses Dashboard:

1. Log into your CRM account
2. Navigate to Memberships → Courses
3. The Dashboard view will open automatically

For convenient access, you can pin the dashboard to your sidebar menu. The dashboard is automatically enabled for all accounts using the Courses feature.

Performance Metrics Overview

Top and Least Performing Courses

These cards highlight your best and worst-performing courses based on enrollment and completion data. Each card shows:

• Completion rate percentage
• Total number of enrollments

Clicking on any course name takes you to its detailed analytics page where you can examine engagement patterns and content performance.

Revenue Analytics

The revenue section provides a financial snapshot of your courses:

• Total Revenue: Earnings from the past 30 days
• Monthly Comparison: Percentage change versus previous month
• Total Checkouts: Number of completed purchases
• Upsell Conversions: Successful upgrades through course offers

Click "Go to Revenue" to access detailed transaction breakdowns and purchase history.

Average Order Value

This metric helps you understand your revenue per learner:

• AOV per User: Total revenue divided by number of learners
• Highest Order Value: Largest single transaction in the past month
• Monthly Comparison: Change percentage from previous period

Course Progress Funnel

This visual tool tracks learner journey through three stages:

1. Signed Up: Total registrations
2. Started: Learners who began engaging with content
3. Completed: Learners who finished the course

The right-side cumulative percentage shows progression rates at each stage. Click "Go to Funnel" for detailed analytics and export options.

Best Practices

To maximize your use of the dashboard:

• Compare top and least performing courses to prioritize optimization efforts
• Monitor revenue and AOV trends monthly to assess pricing strategy effectiveness
• Regularly review the progress funnel to identify drop-off points and improve completion rates
• Check the dashboard daily or weekly since data refreshes every six hours

Frequently Asked Questions

Q: Is migration required to use the dashboard?
A: No. All existing course data automatically appears in the dashboard.

Q: Why is revenue data missing?
A: Revenue metrics only appear after at least one paid transaction processes through integrated payment systems.

Q: Can I export dashboard data?
A: Yes. Use the Export → CSV option in the upper-right corner to download 30-day aggregates.

Q: Are metric tiles customizable?
A: Currently fixed, but advanced customization options are planned for future updates.

Q: Does dashboard usage affect API limits?
A: No. Dashboard queries run server-side and don't count toward API allocations.

Q: Is the dashboard mobile-friendly?
A: Yes. The interface is fully responsive on tablets and smartphones.