How to customize the Home page

How to add, remove and filter widgets to customize your own home page

Organize your Home page

You can add a widget by clicking the + sign on the right

You can edit the name and order and remove of the widget from the Home page

The selected home page widgets reflect the content of your weekly digest email

Hint: The home page is customized to you and not visible for other team members

 

Widget Types

Standard Adoption Score Widget

Data: The average report scores based on the selected report template (not counting the empty reports)

Filters: -

Home page: You can add widgets multiple times and set different filters

Weekly Email: The scores are listed on the weekly digest email

Hint: by clicking the name of the score you can drill down the results

 

Growth Score Widget

Data: List the aggregated budget on the Client Project Roadmaps

Filters: by Account Managers / Client Segments (Team Package)

Home page: You can add widgets multiple times and set different filters

Weekly Email: The growth score numbers are listed on the weekly digest email

Plans: available in Entrepreneur, Delegate and Team plans

Hint: you can rename and change the icons of the project statuses Profile > Change Project Status screen

 

Client Engagement Score Widget

Data: Client Engagement Score Planned and Completed

Filters: by Account Managers / Client Segments (Team Package)

Home page: You can add widgets multiple times and set different filters

Weekly Email: -

Plans: available in Delegate and Team plans

Hint: Hovering over the bars lets you see the completed and upcoming activities

 

Upcoming Activities Widget

Data: Upcoming Activities of the company (Delegate Plan) or Upcoming Activities for you (Team Package)

Filters: -

Home page: You can add the widget once to the Home page

Weekly Email: List the upcoming activities on the weekly digest email

Plans: available in Delegate and Team plans

 

Recently Missed Activities Widget

Data: Recently Missed Activities of the company (Delegate Plan) or Upcoming Activities for you (Team Package)

Filters: -

Home page: You can add the widget once to the Home page

Weekly Email: List the recently missed activities on the weekly digest email

Plans: available in Delegate and Team plans

 

My Assignments

Data: Assigned courses

Filters: -

Home page: You can add the widget once to the Home page

Weekly Email: List the assigned courses on the weekly digest email

Plans: available in all plans

Hint: You can assign courses to your team members. Go to Academy > Team Assignments

 

Personal Meeting Reports

Data: If you are a coaching client or IT Nation Evolve Member your personal meetings are visible on this widget

Filters: -

Home page: You can add the widget once to the Home page

Weekly Email: -

Plans: available in all plans