View and use the admin dashboard

This guide shows you how to read your rate metrics and operational counts, drill into a card, and check how a metric is calculated.

Who can do this: Admins with the reports:view permission. The dashboard is your post-login home.

Before you start

You need at least one member. A fresh org with no members shows a sample preview, not live data.

Steps

Read your dashboard cards

Sign in. You land on the dashboard.
The Rate metrics group shows eight cards: MRR, MRR Growth, Avg MRR per Member, Lifetime Revenue, Avg Revenue per Member, Churn Rate, Retention Rate, and Members Gained/Lost/Net. Each card shows a value, a sparkline, and a change percentage.
The Needs attention group shows counts: Overdue renewals, Pending applications, Event capacity warnings, and Outstanding invoices. Select any card to go to the filtered list.
The “as of {time}” note below the title tells you when the metrics last updated. Metrics update each night.

Change the sparkline range

Select any card’s sparkline. A range picker opens.
Choose Last 30 days, 90 days, 12 months, 3 years, or All time.
The range control in the page header shows the active range. Select Reset to default to go back to 90 days.

Drill into a card

Select a Needs attention card. You go to the matching filtered list with chips already set.
A card showing 0 opens an empty state (“Nothing to see here”), not a list.
Select a Rate metrics card to open the methodology panel. The panel shows the formula, data sources, and exclusions. A detailed breakdown is coming in an update.

Check how a metric is calculated

Select the ? on any rate metric card.
The panel shows the Formula, Data sources, what’s Excluded, a Health over time note, and a help center link.
Keep the panel open while you browse. Select X or press Esc to close it.

Verify

You’ll know it worked when the Rate metrics and Needs attention cards are populated with your org’s current values, and the freshness note shows a recent timestamp. Drilling a Needs attention card takes you directly to the filtered list with the relevant chips pre-set.

If something goes wrong

Dashboard shows “Example” data with a watermark — your org has no members yet. The preview shows what your dashboard will look like once you add members. Select Add member to get started.
A card shows “Couldn’t load this” — one metric failed to load. Select Retry on that card. Other cards are not affected.
Dashboard didn’t load at all — select Retry on the error message. If the problem persists, contact support.
You can’t select a card’s drill arrow — your role doesn’t have access to that area. The card still shows its value; hover or focus the card to see “Your role can’t open this.”