View the board aggregate dashboard
This guide shows you how to open the Board portal dashboard and read your org’s aggregate metrics.
Who can do this: Board Members and Governance Readers with the reports:view-board permission.
Before you start
Section titled “Before you start”- You have a Board Member role. Your admin sets this up.
- If you also hold an admin role, use your admin sign-in and open the admin dashboard separately when needed. The Board page does not show a View as admin switch at M1.
Open the board dashboard
Section titled “Open the board dashboard”- Sign in to your org’s MapleGather portal. The Board portal opens at
/board. - Select Dashboard in the board nav. The dashboard loads your org’s aggregate metrics.
Read the cards
Section titled “Read the cards”- The dashboard shows MRR, MRR Growth, Avg Revenue per Member, Lifetime Revenue, Churn Rate, Retention Rate, Members gained / lost / net, Overdue renewals, Pending applications, and Outstanding invoices — all as org-wide totals.
- Each card shows “shows totals, not names” below the label. The board view shows totals only. Member names and payment details are not available here. See How the board view protects member privacy.
- Select any card to open an aggregate panel. The panel shows: “Board view shows counts only — member names are private.” and the relevant total (for example, “27 overdue renewals — count only, no names”).
Share an aggregate view
Section titled “Share an aggregate view”The Board portal has no export action or file of these exact dashboard totals. If a separate aggregate admin report meets your meeting’s need, ask an authorized admin to export its CSV and share it manually without member details.
Switch to admin view
Section titled “Switch to admin view”If you also hold an admin role, sign in with that role and open /admin/dashboard separately. The Board page has no working role-switch button at M1.
Verify
Section titled “Verify”The cards show your org’s totals and each card says “shows totals, not names.” Selecting a card opens an aggregate panel, not a member list.
If something goes wrong
Section titled “If something goes wrong”- Dashboard didn’t load — select Retry. If the problem continues, contact your organization’s admin.
- You don’t see the board dashboard at all — your account may not have a Board Member role. Ask your admin to check your role assignment.