22 min
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Dashboard Metrics That Actually Matter
Choose numbers and summaries that help a team act instead of just decorating a screen.
Your track
Dashboards, Portals, and Operations Software
Move from individual app pieces into full operations software planning for dashboards, client portals, work queues, sales views, subscriber systems, and ticket management.
0% complete across this track
Track access
This track requires the Academy Plus plan.
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No active cohorts are open for this track yet.
This track enforces lesson order so students build confidence step by step.
23 min
Locked - finish earlier lessons first
Client Portal Information Architecture
Decide what a client portal should show and what should stay out of the client view.
23 min
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Employee Work Queues and Task Views
Structure daily work screens so employees can see what needs attention without confusion.
23 min
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Sales Pipeline Views and Lead Stages
Use stage-based thinking to design cleaner lead and sales workflow screens.
22 min
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Subscriber and Membership Management Screens
Plan account views, status checks, and subscription management in a way that stays organized.
24 min
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Franchise and Multi-Location Structures
Think through how software changes when one business becomes several locations or owners.
24 min
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Ticket Inbox, Priorities, and Assignment Rules
Design support and ticket systems with clearer urgency, routing, and assignment behavior.
23 min
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CRM Handoff Points and Integrations
Identify what belongs inside a system and what should hand off to an external CRM or tool.
24 min
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Role-Based Navigation for Complex Systems
Keep complex software understandable by giving different user types cleaner navigation paths.
34 min
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Build an Operations Dashboard Blueprint
Combine the track into a practical blueprint for a role-based operations dashboard system.