Creating Customized Dashboards for your Users - Docebo (2023)

Last Updated

May 14th, 2019

Reading Time

10 min

User Level

Administrators, End Users, Power Users

Introduction

Docebo’sDashboard functionality allows you to create customized dashboardsfor you users to see upon logging into their platforms, in turn allowing you to provide them information in a quick and simple way.Dashboards serve as a platformhomepage. They generally include all of the information and modules that you want your users toaccess quickly.You can create as many dashboards as you want, assigning specific dashboards to each kind of user you manage in the platform.

For example, you can customize a dashboard based on your organizational chart nodes by building and assigning a different welcome page for each branch. You can also create dashboards based on the user’s level. For example, creating one dashboard for the Superadmin, one for the power users, and one for the learners. Each dashboard will display different information as per your needs. Please note that only Superadmins cancreate and customize dashboards.

DISCLAIMER: This functionality only works on those using Docebo’s 6.9 theme, which has a set End of Lifedate of July 31, 2019. The new Docebo Pages features lets you build custom pages and menus for various user groups in your platform, no coding skills required. You should start creating youras soon as possible to avoid any disruptions in your platform for your users.

Creating a New Dashboard

Log into the system asthe Superadmin, then select thegearicon from the top right corner to access the Admin Menu, then press theDashboard Layoutsubitem from the Settings section. The platform’s default dashboard configuration is calledtheStandard Layout,in whichyou will find only theMy Coursesarea. You can apply this widget to all of the users that have no other dashboards assigned to them by simply pressing the black flag.

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(Video) Getting started with your Docebo LMS platform

When the flag turns green, it means that all of the users will see this dashboard as their main page in the platform. You can edit the standard layout by adding new widgets or adding other dashboards. To create a new dashboard select theNew Widgets Layoutbutton in the action bar at the top of the page, then assign a name to the new dashboard and press Save Changes in the pop up box.

Now, find the dashboard in the list of dashboards. Pressthe widgets icon in the dashboard’s row to add thewidgets to your dashboard. Begin by adding a row into this dashboard by pressing the New Row button in the action bar at the top of the page. Then, move to the Select Row Layout section for the new row, and pick how many columnsand which layout you want for that specific row.

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Now, pressthe plus icon inside therectangle in order to choose which widget you would liketo insert.Select the widget from thewidgets menu then pressNext. Now, you need to fill out the settings page for the widget.Please Note: The settings page will differ from widget to widget.

Once you have inserted all of the widgets and configured the settings for each widget, you can check the final outcome by clicking on the Preview button in the action bar at the top of the page, or you can add another row to the dashboard, thus adding more widgets. You can insert as many rows as you want. Once you are finished, you can assign the new dashboard to specific users.

Assigning Dashboards to Specific Users

In order to assign a dashboard to a specific group or folder (or multiple groups or folders), select the Filteritemin the dashboard’s row in the list of dashboards. Now you can choose the users who will see this dashboard as their main page in the platform. Remember, you can create a specific dashboard for a specific branch of your organizational chart, then assign the dashboard to that specific branch.

You can also create a specific dashboard for a particular target group by choosing from Users, Power users or Superadmins. For example,you can create a specific dashboard for a company manager, and another one for the power users of the company. Please remember that if youassign a dashboard to Power Users, then you must also choose the Power Users’ profile that will be able to see the items selected in the new dashboard. Select the Power User Profilelink related to the dashboard, and choose if you want to apply the item to all Power Users or to justa specific Power User profile.

Once you’ve applied a specific dashboard to users, the following logic will apply for the next time that said users login to the platform: The LMSwill check the first dashboard layout in the list of dashboard layouts to see if the user exists in the filter that is configured for that layout. If the user does not fit in that filter, the LMSwill then check the next dashboard layout in the list and perfectthe same query until it findsthe correctly assigned layout for the user.

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You can also choose to apply a standard dashboard to all other users whom you don’t want to associate with the new dashboard. To do this, click on the flag related to the dashboard that you want to delegate asthe default main page for these users. Now, you can start adding widgets. There are several kinds of widgets that you can insert intoa dashboard. Let’s take a look at all of them.

Iframe Widget

This widgetdisplays content from an external URL. You can simply copy and paste the link of the website that you want to show in the widget.Insert the title of the widget, the height, and the link of the page that you want to display. To hide the title, leave the title textbox empty.If you do not insert a value in the widget heighttext box, the system will use the default height for this kind of widget.When you’re finished, press Confirm to create the widget.

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Social Widget

The Social widget allows you to quickly display linksto social media pages. Docebosupports the following social networks: Facebook, Twitter, YouTube, LinkedIn, Google Plus, and Pinterest. Insert the title, then choose which social networks you want to display into the corresponding text boxes.Once you have inserted the names of the social networks, you will also be able to insert the links to the social media webpages, as well as the text that will appear when someone hovers overon the related icon in the widget.When you’re finished, press Confirm to create the widget.

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(Video) Features in Docebo LMS

User Profile Widget

This widget allows you to display the avatar and profile information of auser that is currently logged into the platform.Begin by inserting the title of the widget, then choose whatinformation you want to show in the box: the user’s profile picture, email address, and the My Activities link (if you select this option, users will be redirected to the user’s personal summary page). If you have previously created user additional fields, you can insert them into the widget by adding the names of the fields in the corresponding textbox.When you’re finished, press Confirm to create the widget.

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Calendar Widget

This widget displays a calendar showing all of the courses in which a user is enrolled on a day-to-day basis. Insert the title of the widget. Then,choose how to display the information: either as calendar view or as list view. If you select thelist view option, you can also decide how many items you want to show in the list. PressConfirmtocreate the widget.

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My KPIs Widget

This widget displaysa set of configurable statistics about a user that is currentlylogged into the platform. Insert the title of the widget, then select which items you want to include in the widget by flagging the check box next to the KPI listed.You can also change the order of the itemsby pressing the cross icon todrag and drop the elements. PressConfirmtocreate the widget.

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My Courses Widget

This widget lists all of the courses and learning plansin which the user is enrolled. Please note that if you do not insert the Courses widget in the users’ dashboard, they will not be able to see their courses upon logging into the platform. Insert the title of the widget, thenchoose if you want to show the courses as a list or as thumbnails. Please remember that thumbnail view is only available if you insert this widget in a one-column or two-column layout. Check the difference between the thumbnail view and the list view:

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You can also choose if you want usersto see the search bar and the switch button, which allows themto change the course view modality. Then, selecthow you want to sort the courses, either by course name, status, creation date, subscription date, or code. Next,define how many courses you want to show in the widget and in the full list. Users can access the full list by pressing theView All Coursesitem. You can also decide if you want to paginate the widget or show the View All Courses item. Finally, you can choose to not display courses that are included inside learning plans.

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Admin KPIs Widget

This widgetdisplaysa list of admin statistics related to users and the platform. We suggest including this widget in dashboards that are only visible to Superadmins. Insert the title of the widget, then select which KPIsyou want to include in the widget.You can also change the order of the itemsby pressing the cross icon to drag and drop the elements. PressConfirmtocreate the widget.

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(Video) Docebo Learning Suite: The future of online learning

HTML/WYSIWYG Widget

This widget allows you to create custom HTML content. Insert the title of the widget and its height. If you don’t insert a value in the widget height box, the system will use the default height for this kind of widget. Use the text editor to add text and pictures, or to embed videos from YouTube or Vimeo.PressConfirmtocreate the widget.

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Catalog Widget

This widget displays a list of available courses for the user to buy or subscribe. Insert the title of the widget. Similar to the Courseswidget, you can choose if you want to show the courses as a list or as thumbnails. Please remember that the thumbnail view is only available if you insert this widget in a one-column or two-columnlayout. Then, choose the course type that you want to display: E-Learning, Classroom, Webinar, Learning Plan.

Then, choose if you want your users to see the Filter selector, which allows users to display only the active courses, the completed courses, or all courses. You can also choose if you want them to see the search bar and the switch button, which allows users to change the courses’ view modality. Then, you can selecthow to sort the courses. Choose between the following: course name, creation date, enrollment status, or code.

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Finally,define in how many courses you want to show the catalog widget, or select all of the catalogs.Users can access the full list by clicking on theView all courseslink. You can also decide if you want to paginate the dashboard or show the linkView all courses.Select the Confirmbutton to complete the operation.

Please Note: Superadmins cannot set the number of items to display if there ismore than one catalog assigned to auser. If you include a catalog within the widget and a user is not assigned to said catalog, the user will instead see the catalogs to which he or she is assigned.

Power User KPIs Widget

This widget displaysa list of Power User statistics related to their users and courses.We suggest including this widget only in dashboards assigned to power users. Insert the title of the widget and its height. If you do not insert a value in the widget height box, the system will use the default height for this kind of widget. Flagwhich KPIsyou want to include in the widget. PressConfirmtocreate the widget.

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My Learning Plan Widget

This widget displaysthe list of learning plans in which the user isenrolled. Each user will view only their own learning llans. Insert the title of the widget and its height. If you do not insert a value in the widget height box, the system will use the default height for this kind of widget.

Similar to the Courseswidget, you can choose if you want to show the learning planas a list or as thumbnails. Please remember that the thumbnail view is only available if you insert this widget in a one-column or two-column layout. You can choose if you want your users to see the categories filter and the search bar.You can also choose if you want users to see the switch button, which allows them to change the course view modality. You can also allow users to filter learning plans by status.

Subscription Codes Widget

This widget is for those using Docebo’s Subscription Code app. This widget makes subscription codes easily accessible for users. Simply insert the title of the widget, the press Confirm.

(Video) Docebo Discover, Coach & Share | Build A Collaborative Learning Environment

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Gamification Widget

This widget is only available if you are using Docebo’s Gamification App.Here, you display user badges, contests, and the leaderboard. Begin by giving the widget a title, then flag what information you want to display in the widget. When finished, press Confirm.

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Rewards Marketplace Widget

This widget is available for those that have enabled the Rewards Marketplace for the Gamification App.Start by adding a title to the widget, then choose how many items you want to display in the corresponding text box. Finally, flag whether you want to show links for the user’s rewards history and a link to go to the Rewards Shop. Press Confirm when you’re finished.

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Channels List Widget

This widget displays a list of channels and assets within the channels for those using Docebo’s Coach and Share Module. For this widget, you just need to add a title as desired, then press Confirm.

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Single Channel Widget

This widget displays a single channel with assets for those usingDocebo’s Coach and Share Module. Add a title to the widget, then select which channel you would like to display from the corresponding drop down menu. Finally, decide how many items you want to display and type the number into the text box. When you’re finished, press Confirm.

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External Training Widget

This widget providesquick access for users to Docebo’s External Training App, allowing them to view and manage their external training activity. Begin by giving the widget a title. Then, flag the various options to enable them inside the widget. You can allow the creation and editing of external training records. This allowsusers to submit external trainings or change existing ones inside this widget. You can also flag whether to show the View All item or paginate the widget.Finally, use the corresponding text box to decide the maximum number of items displayed inside the widget. When finished, press Confirm.

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FAQs

How do I create a user dashboard? ›

To create a dashboard from a Look or an Explore:
  1. Navigate to a Look or an Explore.
  2. Select Save from the menu.
  3. Select As new dashboard from the submenu. ...
  4. On the Settings tab in the Title field, enter a name for your new dashboard. ...
  5. Select the folder where you want to save your dashboard.

What is customized dashboard? ›

A custom dashboard enables you to display a specific set of metrics and data points on one screen.

What is Docebo used for? ›

Docebo is a learning management system (LMS) that can facilitate training for your employees, partners, and customers. It's easy to use for both administrators and learners, encouraging learner engagement and adoption.

How good is Docebo? ›

A Good Tool for Learners

It allows users to understand its navigations, understand the learning interface and manage their accounts expertly. As an administrative user, Docebo provides all the necessary tools to optimize efficiency. It provides an aerial view and a complete data on login times, class attendance.

What is dashboard user? ›

The Users dashboard is the launching point into user behavior analysis and threat prevention. This dashboard provides visibility into user-behavior patterns across an organization. Using this data, you can proactively monitor, detect, and flag behavior that fall outside the norm, such as phishing or ransomware attacks.

How do I create a custom dashboard in Google Analytics? ›

To create a Dashboard:
  1. Sign in to Google Analytics.
  2. Navigate to your view.
  3. Open Reports.
  4. Click CUSTOMIZATION > Dashboards.
  5. Click Create.
  6. In the Create Dashboard dialog, select either Blank Canvas (no widgets) or Starter Dashboard (default set of widgets).

How much does Docebo LMS cost? ›

However, Docebo plans usually range from approximately $900/month for up to 300 active learners to 2,500/month for larger companies.

Is Docebo cloud-based? ›

Docebo initially launched as an open-source model that was installed directly on customer servers. In 2012, we made the transition to a cloud-based SaaS platform model, which is currently being offered to our customers.

Is Docebo scorm compliant? ›

The Docebo Learning Management System is 100% compliant with SCORM 1.2 and 2004 standards. This is how you can upload your SCORM content and courses in the Docebo E-Learning platform.

Who are docebo's competitors? ›

Competitors and Alternatives to Docebo
  • Absorb LMS.
  • SAP SuccessFactors Learning.
  • Cornerstone Learning.
  • Saba Cloud.
  • Tovuti LMS.
  • Captivate Prime.
  • 360Learning.
  • SumTotal Learning.

Why is TalentLMS so cheap? ›

Heck, with cloud-based software, you don't even need DVDs or a box to sell it in. You just have the costs of developing it and keeping the servers running, both of which have huge economies of scale. That's why software like TalentLMS can be so affordable.

Is Cornerstone A good LMS? ›

Cornerstone Learning is the best LMS I've ever used, hands down! What do you like best? It is a one stop shop for all things Training and Development. From online learning to development plans, it is all in one system, which makes it more appealing to the end user.

What is a dashboard for a website? ›

A website dashboard is an online report where your website data -- from ecommerce to web analytics -- is displayed. You're able to combine different data sources in one dashboard or you can create dashboards for different channels - it's totally up to you.

What is the purpose of a dashboard? ›

A dashboard is a visual display of all of your data. While it can be used in all kinds of different ways, its primary intention is to provide information at-a-glance, such as KPIs. A dashboard usually sits on its own page and receives information from a linked database.

What should a user dashboard contain? ›

Dashboards need to communicate the most important information for the user, in a simple, easy to understand screen. They should be structured to reflect a logical information hierarchy, providing the user ways to drill down into the data when necessary. Above all, they should save the user time.

How do you structure a dashboard? ›

Most of the time, you're going to be using a combination of numbers, bars, lines and tables and not much else.
  1. Group your related metrics. ...
  2. Be consistent. ...
  3. Use size and position to show hierarchy. ...
  4. Give your numbers context. ...
  5. Use clear labels your audience will understand. ...
  6. Remember it's for people. ...
  7. Keep evolving your dashboards.

How do I create an interactive dashboard in Excel? ›

Create an Excel Dashboard in 8 Simple Steps
  1. Start with a Clean Dataset.
  2. Format data as a Table.
  3. Create the first Pivot table and Pivot Charts.
  4. Create Multiple Pivot table and Pivot Charts for other variables.
  5. Assemble the Excel dashboard.
  6. Add Slicers & Timelines.
  7. Connect Slicers to data.
  8. Update the Excel Dashboard.

How do I create an HR dashboard in Excel? ›

It is fairly easy to make a basic HR dashboard in Excel. Create a Table ('Insert', 'Table') with the relevant HR data. Open a new worksheet and add slicers ('Insert', 'Slicer') for the HR metrics you want in your dashboard. Arrange the slicers to create your dashboard.

How do I create a recruitment dashboard in Excel? ›

Recruitment metrics such as the number of applications, screening calls, interviews, and more are often tracked in an Excel sheet.
...
5 Steps To Creating A Recruiting Dashboard (+ Free Template)
  1. Step 1: Know what you want. ...
  2. Step 2: Identify key metrics. ...
  3. Step 3: Collate the data. ...
  4. Step 4: Make it look stunning.
23 Aug 2019

What is a dashboard in Excel? ›

What Is an Excel Dashboard? The Excel Dashboard provides an overview of metrics and other data points in one place. In simple terms, dashboards are visual representations of data. They mostly consist of charts and graphs, thereby grabbing the user's attention.

What is an interactive dashboard? ›

An interactive dashboard is a business data management tool that allows users to interact with data by tracking, analyzing, monitoring, and displaying key business metrics. By using an interactive dashboard, users can dig deeper into an organization's operational information and filter it in several ways.

How do I make a dashboard from scratch? ›

Creating a Dashboard from Scratch
  1. Click the icon on the taskbar and select New Dashboard. ...
  2. Set the device scope. ...
  3. Adjust your dashboard with more settings based on your needs, such as adding widgets, updating device scope, and unlinking widgets. ...
  4. Click the icon to save the dashboard.

How do I create a HR analytics dashboard? ›

Follow the four steps below to create an HR dashboard to get better insight into performance and understand what's working and what's not.
  1. Decide which metrics you want to track. ...
  2. Collect the relevant information. ...
  3. Centralize your data. ...
  4. Use HR software.
18 May 2022

Why is an HR dashboard important? ›

An HR Dashboard is a business intelligence tool that allows Human Resource teams to track, analyse and report the whole business on HR KPIs, that helps leaders make decisions to create a better work environment and maximise employee productivity.

How do you do a recruitment dashboard? ›

How to Build the Perfect Recruitment Dashboard
  1. Identify Your Goals. ...
  2. Ask the Right Questions. ...
  3. Identify Key Metrics and Inputs. ...
  4. Identify Your Data Sources. ...
  5. Choose the Tools You Want to Use to Build Your Recruitment Dashboard. ...
  6. Create Your Visualizations. ...
  7. Put Your Recruitment Dashboard to Use.
11 Mar 2020

How do you keep track of candidates? ›

Some popular HR websites, including Glassdoor, offer solutions like a hiring tracker, a free downloadable Excel file that tracks open roles, interviews, candidate status, and budget. It's a cost-effective way to manage your HR department.

How do I create a recruitment tracker? ›

Information about the excel recruitment tracker template

Analyse the number of candidates available. Have a funnel of the complete selection process. Know the statistics of the candidates rejected by the company and the reasons why. Know the statistics of the reasons why a candidate has rejected the offer.

What is a dashboard in data analytics? ›

A data dashboard is a tool many businesses use to track, analyze, and display data—usually to gain insight into the overall wellbeing of an organization, department, or specific process.

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