EIL Dashboard Overview and Guide Index
Overview
This is the starting point for the PGN dashboard guides.
Use this article to understand what each tab is for and find the step-by-step guide you need.
Find Your Way Around
The menu on the left side of the dashboard is split into four groups. You only see the tabs your account can access.
| Group | Tabs |
|---|---|
| Workspace | Overview, Revenue, Retention, Mentors & Members, Payments, Sales & Marketing |
| Reports | Weekly brief |
| Platform | Integrations, Roadmap |
| Settings | Alerts, Users, Logs, Profile |
Note: If a tab you expect is missing, ask an admin to check your access.
Where to Start
| If you want to… | Go to | Links |
|---|---|---|
| See how the company is doing today | The Overview Tab section below | |
| Know how much money clients have paid | Revenue guide | Read Revenue Guide |
| See who is staying and who is leaving | Retention guide | Read Retention Guide |
| Find overdue or failed payments | Payments guide | Read Payments Guide |
| Check mentor workload and client lists | Mentors & Members guide | Read Mentors Guide |
| Review applications, sales calls, and emails | Sales & Marketing guide | Read Sales Guide |
| Catch up on last week | Weekly brief guide | Read Weekly Guide |
| Connect your apps to the AI assistant | Integrations guide | Read Integrations Guide |
| Check progress against company goals | Roadmap guide | Read Roadmap Guide |
| Get warned when a number goes off target | Alerts guide | Read Alerts Guide |
| Invite or remove people | Users guide | Read Users Guide |
| See what happened and when | Logs guide | Read Logs Guide |
| Change your name or check your account | Profile guide | Read Profile Guide |
Overview Tab
The Overview tab is the dashboard’s home page. It gives you the main picture in one screen, while the other tabs let you explore more detail.
From top to bottom, it shows:
- Greeting: A welcome with a note on whether revenue is on pace.
- Revenue path: How revenue is tracking against the yearly goal.
- Weekly brief: The latest written summary of the week.
- Key metrics and progress to target: The most important numbers and how close each is to its target.
- Surfaced issues: Open alerts that need attention.
- All metrics: The full set of metric cards.
- What we’re hearing: Common themes from the last 30 days of mentor calls, from Attention AI. If Attention AI is not connected, a message explains this.
Select a metric card to open more detail about it.
Workspace Tabs
Revenue
Shows how much clients have paid, using data from Invoiced.
You can review total and average revenue, growth against last year, monthly recurring revenue, revenue by program, and a table of each mentor’s revenue with search and sorting.
Choose a time period at the top of the page.
Retention
Shows how many clients stay, renew, or leave.
You can review the 12-month retention rate, churn, client tenure, upcoming renewals, a risk score, and a mentor table. Each mentor also has a detail page showing their clients.
Mentors & Members
Shows how full each mentor’s workload is and whether clients are meeting with their mentors.
It also includes a searchable list of members with their mentor, program, and industry.
Payments
Shows failed payments, changed payment methods, unpaid invoices, and how overdue outstanding money is.
This tab always shows the current picture.
Sales & Marketing
Shows the sales funnel from applications to closed deals, sales call activity, and the performance of marketing emails and forms.
Data comes from HubSpot.
Reports
Weekly Brief
Provides a short written summary of the business for each week.
Briefs are saved so you can look back at earlier weeks. Each brief is also emailed when it is created.
Platform
Integrations
Connect apps such as HubSpot and Gmail so the AI assistant can help with their data.
You can also check whether the systems feeding the dashboard are up to date.
Roadmap
Shows the company’s main goals alongside the live numbers that affect each one.
Use it to see where we are on track and where we are behind.
Settings
Alerts
Warns you when an important number goes off target, such as low retention or overdue payments.
You choose which alerts you see and whether to receive emails.
Users
Manage invitations, activate or deactivate accounts, and remove users.
This tab is only visible to people with the Manage users permission.
Logs
Shows a read-only history of your personal activity and automatic system events, including sign-ins, settings changes, and data updates.
Profile
Shows your own account details and lets you change the name displayed across the dashboard.
Where the Data Comes From
The dashboard uses a small set of connected systems. You do not need to enter data by hand.
| System | Data provided and tabs that use it |
|---|---|
| Invoiced | Billing, revenue, and payments. Used on Revenue, Payments, Roadmap, and Alerts. |
| Client roster (Google Sheets) | Clients, mentors, and start and end dates. Used on Retention, Mentors & Members, Roadmap, and Alerts. |
| HubSpot | Applications, sales calls, marketing emails, and forms. Used on Sales & Marketing. |
| Attention AI | Call recordings and client health. Used on Mentors & Members, Overview, Roadmap, and Alerts. |
To check when each system last updated, open the Integrations tab. For instructions, see the Integrations guide.
FAQs
Which tab should I check first each week?
Start with Overview, then read the Weekly brief. Open Alerts to see anything that needs attention.
Why is a tab missing from my menu?
Your account does not have access to it. Ask an admin to check your permissions.
What should I do if a number looks out of date?
Check the Integrations tab to see when the data source last updated.
Do the dashboard numbers match other reports?
Not always. Each tab uses fixed rules and time periods described in its guide.