EIL Weekly Brief Tab User Guide
What happens automatically
- A short written brief is generated once a week from the same numbers shown on the other dashboard tabs.
- It draws on retention, revenue, new clients, enrollment, payments, mentor capacity, client health, and dropped clients.
- Each brief is saved so you can review earlier weeks.
- When a new brief is created, it is emailed to active dashboard users.
Nobody needs to write or update the brief manually.
A week runs from Monday through Sunday. Its label looks like “Week of Oct 5 – Oct 11, 2026.”
What a brief includes
Each brief is one short paragraph. It covers the following topics in order, leaving out a sentence when there is nothing to report for that topic or its data is unavailable.
| Topic | What the brief tells you |
|---|---|
| Retention | Whether retention is at or above target, or below it, and how many points it moved since last week. |
| Revenue | Whether revenue is ahead of or behind pace, with the amount so far compared with the pace mark. |
| New client pace | Whether new clients are on pace or behind against the annual goal, and the change since last week. |
| Monthly enrollment | Whether this month’s new clients meet the target. |
| Member health | How many scored clients are healthy. |
| Client tenure | The average number of months clients have stayed. |
| Payment issues | How many payment items are flagged, or that none are. |
| Overdue money | The dollar amount outstanding on aged invoices. |
| Mentor capacity | How full mentors are, and the change since last week. |
| Dropped clients | How many clients are currently marked dropped. |
When a figure is compared with last week, the brief describes it as “up,” “down,” or “unchanged.”
View this week
The top section shows the current week’s label with a Current tag.
Click it to open the Overview tab and review the live numbers behind the week. The current week points to live figures rather than displaying a completed written brief. Once the week is over, its written brief is available under Prior briefs.
Read an earlier brief
- Scroll to Prior briefs at the bottom of the page.
- Click the week you want to review.
- The brief opens, with the selected week shown in the label at the top.
Move between weeks
- Use the left and right arrows while viewing an earlier brief to move to the previous or next week.
- An arrow is greyed out when no brief is available in that direction.
- Select Back to this week to return to the current week.
FAQ'S
What the weekly email includes
When a new brief is created, active dashboard users receive an email containing the brief and a button that opens this tab.
The same written summary is available on the Weekly brief page.
Why does the page say “No brief yet”?
The brief is created once a week, and the first run has not happened yet. Check back after the next run.
Why doesn’t the current week show text?
The current week links to the Overview tab for live numbers. Once the week is over, its written brief is available under Prior briefs.
Why is a topic missing from a brief?
Its data may not have been available that week, such as client health when Attention AI is not connected. The brief leaves unavailable information out rather than guessing. A sentence may also be omitted when there is nothing to report for the topic.
Why do the brief’s numbers differ from the dashboard now?
A brief is a snapshot of the week it was created. Other tabs show live figures that continue to change, so later dashboard numbers may differ from the saved summary.
Why can’t I see this tab?
Access requires the Weekly brief permission. Ask an admin to enable it for your account.