Dashboard Summary View

Overview

The Dashboard Summary View provides a high-level snapshot of all active sessions, rosters, and relevant metrics for the selected season. It’s designed to help registrars, administrators, and other authorized users quickly understand key statistics, including registration counts, upcoming withdrawals, and any critical billing issues that may need attention.

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Sections

1. Session and Roster Overview

   • Description: Lists each active session within the season. Each session is presented as a card with high-level statistics such as the number of registered members, waitlisted members, and any withdrawals.
   • Interactive Elements:
     • Expand/Collapse: Users can expand each session to reveal detailed roster information or collapse it to reduce screen clutter.
     • Metrics:
       • Registered: Shows the total registered members per session and per roster.
       • Waitlisted: Displays waitlisted members for sessions and rosters.
       • Withdrawn: Indicates members who have recently withdrawn.
     • Usage Tip: Click on the Expand icon to see each roster within a session, along with individual metrics like the percentage full, assessed members, and remaining capacity.

2. Key Metrics Panels

   • Upcoming Withdrawals:
     • Description: This panel provides a timeline view of members scheduled for withdrawal within the coming days.
     • Interactive Elements:
       • Each entry lists the member’s name, roster, and reason for withdrawal (if available).
       • Usage Tip: This panel helps prioritize follow-up actions on members withdrawing soon. Click on a member's name to view their detailed profile.
   • Billing Warnings:
     • Description: Highlights accounts with missing, expired, or mismatched scheduled billing. This ensures registrars and billing administrators can quickly address any outstanding billing issues.
     • Interactive Elements:
       • Badge counts for each billing issue type (missing, expired, mismatched) are displayed in the panel header.
       • Each category is collapsible, allowing users to expand only the sections they need.
       • Usage Tip: Regularly review this section to catch potential billing issues before they escalate. Click the member’s name in each issue to navigate to their account for detailed resolution.

3. Icons and Visual Indicators

   • Color Coding: Sessions and rosters use color-coded boxes to quickly indicate status:
     • Green for registered members
     • Blue for assessed members
     • Red for waitlisted members
     • Orange or Gray for other statuses
   • Iconography:
     • Each metric type (e.g., registered, assessed, waitlisted) is paired with an intuitive icon for quick identification.
     • Progress Bars: Show completion rates for registration and assessment within each roster.

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Tips

• Prioritizing Actions: The Upcoming Withdrawals and Billing Warnings sections are designed to highlight time-sensitive tasks. Reviewing these daily helps prevent last-minute issues.
• Maximizing Use of Collapse/Expand: The expand/collapse feature for sessions and billing warnings ensures a balance between comprehensive data and minimal on-screen clutter.