Dashboard Overview
The dashboard provides an overview of your current campaign status, schedules, and recipient analytics. This hub gives you insight into your phishing simulation program's performance and upcoming activities.
Multi-tenant Note: When using multi-organization features, the
shared view
displays data across all client organizations, while company view shows data specific
to the selected organization.
Dashboard Metrics Cards
The dashboard features metric cards that provide insights into your phishing simulation program's current state. Each card can be clicked to navigate to detailed views.
| Metric | Description |
|---|---|
| Active Campaigns | Number of campaigns currently running and accepting interactions |
| Scheduled Campaigns | Number of campaigns scheduled to launch in the future |
| Completed Campaigns | Number of campaigns that have finished and are no longer recording results |
| Repeat Offenders | Number of recipients flagged as repeat offenders based on configured thresholds |
Campaign Performance Statistics
The statistics section provides a visual representation of your campaign performance metrics, including open rates, click rates, submission rates, and reporting rates.
Campaign Calendar
The calendar provides a visual timeline of all your campaigns, making it easy to coordinate scheduling and avoid conflicts. This view helps you maintain a campaign schedule and plan future activities.
Calendar Features
- Direct Navigation: Click on any campaign to navigate to its view
- Visual Planning: See campaign overlap and spacing
- Quick Reference: Identify campaign types and statuses by visual indicators
Calendar Filters
Use the filter toggles to customize your calendar view:
Scheduled- Show campaigns planned for future executionActive- Display currently running campaignsCompleted- Include finished campaigns for referenceSelf-managed- Show campaigns with manual delivery control
Campaign Overview Tables
The dashboard provides three tables that organize your campaigns by status, offering information and access to campaign management functions.
Active Campaigns
This table displays campaigns that are currently running and recording user interactions. These campaigns can receive new events and generate analytics.
Scheduled Campaigns
View campaigns that are configured and ready to launch but have future start dates. This helps you prepare for upcoming activities and manage your simulation pipeline.
Completed Campaigns
Access data from campaigns that have finished execution. These campaigns no longer accept new interactions but retain all collected data for analysis and reporting.
Recent Campaigns
Shows the metrics of finished campaigns.
