Dashboard Overview
The dashboard provides a comprehensive overview of your current campaign status, schedules, and recipient analytics. This central hub gives you immediate insight into your phishing simulation program's performance and upcoming activities.
Multi-tenant Note: In Security Provider edition, the shared view
displays aggregated data across all client organizations, while company view shows data
specific to the selected organization.
Dashboard Metrics Cards
The dashboard features key metric cards that provide at-a-glance insights into your phishing simulation program's current state. Each card is interactive and 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 recent campaign performance metrics, including open rates, click rates, submission rates, and other key indicators. This interactive graph helps you track trends and measure campaign effectiveness over time.
Using the Statistics Graph
- Interactive Data Points: Hover over any point to view detailed statistics for that specific campaign
- Trend Analysis: Identify patterns in user susceptibility and campaign effectiveness
- Performance Tracking: Monitor improvements in security awareness over time
- Comparative Analysis: Compare different campaign types and their success rates
Campaign Calendar
The integrated calendar provides a visual timeline of all your campaigns, making it easy to coordinate scheduling and avoid conflicts. This view helps you maintain an organized campaign schedule and plan future activities effectively.
Calendar Features
- Direct Navigation: Click on any campaign to navigate directly to its detailed view
- Visual Planning: See campaign overlap and spacing at a glance
- 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 comprehensive tables that organize your campaigns by status, offering detailed information and quick access to campaign management functions.
Active Campaigns
This table displays campaigns that are currently running and actively recording user interactions. These campaigns can receive new events and generate real-time 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 historical data from campaigns that have finished execution. These campaigns no longer accept new interactions but retain all collected data for analysis and reporting.
