> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.studyhq.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.studyhq.com/_mcp/server.

# Dashboard

> Read your funnel at a glance — date-filtered registration, assessment and enrolment numbers, trend charts, and the recommendations mix.

> **Info**
>
> **Flow type:** `Institution`  ·  **Product:** StudyHQ Portal (team)
>
> **Where:** open your project → sidebar → **Dashboard** (it's also the first
> page you land on). A live, read-only view of how the funnel is performing.

## The date filter

**The numbers on this page follow the date filter** at the top right.

Click it and choose **Today** (the default), **Yesterday**, **Last 7 days**,
**Last month**, **Last 3 / 6 / 12 months**, or **Custom range** — for a custom
range, pick the **From** and **To** dates.

> **Tip**
>
> A line under the filter confirms which dates you're looking at, and the
> choice survives a page refresh — share the page link and your colleague sees
> the same view.

---

## What's on the page

### The number cards

**Registrations**, **Assessments**, and — when your plan includes enrolment —
**Enrolled**, all within the selected period.

### Registrations vs assessments

A bar chart of how many students registered and finished the assessment in
each period (bars are daily, weekly, or monthly depending on how long a window
you picked), alongside enrolments when your plan includes them.

### The recommendations mix

Where your students' completed reports landed — a pie chart of the share of
recommendations:

* **Course-recommendation projects** — which course directions the reports
  recommended.
* **Stream-selection projects** — which streams the reports recommended.

---

## What the plan controls

> **Note**
>
> Panels follow your plan's grants: **enrolment numbers** appear when the plan
> includes the enrolment decision, and a **counselling sessions** panel exists
> only for a plan that grants counselling. Everything else is always there.

---

## Role-scoped data

> **Tip**
>
> The dashboard is **role-aware**: admins see project-wide numbers; a
> **partner** sees the same dashboard scoped to the students they added.

---

## Using it day to day

#### Registrations vs Assessments

A gap means students were invited but haven't taken the assessment yet —
nudge them (filter **Students** by **Invited**).

#### Assessments vs Enrolments

Assessed students who haven't converted are your follow-up opportunities.

#### Recommendations mix

What your intake is being matched to — useful for planning seats and
outreach.

The dashboard has no actions — it's for reading the funnel. You act on
individual students from the **Students** and **Cases** pages.