Overview
Open Inquiries
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Upcoming Events
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Pending Approval
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My Tasks & Reminders
Inquiries by Channel
Inquiries by Project
Upcoming Events
Projects by Status
Org chart
Team hierarchy and workloads
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Projects
Projects Overview▼
Active
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Planned
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Expiring Soon
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Completed
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| Project | Type | Area | Manager | Status | End date |
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Events
Events Overview▼
Upcoming Events
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This Month
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Avg Attendance
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| Event | Type | Date | Location | Attendance | Status |
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Staff
Staff Overview▼
Total Staff
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On Leave
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Departments
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| Name | Title | Team | Skills | Hire date |
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Inventory
Inventory Overview▼
Total Items
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Low Stock
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Categories
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| Item | Category | Type | On hand | Reorder at | Location | Status |
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Customer inquiries
Inquiries Overview▼
Open Inquiries
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Avg Resolution
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Avg Satisfaction
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| Customer | Type | Channel | Date | Project | Satisfaction | Status |
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Notifications
Workflow tracking
Notifications Overview▼
Pending Approval
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In Draft
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Sent This Month
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▸ Show archived (Sent) notifications
RFA inbox
Review requests from project managers
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Welcome!
Submit a Request for Assistance to notify your community about an active project.
Recent RFAs
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My RFAs
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Workflow status
Track task progress and approve maps
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Workspaces
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Add a new client workspace
1. Create data/workspaces/client-name/
2. Add CSV files
3. Restart the server
Users
| Name | Team | Skills | Role | Status | Actions |
|---|
Analytics Requests
Submit a report or data request to the Operations & Analytics team
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Help Tickets
Submitted by staff and managers
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Business settings
Branding, colors, staff, and workflow configuration
Branding
Click to upload logo
Color scheme
Presets
Staff — name, email & skills
Edit display name, email, skills, and who each person reports to.
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Workflow overrides
Reassign tasks or force-complete entire workflows.
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ML Playground
Run models & forecasts · submit findings to your manager
⚠
Basic models only. This playground is designed for quick exploratory analysis and simple pattern detection. For statistically rigorous models, complex machine learning, or results that will inform major decisions, please use a dedicated third-party platform (e.g. Python/R, Azure ML, or similar) to ensure accuracy and reproducibility.
1 — Select dataset
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ML findings
Review submitted model results from your analysts
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