Session Canvas/Docs

Dashboard and activity

The one screen that answers 'where are we?' — pipeline counts, pacing, and the specific things quietly waiting on someone.

The dashboard with KPI cards, a submissions-over-time chart, a pipeline-by-status donut, Also check nudges, and recent submissions
The dashboard: KPIs, pacing, pipeline, and the 'Also check' list of things needing attention.

What’s on it

  • KPI cards — submissions (drafts excluded), pending decisions, accepted, sessions scheduled (with how many are still unscheduled), open tasks, and emails sent in the last 7 days. Each card links into the module behind the number.
  • Submissions over time — proposals per week for the last 12 weeks, so you can see the pre-deadline surge forming.
  • Pipeline by status — every live proposal by where it sits.
  • Tabs — Today, Review progress, Speaker tracking (which accepted speakers still owe onboarding tasks — the answer to “who do I chase?”), and Submissions pipeline.
  • Recent submissions — the latest proposals with their status, newest first.

The “Also check” list

The dashboard’s most useful block is a plain list of things quietly waiting on someone, each line opening the exact records behind it:

  • accepted speakers with outstanding onboarding tasks → opens speaker tracking
  • scheduled sessions that need a calendar invite sent or re-sent → opens calendar invites
  • submissions that have sat unreviewed for more than 7 days → opens the unreviewed queue
  • accepted sessions missing a time slot or a room → opens the agenda

Activity and notifications

Activity in the sidebar is the event’s audit trail — submissions, status changes, portal edits, sends — and feeds the bell icon in the sidebar header, which counts what’s new since you last looked. Speaker profile edits show up here too, so a bio changed via the portal never goes unnoticed.