How to add, remove and filter widgets to customize your own home page
Organize your Home page
You can add a widget by clicking the + sign on the right
You can edit the name and order and remove of the widget from the Home page
The selected home page widgets reflect the content of your weekly digest email
Hint: The home page is customized to you and not visible for other team members
Widget Types
Standard Adoption Score Widget
Data: The average report scores based on the selected report template (not counting the empty reports)
Filters: -
Home page: You can add widgets multiple times and set different filters
Weekly Email: The scores are listed on the weekly digest email
Hint: by clicking the name of the score you can drill down the results
Growth Score Widget
Data: List the aggregated budget on the Client Project Roadmaps
Filters: by Account Managers / Client Segments (Team Package)
Home page: You can add widgets multiple times and set different filters
Weekly Email: The growth score numbers are listed on the weekly digest email
Plans: available in Entrepreneur, Delegate and Team plans
Hint: you can rename and change the icons of the project statuses Profile > Change Project Status screen
Client Engagement Score Widget
Data: Client Engagement Score Planned and Completed
Filters: by Account Managers / Client Segments (Team Package)
Home page: You can add widgets multiple times and set different filters
Weekly Email: -
Plans: available in Delegate and Team plans
Hint: Hovering over the bars lets you see the completed and upcoming activities
Upcoming Activities Widget
Data: Upcoming Activities of the company (Delegate Plan) or Upcoming Activities for you (Team Package)
Filters: -
Home page: You can add the widget once to the Home page
Weekly Email: List the upcoming activities on the weekly digest email
Plans: available in Delegate and Team plans
Recently Missed Activities Widget
Data: Recently Missed Activities of the company (Delegate Plan) or Upcoming Activities for you (Team Package)
Filters: -
Home page: You can add the widget once to the Home page
Weekly Email: List the recently missed activities on the weekly digest email
Plans: available in Delegate and Team plans
My Assignments
Data: Assigned courses
Filters: -
Home page: You can add the widget once to the Home page
Weekly Email: List the assigned courses on the weekly digest email
Plans: available in all plans
Hint: You can assign courses to your team members. Go to Academy > Team Assignments
Personal Meeting Reports
Data: If you are a coaching client or IT Nation Evolve Member your personal meetings are visible on this widget
Filters: -
Home page: You can add the widget once to the Home page
Weekly Email: -
Plans: available in all plans
