# Understanding the Dashboard

URL: https://guide.whitepenguin.co/docs/getting-started/understanding-the-dashboard/

> Discover your administration dashboard with all its charts and graphs. Stay up-to-date on everything happening in your school — all on a single page.



## Overview [#overview]

The **Dashboard** is the first page you see when you log in to WhitePenguin as an Admin. It gives you a real-time, bird's-eye view of your school's key metrics — students, teachers, open enquiries, waitlist, attendance, financial health, and earnings — without needing to navigate through multiple sections.

<Video src="https://guide.whitepenguin.co/videos/understanding-the-dashboard.mp4" poster="https://guide.whitepenguin.co/videos/understanding-the-dashboard.webp" title="Understanding the Dashboard — Overview" />

## Features & Benefits [#features--benefits]

* **Instant school snapshot** — See the most important numbers at a glance the moment you log in.
* **Real-time data** — All cards, charts, and graphs reflect live data from your school's records.
* **Flexible filtering** — Narrow down data by a specific date range or classroom to focus on what matters.
* **Action Centre alerts** — Get notified of items needing immediate attention (overdue payments, booked tours) right on the Dashboard.
* **Attendance visibility** — Monitor daily attendance trends for both children and teachers, and review insights like best/worst days and weekly trends.
* **Financial overview** — Track revenue, outstanding fees, paid vs. unpaid ratios, and overdue invoices in one place.
* **Earnings tracking** — Keep an eye on your school's weekly revenue without opening the Invoicing section.
* **No extra setup needed** — The dashboard populates automatically as you add children, teachers, classrooms, and admissions.

## Summary Cards [#summary-cards]

At the top of the dashboard you will find **four summary cards**. Each card displays a count for the current filter period, a percentage change badge compared to the previous period, and a sub-note.

| Card               | What it shows                                                                  | Why it matters                                                        |
| ------------------ | ------------------------------------------------------------------------------ | --------------------------------------------------------------------- |
| **Students**       | Total number of enrolled children (with % change & "0 this month" note)        | Track enrollment growth or drops over time                            |
| **Teachers**       | Total number of active teachers (with % change & "0 this month" note)          | Monitor staffing levels at a glance                                   |
| **Open Enquiries** | Total open admission enquiries (with % change & "0 tour booked" note)          | Track prospective families who have expressed interest in your school |
| **Waitlist**       | Total children currently on the waitlist (with % change & "0 this month" note) | Monitor demand beyond your current capacity                           |

<Callout tone="teal" icon="💡">
  The **percentage badge*&#x2A; on each card (e.g., &#x2A;-100%* or &#x2A;0%*) shows the change compared to the previous equivalent period. A green arrow means growth; a red arrow means a decline.
</Callout>

![Understanding the Dashboard — Summary Cards](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/01-summary-cards.webp)

## Action Centre [#action-centre]

Directly below the summary cards, the **Action Centre** highlights items that need your immediate attention today. It is updated in real time as new events occur across the school.

| Column      | Description                                                                              |
| ----------- | ---------------------------------------------------------------------------------------- |
| **Title**   | The type of alert (e.g., *Payment overdue*, *Booked tours*)                              |
| **Context** | A short summary of the alert (e.g., *1,926,530 unpaid invoice*, *17 total booked tours*) |
| **Action**  | A **View** link that takes you directly to the relevant section to resolve the item      |

**Common Action Centre alerts:**

* 🔴 **Payment overdue** — One or more invoices are past their due date. Click **View** to go to the Invoicing section.
* 🟡 **Booked tours** — Parents have booked school tours. Click **View** to manage tour bookings in the Admission section.

<Callout tone="teal" icon="💡">
  The Action Centre only shows items that require attention. If everything is on track, this section will appear empty. Check it daily as part of your admin routine.
</Callout>

![Understanding the Dashboard — Action Centre](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/02-action-centre.webp)

## Attendance Summary [#attendance-summary]

The **Attendance Summary** chart shows daily attendance trends for the selected period. It is located in the upper-right area of the dashboard.

### Reading the Chart [#reading-the-chart]

* The **X-axis** shows the days of the week (Mon → Sun).

* The **Y-axis** shows the number of attendees (scales with your data).

* Two data series are plotted:

  * 🟠 **Total Absent** — children or teachers who were marked absent
  * 🟢 **Total Present** — children or teachers who were marked present

### Switching Between Views [#switching-between-views]

The Attendance Summary chart has **two dropdowns** in the top-right corner:

* **All Classes / \[Classroom name]** — filter attendance data by a specific classroom or view all classrooms combined.
* **Children / Teachers** — switch between attendance data for enrolled children or teaching staff.

This lets you drill into attendance for a specific classroom and quickly compare child vs. teacher availability on the same day.

<Callout tone="yellow" icon="⚠️">
  Attendance data only appears after teachers or admins have logged attendance for the day. If the chart is empty, make sure attendance has been recorded for the selected period.
</Callout>

![Understanding the Dashboard — Switching Between Views](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/03-switching-between-views.webp)

## Attendance Insights [#attendance-insights]

Below the Attendance Summary chart, the **Attendance Insights** panel gives you a quick analytical summary of attendance patterns for the selected period:

| Metric              | Description                                                                                      | Example              |
| ------------------- | ------------------------------------------------------------------------------------------------ | -------------------- |
| 🟢 **Best day**     | The day of the week with the highest attendance rate                                             | *Tuesday — 11.76%*   |
| 🔴 **Worst day**    | The day of the week with the lowest attendance rate                                              | *Sunday — 0%*        |
| 🟢 **Weekly Trend** | Whether overall attendance is improving or declining, with a percentage badge showing the change | *Improving — -3.51%* |

<Callout tone="blue" icon="💡">
  Use **Attendance Insights** to spot patterns over time. If the worst day is consistently the same, it may indicate a recurring issue (e.g., parents scheduling appointments on that day). Share these insights with teachers in your weekly briefing.
</Callout>

![Understanding the Dashboard — Attendance Insights](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/04-attendance-insights.webp)

## Important Activity [#important-activity]

The **Important Activity** section sits alongside the Attendance Insights panel and surfaces recent significant events in the school — such as new admissions, new messages, payment activity, or other notable actions taken by staff or parents.

* This section updates automatically as activity occurs.
* If no significant events have occurred recently, the section will appear empty.
* It acts as a quick audit trail so admins can stay informed without checking every section individually.

![Understanding the Dashboard — Important Activity](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/05-important-activity.webp)

## Financial Overview [#financial-overview]

The **Financial Overview** section provides a snapshot of the school's financial health for the selected period. It sits below the Attendance Insights and Important Activity panels.

| Card                 | What it shows                                                    | Why it matters                                     |
| -------------------- | ---------------------------------------------------------------- | -------------------------------------------------- |
| **Revenue**          | Total payments received in the selected period (e.g., ₦0)        | Track income collected from parents for the period |
| **Outstanding Fees** | Total fees not yet collected (e.g., ₦0)                          | Identify the total amount still owed to the school |
| **Paid vs Unpaid**   | Percentage of invoices that have been paid (e.g., *13.43% Paid*) | Quickly gauge collection performance at a glance   |
| **Overdue Invoices** | Total value of invoices past their due date (e.g., ₦1,167,530)   | Flag urgent follow-ups needed with parents         |

<Callout tone="orange" icon="⚠️">
  **Overdue Invoices** are also flagged in the **Action Centre** at the top of the Dashboard. Click **View** in the Action Centre to go directly to the Invoicing section and follow up with parents.
</Callout>

![Understanding the Dashboard — Financial Overview](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/06-financial-overview.webp)

## Students Overview [#students-overview]

The **Students** section displays a **donut chart** that breaks down your enrolled children by gender:

* 🔵 **Boys** — shown in teal with a count and percentage
* 🟡 **Girls** — shown in yellow with a count and percentage

This chart updates automatically as you add or update children profiles.

![Understanding the Dashboard — Students Overview](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/07-students-overview.webp)

## Earnings Bar Chart [#earnings-bar-chart]

At the bottom of the Dashboard, the **Earnings** chart displays your school's revenue over the selected week, broken down by day (Monday through Sunday). The total is shown in the top-right corner of the section. Use this chart to:

* Spot high-revenue days
* Identify weeks with low billing activity
* Track the financial impact of new admissions or recurring invoices

![Understanding the Dashboard — Earnings Bar Chart](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/08-earnings-bar-chart.webp)

## Filters: By Date & Classroom [#filters-by-date--classroom]

You can control what data appears across **all dashboard sections** using the two filters at the top-right of the Dashboard page.

### Date Filter [#date-filter]

Click the &#x2A;*"This week"** dropdown to change the time period:

* **Today** — shows data for the current day only
* **This week** — default view, shows data for the current calendar week
* **This month** — shows data for the current calendar month
* **Last month** — shows data for the previous full month
* **This year** — shows data for the current calendar year
* **Last year** — shows data for the previous full year
* **Custom** — pick any specific start and end date to define your own range

> All cards, charts, and the attendance summary update instantly when you change the date filter.

![Understanding the Dashboard — Date Filter](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/09-date-filter.webp)

### Classroom Filter [#classroom-filter]

Click the &#x2A;*"All Classrooms"** dropdown to filter data by a specific classroom:

* **All Classrooms** — default, aggregates data from every classroom
* **\[Classroom name]** — select any classroom to see metrics only for that group

> This is especially useful for school admins managing multiple age groups or rooms, allowing you to drill into the performance or attendance of one classroom at a time.

![Understanding the Dashboard — Classroom Filter](https://guide.whitepenguin.co/images/getting-started/understanding-the-dashboard/10-classroom-filter.webp)

## FAQs [#faqs]

<Accordions>
  <Accordion title="Why are my summary cards showing 0?">
    This usually means no records exist for the selected date range. Try switching the date filter to &#x2A;*"This month"*&#x2A; or &#x2A;*"All time"**. If counts are still 0, make sure you have added children, teachers, or classrooms in their respective sections.
  </Accordion>

  <Accordion title="Why is the Attendance Summary chart empty?">
    The chart is empty when no attendance has been logged for the selected period. Ask your teachers or admins to record daily attendance via the **Attendance** section, then return to the Dashboard to see it reflected.
  </Accordion>

  <Accordion title="What does the percentage badge on each card mean?">
    It shows the **percentage change*&#x2A; compared to the previous equivalent period. For example, if you are viewing "This week" and the Students card shows &#x2A;-100%*, it means there were no new students enrolled this week compared to last week.
  </Accordion>

  <Accordion title="Can I see attendance for teachers and children at the same time?">
    Not simultaneously on the same chart. Use the **Children / Teachers dropdown** on the Attendance Summary to toggle between the two views. For a combined report, visit the **Reports → Attendance** section.
  </Accordion>

  <Accordion title="What is the Action Centre and what alerts can appear there?">
    The **Action Centre** is a panel below the summary cards that flags items needing your attention today. Common alerts include:

    * **Payment overdue** — unpaid invoices past their due date
    * **Booked tours** — school tours booked by prospective parents

    Click **View** next to any alert to go directly to the relevant section. If nothing needs attention, the Action Centre will appear empty.
  </Accordion>

  <Accordion title="What is the Financial Overview section?">
    The **Financial Overview** shows four financial metrics for the selected period: **Revenue** (collected payments), **Outstanding Fees** (uncollected), **Paid vs Unpaid** (collection rate %), and **Overdue Invoices** (total value past due). Use it to quickly assess your school's financial health without going to the Invoicing section.
  </Accordion>

  <Accordion title="Can I export dashboard data?">
    The Dashboard itself does not have a direct export button. For detailed exports, navigate to the **Reports** section where you can download Attendance, Children, Billing, and Admission reports.
  </Accordion>

  <Accordion title="The Earnings chart shows no data — what should I check?">
    Earnings data comes from paid or issued invoices in the **Invoicing** section. If no invoices have been created or marked as paid in the selected period, the chart will appear empty. Make sure invoices are set up and payments have been recorded.
  </Accordion>

  <Accordion title="What do Open Enquiries and Waitlist mean on the summary cards?">
    * **Open Enquiries** — families who have submitted an enquiry form or expressed interest in enrolling a child. The "0 tour booked" sub-note shows how many of those enquiries have scheduled a school tour.
    * **Waitlist** — children who have been added to the school waitlist because enrollment is full. Monitor this to anticipate future capacity needs.
  </Accordion>

  <Accordion title="Why does the &#x22;All Classrooms&#x22; filter show different numbers than a specific classroom?">
    "All Classrooms" aggregates data across every classroom in your school. When you select a specific classroom, only the children and teachers assigned to that classroom are counted. Discrepancies are expected and are not a bug.
  </Accordion>
</Accordions>
