Configuring & using the Meeting Progress Counter Tile
The Meeting Progress Counter tile displays the number of meetings upcoming & recent meetings that have taken place by date range. Fig 1. Is an example Meeting Progress Counter
Dashboard: Coach dashboard (Manager role) & Executive Dashboard
From the tile, clicking on Recent Count or Upcoming Count will show detailed data associated including users & meeting details.
Clicking on a particular meeting will open the meeting detail screen as shown in Fig 1. From the drop-down arrow, the Work with Advisor button will take you to the advisor instance/dashboard in the existing tab or new tab.
Fig 1.
Configuration
From Admin, click Tiles
In the Tiles screen, click the +New button.
In the +New screen, check the Active box, choose the tile Type Meeting Progress Counter, Name the Tile, select the Display On (dashboard) option, select height and sequence, then click Save details. After saving details, you’ll be prompted to add the content group . Choose the content group you created for this Meeting Progress Counter tile.
In the Tile Configuration section, select the Show Upcoming and Show Recent options, or default category and days options if applicable. Hit Save Config. (Done)