Module 7 of 12
Build and Configure the Seminar Performance Dashboard
Duplicate the master reporting dashboard into each advisor sub-account, reconnect client-specific data, and verify that every performance widget is working correctly.
What to show on screen
- Duplicating the master dashboard into the new client sub-account
- Reviewing the 10 lifecycle-tag KPI cards
- Confirming the seminar funnel and outcome charts display correctly
- Reconnecting the client's Advisor Booking calendar
- Setting visibility to Shared and confirming the dashboard name
The dashboard is not rebuilt from scratch. It is duplicated from the Financial Seminar Master Snapshot account and then reviewed inside the new client's sub-account, where the client-specific data sources are reconnected and each widget is verified.
What you will complete
- Duplicated the master dashboard into the new client sub-account
- Verified the 10 lifecycle-tag KPI cards
- Confirmed the seminar funnel and outcome charts are displaying
- Reconnected the client's Advisor Booking calendar
- Set the dashboard visibility to Shared
- Confirmed the final dashboard name is Seminar Event Performance
Why this module matters — what the dashboard monitors
- Registrations
- RSVP confirmations
- Maybe and declined responses
- Cancellations
- Attendance
- No-shows
- Personal-review appointments
- Closed opportunities
One place to monitor the entire seminar journey
This dashboard gives the advisor and internal team a single view of the seminar journey, and the numbers needed to manually calculate the most important conversion rates throughout the seminar process.