Health & Value Assessment Dashboard Overview #
The Health & Value Assessment Dashboard helps you track and manage assessments across all client stages—from initial outreach to active engagement.
Accessing the Dashboard #
- From the left-hand navigation bar, click Health & Value.
- You’ll see all assessments that have been sent or finalized, organized by category.
Understanding Assessment Stages #
| Category | Description |
|---|---|
| Prospect | Anyone who has been sent a Health & Value Assessment, regardless of status. |
| Pending | An assessment linked to a pending company that is not yet an active client. Pending users cannot be invited into the platform. |
| Active | The individual has become a client, and their company instance is active. You can now invite users to the account. |
| Inactive | A client who is no longer active. When a company is marked inactive, all linked Health & Value Assessments are automatically moved to this status. |
| All | Displays every assessment, across all categories. |
Filtering and Exporting #
Use filters at the top of the dashboard to view assessments by:
- Campaign
- Owner
- Stage (Prospect, Pending, Active, Inactive)
- Finalized vs. Not Finalized
- Date Range
You can also archive assessments or export results.
Note: The export reflects whatever filters are currently applied.
Viewing Campaign Reports #
Select View Report to see detailed campaign data.
You can:
- View all campaigns or search for a specific one.
- Click a campaign (e.g., Test Conference) to view:
- The reusable campaign link.
- The number of assessments sent using that link.
- The current breakdown (e.g., 3 sent, 3 completed, 0 pending).
- The last completed assessment date.
You can also filter campaign reports by:
- Timeframe
- Owner