User Lifecycle Dashboard Report

The User Lifecycle Dashboard provides executives and account managers with a clear view of user growth, engagement, and demographics. It combines all-time snapshots with period-based KPIs and demographic drill-downs, making it easy to track adoption, conversion, engagement, and retention across companies, portals, and groups.

This dashboard helps answer questions such as:

• How many users are joining and registering?

• How effectively are new users converting into registered users?

• What does engagement look like in terms of logins and activity volume?

• How are retention patterns evolving over time?

• Which demographic groups (gender, age, time zone) drive the most activity?

• How do performance metrics vary by company, portal, or portal group?

To access this report, go to the Reports section of the admin, click on Dashboards, and choose "User Lifecycle Dashboard." 

How to Run the User Lifecycle Dashboard

1. Choose a Date Range

   • From the Interval dropdown, select the time period you want to review:

     • Last 7 days

     • Last 30 days

     • Last 90 days

     • Year

     • Lifetime (all data since portal/company creation)

2. Set Chart Granularity

   • From the Time Interval dropdown, choose how data should be grouped:

     • Daily

     • Weekly

     • Monthly

3. Select Scope (optional)

   • By default, the report runs at the company level, which includes all members across all portals and groups.

   • To narrow the focus, you can:

     • Select a specific portal.

     • Select a portal group.

4. Apply Demographic Filters (optional)

   • Filter results by:

     • Gender

     • Age range

5. Run the Report

   • Once parameters are set, the dashboard refreshes automatically to display the charts and KPIs.

Understanding the Reports: Key Performance Indicators and Charts

After running the report, you'll see tiles representing the Key Performance Indicators (KPIs). These tiles represent the data for various aspects of the userbase. Beneath the KPIs are the charts.

1. User Lifecycle Funnel – Tracks progression from accounts added → accounts registered.

2. Activity Over Time – Shows logins per period with a trend line.

3. Current Status Snapshot – Displays active, inactive, and deleted user counts in a pie chart.
   
   

   
   

   
   
4. Registration Trend – Compares added vs. registered counts per period.
5. Cumulative Growth – Shows running totals of added vs. registered users.
   
   
   
   
   

6. Gender Distribution – Pie chart of users by gender.

7. Age Range Distribution – Horizontal bar chart of age ranges (18–25, 26–35, 36–50, 51–64, 65+).

8. Time Zone Distribution – Horizontal bar chart of active users by time zone.