Dashboard Overview for Founders¶
Your startup dashboard is your command center on Gohorto. It provides a comprehensive view of your progress, upcoming tasks, appointments, and all the resources you need to succeed in your program.
Dashboard Layout¶
The startup dashboard is organized into several key sections:
1. Header Section¶
Top Navigation Bar: - Platform Logo: Click to return to dashboard home - Main Menu: Access to major sections (Profile, Applications, Projects, etc.) - Search Bar: Quick search across platform content - Notifications: Bell icon showing alerts and updates - Profile Menu: Your profile picture with dropdown for settings and logout
2. Overview Widgets¶
Progress Summary: - Program Progress: Visual progress bar showing your advancement through the program - Milestones Achieved: Number of milestones completed vs. total - Overall Status: Current program status (Active, On Track, Needs Attention)
Key Metrics: - Tasks Completed: Number of tasks completed vs. assigned - Appointments Scheduled: Upcoming mentor sessions - Forms Submitted: Forms completed vs. required - Applications: Active application statuses
3. Recent Activity Feed¶
Shows your latest activities: - Task completions - Appointment bookings - Form submissions - Messages received - Status updates
4. Quick Actions Panel¶
Shortcuts to common tasks: - Book Appointment: Schedule a session with a mentor - Submit Form: Complete and submit a required form - Update Profile: Edit your startup profile - View Tasks: See all assigned tasks - Access Files: View shared files and documents
5. Definitive Components¶
Activities (Milestones/Boards)¶
View your progress through an interactive board. Each activity is divided into Stages (Milestones), and each stage contains specific tasks and requirements you must fulfill to advance.
Project Portfolio¶
Manage your project's digital identity. - Team Members: Add or remove collaborators. - Progress Tracking: A visual overview of your journey. - Engagement: A log of all interactions with experts and admins. - Project Catalog: Access a structured summary of your business (revenue streams, value proposition, etc.) in a printable format.
Business Scheme Builder (Strategic Templates)¶
Develop your business strategy using integrated templates such as the Business Model Canvas (BMC). These are reviewed and approved by experts to ensure your strategy is sound.
Task Management¶
A collaborative space to manage your daily objectives. - Attachments: Upload evidence or supporting documents. - Checklists: Break down complex tasks into actionable steps. - Progress Bars: Real-time tracking of task completion.
Mentorship (Appointments)¶
Connect directly with assigned experts. - Booking: Schedule sessions based on expert availability. - Feedback & Resources: Use the dedicated appointment page to exchange messages and files with your mentor.
Dashboard Customization¶
Widget Arrangement¶
Some dashboards allow you to customize widget placement:
- Enter Edit Mode: Look for "Customize" or "Edit Dashboard" button
- Drag Widgets: Rearrange widgets by dragging
- Show/Hide Widgets: Toggle widget visibility
- Save Changes: Save your custom layout
Filtering and Sorting¶
Tasks: - Filter by status (All, To Do, In Progress, Completed) - Sort by due date, priority, or name - Filter by assigner (Admin, Mentor, Self)
Appointments: - Filter by date range - Filter by mentor/coach - Show only upcoming or include past
Forms: - Filter by status - Sort by due date - Show only pending forms
Key Metrics Explained¶
Program Progress¶
Shows your advancement through the program: - Percentage Complete: Overall program completion - Current Phase: Which phase/stage you're in - Next Milestone: Upcoming milestone to achieve
Task Completion Rate¶
- Completed Tasks: Number of tasks finished
- Total Tasks: Total tasks assigned
- Completion Rate: Percentage of tasks completed
- On-Time Rate: Percentage completed by due date
Engagement Metrics¶
- Mentor Sessions: Number of sessions completed
- Forms Submitted: Forms completed on time
- Messages Exchanged: Communication activity level
Navigating from Dashboard¶
To Profile Management¶
- Click "Profile" in main menu, or
- Click "Update Profile" quick action, or
- Click your profile picture → "My Profile"
To Applications¶
- Click "Applications" in main menu
- View all applications and their statuses
- Start new application if programs are open
To Projects & Tasks¶
- Click "Projects" or "Tasks" in main menu, or
- Click on a task widget on dashboard
- View detailed project and task information
To Appointments¶
- Click "Appointments" in main menu, or
- Click "Book Appointment" quick action
- View calendar and schedule sessions
To Forms¶
- Click "Forms" in main menu, or
- Click "Submit Form" quick action
- View pending and completed forms
To Files¶
- Click "Files" in main menu
- Access shared files and documents
- Upload files if needed
Notifications¶
Notification Types¶
- Task Assignments: New tasks assigned to you
- Task Reminders: Tasks due soon or overdue
- Appointment Confirmations: Mentor session confirmations
- Appointment Reminders: Upcoming appointment alerts
- Form Reminders: Forms due soon
- Messages: New messages from mentors or admins
- Status Updates: Application or program status changes
- Program Announcements: Important program updates
Managing Notifications¶
- View Notifications: Click notification bell icon
- Mark as Read: Click notification to mark as read
- Mark All as Read: Option to clear all notifications
- Notification Settings: Configure what notifications you receive
Dashboard Best Practices¶
- Check Daily: Review your dashboard daily to stay on top of tasks and appointments
- Prioritize Tasks: Focus on high-priority tasks with approaching due dates
- Update Status: Keep task statuses current to help mentors track your progress
- Respond Promptly: Respond to messages and appointment requests quickly
- Use Quick Actions: Leverage quick action buttons for efficiency
- Monitor Progress: Regularly review progress metrics to ensure you're on track
Mobile Dashboard¶
On mobile devices, the dashboard is optimized for smaller screens:
- Collapsible Sections: Tap to expand/collapse sections
- Swipe Gestures: Swipe to navigate between views
- Touch-Optimized: Larger touch targets for easier interaction
- Responsive Layout: Layout adapts to screen size
Troubleshooting Dashboard Issues¶
Common Issues¶
Issue: "Dashboard not loading" - Solution: Refresh the page. Check internet connection. Clear browser cache.
Issue: "Missing widgets or information" - Solution: Check if you have active program participation. Contact admin if data seems incorrect.
Issue: "Tasks not appearing" - Solution: Verify you're in an active program. Check task filters. Contact program admin.
Issue: "Cannot book appointment" - Solution: Ensure mentors are available. Check if you're eligible for appointments. Contact support.
Next Steps¶
- Learn about Creating and Managing Startup Profiles
- Explore Submitting Applications
- Understand Tracking Progress and KPIs
- Review Projects & Tasks