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Admin Dashboard

The Organisation Admin Dashboard in Ideally provides a centralized view of your organisation’s test management.

Updated over 2 months ago

Overview

As an admin, you can view, approve, and track the status of tests, budget requests, and result releases. This ensures transparency and efficiency in managing research and insights within your team.

1. Track Test Progress

The Admin Dashboard provides a real-time activity log for each test, displaying:

  • Who created the test and when

  • Who submitted it for approval and when

  • Who approved the test and when

  • Who submitted the test for execution and when

  • When the results were ready

2. Approval Workflow

Admins can review and approve tests and budget requests directly from the dashboard. This streamlined process helps maintain control over research spending and ensures tests align with business priorities.

3. Status Indicators

A progress tracker at the top of the dashboard helps you quickly see where each test stands in the workflow. The stages include:

  • Draft – Test is being prepared

  • Pending Approval – Awaiting admin approval

  • Submitted – Test has been submitted for execution

  • Surveying – Test is currently in progress

  • Results Ready – Test results are available for review

4. Audit Trail & Transparency

The Project Activity Log provides a detailed history of all actions taken on a test. This ensures accountability and helps teams stay aligned on project status and responsibilities.

How to Use the Admin Dashboard

1. Accessing the Dashboard

Navigate to Admin Dashboard from the sidebar menu under Admin.

2. Reviewing Test Status

  • Click on a test name to expand its activity log.

  • Check submission and approval details.

3. Approving a Test or Budget Request

  • Locate the pending approval request in the dashboard.

  • Click “Approve” to move the test forward.

4. Monitoring Results

  • Once a test reaches the Results Ready stage, you can access and analyze the findings.

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