Manager Dashboard

The Manager Dashboard is designed for organizations with an Enterprise license that require advanced management capabilities for their teams. The Manager Dashboard provides managers with a holistic view of their direct reports, the direct reports performance metrics, and the resources they need to succeed within a given application. Instead of having to navigate disjointed reports or request data from multiple system administrators, managers have a consolidated interface that highlights the key information they need to drive team performance and engagement.

Each application will implement a Manager Dashboard specific to that application with a focus on providing application-specific metrics and education to managers on how best to use the application to drive business performance. While the Baseplate provides a consistent foundation for user management and customer configuration, each product built on this framework can have its own unique performance indicators. With the Manager Dashboard, developers can hook into those custom indicators—such as sales quotas in a CRM, support ticket resolutions in a helpdesk application, or project completion rates in a productivity tool—and display them at a manager-friendly, aggregated level. This empowers managers to make more informed decisions about resource allocation, skill development, and workflow adjustments.

In addition to business performance the Manager Dashboard also supports team, performance management. The dashboard not only lets managers view user performance but also directly act on that information. Managers can invite new team members, modify roles, reassign tasks, or enable additional application features (if the underlying application supports those features at the team level). By integrating these administrative actions into the same interface that showcases performance data, the Manager Dashboard eliminates the time-consuming friction of switching between multiple configuration screens or seeking permission from higher-level admins for routine tasks. This streamlined approach significantly improves day-to-day productivity.

In terms of user interaction, the Manager Dashboard is designed to be highly intuitive. Managers, customer Administrators, Customer Success representatives, and System Administrators alike can access the dashboard’s web-based UI. Upon logging in, they see real-time data visualizations, quick actions for team management, and a set of custom controls that reflect the advanced nature of enterprise subscriptions. For developers looking for comparable features, solutions like Salesforce Sales Manager Console or the HubSpot Teams interface offer inspiration: these platforms integrate performance analytics and user administration within a single cohesive experience, targeting the precise needs of users in a leadership capacity. The Manager Dashboard follows a similar paradigm, ensuring that high-level insights and immediate actions reside side by side.

Role Access and User Stories

Below, each role is described in terms of how it interacts with the Manager Dashboard feature. The objective is to delineate not only who can access it, but also the specific tasks they may perform and the rationale behind each capability.

System Administrator

System Administrators have the highest level of access within the Baseplate. While not typically the day-to-day users of the Manager Dashboard, they require the ability to view and configure it for all customers. They may step in to troubleshoot performance data inaccuracies, adjust settings that pertain to enterprise licensing, or enforce compliance standards across multiple customers. Although System Administrators do not manage teams directly, their comprehensive permissions enable them to create or remove Manager Dashboards, define custom performance indicators for various applications, and override or reset user access privileges if necessary.

The system administrator user stories would be similar to that of the Customer Sucess role.

Customer Success

Customer Success representatives also have access to the Manager Dashboard, although their interaction tends to focus on support. They may use the dashboard’s data to help managers identify barriers to user adoption or diagnose performance dips. In many cases, they’ll navigate these screens alongside customer managers, explaining features or highlighting potential improvements. Since Customer Success is often responsible for guiding customers toward advanced capabilities, they might also show managers how to invite new users or enable optional modules.

Assist Manager Navigation – As a Customer Success rep, I want to walk a manager through their dashboard’s sections to ensure they understand each performance metric and how to interpret it.
Identify Underutilized Features – As a Customer Success rep, I want to pinpoint which dashboard features a manager or team is not leveraging so that I can recommend additional training or best practices.
Suggest Benchmark Adjustments – As a Customer Success rep, I want to propose different industry-standard benchmarks for a manager’s performance reports so they can set realistic goals and measure progress.
Diagnose Access Issues – As a Customer Success rep, I want to troubleshoot when a manager claims they can’t see certain team members or data in the dashboard, ensuring access roles or data mappings are correct.”
Collaborate on Team Structure – As a Customer Success rep, I want to help a manager reorganize their team’s roles if the default hierarchy isn’t suitable, making sure the dashboard accurately reflects their reporting lines.”
Guide Data Integration – As a Customer Success rep, I want to assist managers in configuring their external data integrations so that crucial third-party data (e.g., CRM or ticketing info) is reflected in the dashboard.”

customer Administrator

customer Administrators oversee their specific environment, including setting up roles, access levels, and configurations for the Manager Dashboard. While managers are the primary end-users of the dashboard, customer Administrators facilitate its overall setup—ensuring the right data pipelines are established, the correct performance benchmarks are selected for the application context, and the relevant roles are assigned. They may also handle escalations if managers discover data discrepancies, or if new managers need immediate access to the tool.

Adjust User Roles – As a customer Administrator, I want to promote a user to manager role so they automatically gain access to the Manager Dashboard without requiring manual intervention by System Administrators.”
Configure Team Access – As a customer Administrator, I want to edit the team setup in my customer and move managers and team members between teams.0
Handle Manager Turnover – As a customer Administrator, I want to efficiently reassign a manager’s dashboard to another person if the original manager leaves the organization or changes roles, ensuring continuity.

Manager

Managers are the primary users of the Manager Dashboard. They need a consolidated view of their team, easy access to performance indicators, and direct controls for day-to-day operations—like inviting new team members, adjusting roles, or configuring application-specific features for their direct reports. With the Manager Dashboard, they can visualize how each team member is performing relative to organizational benchmarks, identify skill gaps, initiate coaching conversations, and ensure that the team is aligned with the enterprise’s broader objectives.

View Team Performance – As a Manager, I want to see a real-time overview of my team’s performance against key metrics so that I can intervene early if we’re falling behind our targets.
Invite New Team Members – As a Manager, I want a quick way to invite new hires or cross-functional collaborators to my team within the dashboard so that they can immediately start contributing.
Compare to Benchmarks – As a Manager, I want to compare each team member’s performance to standard benchmarks or organizational averages, helping me identify top performers and those in need of support.
Export Performance Reports – As a Manager, I want to generate PDF or Excel reports summarizing weekly or monthly performance data so I can share these insights with upper management or during team meetings.
Communicate Goals – As a Manager, I want to set and display individual goals for each team member within the dashboard so everyone can track progress toward personal and collective objectives.
Create Custom Alerts – As a Manager, I want to set up alerts that notify me when a team member’s performance deviates significantly from the norm, helping me intervene promptly.
Change Team Configuration – As a Manager, I want to modify the team structure—adding or removing individuals, changing roles—directly from the dashboard so that it always reflects our current reporting lines.

Pages and Screens

Implementing the Manager Dashboard involves developing or enhancing several pages and screens within the Baseplate. Below are the core components that form the user experience of this feature, each accompanied by a multi-paragraph explanation.

Team Page

The Team Page presents a snapshot of the manager’s direct reports, including names, roles, primary performance metrics, and any critical notifications or alerts. This page is also accessible to System Administrators, Customer Success, and customer Administrators for troubleshooting, but managers are its primary users. At a glance, the manager can identify which team members might be exceeding targets, which ones are behind, and whether any immediate actions—like role updates or skill training—are required.

Design-wise, the page typically features a table or card layout for each direct report, accompanied by color-coded indicators or icons that highlight performance status. For instance, a green icon might denote that the user’s metrics exceed established benchmarks, whereas a red icon signals potential concerns. This visual approach minimizes cognitive load, allowing managers to quickly scan the page without needing to decipher large amounts of raw data. Quick action buttons adjacent to each user entry—such as “Edit Role,” “Invite to Feature,” or “Send Message”—enable managers to perform routine tasks without drilling into multiple sub-screens.

The Team Overview Page may also integrate filter and search capabilities, so managers can reorganize the view by performance scores, department, or role. In an enterprise context with potentially large teams, such features become critical for effectively managing user groups. Additionally, system roles outside of the manager role might use this page for verification—e.g., Customer Success can ensure the manager sees the correct list of direct reports, or the customer Administrator can confirm that the manager’s data pipeline is up-to-date. Overall, this page sets the tone for the entire dashboard, serving as the gateway to deeper analytics and management functionalities.

Where the Team Overview Page provides an at-a-glance summary of the team by person the Manager Dashboard shows how well the team is performing as a whole. This design will be application specific but typically includes charts, graphs, and comparative tables. Data might include month-over-month improvements, individual vs. team averages, or external benchmarks. In an application-specific scenario—like a sales-focused SaaS—this could mean quota attainment, pipeline health, and conversion rates. In a project management tool, it might display completed tasks, sprint velocities, or deadline adherence rates.

One key feature of the Performance Insights Dashboard is the ability to drill down into a specific users or a specific metric. If a manager spots a concerning trend—like a sustained drop in ticket resolution speed—they can click through to isolate the underlying factors, such as the nature of tasks assigned or the user’s workload distribution. Comparison functionalities also allow managers to see how individuals stack up against each other or how different teams within the same customer compare. This fosters healthy competition and, more importantly, helps identify best practices that high performers might be using.

Role-based security ensures that only authorized personnel can access or modify these insights. For instance, Customer Success might have a read-only view to help interpret the data for managers, but they can’t alter the actual metrics or the manager’s custom setup. Meanwhile, the manager can seamlessly shift from viewing summary data to taking action—like scheduling a coaching session—using embedded links or call-to-action buttons.

Benchmark Configuration Page

Benchmarks are central to the Manager Dashboard’s value proposition: they provide a yardstick against which individual and team performance is measured. The Benchmark Configuration Page is where customer Administrators and, in some cases, managers (with the right permissions) can define or adjust these benchmarks. An enterprise subscription might allow for multiple benchmark types—e.g., industry averages, internal historical data, or custom targets set by leadership.

This page typically features sliders, numeric input fields, or data import tools to set thresholds. For instance, a manager might decide that an “exceeds expectations” rating is any score above 90% of the daily ticket resolution rate. Alternatively, an organization might import widely recognized industry benchmarks from a third-party service, and the page would display those metrics as reference points. Validation logic ensures that unrealistic or contradictory benchmarks are flagged. For example, if the manager inputs a “minimum acceptable” benchmark that’s higher than the “exceeds expectations” threshold, the system alerts them to correct the values.

Once saved, these benchmarks automatically feed back into the Manager Dashboard and Team page altering how data is classified (e.g., good, average, poor). The page also logs all changes for audit purposes, showing who updated which benchmark and when—crucial in regulated industries or large enterprises with complex hierarchy structures. This audit trail helps maintain transparency and customerability, ensuring managers don’t set benchmarks arbitrarily or retroactively adjust them to inflate perceived performance.

Customer Success and System Administrators frequently reference this page to resolve any confusion over changing benchmarks or to guide managers through best-practice standard setting. As such, the interface may include embedded tooltips or quick-links to documentation that explain the rationale behind typical industry targets, offering guidance to those unfamiliar with the nuances of performance metrics.