University Dashboard
Adoption and progress at a glance. Spot who's certified, who's stalled, and who hasn't started yet.
Review Queue
Everything that needs your attention. Quiz attempts, shadow logs, and open help requests.
Reps
Your team, their progress, and their cohort status.
Adding or editing a rep?
Accounts live in one place now: Admin → People. Create reps, set cohort and reporting, reset passwords, and activate or deactivate there. This page is for training: progress, certs, and shadows.
Assignments
Assign certifications to reps. Unassigned certs aren't visible to the rep.
Shadow Logs
Every shadow every rep has logged. Approve or flag.
Managers
Your team's managers, for reference. Account changes happen in Admin → People.
Adding or editing a manager?
Manager accounts, admin rights, and reporting all live in Admin → People.
Help Requests
Messages from reps asking for help or flagging blockers.
Training Program
The living program. Weekly recommendations to action, a log of what you've trained, and a rolodex of every training with when it last ran and who was there.
Recommendations
Clear signals from this week's appointments and performance. Approve to act, dismiss to clear.
Log a session
Record a training you ran. This is the source of truth for who was present and when.
Rolodex
Every training: when it last ran, how many times, and who was at the most recent session. Never-trained decks float to the top.
Frontline Pulse
What the team is telling us about engagement. You see themes and averages, never a name on a quote. Individual responses are read only by Dan.
Focus
The directive board. North Star items stay up as the things we always sell toward. This Period items are the priorities that turn over. Each item carries the why, how we measure it, and how to say it when you pass it down.
North Star
Standing directives. These do not expire on their own.
This Period
Current priorities. Set an end date so they retire when the period closes.
Add a focus item
Write it once, scope it to everyone, a group, or one rep. It surfaces on the matching reps' profiles.