Help CenterGetting Started

The 360Onboard Dashboard Explained

The dashboard is the first screen you land on after logging into 360Onboard. It's designed to answer three questions at a glance: how is onboarding going overall, which of my flows did I touch most recently, and what have clients been doing in the last few days? This guide walks every panel on the page, top to bottom.

Opening the Dashboard

After login you're dropped straight onto the dashboard — the title at the top of the page reads Dashboard with a "Welcome back to your workspace" subtitle. The left sidebar lists every section of 360Onboard:Dashboard, Flows, Clients & Employees, Results, Email Templates, and Settings. The top-right of the page has two action buttons that follow you everywhere: a white Send Onboarding Link button and a blue + Create Flow button.

Pro Tip: The little sun/moon icon at the top-left, right next to the 360Onboard logo, cycles dark/light mode. It doesn't change what your clients see — pick whatever's easiest on your eyes.

The Four KPI Tiles

Across the top of the dashboard is a row of four KPI tiles. Read left to right they are:

  • Total Clients — the lifetime count of everyone you've ever invited into a flow, with an "all time" subtitle underneath.
  • Completions — how many clients have finished a flow, plus the overall completion rate as a percentage (e.g. "65% completion rate"). This is the single most important number on the page — it tells you how well your onboarding is actually working.
  • Pending — how many clients are mid-flow and haven't submitted yet ("awaiting submission"). A growing Pending number against a flat Completions number is the signal something in your flow is stuck.
  • Active Flows — how many of your flows are currently live, with a secondary count of drafts underneath (e.g. "70 draft").

Together these four tiles let you check the health of your onboarding business in two seconds without clicking anything.

Recent Flows

Below the KPIs sits the Recent Flows panel. It shows your four most recently-touched flows as a 2×2 grid of cards. Each card surfaces:

  • The flow name (and a DRAFT, ACTIVE, CLIENT, or EMPLOYEE badge so you know its status and audience at a glance).
  • How many steps it has, how many clients are in it, and whether there's been recent activity.
  • A row of per-flow action buttons.

Every card has at least Edit, Results, Duplicate, and Archive. Live (active) flows pick up two more — Send Link and Public Link — so you can fire off a personalized invite or grab the public URL without leaving the dashboard. Draft flows show a "Draft — finish editing to enable actions" line instead.

In the top-right of the Recent Flows panel is a View all link that jumps you to the full Flows page. Or you can hit Flows in the sidebar to get there directly.

Recent Activity

Underneath Recent Flows is the Recent Activity feed — the 10 most recent events across every flow in your workspace. Each row shows the client's avatar / initials, their name (or "Unknown" if they started a flow without entering a name yet), which flow they were in, a status badge (In Progress or Completed), and how long ago it happened ("7h ago", "28 days ago", "29 days ago").

This is your live pulse on what's happening right now — useful for catching a stalled client mid-flow, noticing a new completion, or just confirming that the invite link you sent this morning was opened.

Where to See All Client Results

Recent Activity only shows the most recent ten events — it isn't a full audit log. When you need to dig in client-by-client (every response, every signed document, every payment), head to the Clients & Employees section in the left sidebar. That's where the per-client audit trail lives, with the full history of every step they've touched.

For a focused look at filtering and exporting all the responses to a specific flow, see The 360Onboard Results Page.

What's Next?

Last updated on 2026-05-24

Contact Support