The Event Dashboard provides your event team with a complete view of their event status. Gone are the long nights spent trying to cross check payments transactions with your registration list, or checking in with your team to see what's been done. With the Event Dashboard, it's now right in front of you!
The Event Dashboard is shown when you first load the Event Manager App.
At any time, you can learn more about any of the widgets shown by simply hovering your cursor over any of the widget titles to see the green help button:
To refresh the dashboard, simply click the Refresh button in the App Toolbar (top-right) to ensure you have the most up to date information.
Important details at a glance!
ClearEvent uses an easy-to-understand system of Green/Yellow/Red, along with the data and settings you have entered in ClearEvent, to clearly indicate on the Dashboard which parts of your event are doing well, and which parts need attention.
All parts of the Dashboard allow you to drill-down to investigate further or get more information on any item. Simply click on the item you’re interested in and you’ll navigate straight to the area of the Event Manager that has the information you need.
Widgets, widgets and more widgets!
The dashboard contains many useful widgets that display summary information about your event. You can click any of the following links for more details about the different widgets used on the Event Dashboard:
Event Countdown
This widget displays a countdown to your event start date.
Budget
The budget widget display a summary of key budget subtotals from the Budget section. Quickly understand your event's overall financial situation by
To learn more about managing your event budget, click here.
Event Overview
This widget displays the following key event overview details related to the current status of your event:
Metric | Description |
Payment Status | The status of your Stripe online payment gateway (if connected). |
Registration | Open Forms: Shows the total number of registration forms that are published and also open and accepting registrations.
Published Forms: Shows the total number of published forms. Note: Despite being published, some forms may not be open.
Approvals Needed: Shows how many pending registration has been received that need to be reviewed and approved.
Mobile Check-In: Indicates if the Mobile Registration Check-In feature has been enabled for the event. |
Tickets | Mobile Check-In: Indicates if the Mobile Ticket Check-In feature has been enabled for the event.
Sold: Shows the total number of tickets sold for the event.
Checked-In: Shows the total number of checked-in ticket holders for the event. |
Sponsors | Created: Shows the total number of Sponsors created.
Published: Shows the total number of Sponsors that have been published to the Event Portal. Only published Sponsors are visible to attendees. |
Registrant Status
Displays a summary of the registration progress for each registrant type tracked against registrant target and capacity goals. The progress bar represents the total count of all Pending and Approved registrants for each registrant type.
For each registrant type, the following progress bar details are displayed:
The total count of registrants (approved and pending)
The total count of all checked in registrants
If available, the Target registrant count for the registrant type
If available, the Capacity set for the registrant type
The progress bar will change colors to indicate registration progress towards defined goals:
🟩 Green: When the total registrant count (approved + pending) exceeds the target set for the registrant type, or no target is set.
🟥 Red: When the total registrant count (approved + pending) is less than 50% of the target set for the registrant type.
🟨 Yellow: When the total registrant count (approved + pending) exceeds 50% of the target set for the registrant type.
Filtering the list of registrant types
The following filters can be applied to this widget:
Filter Name | Description |
All | (Default) Shows metrics for all registration forms. |
Pinned Forms | Shows the top 25 "pinned" registration forms. Use this filter to create a focused view of metrics for specific registration forms.
💡To pin a registration form, go to the Event Manager App > Registration section > Forms tab and click on the 📌Push Pin button for the desired registration form. |
Published Forms | Shows only forms that are currently published. |
Unpublished Forms | Shows only forms that are not currently published. |
Published Forms (Open only) | Shows only forms that are currently published and open to accepting registrations. |
Published Forms (Closed only) | Shows only forms that are currently published but are closed and not accepting registrations. |
Private Forms | Shows only private registration forms. |
Public Forms | Shows only public registration forms. |
Recently Active Forms (Past X days) | Shows only registration forms associated with registrants that have recently been received or have had their registration |
NOTE: Only data for a maximum of 25 registration forms will be displayed in the Registrant Status widget. Should you need to display specific registrant type metrics, consider changing the filter to display only pinned forms.
Ticket Status
Displays a summary of the ticket sales progress for each ticket type tracked against ticket sales targets and capacity goals. The progress bar represents the total count of all valid tickets sold for each ticket type.
For each ticket type, the following progress bar details are displayed:
The total count of all tickets sold (valid tickets only)
If available, the Target tickets sold count for the ticket type
If available, the Capacity set for the ticket type
The progress bar will change colors to indicate ticket sales progress towards defined goals:
🟩 Green: When the total tickets sold count (approved + pending) exceeds the target set for the ticket type, or no target is set.
🟥 Red: When the total tickets sold count (approved + pending) is less than 50% of the target set for the ticket type.
🟨 Yellow: When the total tickets sold count (approved + pending) exceeds 50% of the target set for the ticket type.
Todo Summary
This interactive widget displays a list of upcoming todo list items shared with the event management team. You can easily complete a task by checking any of the task list item checkboxes.
Event Alerts
Displays alerts to help your event team stay updated on important key events or issues happening with your event.