How to use the Activities dashboard

The Activities dashboard is the default home page after you log into Edvisor. It pulls every pending action across proposals, sales, payments, documents, tasks, and connection requests into one prioritized feed organized by urgency, so you can see what needs attention without switching between sections.

The Activities dashboard is your home page in Edvisor. It brings every pending action — across proposals, sales, insurance, tasks, and connection requests — into one prioritized feed. Instead of moving between sections and rebuilding your priority list from memory, you start your day in front of a single list of what is actually pending: what needs attention, what is overdue, and what to do next.

What it is

The Activities dashboard is the default home page after you log in. It answers the key question every morning: what needs to be done today, and what might have been missed. You can open it any time from Activities at the top of the main sidebar.

What you'll see

• Welcome message and date range at the top — shows your current activity window.
• Filters — Assigned To (admin only), and an Office filter in the office switcher at the top of the page.
• Activity feed (centre) — tabs grouped by area, with items split into Overdue / Today / Upcoming.
• Quick Actions (right sidebar) — the most-used actions, so you don't leave the dashboard.
• Activities Summary (right sidebar) — a snapshot of recent activity.

The activity feed

The feed is the heart of the dashboard. It pulls every pending action into one place, sorted by urgency, so you don't have to chase work across pages or keep the priority list in your head.

The feed is organized into tabs by area. Each tab is permission-based, so you only see what your role allows. A counter badge appears on a tab when it has pending items.

Activity types

Within each tab, the feed draws from 10 activities across the student lifecycle. Each one is either Actionable (needs your intervention) or Informational (a notification only).

Each row links straight to where the action lives — the student page, the sale, or the task. The exception is Connection Requests, which you resolve right in the feed with Accept / Decline buttons.

Time buckets

Activities in each tab are grouped into three buckets:

• Overdue — anything past due.
• Today — anything due today.
• Upcoming — anything due within the date range you selected.

When nothing is pending, the dashboard shows a single empty state. Empty Overdue / Today / Upcoming buckets collapse to a header line, so your attention lands on what is actionable.

Filters

Narrow the feed when you manage multiple offices or oversee a team. Your filter choices are saved in the URL, so a particular view is easy to bookmark or share with a colleague.

• Office — scope the feed to a specific location. Useful for managers handling multiple offices who want to focus on one at a time.
• Assigned To (admin only) — switch between your own activities, all counsellors, or a hand-picked subset. Useful for spotting bottlenecks, balancing workload across the team, or covering a counsellor who is out.

Quick Actions

The most-used actions live in the right sidebar, so common tasks don't pull you out of the feed:

• Create Proposal — start a new student proposal.
• Create Sale — start a new sale.
• Add Student — create a new student record.
• Create Application — start an application for an existing student.
• Create Task — capture a follow-up while you triage the feed, before it slips.

Frequently asked questions

Where do I find the Activities dashboard? It is the default landing page after login. You can also open it from the main sidebar.

Can I see activities for other counsellors? Only if you have admin permissions. Admins can use the Assigned To filter to view activities for all counsellors or for selected team members.

Why don't I see insurance activities? Insurance activities are only visible to users who have insurance permissions enabled for their account.

Can I mark an activity as done or dismiss it? There is no manual "mark as read". Activities are driven by the underlying data, so they disappear on their own once the action is completed — for example, when a payment is received, a task is marked done, or an application is created.

Can I change the time window? Yes. You can set a date range from 7 to 45 days, applied evenly before and after today. This controls how far back Overdue reaches and how far forward Upcoming extends. The selection resets per session.

Known limitations

• Activities cannot be marked as read or dismissed — all matching activities always appear.
• There are no push notifications or real-time updates; data refreshes when you load or navigate the page.
• The date-range selection resets each session (there is no saved preference yet).
• There is no export or print option.