New Experience: Dynamic Dashboard

Quick account stats and one-click access convenience.

The New Dynamic Dashboard

Your simple, one-click, interactive command center.

Discover the incredible benefits each tile offers you:

• One-Click Survey Sending—Effortlessly launch ProScan, Applicant, or JobScan Surveys with a single click, and easily generate a reusable survey link from the footer.
  

• Easily See Survey Status—Keeps you informed with real-time updates on undeliverable or pending invitations, and provides a clear count of both suspended and active survey links (as illustrated in the image).

  

• Get Real-Time Alerts—Stay ahead of the curve with our notification bell, which instantly alerts you to exciting new features and offers seamless access to other valuable resources (English language only).
  

• Instant Account Snapshots—Get an instant snapshot of activity across ProScans, Applicants, TeamScans, and JobScan Models; a simple click unveils a detailed page highlighting all the action.
  

• Survey Completion Status & Folder Activity—Displays a comprehensive list of folders along with the tally of surveys completed for each respective folder; simply click on a folder row to unveil a detailed page listing activity according to folder.

  

  For our Gold and Silver Plan members, this tile transforms into the Pre-Purchase Account, showcasing your PPA name and the remaining balance. Plus, you'll receive a handy alert when funds dip below $100, ensuring you're always in the know.
  

• Your Representative's Contact Info—your dedicated contact's name, direct phone line, and personalized email address.

  
• Usage Insights:
  
  
  • Survey Source—Effortlessly monitor your survey activity month by month. Simply hover over each month to reveal detailed counts by survey source, including Manual Entry, External API Invitation, Survey Link, and Invitation.
  • Reports—Gain insightful clarity with a comprehensive analysis of report usage and total count, allowing you to effortlessly identify which reports are actively utilized and which remain untapped.
  • Contract and Survey Usage—Seamlessly monitor your survey consumption and contract milestones; just glide over each ring to instantly uncover your usage percentage.