Navigating the IRIS Dashboard

The Dashboard is your command center. It shows what’s happening right now—survey activity, recent results, and organizational progress—so you can take action quickly.

The Top Navigation

Across the top of the platform:

• Dashboard — Real-time overview of activity
• Surveys — Send surveys and monitor completion
• Measure — Explore detailed behavioral data
• Reports — Generate and download reports
• Targets — View and manage benchmarks
• Snapshots — Quick-view participant summaries
• Ask IRIS (Beta) — AI-powered insight (if enabled)

Your available sections depend on your assigned role.

What You See on the Dashboard

The layout is designed for visibility and action.

Recent Activity

Shows live system activity such as:

• Survey completions

• Reports generated

• Measurement views

Use this to monitor engagement in real time.

Surveys Panel

Displays:

• Active surveys

• Recently completed surveys

Select Create New to send a survey invite.

Snapshots Panel

Shows recent Snapshot results.

Select View New to generate or access additional Snapshot views.

My Targets

Displays active organizational Targets and associated match scores.

This helps you track alignment to internal or benchmark profiles.

Organization Overview

Provides high-level metrics:

• Total reports generated

• Total surveys sent

• Number of active targets

• Total measurement views

A Survey Status chart shows:

• Completed

• Active

• Invited

• Cancelled

Use this section to quickly assess overall participation and progress.

Using the Overflow Menu (⋮)

Throughout the platform, the three-dot menu provides quick actions such as:

• View Snapshot

• Open Measure

• Generate Report

• Send Survey Invite

When in doubt, look for the three dots.

Quick Tips

• Use the New button (top right) to start common actions.

• If you don’t see a feature, check your assigned role.

• See Roles in IRIS for permission details.

Next Steps

• Send Your First Survey

• Explore the Measure Section

• Manage Users and Groups