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Understanding the Dashboard

The Dashboard is your home page in the Hub — the first thing you see after signing in as an admin. It rolls up your organization's events, users, and leads into a single scrollable view with filters across the top.

* This article is only relevant to Mobly Admins (with access to the Hub). Sales reps land on My Leads instead.

What's on the page

Top to bottom:

  • Filters strip — Date range, Events, Users

  • KPI cards — high-level counts inside your active filter window (total events, leads captured, check-ins, etc.)

  • Trend charts — leads-by-day, scans-by-event, user activity over time

  • Top-N tables — top events by leads, top reps by capture count, top qualifiers by usage. Click any row to drill into that event, user, or qualifier

Everything below the filters honors all three filters. Change a filter and the whole page re-aggregates.

The three filters

At the top of the page:

  • Date range — preset windows (last 7 days, last 30, this quarter, etc.) or a custom range

  • Events — multi-select. Scope the dashboard to just the events you care about

  • Users — multi-select. Scope to specific team members

All three filters persist in the URL as query parameters, which means:

  • You can share a filtered view by copying the URL. Someone else opening it sees the same view.

  • A refresh keeps your filters. No accidental reset.

  • You can bookmark a specific cut (e.g., "Q4 events, all users") and land back on it directly.

Clearing filters

If at least one filter is active, a Clear filters button appears next to the filter row. One click resets all three back to defaults.

Next to the filter row is a Download button (printer icon). It enters a print-optimized layout:

  • The page header and left nav are hidden

  • Charts compress to fit on A4 paper (or paginate cleanly if the dashboard is longer)

  • Colors are preserved on color printers

Use Print to PDF from your browser's print dialog to save a snapshot to share over email, drop in a deck, or hand to your CFO.

When the dashboard feels wrong

Two common "this doesn't look right" moments:

  • Numbers look low. Check the date filter first — it defaults to a window that might not include your most recent events. Clear filters and the whole-org view returns.

  • A specific rep or event isn't showing up. Check the Events and Users filters. Multi-select filters quietly exclude anything not picked.

If the filters are clean and the numbers still look off, the underlying data may not have synced yet. See your event's ROI for the per-event source of truth and compare.

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