Dashboards in Stax.ai give you a clear picture of your business at a glance. They are designed to help you track census collection, client health, and overall operations without digging through multiple systems. Think of them as your "control panels"—each one shows different information so you always know where things stand.
By default, every user has access to three main dashboards: Census & Payroll, Client Overview, and Operations Overview.
Key Benefits:
Clarity at a glance: Quickly see progress, risks, and workloads.
Stay proactive: Spot issues like blocked client tasks or at-risk clients before they cause delays.
Team alignment: Since dashboards are visible to everyone, your team can make decisions using the same information.
Confidence in compliance: Keep an eye on deadlines and submissions to avoid compliance risks.
Census & Payroll Dashboard
This dashboard shows the status of census collection and payroll connections from your plan sponsors. It’s designed to help you track which clients are on time and where action is needed.
Key widgets include:
Census Submissions – A total count of how many census submissions have been started.
Census Data Waiting for Review – A table of clients whose census data is ready for review, along with the project lead.
Census Tasks Blocked by Client – Highlights tasks waiting on client action.
Clients by Census/Payroll Status – A pie chart showing where clients stand with census file uploads or payroll connections.
Census Submissions by Plan by Client – A table listing which clients submitted census data, for which plans, and on what date.
Client Overview Dashboard
This dashboard gives you a snapshot of all your clients and plans. It focuses on client health, distribution, and trends over time.
Key widgets include:
Active Clients & Active Plans – Totals for currently active companies and plans.
Average Client Pulse – A health score summarizing client engagement.
Clients by Status – Pie chart breakdown of companies by their current status.
Clients by Team Members – Shows which clients each team member is assigned to.
Plans by Type – Totals for each type of plan (401k, cash balance, profit sharing, etc.).
Client Pulse Over Time – A trend line tracking average client health over the past two years.
New Clients Over Time – A trend line showing client growth.
Clients at Risk – A list of clients with low pulse scores and the latest notes for context.
Operations Overview Dashboard
This dashboard tracks the progress of projects and tasks across your team. It’s built to help you understand workload, project status, and client engagement.
Key widgets include:
Projects Launched, In Progress, and On Hold – Totals for each project status.
Projects by Project Lead and Status – A table showing each team member’s projects across To Do, In Progress, Completed, and On Hold.
Active Projects by Team Member – A donut chart showing active projects assigned to each person.
Client Projects – A table of projects assigned to each client that aren’t completed yet.
Client Task Activity – A trend line showing how many tasks clients are completing over time.
Active Projects and Up Next Tasks – A list of ongoing projects, who owns them, and the next task in line.
Dashboards make it easy to see the big picture and the small details all in one place. By checking them regularly, you’ll always know where your clients, plans, and projects stand.