Organizer Dashboard¶
Overview¶
The Organizer Dashboard (/events/dashboard/) aggregates hosted events with quick actions, capacity metrics, pending approvals, and deep links into module workflows—designed for operators managing multiple events.
Purpose¶
Single pane of glass for event hosts to monitor status across RSVPs, registrations, modules, and day-of operations.
Who should use it¶
- Event organizers with 2+ active events
- Operations managers
- Executive sponsors reviewing event portfolio
Benefits¶
- Cross-event filtering and search
- At-a-glance capacity and check-in stats
- Shortcut links to guest list, registrations, module dashboards
Navigation path¶
| Action | Path |
|---|---|
| Organizer Dashboard | /events/dashboard/ |
| My Events | /events/my-events/ |
| Tools Hub | /events/tools/ |
| Event detail | /events/<pk>/<event_tag>/ |
Note: URL name is
events:organizer_dashboard→/events/dashboard/.
Prerequisites¶
- Authenticated user with at least one hosted event (
Event.host) - Optional: paid subscription for module deep links
Step-by-step instructions¶
Open dashboard¶
- Sign in as organizer.
- Navigate Organizer Dashboard from nav or
/events/dashboard/. - Review event cards / table with dates, type, visibility.
[SCREENSHOT: Organizer dashboard overview]
Drill into an event¶
- Click event row or Manage.
- Use quick actions: Edit, Guest Check-In, Registrations, Program, etc.
- Query params like
?event=<pk>may deep-link filters (perorganizer_dashboard_services).
Monitor approvals¶
Pending exhibitor, vendor, sponsor, speaker, volunteer applications surface via module review links when configured.
Field descriptions¶
Dashboard widgets derive from:
| Source | Metrics |
|---|---|
| RSVP events | Attending count, capacity, check-in rate |
| Registration events | Confirmed registrations, waitlist |
| Modules | Pending review counts per approval_type |
| Recurrence | Series indicator when recurrence_series_id set |
Business rules¶
| Rule | Detail |
|---|---|
| Scope | Shows events where user == host |
| Staff | May see broader sets via admin tools |
| Past events | Shown with muted status; limited actions |
| Module links | Gated by plan + event toggle |
Validation rules¶
N/A — read-only aggregation view.
User permissions¶
| Role | Access |
|---|---|
| Host | ✅ Own events |
| Staff | ✅ Extended via admin |
| Participant | ❌ Redirect to attendee hub |
Workflow¶
Examples¶
Agency producer: 8 client galas — dashboard shows capacity % and unchecked-in counts per event.
Meetup organizer: 3 monthly RSVPs — quick link to guest lists.
Best practices¶
- Start each morning from dashboard during event week
- Address pending approvals before marketing sends
- Use My Events for chronological list; dashboard for ops metrics
Tips¶
- Combine with Communications analytics for send health
- Bookmark dashboard on mobile home screen
Common mistakes¶
| Mistake | Result | Fix |
|---|---|---|
| Expecting co-host events | Not listed | Only host FK events shown |
| Missing module links | Plan/toggle | Upgrade + enable module |
FAQs¶
Difference vs My Events?
My Events is full list; dashboard emphasizes operational KPIs and shortcuts.
Troubleshooting¶
| Symptom | Cause | Fix |
|---|---|---|
| Empty dashboard | No hosted events | Create event |
| Stale counts | Cache/browser | Hard refresh |
Related features¶
Screenshot placeholders¶
[SCREENSHOT: Dashboard event cards with metrics][SCREENSHOT: Quick action menu on event row]
Administrator notes¶
- Service layer:
events/organizer_dashboard_services.py - Customize widgets via template overrides in deployment
Developer/API notes¶
No dedicated dashboard API; use mobile discover + host event endpoints separately.
Organizer metrics computed server-side in dashboard view context.
See also: Quick Start — Organizers