> For the complete documentation index, see [llms.txt](https://herd-security.gitbook.io/herd-security-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://herd-security.gitbook.io/herd-security-docs/getting-started/dashboard.md). # Dashboard The Herd Dashboard is your home base for tracking training progress, spotting risk, and acting on HerdAI insights — a fully customizable widget grid. ## Overview The **Dashboard** is the first screen you land on after logging into Herd. It brings your organization's training progress, security posture, and upcoming activity together in one place, with **HerdAI** ready at the top to help you take action. The Dashboard is a **customizable widget grid**: every card is a widget you can move, resize, combine, hide, or add back. Herd ships two starting arrangements, the **Modern layout** (the default for new organizations) and the **Legacy layout**, and the arrangement is yours to change with the **Customize** button in the top-right. *** ## HerdAI At the top of the default layout you'll find **HerdAI**, your AI teammate for trainings, phishing sims, and risk insights. Type a request into the prompt box and Herd takes you straight into a HerdAI conversation to do the work. The prompt cycles through example ideas like building a training on phishing, looking up a user's risk score, or summarizing this quarter's compliance progress. For common tasks, use the one-click action chips below the prompt: * **Weekly Recap** gives a short summary of what happened on the platform in the last 7 days. * **Create Training** starts a guided flow to generate a new training. * **Create Phishing Sim** sets up a new phishing simulation by audience, lure, and send time. * **Nudge Trainings** drafts a reminder for users who haven't finished their trainings. {% hint style="info" %} You can attach files to a HerdAI request directly from the Dashboard prompt, which is useful when you want HerdAI to work from an existing document. {% endhint %} *** ## Activity / Progress **Activity** and **Progress** ship combined into a single tabbed widget; switch between them with the tabs at the top of the card. (They're separate widgets under the hood, so you can split them into two cards in Customize mode if you prefer.) ### Activity The **Activity** tab shows a live stream of what's happening across your organization: training completions, phishing results, and security events. Use the inline filters to **search** or narrow the feed by category so you can focus on the events that matter. ### Progress The **Progress** tab is where you track training completion. Toggle between four views: * **Teams** shows completion broken down by group, sourced from your connected directory (Okta, Google, Azure, or Slack). * **Users** shows completion per person, ranked and linked to each user's profile. * **Trainings** shows completion per training, with totals for assigned, completed, in progress, and not started. * **Tracks** shows your training tracks and how many users are assigned to each. Each view includes a **sort** control (for example, Completion %, Name, or Most Assigned), and progress bars use a consistent color key: **green** for completed, **blue** for in progress, and **gray** for not started. Selecting a user, training, or track takes you to its detailed results page. *** ## The widget catalog These are the widgets you can place on your Dashboard (add any you don't see via **Customize → Add widget**): * **Completion Rate**: your overall training completion percentage. * **In Progress**: training assignments currently underway, with a bell button to nudge those users. * **Not Started**: assignments not yet started, with the same one-click nudge. * **Human Risk Score**: your organization-level human risk score with its trend over time (see below). * **Leaderboard**: your top performers by points (renders as the **Top Performers** card). * **Activity Heatmap**: a visual heatmap of daily activity over the last 30 days. * **HerdAI**: the AI prompt widget described above. * **Activity** and **Progress**: the tabbed pair described above. * **Scheduled**: upcoming trainings and campaign launches (renders as the **Upcoming** card). * **Training Recommendations**: AI-suggested trainings to assign, based on your organization's profile (see below). * **Threat Feed**: recent real-world attacks ranked for your organization, with one-click training or simulation (see below). * **Team Report**: your team's training progress, outstanding and overdue items. Only available to managers with direct reports. * **Needs attention**: training problems an admin should clear (see below). Only shown to people who can view trainings. Each widget's title is also a link to the full page it summarizes: the completion widgets, **Progress** and **Team Report** open the **Completion** tab of Reports; **Activity**, **Activity Heatmap** and **Top Performers** open the **Engagement** tab; **Human Risk Score** opens Intelligence; **HerdAI** opens HerdAI; **Upcoming** opens Trainings; **Training Recommendations** opens the full recommendations list; **Threat Feed** opens the Threat Feed page; and **Needs attention** opens the training section of the **Activity** tab. The title only underlines when you hover or focus it, and it stays plain text if you don't have permission to open that page. Some widgets hide themselves from the Dashboard when they have nothing to show (for example, Human Risk Score before a score exists, Scheduled when nothing is coming up, Threat Feed with no entries, or Needs attention when every count is zero). In Customize mode each of these shows a toggle pill, like **Hidden if no scheduled events**, so you can control that behavior. ### The KPI tile In the Modern layout, **Completion Rate**, **In Progress**, and **Not Started** ship combined into one compact tile. When the tile has room it shows all three side by side; when it's narrow (as it is beside HerdAI in the Modern layout, or full-width on a phone) it becomes a slideshow with dot navigation, so it never stacks three tall cards and pushes the rest of the Dashboard down. **In Progress** is the slide that shows first; use the dots to switch to the others. ### Human Risk Score The **Human Risk Score** widget (on by default in the Modern layout; in the Legacy layout add it via **Customize → Add widget**) shows your organization-level human risk score: * A **score out of 100** (**lower is better**) with a risk-band badge (**Low**, **Medium**, **High**, or **Critical risk**). * A **trend chart** with **Weekly** / **Monthly** cadence tabs, and a delta showing whether risk rose or fell since the previous period. * A coverage caption showing how many of your people have been assessed. Scores update nightly. The score is computed from real signals: phishing simulation results, mandatory-training completion (on time, late, or overdue), security alerts, access and identity events, and AI usage. Per-user scores and drivers live on each user's profile in the [Users area](/herd-security-docs/users/users.md). {% hint style="info" %} The numeric org risk score and its trend are part of the **Enterprise plan**. On other plans the widget shows your qualitative risk band with an **Upgrade to unlock** prompt. {% endhint %} ### Scheduled When you have anything coming up, the **Upcoming** card lists scheduled trainings, simulations, and reminders. A **time range** selector in the card header switches between **Next 7 days**, **Next 14 days**, **Next 30 days**, **Next 90 days**, and **All upcoming**; your choice is remembered. The Modern layout starts on **All upcoming**; a card added from the drawer starts on **Next 14 days**. Items are grouped into **Scheduled** and **Escalations**, each labeled by type (Training, Phishing, Smishing, Compliance, or Reminder) with a badge showing when it fires, for example "Today," "Tomorrow," or "In 5 days." Ongoing campaigns appear at their predicted next send ("Ongoing · next send"), and selecting any item takes you to the relevant campaign or training. ### Training Recommendations The **Training Recommendations** widget suggests trainings for your organization based on your technology stack and completed-training history. Click **Generate recommendations** to run the analysis. Each suggestion shows the training, a priority badge (**High**, **Medium**, or **Low priority**), a **% match** relevance score, the AI's reasoning, and the matching tags. **Accept** a recommendation to open the training's content for review, or **Dismiss** it. Generating, accepting, and dismissing require the **Training Edit** permission. {% hint style="info" %} If you customized your dashboard before this widget shipped, it's added **hidden**; enable it via **Customize → Add widget**. {% endhint %} ### Threat Feed The **Threat Feed** widget shows the top-ranked entries from your [Threat Feed](/herd-security-docs/settings/settings/threat-feed.md): real-world attacks from your enabled threat-intel feeds and phishing reported by your own team, ranked by relevance to your organization. Each compact card carries the same **Create Training** and **Create Simulation** actions as the full feed page, and a **View all** link opens the page. The widget appears only when threat feeds are enabled for your plan, and hides itself when there are no entries. ### Needs attention The **Needs attention** widget is for admins (anyone with permission to view trainings). It lists only the problems that currently exist, each with a count: * **Stalled training queues**: trainings a person has left idle for several days, with the number of assignments waiting behind them. * **Failed training deliveries**: assignments that never reached the person in the last 30 days. * **Failed nudges**: reminders that Slack or Teams couldn't deliver. Each row links to the details. When every count is zero, the widget hides itself. {% hint style="info" %} Before sending nudges, Herd confirms the action and respects your organization's business-hours settings so reminders go out at the right time. {% endhint %} *** ## Theme The Dashboard header carries the light/dark **theme toggle**: a single sun or moon icon (it shows whichever theme is currently in effect) that opens a menu with **Light**, **Dark**, and **System**. Hovering the icon shows the current choice, for example *Theme: System (dark)*. Theme is a personal, per-device preference rather than an organization setting, which is why it lives here instead of in Settings. The same control appears on the public pages learners see. *** ## What's new (release announcements) Herd announces product releases in-app. On the Dashboard, a **What's new** pill sits in the bottom-right corner, with a badge counting the releases you haven't looked at yet. Click it to expand the panel: each release (**Herd 5.38**, etc.) is a collapsible entry with its date and a bulleted list of customer-facing highlights, newest first, with a **New** chip on anything you haven't seen. Read state is per person; you catching up doesn't hide the notes from your colleagues. Minimize the panel to collapse it back to the pill, or close it with the **✕** to dismiss it until the next release ships. While the **Get Started** checklist is active, What's new stays out of the way, one call to action at a time. {% hint style="info" %} When a new version of Herd is deployed while you have a tab open, a toast offers **Reload** when you're ready. Herd never reloads a tab on its own, so unsaved edits are safe; dismissing the toast simply brings it back later. Navigating to any other page picks up the new version automatically. {% endhint %} *** ## The Get Started checklist While you're setting up a new organization, a **Get Started** checklist helps you through the essentials: reviewing your company context, connecting Slack or Teams, connecting your team directory, assigning your first training, allow-listing simulation mail, and testing your report button. See [Getting Started with Herd](/herd-security-docs/getting-started/quickstart.md#the-get-started-checklist) for each step. Steps check themselves off automatically as you complete the real actions (you can also tick them manually). It appears on the Dashboard as a card plus a floating **Get Started** pill with a progress badge; minimize it to get it out of the way, or dismiss it entirely once you're up and running. It disappears on its own when every step is complete. *** ## Customizing your Dashboard Select **Customize** in the top-right to enter edit mode. Everything happens right on the grid: * **Move**: drag any tile where you want it (or focus a tile and use the arrow keys). Tiles settle upward to close gaps. * **Resize**: drag the handle in a tile's bottom-right corner to change its size in grid steps. * **Combine**: drag one tile **onto** another and drop when the **Combine** pill appears to merge them into a single tabbed widget (up to four widgets per group). Compact stat widgets, like Completion Rate, In Progress, and Not Started, combine into a rotating **slideshow** with dot navigation instead of tabs. * **Split**: on a combined tile, use the split-out control on any member to pop it back out as its own card. * **Hide**: click a tile's **✕** to remove it from your layout; it goes back to the Add widget drawer. * **Add widget** opens a drawer listing every widget not currently on your Dashboard, each with a one-line description and an **Add** button. When you're happy, click **Save layout**; **Cancel** discards your edits. ### Reset and presets The **Reset to** menu in the edit toolbar loads a starting point into the editor (nothing applies until you save): * **Org default** drops your personal layout and inherits your organization's default. * **Legacy layout** is the classic arrangement: wide HerdAI and Activity/Progress cards with a right-hand rail of stat widgets. * **Modern layout** is Herd's default. It runs in full-width bands: HerdAI beside the KPI tile; then Scheduled beside Human Risk Score; then Progress beside Activity; then Training Recommendations beside Activity Heatmap and Leaderboard; then Team Report (which only shows for managers with direct reports) beside Threat Feed; and finally Needs attention (which only shows when there's something to fix). Anyone who hasn't saved a layout of their own, in an organization without a saved org default, sees the Modern layout. ### "Your dashboard was upgraded" banner Herd may move saved layouts onto the current default so that everyone gets new widgets and layout improvements. If your own layout or your organization's default was replaced this way, a banner at the top of the Dashboard reads **Your dashboard was upgraded to the new default layout** and points you to **Customize**. It offers: * **Restore my previous layout** gives you back the layout you had before, as your personal layout. * **Restore for everyone** (admins who can manage organization settings, and only when the org default was replaced) asks for confirmation, then puts the previous org default back. It changes the Dashboard for everyone who hasn't saved a layout of their own; layouts people saved themselves aren't touched. The button goes away once someone saves a newer org default. * **✕** dismisses the banner and keeps the new layout. The banner stays until you dismiss it or restore a layout, and only people whose Dashboard actually changed see it. ### Org default dashboards (admins) Admins get a scope toggle in the edit toolbar: **My view** edits your personal layout, while **Org default** edits the dashboard that everyone in the organization inherits. In org scope the save button becomes **Save org default**, and the preset menu becomes **Load preset**. The precedence is simple: a user's own saved layout always wins; users who haven't customized see the org default; and if no org default exists, Herd's built-in layout applies. A user can return to the org default at any time via **Reset to → Org default**. *** ## You're ready to go With the Dashboard arranged the way you like it, you've got a single view into how your organization is progressing, where the risk is, and what's coming next, plus HerdAI on hand to help you act on it.