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1. Overview The Learner View enables users to access assigned classroom sessions, mark attendance, participate in live training, complete learning activities, and review their classroom learning history. Administrators and trainers can also monitor session ou...

1. Overview The Courses Report provides an overview of all classroom courses created in the platform. It helps administrators monitor the course lifecycle, publishing status, trainer assignments, session count, and overall course performance. The report also ...

1. Overview The Sessions Report provides detailed insights into classroom sessions conducted within the platform. It enables administrators to monitor session status, attendance, learner participation, trainer performance, and course progress through interact...

Overview Lets you upload an Excel (.xlsx) or CSV (.csv) file as a data source for dashboards. Vantage reads the file's columns and rows and makes the data available to widgets. You can upload multiple files and later join them using relationships. When to Us...

Overview Lets you pull data from any external system with a REST API (ERP, CRM, HRMS, IoT). Syncs automatically on a schedule — no manual re-uploads needed. Uses a Connection → Dataset → Run model: one connection, multiple datasets, each sync tracked as a run...

Overview Syncing a Converse form into Vantage turns its submissions into a Vantage data source, so you can build dashboards and widgets from them. Once set up, new submissions keep flowing in on their own. When to Use Use this feature when: You want to b...

1. Overview DDE (Dynamic Data Engine) tables are data tables managed within the Converse platform. They are commonly used as master lists — store directories, product hierarchies, partner details, region mappings — and as the backend for form dropdowns. You c...

1. Overview Source data in Vantage does not stay in sync with upstream changes automatically. When new form submissions come in, a DDE table is updated, an API endpoint has fresh data, or you have a new version of an Excel file — you need to resync the source...

Overview A dashboard in Vantage is a single-screen view that brings together multiple visual widgets — charts, KPI cards, tables, maps, and more — so you can monitor your data at a glance. Each dashboard uses a 12-column reflowing grid, which means widgets au...

Overview Widgets are the building blocks of a Vantage dashboard. Each widget displays your data in a specific format — a bar chart, a KPI card, a summary table, a map, and so on. You add widgets one at a time to a dashboard and configure each one with its own...

1. Overview After adding widgets to a dashboard, you can arrange them in the order you want and resize them to fit your layout. Vantage uses a 12-column grid, so widgets snap into position and adjust automatically across screen sizes. Your layout is saved aut...

1. Overview Filters let you narrow the data shown on a dashboard without changing the widgets themselves. You can filter by any field available in your data source — for example, by date, region, status, or user. Filters apply across all widgets on the dashbo...

1. Overview Themes let you change the visual appearance of a dashboard and its widgets. You can apply a card theme to control widget colours and styling, and a chrome theme to change the overall dashboard look. The theme you set is saved on the dashboard and ...

1. Overview Drill-through lets you click on a value in a widget — such as a chart bar, a pivot cell, or a table row — to see the raw underlying rows behind that number. This is useful when you want to understand what data makes up a particular total or catego...

Overview View Data shows you every row of information inside a source, like opening a table and looking through it. From here you can also search the data, download it, or fix a wrong value everywhere it appears. When to Use Use this feature when: You wa...

Overview Vantage dashboards are built from widgets — the individual charts, tables, maps, and text blocks you add to a dashboard. Vantage currently offers 14 widget types, grouped into a few families. When to Use Use this page when: You're deciding which...

Overview Configuring a KPI card widget shows one key number on your dashboard, with an optional comparison to a previous period so you can see whether it's trending up or down. When to Use Use this feature when: You want to highlight a single key metric,...