MEPA Member Engagement CRM

Member Engagement Dashboard — Y2026/2027

EO MEPA · One view across every Membership Engagement Track program

Membership, Renewal, Risk, Attendance & Events — FY 2026/2027

Renewal target %

ME Chair — Monthly MEPA Call Attendance

View only — sourced from Membership Engagement Track ▸ Chapter Health Indicator. Edit attendance there.

Attended Missed Upcoming

Programs at a glance

Chapter Leaderboard — combined subsidy across all programs

Sums Chapter Health Checklist, New Member Journey, Inactive Member Engagement, Tenured Member Engagement and Voucher Utilization subsidy for each chapter, FY 2026/2027.

Chapter	Chapter Health	New Member Journey	Inactive Engagement	Tenured Engagement	Voucher Utilization	Total Subsidy

Membership Engagement Track

EO MEPA · FY 2026/2027 · Chapter subsidy & integration eligibility tracking

ME Chair — Monthly MEPA Call Attendance

Attended Missed Not held / upcoming Click a month header to mark that call as held. Once held, click a chapter's dot to cycle — → ✓ → ✗ → —.

Chapter Subsidy Checklist Subsidy per qualifying chapter SLP subsidy per new forum added

A chapter qualifies for the flat subsidy once all 10 fields below are entered (all four Yes/No items marked Yes) and monthly call attendance is 90% or higher. Separately, each chapter also earns the SLP subsidy rate for every SLP forum added in Y26/27 versus Y25/26 — this applies regardless of full-checklist completion. Entries save automatically in this browser.

Chapter	Intake Forecast	Actual Intake	Retention Forecast %	Budgets Allocated	Event Calendar	Events Planned	Events Executed	Family Events	SLP (prior year)	SLP Forum (this year)	Chapter Closing Event	Chapter Retreat	Call Attendance %	Status	Subsidy	SLP Forum Subsidy

Subsidy Value Areas — New Member Journey

Set the subsidy amount awarded per member for each criterion below. Changes recalculate every member's Subsidy USD immediately.

Onboarded properly ($ / member) Forum trained & placed ($ / member) Survey filled, mid-year ($ / member) Attended 3+ events, Local+INTL ($ / member)

Subsidy Earned by Chapter — New Member Journey (R1–R2)

Chapter	Members Tracked	Fully Qualified	Total Subsidy	Avg / Member

New Member Journey — R1–R2 tracker

All members with 2 years or less in EO. Local / INTL event counts and the four Yes/No checks are editable and save automatically; Subsidy USD is calculated from the Subsidy Value Areas above, including the bonus for 3+ combined Local+INTL events. Also respects the chapter filter at the top of the page.

Member	Chapter	EO Age	Status	Local	INTL	Onboarded	Forum Trained	Forum Placed	Survey Mid Year	Subsidy USD

Subsidy Value Areas — Inactive Member Engagement

Set the subsidy amount awarded per member for each criterion below. Changes recalculate every member's Subsidy USD immediately. Forum Placed Y25/26 is placeholder data until you upload the real historical file.

3+ Local events, Y26/27 ($ / member) Forum turnaround: Y25/26 No → Y26/27 Yes ($ / member) Survey filled, mid-year ($ / member)

Subsidy Earned by Chapter — Inactive Member Engagement (R3–R9)

Chapter	Members Tracked	Fully Qualified	Total Subsidy	Avg / Member

Inactive Member Engagement — R3–R9 tracker

Members older than 2 years and under 10 years, with fewer than 3 Local events in Y25/26. Local Y25/26 and Forum Placed Y25/26 are read-only baselines; Local Y26/27, INTL, Forum Trained, Forum Placed Y26/27 and Survey Mid Year are editable and save automatically. Subsidy USD is calculated from the Subsidy Value Areas above. Also respects the chapter filter at the top of the page.

Member	Chapter	EO Age	Status	Local Y25/26	Local Y26/27	INTL	Forum Trained	Forum Placed Y25/26	Forum Placed Y26/27	Survey Mid Year	Subsidy USD

Sourced from the MEPA Forum Status roster as of 17 June 2026 (member forum/moderator status and chapter forum list) — replaces the earlier TLI-survey-based estimate.

Placement Status

Forum & Moderator Training

Member Forum Status — chapter breakdown

Chapter	Members	Placed	Placement %	Forum Trained %	Moderator Trained %	Opted Out

Member Forum Status — full roster

Name	Chapter	Forum Trained	Moderator Trained	Opted Out	Primary Forum

Chapter Forum Roster — as of 17 June 2026

Chapter	Total Forums	Chapter Forums	SLP Forums	Key Exec Forums	Moderator Trained %

All forums

Forum Name	Chapter	Type	Moderator	Moderator Trained	Notes

Unused Voucher Exposure

Subsidy Value Areas — Voucher Utilization

Set the subsidy amount awarded per member who redeems their voucher this cycle. Changes recalculate every member's Subsidy USD immediately.

Voucher Used, Y26/27 ($ / member)

Eligible & Unused Vouchers — tracker

All members whose voucher is eligible and not yet used. Voucher Used Y26/27 is editable and saves automatically; Subsidy USD is calculated from the Subsidy Value Areas above. Also respects the chapter filter at the top of the page.

Member	Chapter	EO Age	Status	Local Y25/26	INTL Y25/26	Voucher	Amount Available	Expiry Date	Expiry Status	Voucher Used Y26/27	Subsidy USD

Subsidy Value Areas — Tenured Member Engagement

Set the subsidy amount awarded per member for each criterion below. Changes recalculate every member's Subsidy USD immediately. Forum Placed Y25/26 is placeholder data until you upload the real historical file.

3+ Local events, Y26/27 ($ / member) Forum turnaround: Y25/26 No → Y26/27 Yes ($ / member) Survey filled, mid-year ($ / member)

Subsidy Earned by Chapter — Tenured Member Engagement (10+ yrs)

Chapter	Members Tracked	Fully Qualified	Total Subsidy	Avg / Member

Tenured Member Engagement — 10+ year tracker

Members with 10 or more years in EO. Local Y25/26 and Forum Placed Y25/26 are read-only baselines; Local Y26/27, INTL, Forum Trained, Forum Placed Y26/27 and Survey Mid Year are editable and save automatically. Subsidy USD is calculated from the Subsidy Value Areas above. Also respects the chapter filter at the top of the page.

Member	Chapter	EO Age	Status	Local Y25/26	Local Y26/27	INTL	Forum Trained	Forum Placed Y25/26	Forum Placed Y26/27	Survey Mid Year	Subsidy USD

Sourced from the MEPA SLP (Spouse/Partner) list.

SLP Members — chapter breakdown

Chapter	SLP Members	% of Total

SLP Members — full list

Name	E-mail	Linked Member	Primary Chapter

Engagement Score Formula

Every member's engagement score is recalculated live from these weights and applied app-wide (Dashboard, Members, At-Risk Members, Chapter Health, Traffic Light Indicator, and every Membership Engagement Track tab). Adjust any value below to see the impact immediately.

Forum placed (% of score) Local event (% per event) Local event (max % cap) International event (% per event) International event (max % cap)

Status thresholds

Active — score greater than (%) At-Risk — score less than (%)

Everything in between the two thresholds is classified Inactive. Forum placement is matched against the real MEPA Forum Status roster by e-mail.

Status Distribution

Status by Chapter

Chapter	Members	Active	Inactive	At-Risk	Avg Score

Member Engagement Scores — full list

Name	Chapter	Forum Placed	Local Events	Intl Events	Score	Status

Regional funding pool remaining: —

$150 per qualifying event · up to $1,500 (10 events) per chapter · first-come, first-served against the $20,000 regional pool

Total events submitted

—

This fiscal year

Approved

—

Subsidy paid out

Pending review

—

Awaiting Regional Team

Rejected

—

Did not qualify

Submit a Small Group Event

Coffee meetup, lunch meetup, or informal member get-together. Must have 10+ total attendees, including at least 5 Year 1–2 members and 1–2 Platinum Members, to qualify for the $150 subsidy.

Event date

Venue

Event type

Year 1–2 members attending

Platinum members attending

Total attendance

Event photo (.jpg / .jpeg)

Paid venue invoice or receipt (.jpg / .jpeg / .pdf)

My Submissions

Small group events submitted by your chapter this fiscal year.

Event Date	Venue	Total Attendance	Status	Submitted	Subsidy	Evidence

Approval Queue — All Chapters

Regional Team / Admin only. Review submitted events against the attendance requirements and remaining subsidy pool before approving.

Chapter	Event Date	Venue	Y1–2 / Platinum / Total	Evidence	Approve	Reject

Chapter Subsidy Payments

Regional Team / Admin only. Record a payment against a chapter's earned subsidy. Overpayments are allowed but flagged in red.

Chapter

Amount ($)

Note (optional)

Chapter	Earned	Paid	Owed

Payment History

Chapter	Amount	Note	Paid By	Date

All Members

61 of 1372 members · 22 chapters

Member	Chapter	EO Age	Status	Engagement	Local	Intl	Voucher	Amount Available	Expiry Date	Gender	Email	Actions

At-Risk Members

303 members flagged for immediate and watch-list intervention

Critical risk

301

Score below 30

Watch list

2

Score 30–50

Avg days silent

71

Across at-risk group

High-tenure at risk

146

7+ year members

Chapter Health

RAG status across all MEPA chapters

My Engagement Experts

Madiha Latif & Stefanie Said — FY 2026/2027 selected pair

ML

Madiha Latif

Engagement Expert · EO Lahore, Pakistan

Primary: Onboarding · Belonging · At-Risk Re-engagement

Interview score53 / 80

Chapter event attendance85%+

EO Lahore tenure4 years

Prior rolesME Chair · Learning Chair

StrengthStrategic (15/22)

Swim lane — Madiha's focus areas

✓90-Day onboarding framework — monitor all new members

✓Navigator / Buddy program — pairing & tracking

✓At-risk re-engagement conversations (silent 30+ days)

✓Forum integration for new members (Trifecta)

✓New Member Welcome Events — planning & NPS tracking

SS

Stefanie Said

Engagement Expert · EO Tanzania

Primary: Belonging · Community Building · Communications

Interview score51 / 80

Commitment score11 / 10 ★

EO Tanzania tenureSince 2018

Prior rolesME Chair · Membership · Comms

StrengthExpectation/Time (11/10)

Swim lane — Stefanie's focus areas

✓Cross-chapter connection events (Breaking Barriers, Blind Dates)

✓Tenured member programs (Legends, 10+ year recognition)

✓Key relationships — SLP / family events & pilots

✓WhatsApp comms — campaigns, templates, inbox management

✓Post-event NPS collection & best-practice sharing

Monthly cadence — you + both experts

Week	Activity	Who leads	Output
Week 1	MED + Experts sync call	You (MED)	Monthly priorities set, KPI review
Week 2	Chapter chair calls (Madiha)	Madiha	Onboarding & at-risk updates per chapter
Week 3	Chapter chair calls (Stefanie)	Stefanie	Events, recognition & comms updates
Week 4	Regional Council monthly	You (MED)	Engagement report to RC + action items
Monthly	WhatsApp pulse campaign	Stefanie	All-member engagement touchpoint
Quarterly	NPS / happiness survey	Both experts	Satisfaction data, early disengagement signals

90-Day Plan

June – August 2026 · You + Madiha + Stefanie

FY 2026–2027 High-Level Engagement Plan

#	Focus Area	Measure	KPI Target
1	New Member Engagement	Attend one regional event / use vouchers	100 Vouchers
2	Tenured / Disengaged Member Engagement	Attend Events / Year	Min 2 Events
3	Family Engagement	Create More SLP Forums	TBD
4	Small / Medium <75 Member Chapters	Momentum Events / Year	16 Events
5	Retention	Percentage of Renewal	95%

1

Phase 1 — Foundation (June 2026, Days 1–30)

Get oriented, build relationships, understand the landscape

You (MED)

Intro call with Regional Chair & Staff Liaison

Welcome calls with all 6 chapter ME Chairs

Review engagement dashboards for all chapters

Onboard Madiha & Stefanie — role charter session

Align with other MEDs across regions

Set FY KPIs in Regional Action Plan

Get voucher non-usage data from region — owner: Asher / Roselyn · Budget: $5,000 · Due: 26 Jun

Put non-voucher members on dashboard with names — owner: Roselyn · Due: 26 Jun

Submit budget proposal (deadline: 25 Apr → usual release: end of June)

Madiha + Stefanie

Intro to all chapter ME Chairs in their swim lane

Review new member list — identify those needing onboarding support

Identify top 3 at-risk members per chapter

Establish WhatsApp comms channels (Stefanie)

Review Navigator/Buddy program status per chapter (Madiha)

Engagement Chair to coordinate chapter-level action plan with deliverables — support: Regional & Chapter Staff · Due: 26 Jun

Get disengaged tenured member data from region — owner: Asher / Roselyn · Due: 26 Jun

Push regional events through Marketing team — End of Q1

2

Phase 2 — Activation (July 2026, Days 31–60)

Launch systems, begin outreach, establish rhythms

You (MED)

First RC engagement report — set baseline KPIs

Launch monthly expert sync cadence

First at-risk intervention calls for critical members

Confirm Regional Action Plan funding allocation

Attend first chapter event as MED

Launch new program for 1–3 year members — Multi-chapter & Exploration Events, 60 seats · Budget: $25,000 · End of Q1

Incentivise voucher usage — top 5 chapters by voucher use each get $1,000 · Support: RC/Growth · End of Q1

Tenured members: 10+ voucher unlock for Unleash · Budget: $25,000 · End of Q1

Get retention data dashboard live · End of Q2

Incentivise renewal program from previous year · End of Q2 · Support: Growth ($25,000)

Madiha + Stefanie

First monthly WhatsApp pulse campaign (Stefanie)

At-risk personal outreach begins — critical members (Madiha)

First cross-chapter connection event planned (Stefanie)

90-day onboarding check — all members who joined in April/May

Dashboard review with each chapter ME Chair

Family Engagement: Plan non-forum spouses placement in a forum — support: Chapter Forum Chair / SLP Chair · End of Q1

Family Engagement: Launch Next Gen Forum plan — support: Chapter Forum Chair · End of Q1

New SLP forum starter kit incentive — $500 per new forum · Support: RC/Growth · End of Q1

Small chapter Momentum program: 50% attendance $500 + 10 prospects $500 + 2–3 conversions $500 · End of Q1

Keep pushing MyEO program — consolidate data with Roselyn & chapter staff · Support: MyEO Expert · $5,000 · End of Q1

Create Tenured Member Engagement Program — longer term development plan · End of Q1

3

Phase 3 — Momentum (August 2026, Days 61–90)

Measure early results, adjust, set H2 priorities

You (MED)

90-day review with Madiha & Stefanie — what's working

Present Q1 engagement data to RC

Refine at-risk watchlist — move resolved members

Plan GLC attendance & Director Training (Sept/Oct)

Set Q2 priorities based on Q1 data

Run TLI aggressively and effectively · End of Q3

Apply for Growth Budget, Member Engagement, Priority Market Budget, Growth Budget

Madiha + Stefanie

First quarterly NPS survey launched (Stefanie)

Tenure milestone recognition batch — celebrate 3/5/7/10yr (Stefanie)

New member 90-day completion audit (Madiha)

At-risk scorecard update — report outcomes to MED

First best-practice sharing across chapters

New Member onboarding review: Onboarding → Engagement → Navigator System (Madiha)

WhatsApp journey: Video from chair → member story → call to action (Stefanie)

Small chapter Momentum check — verify event cadence on track (16/year target)

90-day success metrics — what good looks like

KPI	Baseline (June)	Target (Aug)	Owner
At-risk members contacted	0	100% of critical list	Madiha
New members with buddy assigned	Unknown	90%+	Madiha
Monthly WhatsApp campaigns sent	0	2 campaigns live	Stefanie
Chapter ME Chairs contacted	0	All 6 chapters	Both
NPS survey baseline	None	First survey done	Stefanie
Dashboard review adoption	Unknown	All chapters monthly	You (MED)
Vouchers used (region-wide)	~263 used	400+ target	MED + Chapters
Call attendance KPI	—	80%	MED
Momentum events (small chapters)	—	16 / year on track	Stefanie
Renewal rate	Current baseline	95%	MED

Budget Plan — FY 2026–2027

Programme	Source	Amount
New Member Programme (voucher incentive)	Engagement	$5,000
1–3 Year Member Programme (exploration events)	Engagement	$25,000
Family Engagement / SLP forums	Engagement	$5,000
MyEO Push Programme	Engagement	$5,000
Tenured Member Unleash vouchers	Engagement	$25,000
Ignite events	Region	$10,000
Saudi Summit	Region	$5,000
Retention incentive programme	Growth	$25,000
Additional region budget	Region	$10,000
Total Budget Ask		$115,000

📅 Proposal deadline: 25 April · Budget release: end of June

WhatsApp Comms Module

1,350 members · 6 chapters · Connected

Total reach

1,350

Members opted in

Avg open rate

87%

vs 22% email

Response rate

34%

+12% this month

Unread replies

23

Needs attention

Audience segments

New members (0–12 months)

Onboarding · welcome + buddy + 30/60/90 day check-ins

187

Growing members (1–4 years)

Deepening engagement · forum value, events, referrals

412

Established members (5–8 years)

Peer leadership · mentoring, contribution, legacy

489

Tenured members (9+ years)

Retention focus · relevance, recognition, elder program

196

At-risk members

Silent 30+ days · intervention, personal outreach

66

Inbox — recent replies

KA

Khalid Al-Rashid At-risk

Honestly I've been very busy with a new venture. Not sure EO is adding value right now...

2h ago

DH

Dina Hassan Watch

The forum timings clash with my schedule. Is there any flexibility?

5h ago

YS

Yousef Al-Sabah

Really loved the last regional event! When is the next one?

1d ago

FA

Fatima Al-Ali

Score: 5/5. Forum is great. One thing: more cross-chapter events please!

2d ago

Message Templates

6 Meta-approved WhatsApp templates across the full member journey

Onboarding

Welcome + onboarding link

Sent on membership activation. Includes portal link, buddy intro, and first step.

New members · Day 1

Monthly

Monthly engagement pulse

Simple 2-question check-in sent to all members on the 1st of each month.

All members · Monthly

Feedback

Happiness & feedback survey

Quarterly satisfaction check. Replies go directly to engagement inbox.

All members · Quarterly

Re-engagement

Silent member re-engagement

Personal tone. Sent when a member has been silent for 30+ days.

At-risk · Triggered

Tenure

Tenure milestone recognition

Celebrates 3, 5, 7, 10+ year anniversaries. Drives belonging and referrals.

Based on join date · Automated

Post-event

Post-event feedback

Sent 24 hours after any chapter or regional event to attendees.

Event attendees · +24h

Sample — welcome + onboarding message

Hi {{name}}! Welcome to EO MEPA — we are so glad you are here. 🎉 Your onboarding link: [link] Your Navigator buddy: {{buddy_name}} ({{buddy_chapter}}) Your first step: introduce yourself in your chapter WhatsApp group. We will check in with you on Day 7. Welcome to the family! MEPA Engagement Team

Delivered via WhatsApp Business API · personalised per member · owned by Stefanie Said

Campaigns

Scheduled, sent, and draft WhatsApp campaigns

March monthly pulse — all members

Sent 1 Mar 2026 · 9:00 AM GST · All 1,350 members

1,174 delivered87% opened412 replied

At-risk re-engagement — Feb cohort

Sent 20 Feb 2026 · At-risk segment · 66 members

61 delivered78% opened29 replied

Tenure milestones — Feb batch

Sent 14 Feb 2026 · 23 members hitting 3/5/7/10yr anniversaries

23 delivered100% opened18 replied

April monthly pulse — all members

Scheduled 1 Apr 2026 · 9:00 AM GST · All segments

Scheduled

Q1 happiness survey — all members

Scheduled 15 Apr 2026 · Quarterly satisfaction check

Scheduled

New member onboarding — March joiners

Draft · 24 new members joined in March

Draft

Platform Recommendation

WhatsApp Business API provider comparison for MEPA

Recommended: WATI — best balance of ease, inbox, automation, and price

No technical team needed · Go live in 7–10 days · ~$150–200/month for all 1,350 members

WATI

Best for non-technical teams

Recommended

No-code chatbot, shared inbox, drip campaigns, bulk broadcast, WhatsApp-only focus

~$99/month

Pro plan · 5 users · unlimited broadcasts

Trengo

Best for omnichannel teams

Runner-up

Omnichannel (WA + email + social), strong team collaboration, GDPR compliant

~$170–344/month

Boost plan · 5 users · billed annually

Bird (MessageBird)

Best for enterprise scale

Enterprise

Global scale, multi-language, advanced API. Requires technical setup.

~$45/month + usage

Pay-as-you-go · 3,000 contacts included

Estimated monthly cost — WATI for MEPA

Component	Detail	Est. cost/month
WATI Pro plan	5 users, unlimited broadcasts, shared inbox, automation flows	$99
Meta fees — marketing	~1,350 members × 2 broadcasts/month. First 1,000 conversations free.	~$40–56
Meta fees — utility	Onboarding flows, automated replies (~300 conversations/month)	~$6
Expert inbox access	+$15/user/month for Madiha & Stefanie (optional)	$0–30

Estimated total per month$149–199 / month

Estimated annual budget~$1,800–2,400 / year

Setup Guide

Go live with WATI + WhatsApp Business API in 7–10 days

What you need before starting

✓

A dedicated phone number for MEPA (new SIM or virtual number — not your personal one)

✓

An official Facebook Business Manager account for EO MEPA

✓

EO MEPA logo, official name, and website URL for business verification

✓

Member contact list: name + WhatsApp number (export from EO member portal)

✓

Opt-in confirmation from members (critical for WhatsApp policy compliance)

Go-live timeline

1

Business verification from Meta: 1–3 days

2

WATI account setup + number connection: 1 day

3

Message template approval from Meta: 1–2 days

4

Contact import + segment setup: 1 day

5

Test campaign to 10 members: 1 day

✓

Total: live within 7–10 days

Step-by-step setup — WATI for MEPA

1

Sign up at wati.io and start free trial

Go to wati.io, click "Get Started Free." Select the Pro plan ($99/month). 7-day free trial — no credit card needed to start.

15 minutes

2

Connect Facebook Business Manager

Link WATI to EO MEPA's Facebook Business Manager account via WATI's embedded signup. This triggers Meta's business verification process.

30 minutes · Meta approves in 1–3 days

3

Connect your dedicated WhatsApp number

Add a new phone number to WATI. This becomes the official "EO MEPA" WhatsApp number members will see. Request the green verified badge once volume picks up.

1 hour

4

Submit 6 message templates for Meta approval

All broadcast messages must use pre-approved templates. Submit: welcome, monthly pulse, re-engagement, happiness survey, tenure milestone, post-event. Meta reviews within 24–48 hours.

2 hours to write · 1–2 days approval

5

Import member contacts and build segments

Export your 1,350 member list from the EO portal as CSV (name + WhatsApp + tenure). Import into WATI and create 5 segments. Tag members with chapter names for filtering.

2–3 hours

6

Build onboarding automation flow

Use WATI's no-code flow builder to create the 5-step new member journey (Day 1, 7, 30, 60, 90). Test with 5 internal contacts first. Madiha owns this flow.

3–4 hours

7

Send pilot broadcast to 50 members

Start with one chapter (UAE or KSA). Send first monthly pulse message. Monitor delivery, open signals, and replies. Iterate before rolling out to all 1,350.

Day 8–10

Traffic Light Indicator

FY 25/26 Pulse Survey — 1,430 member responses across 21 MEPA chapters

Chapter

Renew Intent

Tenure

Forum Experience

Chapter Direction

Value Rating (min)

Chapter Overview — Renewal Intent

% of filtered respondents by chapter and renewal intent

Experience Ratings by Chapter

Average scores (1–10 scale) for value and NPS; sentiment for experiential items

Member Responses

Member	Chapter	Renew	Tenure	Value	NPS	Forum	Direction	Hesitation / Missing

Archetype Quiz

1,430 members · quiz completion & archetype results across 22 MEPA chapters

Search

Chapter

Archetype

Quiz Status

Archetype Distribution

Breakdown of completed quizzes by resulting archetype

Completion by Chapter

Quiz completion rate per chapter, in current filter

Member Results

Member	Chapter	Quiz Status	Archetype	Email

Unleashed Dashboard

Mepa Events · UNLEASHED registration tracker — 88 registrations across 21 chapters

Search

Sort

MLS

Mepa Events · Coming soon

This section is under construction. Check back soon.

Engagement & TLI Correlation Analysis

Segmented by chapter size for accurate peer-group comparisons

Engagement Score vs Member Value

Full Correlation Matrix — Chapter Level

Strong positive Strong negative Weak / none

TLI Sentiment by Chapter RAG Status

Renewal Rate vs Engagement Score — by Chapter

Key Correlations & Strategic Implications

Manage Fiscal Years

See what's tagged to each year, and remove any you don't need

Roles & Employees

Manage who can log in and what they can see

EMPLOYEES

CREATE A NEW ROLE

ROLES & PERMISSIONS

Global Dashboard

Live view of the EO Global Member Engagement Dashboard — always shows current data, pulled fresh from the source each time this tab is opened

Open in new tab ↗

Source: https://phpstack-1380479-5271542.cloudwaysapps.com/dashboard/member-engagement-dashboard/index.php · embedded live. If the dashboard doesn't render above (some sites block embedding in an iframe), use "Open in new tab" instead.