Onboarding Dashboards

Onboarding dashboards provide early visibility of new starts and the initial learner journey, helping organisations manage learners efficiently while ensuring compliance and quality from day one. By monitoring progress and highlighting potential issues, providers can take timely action to support learners and improve engagement and retention.

We review and document your end-to-end onboarding process, identifying required insights, metrics and overall dashboard layout. We then create dashboards tailored to your requirements, giving teams the information they need to act quickly and confidently.

Key benefits for your teams:

• Senior Leaders: Gain a strategic overview of the onboarding process, spot bottlenecks, and identify opportunities to improve workflows and reduce administration time.

• Business Development Teams: Spend less time searching for information and tracking learner progress, enabling more efficient handovers between teams and smoother onboarding for learners and employers.

• Compliance Teams: Identify eligibility and compliance issues early, ensuring learners meet requirements and reducing risk.

Clients have reported saving up to 10 hours of administration per week by using our onboarding dashboards, freeing teams to focus on supporting learners and improving outcomes.
Based on client experience; results may vary depending on processes and team size.

Operational Dashboards

Operational dashboards give delivery teams and managers real-time insight into learner progress, caseloads, and day-to-day activity. By consolidating key operational data in one place, including learning plan components, teams can act faster, prioritise interventions, and reduce time spent searching for information in Aptem.

Our core dashboards consolidate learner metrics, learning plan elements, and progress in one location, allowing delivery teams to manage provision efficiently. Thresholds can be updated to focus on the metrics that matter most to your teams, highlighting best practice and areas for improvement.

Key benefits for your teams

• Senior Leaders: Understand operational performance at a glance, spot trends, and identify where interventions are needed.

• Delivery Teams: Spend less time tracking learners and searching for updates, enabling more time for direct learner support.

• Business Support Teams: Monitor compliance and activity efficiently, reducing manual reporting tasks.

Strategic Dashboards

Strategic dashboards provide senior leaders with a high-level view of organisational performance, trends, and emerging risks. By consolidating key metrics across learners, delivery, and compliance, leaders can make evidence-based decisions, identify areas for improvement, and respond proactively to challenges.

Our dashboards summarise operational and learner data in one place, highlighting patterns and bottlenecks so leaders can focus on strategic priorities and set key performance indicators. They include real-time indicators aligned with the apprenticeship accountability framework, enabling early interventions, and provide first insights into inclusion metrics, helping providers track the progress of disadvantaged learners and prepare for inspections.

Key benefits for your teams

• Senior Leaders: Monitor organisational performance at a glance, spot trends, and identify opportunities for improvement.

• Management Teams: Understand how operational and learner outcomes align with strategic objectives to support planning and resource allocation.

• Delivery Teams: See how their work contributes to organisational goals, improving alignment and accountability.

Financial Forecasting and Reconciliation Dashboards

Financial dashboards provide visibility and control over funding income, helping organisations plan confidently and manage resources efficiently. By analysing historical Aptem data to identify trends and combining it with predicted starts, our dashboards support accurate 5-year forecasting, variance tracking, and co-investment management - all in one place.

Our tools consolidate key financial and learner data, enabling finance, compliance, and leadership teams to monitor performance, identify anomalies, and act proactively. Forecasting factors can be updated by users to reflect changing circumstances, giving a dynamic, long-term view of financial health.

Key benefits for your teams

• Senior Leaders: Gain confidence in financial performance and forecasts, enabling informed strategic decisions.

• Finance Teams: Reduce time spent reconciling funding and tracking variances, improving efficiency and accuracy.

• Compliance Teams: Monitor funding and co-investment processes proactively, ensuring compliance and reducing risk.

Ready to see how our Aptem Power BI Dashboards can work for your organisation?

Contact us for a free consultation to explore how our dashboards can reduce administration, highlight risks early and improve learner outcomes