Custom Dashboards in Momenta are created upon request by the BTS Data Team via data.support@bts.com. These dashboards are built in Power BI and tailored to client needs, offering more specific insight than standard dashboards. This article outlines how to enable access, what data is included by default, and how to customize your dashboard.

Enabling Access to a Custom Dashboard

Add the user to the relevant Momenta cohort.
Go to the user’s Participant Permissions page.
Assign the following roles:
- Report Reviewer – grants dashboard visibility
- Facilitator – required to unlock dashboard access (user cannot be both Participant and Facilitator)
Repeat this process for every journey the user is assigned to under the same client.
Use the journey filter dropdown to verify and update permissions across all journeys.

Default Dashboard Pages

Default Filters (Available Across All Pages)

Select Journey
Select Cohort
Select Team
Optional: Select Pathway (group of related journeys)

Dashboard Page (Overview)

User logins by session/date
Device usage (desktop/mobile/browser type)
Top activities by time spent
Login trends by hour
Time zone breakdown
Registered vs Active vs Completed users

Track User Progress

Visual progress by stage/module/activity
Active and inactive users per item
Completion tracking across the journey

Clicking on a module or activity updates user lists in real time.

Data Exports

You can export raw or filtered data directly from the dashboard by clicking the three dots next to each visual and selecting Export Data. Available exports include:

Registered Participant Details – Name, email, cohort
Participant Actions & Go-Do Details – Activity-level commitment info
Participant Status at Activity Level – Completion vs in-progress
Participant Responses Across Journey – Full answer export by user

Customizing a Dashboard

Requirements Before Requesting Customization

Journey Finalized – All questions, participants, and logic must be stable
Desired Insights Identified – Project team has a clear vision of what to track
Dummy Data Entered – Test users or seeded data must be available

Step-by-Step Customization Process

Initial Request: Email data.support@bts.com and book a scoping call with the Data Team + Momenta Consultant.
php-template Copy Edit
Mock-Up (1–2 Weeks):Create a draft dashboard in Miro with:
- Page layout
- JSIDs (journey IDs)
- Desired filters and logic
Data Team Review: Feasibility check — can Power BI support what’s outlined?
Project Team Review: Discuss goals and adjust based on feedback.
Revision (1 Week): Final updates and alignment with Data Team.
Final Review: All parties sign off on mock-up before development begins.
Production (1–2 Weeks): Data Team builds the dashboard.
Dashboard Review (1 Week): Feedback cycle begins in Miro.
Revisions (1–2 Weeks): Updates made as needed.
Final Delivery: Access granted to stakeholders once approved.

Reminder: The project team is responsible for managing client expectations and reviewing drafts. The Data Team supports technical feasibility and build execution.

Visual Aids

Default Custom Dashboard Page

Enabling a User for Viewing the Custom Dashboard

Track User Progress

Data Exports

Example Mocked Up Dashboard Page with all Relevant Formulas, Layouts & JSIDs