Setup a Custom Dashboard

1. Add the user to the relevant cohort in Momenta
2. Navigate to Participants → Search by name or email
3. Click Edit → go to Participant Permissions
4. Select the journey from the dropdown
5. Assign the following roles:
   • Facilitator (required for dashboard access)
   • Report Reviewer (unlocks analytics view)

Note: If the user is in multiple journeys under a single client, assign both roles in every journey for access to function correctly.

Filters

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

Dashboard Overview

• User logins by session and time of day
• Device usage (iPhone, Android, Windows, etc.)
• Top activities by time spent
• Time zone distribution
• Registered vs Active vs Completed participants

Track User Progress

• Stage/Module/Activity level tracking
• Bar graphs of completions vs in-progress
• Filterable lists of active/inactive users

Data Exports

• Registered Participants – Name, email, cohort
• Participant Actions & Go-Dos – Commitment status & details
• Status at Activity Level – In Progress or Completed
• User Responses – All inputs across the journey

To request a fully custom dashboard, the following must be in place:

1. Journey Finalized: No further changes to structure or questions
2. Desired Insights Defined: What metrics the team wants to show
3. Dummy Data Entered: Must have test users to generate analytics

Custom Build Workflow

1. Submit Request: Email data.support@bts.com and schedule a scoping meeting with a Momenta Consultant
2. Mock-Up (1–2 weeks):Create dashboard layout using Miro, include:
   • Page layouts
   • JSIDs for response fields
   • Desired logic or formulas
3. Data Team Review: Feasibility check (tech limitations, structure)
4. Project Team Review: Approves layout, suggests revisions
5. Revision Round (1 week): Apply project team feedback
6. Final Approval: Confirm final design with Data Team
7. Production (1–2 weeks): Data Team builds in Power BI
8. Review Period (1 week): Project team reviews & comments in Miro
9. Final Revisions (1–2 weeks): Last round of updates
10. Go Live: Grant access to stakeholders

Reminder: The project team is responsible for reviewing, approving, and communicating dashboard changes to the client.

Visual Aids

Default Custom Dashboard Page