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Journeys Dashboard

The Portal now includes a new dashboard type, the Journeys Dashboard. This dashboard allows Portal users such as Fund Managers to view and track the progress of all journeys currently in progress for their associated investors.
This provides a single, consolidated view of journey activity directly in the Portal, giving external users visibility into onboarding and review progress without needing access to the Fenergo system.

Key Highlights:

  • Configurators can select from existing Journey Views in Fenergo to determine which journeys and columns are displayed in the Portal.
  • Supports pre-filtering rules, allowing admins to restrict what journeys are visible to specific users/ roles.
  • Users can apply multiple filters to narrow results and locate specific journeys quickly.

User Guide Reference: Using Portal Dashboards > Journeys Dashboard