Navigating the Dashboard

When you log in to Lumofy, you land on the Dashboard. The left sidebar is your primary navigation and remains visible on every page. Everything you need, from managing your organization to building learning content and running performance cycles, is one click away from the sidebar.

The sidebar is organized into five main areas:

Click any item to expand its sub-sections. The active section is highlighted in blue.

The Dashboard is your home page. It gives you a real-time snapshot of platform activity across three areas:

Roadmap Banner Shows your Company Profile completion percentage. Click Add Strategy to continue filling in your company data and improve AI output quality.

Actions Center Divided into two panels:

Analytics Four tabs give you a performance overview across the platform:

Expand Company in the sidebar to access three sub-sections.

Located at Company → Profile

This is where you configure your organization's identity and feed Lumofy's AI with the context it needs. It includes: About the Company, Company Vision, Company Mission, Company Values, Business Objectives, Company Strategy, Operation Plan, Company KPIs, Business Information, and Team & Demographics.

Located at Company → Structure

This is where you build your organizational hierarchy. The page shows four levels: Legal Entity, Division, Department, and Role, along with their counts. Switch between Structure and Org Chart views using the toggle at the top. Use Job Levels to define seniority tiers, and Add New to add any level to your hierarchy.

Located at Company → Talents

This is your full user list. It shows each talent's name, role, department, and line manager. Use the tabs to switch between Talents, Talent Count, and Requires Attention. Use + New Talent to add users manually, or the dropdown arrow next to it to bulk import via Excel.

Expand Competencies in the sidebar to access two active sub-sections.

Located at Competencies → Framework

This is where you build your competency library. Competencies are organized into Clusters (e.g. Interpersonal, Technical, Core). Each cluster contains individual competencies. Use Add New to create new clusters or competencies, or Ask AI to generate competency suggestions based on your company data.

Located at Competencies → Evaluation

This is where you manage Talent Assessments. The page has two tabs:

Each assessment shows how many talents are enrolled and whether it is Active or Not Active. Credit balance is displayed at the top. Use + Request Additional Credits to top up.

Expand Performance in the sidebar to access Cycles.

Located at Performance → Cycles

This is where you create and manage performance cycles. Each cycle card shows its name, status (Draft or In Progress), participant avatars, and date range. Use + New Cycle to start a new cycle. Cycles in Draft status show a Complete Configuration button; active ones show View Details.

Expand Develop in the sidebar to access four sub-sections.

Located at Develop → Pathways

This is where you manage Development Pathways. The list shows pathway name, language, enrolled talent count, source, and status. Use + New Pathway to create a pathway. Use Content Providers to connect external content sources.

Located at Develop → Content Builder

This is where you create individual learning items. Click + New Item to choose from four types: Course, Game, Kits & Guides, or Bite. Existing items are listed with their type, language, source, and status.

Located at Develop → Quizzes

This is where you build and manage quizzes. Each quiz is displayed as a card with its name and description. Use + New Quiz to create a new one.

Located at Develop → Sessions

This is where you manage learning sessions. Switch between Upcoming sessions and Past sessions using the tabs. Each session card shows the session type (Online), delivery mode, date, duration, language, and assigned trainer. Use + New Session to create a session. You can add a live session (scheduled for a future date) or a recorded session (a past recording shared with Talent).

Expand Engage in the sidebar to access two sub-sections.

Located at Engage → eNPS

This is where you create and monitor Employee Net Promoter Score surveys. Each card shows the eNPS name, date range, frequency, and status. Use Create eNPS + to launch a new one. Click View Insights on any card to see results.

Located at Engage → Surveys

This is where you create and manage Engagement Surveys. Each card shows the survey name, date range, frequency, and status. Use Create Survey + to launch a new survey. Click View Insights to view results.

These items appear below the main modules in the sidebar.

Located at Tools → Integrations

This is where you connect external content providers to Lumofy. Each provider appears as a card showing its name, description, and category (e.g. Talent Development (L&D)). Use the search bar or Filter By Category dropdown to find specific providers. Once connected, their content becomes available inside Development Pathways and Content Builder.

Located at Tools → Company Templates

This is where you manage your organization's certificates and badges. The page has two tabs: Certifications and Badges. Each template shows a thumbnail preview, name, type (Custom), language, and status (Active or Inactive). Use the three-dot menu on any template to edit, duplicate, or delete it.

Located at Tools → Leaderboard

This is where you manage the platform leaderboard. Use the Enable Leaderboard toggle at the top to activate or deactivate leaderboard visibility across the platform. When active, the page shows a visual ranking chart with the top users, their names, ranks, and engagement tiers (e.g. Legend, Champion, Engaged). Use Search, Filters, and Export to explore the full leaderboard data.

These items appear at the bottom of the sidebar and link to Lumofy's external product resources.

Opens a side panel showing Updates & Releases: a chronological feed of new features, improvements, and fixes. Each entry has a date, a status badge (e.g. Released), and a description. You can subscribe via email or RSS to stay notified.

Opens a side panel where you can submit ideas, vote on existing feature requests, and help shape Lumofy's roadmap. Each request shows a title, description, vote count, and status (e.g. Gathering votes). Click Request a Feature to submit a new idea.

Opens the Lumofy public roadmap at roadmap.lumofy.com. The Roadmap tab shows upcoming initiatives organized into four columns: Committed But Later, Next, In progress, and Released. You can also switch to Feature Requests and Updates & Releases tabs from the top navigation.

Opens the Lumofy Help Center (this site) where you can search for articles, browse by category, and find step-by-step guides for all platform features.