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 four 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 → Workforce Intelligence Map

This gives you an overall view of your company's structure, displayed as an interactive map or tree chart. Use the toggle icons at the top right to switch between the two views, and Search by name to locate a specific person.

A Workforce Readiness card shows the percentage of employees currently meeting or exceeding the minimum competency level required for their role, along with the change compared to last quarter.

Hover over any person's icon on the map to see more detail about their job role fitness and competency gaps.

Use Customise View to control what's shown on the map:

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 three 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 → Analysis

This is where you review your organization's competency matrix and identify gaps across your team. It includes two views: Competencies Matrix, showing every talent's level against expected competencies, and Gaps, highlighting where the biggest gaps exist across your talents. Click any result to open an in-depth analysis, including an AI-generated summary. This is also where you configure how competency levels are calculated, via Manage Methods.

Located at Competencies → Assessments Records

This is where you view results and insights for your configured Talent Assessments (AI Competency Assessment and Psychometric Assessment). See completion stats, drill into a specific competency or assessment, and open individual talent insights.

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.

Located at Performance → Goals

This page gives you a complete view of every Talent goal across your organization. Overview cards at the top summarize goal health at a glance: Goal Health Rate, Goals Progress, and Goals Status (On Track, Off Track, At Risk, Completed, Missed).

Below, a table lists every goal with its owner, status, current value, target value, and progress. Use Filters to narrow the list and Search to find a goal by title. Use Export to download the list.

Click any goal to open its detail page. From there you can review progress on its Action Items, and read the comments added by the talent or their manager. Admins can also add their own comment.

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 → 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).

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.

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 → 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.