Dashboards

The CTMS application provides role-based dashboards that display relevant KPIs and metrics based on your user role. Each dashboard is tailored to show information most relevant to your responsibilities.

Dashboard Types

Role	Dashboard	Focus Area
Platform Administrator	Admin Dashboard	System-wide metrics, site performance, safety
Study Designer	Designer Dashboard	Study configuration, CRF design, site setup
Study Coordinator	Coordinator Dashboard	Enrollment, visits, daily operations
Principal Investigator	Principal Investigator Dashboard	Assigned studies oversight, compliance (view-only)
Patient/Subject	Subject Dashboard	Personal health data, vitals, appointments

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Platform Administrator Dashboard

The Admin Dashboard provides a comprehensive view of all clinical trial operations across the platform.

KPIs Displayed

KPI	Description
Total Enrolled	Number of subjects enrolled across all studies
Screen Failure Rate	Percentage of screening failures
Active Studies	Number of currently active studies
Active Sites	Number of sites currently enrolling
Visit Compliance	Percentage of completed vs scheduled visits
SAE Count	Total Serious Adverse Events reported

Visualizations

• Enrollment Trend — Line chart showing enrollment over time
• Subject Status Distribution — Pie chart of subject statuses
• AE by Severity — Bar chart of adverse events by severity level
• Site Performance — Table of sites by country and status

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Study Designer Dashboard

The Designer Dashboard focuses on study setup and configuration tasks.

KPIs Displayed

KPI	Description
Total Studies	Number of studies in the system
Active Studies	Studies currently recruiting
Draft Studies	Studies in configuration
Configuration %	Percentage of fully configured studies
Total Sites	Number of configured sites
Site Activation %	Percentage of activated sites

Widgets

• Studies by Phase — Distribution across Phase 1-4
• Studies by Status — Active, Draft, Recruiting, Completed
• Sites by Country — Geographic distribution
• Setup Checklist — Common configuration tasks

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Study Coordinator Dashboard

The Coordinator Dashboard focuses on day-to-day clinical operations.

KPIs Displayed

KPI	Description
Total Enrolled	Subjects enrolled in assigned studies
Active Subjects	Currently participating subjects
Screen Failures	Number of screening failures
Visit Compliance	Scheduled visit completion rate
Pending Visits	Upcoming scheduled visits
Recent AEs	Adverse events in selected period

Visualizations

• Enrollment Trend — Daily/weekly/monthly enrollment
• Subject Status — Distribution by enrollment status
• AE Severity — Breakdown by severity (Mild/Moderate/Severe)

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Principal Investigator Dashboard

The Principal Investigator Dashboard provides oversight of assigned studies with view-only access to operational metrics.

KPIs Displayed

KPI	Description
Total Enrolled	Subjects enrolled in assigned studies
Active Subjects	Currently participating subjects
Screen Failures	Number of screening failures
Visit Compliance	Scheduled visit completion rate
Pending Visits	Upcoming scheduled visits
Recent AEs	Adverse events in selected period

Visualizations

• Enrollment Trend — Daily/weekly/monthly enrollment
• Subject Status — Distribution by enrollment status
• AE Severity — Breakdown by severity (Mild/Moderate/Severe)

Access Restrictions

Principal Investigator Permissions

Principal Investigators have read-only access to study data. They can:

• View all study metrics and KPIs
• Review subject status and progress
• Monitor compliance and safety data

They cannot:

• Add or modify sites
• Create or update subjects
• Access REST API documentation
• Manage study configuration

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Subject/Patient Dashboard

The Subject Dashboard provides participants with their personal health information.

Information Displayed

Section	Description
Study Enrollment	Current study participation details
Days in Study	Duration since enrollment
Completion Progress	Study progress percentage
Recent Vitals	Blood pressure, heart rate, temperature, weight, SpO2
Upcoming Visits	Scheduled appointments
Past Visits	Completed visit history

info

All patient data is sourced from the Cube.js semantic layer, ensuring a single source of truth across the application.

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Using the Date Range Picker

All dashboards include a date range picker to filter displayed data.

Preset Options

• Last 7 Days
• Last 30 Days
• Last 90 Days
• Year to Date
• Custom Range

Refreshing Data

Click the Refresh button to reload the latest data from the analytics server.

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Permission Summary

Dashboard access is automatically determined by your assigned role:

Permission	Admin	Designer	Coordinator	PI	Patient
View Admin Dashboard	✅	❌	❌	❌	❌
View Designer Dashboard	❌	✅	❌	❌	❌
View Coordinator Dashboard	❌	❌	✅	✅	❌
View Subject Dashboard	❌	❌	❌	❌	✅
Export Dashboard Data	✅	✅	❌	❌	❌

tip

If you have multiple roles, the dashboard shown is determined by role priority: Patient → Admin → Study Designer → PI → Coordinator.