Understanding Your Dashboard  ## Metadata - Author: [[Open Collective]] - Full Title: Understanding Your Dashboard - Category: #articles - Document Note: --- tags: - #OpenCollective - #Dashboard - #UserExperience Author: Open Collective Team Source: YouTube Reference: [Understanding your dashboard](https://www.youtube.com/watch?v=WmM0BapZhwA) date created: {{2025-08-22}} {{23:15}} --- # Title: Understanding the New Open Collective Dashboard ## Table of Contents: - [📝 Summary](#-summary) - [📖 Main Content](#-main-content) - [🗒️ Notes](#️-notes) - [📖 References](#-references) - [🗣️ Paraphrase](#-paraphrase) - [📰 Newsletter](#-newsletter) - [✅ Action Items](#-action-items) - [🧪 Hypotheses](#-hypotheses) - [📊 Methodology](#-methodology) - [❓ Questions](#-questions) - [🔮 Future Research](#-future-research) - [💡 Implications](#-implications) - [🧠 Learning Styles Assessment](#-learning-styles-assessment) - [📊 Accessibility Assessment](#-accessibility-assessment) - [🌍 DEIB Assessment](#-deib-diversity-equity-inclusion-and-belonging-assessment) - [✅ Logical Validity](#-logical-validity) - [🔍 DARVO Analysis](#-darvo-analysis) - [🔍 SEO Evaluation](#-seo-evaluation) - [🎯 Conclusion](#-conclusion) --- ## 📝 Summary The new Open Collective dashboard is a **centralized command center** for users to track activity, manage contributions, monitor expenses, and navigate between roles. Features include an **account switcher**, redesigned **sidebar**, comprehensive **settings management**, **search capabilities**, and quick access between **dashboard and explore modes**. The update emphasizes streamlined workflows, customization, and feedback-driven improvement. --- ## 📖 Main Content The dashboard redesign focuses on improving **user efficiency** and **multi-role navigation**: - **Personal dashboard as command center**: Offers a snapshot of contributions, expenses, and transactions. - **Account switcher**: Enables seamless transitions between personal and admin roles. - **Redesigned sidebar**: Prioritizes frequent tasks such as approving expenses or checking activity. - **Settings dropdown**: Consolidates payment, profile, and security customization in one place. - **Explore navigation**: Facilitates discovery without losing dashboard access. - **Search function**: Improves discoverability by enabling quick profile lookups. Tone: **inviting, structured, and feedback-oriented**, encouraging user participation in shaping the platform. --- ### 🗒️ Notes - [00:11](https://www.youtube.com/watch?v=WmM0BapZhwA&t=11): Dashboard = command center for activities. - [00:30](https://www.youtube.com/watch?v=WmM0BapZhwA&t=30): Track expenses, contributions, transactions in one place. - [00:36](https://www.youtube.com/watch?v=WmM0BapZhwA&t=36): Account switcher for personal/admin roles. - [00:44](https://www.youtube.com/watch?v=WmM0BapZhwA&t=44): Redesigned sidebar = gateway to key features. - [01:01](https://www.youtube.com/watch?v=WmM0BapZhwA&t=61): Sidebar centralizes activity + expense approvals. - [01:16](https://www.youtube.com/watch?v=WmM0BapZhwA&t=76): Settings dropdown for payments, profile, security. - [01:32](https://www.youtube.com/watch?v=WmM0BapZhwA&t=92): Navigate between dashboard + explore section. - [01:45](https://www.youtube.com/watch?v=WmM0BapZhwA&t=105): Search function locates profiles quickly. - [02:04](https://www.youtube.com/watch?v=WmM0BapZhwA&t=124): Feedback invited for improvement. --- ## 📖 References - Open Collective dashboard walkthrough (YouTube). --- ## 🗣️ Paraphrase 1. Original: *“Your personal dashboard is your command center on Open Collective.”* Paraphrase: The redesigned dashboard serves as your central hub for overseeing and managing all Open Collective activities. 2. Original: *“Our redesigned sidebar is your gateway to all the key features.”* Paraphrase: The new sidebar organizes essential tools in one accessible location, streamlining navigation and daily use. --- ## 📰 Newsletter 🚀 **Open Collective’s Dashboard Just Got Smarter** Managing open source finances just got easier. The refreshed Open Collective dashboard is here, and it’s designed to save you time while giving you control: ✅ Track contributions, expenses, and transactions in one place 🔄 Switch seamlessly between personal and admin accounts 📂 Enjoy a redesigned sidebar with your most-used tools 🔍 Quickly find profiles with the new search bar ⚙️ Tailor your experience with updated settings for payments, profiles, and security The update prioritizes **clarity and efficiency**, with user feedback driving continuous improvements. Explore the new features here: [Understanding your dashboard](https://www.youtube.com/watch?v=WmM0BapZhwA). --- ## ✅ Action Items - Position dashboard improvements as a case study for **UX best practices in open-source platforms**. - Highlight how **centralization reduces friction** for multi-role contributors. - Connect updates to **OSPO advocacy**: streamlined governance tools = scalable contribution management. - Use in **training modules** for onboarding new contributors to financial transparency in open source. --- ## 🧪 Hypotheses - H1: A centralized dashboard reduces time spent on expense approvals by 30%. - H2: Role-switching increases engagement among multi-role users. - H3: Clearer navigation reduces contributor onboarding friction. ### 📊 Methodology - Conduct usability studies comparing old vs new dashboard workflows. - Analyze transaction approval times before/after rollout. - Survey multi-role users on ease of switching accounts. ### ❓ Questions - Does the dashboard scale well for organizations with thousands of contributors? - How does the redesign impact mobile vs desktop workflows? - What metrics best capture improved efficiency? ### 🔮 Future Research - Investigate how **search features** can expand into data analytics. - Explore **AI-driven insights** for transaction anomalies. - Study integration with third-party governance tools. ### 💡 Implications Improved dashboards can become models for **financial transparency in open source ecosystems**, influencing how funding platforms design UX for collective management. --- ## 🧠 Learning Styles Assessment - **Visual**: Clean UI; could add flowcharts or annotated visuals. - **Aural**: Narration included; no podcast/audio version. - **Verbal**: Clear descriptive language, but could add analogies. - **Physical**: Walkthrough encourages clicking through features. - **Logical**: Clear workflows explained step by step. - **Social**: Feedback loop encouraged. - **Solitary**: Individual settings customization. - **Naturalistic**: Not present. --- ## 📊 Accessibility Assessment - Transcript provided. - Sidebar navigation appears intuitive. - Improvements: alt-text for visuals, explicit keyboard navigation support, and stronger contrast for accessibility. --- ## 🌍 DEIB Diversity, Equity, Inclusion, and Belonging Assessment - **Cultural Relevance**: Neutral, platform-centric. - **Inclusive Language**: Neutral and welcoming. - **Neurodiversity Support**: Structured but could use shorter segments. - **Representation**: Limited; doesn’t showcase diverse users. - **Psychological Safety**: Encourages feedback, inclusive tone. --- ## ✅ Logical Validity - **Strengths**: Deductive reasoning (centralization → efficiency). Step-by-step causal explanations (account switching → easier multi-role management). - **Weaknesses**: Some reliance on **appeal to assumption** (“seamless” isn’t quantified). - Tone: **explanatory, professional, user-focused**. --- ## 🔍 DARVO Analysis No DARVO elements present. The content is **informational**, not defensive or accusatory. --- ## 🔍 SEO Evaluation - **Keywords**: “Open Collective dashboard,” “manage contributions,” “track expenses.” Present but not optimized. - **Meta Description**: Missing; should be added. - **Title Tag**: Clear but could include “Open Collective Dashboard Update.” - **Headers**: Minimal hierarchy in video. - **Internal Links**: Could link to docs/support pages. - **External Links**: Only video link provided. - **Schema**: Video schema missing. --- ## 🎯 Conclusion The new Open Collective dashboard emphasizes * - Summary: Welcome to the new Open Collective dashboard experience. Your personal dashboard is your command center, where you can track expenses, monitor contributions, and see your transaction history all in one place. The redesigned sidebar provides easy access to key features, allowing you to stay up to date with recent activity and review and approve expenses. You can customize your Open Collective experience through the settings drop down, manage payment methods and profile details, and easily navigate between the dashboard and the explore section. The search feature allows you to quickly locate any profile you need. Enjoy the new dashboard experience and let us know your feedback. - URL: https://www.youtube.com/watch?v=WmM0BapZhwA Welcome to the new Open  Collective dashboard experience. First things first, your personal dashboard is your command centre on Open Collective. Here you can get a quick overview of your activities and manage everything seamlessly. Track expenses, monitor your contributions and see your transaction history. All in one place. For those wearing multiple hats. Our account switcher makes it easy to jump between individual and admin profiles. Simply click your profile icon. Select the account and you're ready to navigate with precision. Our redesigned sidebar. Is your gateway to all the key features. It's neatly organized. Making it a breeze to access the tools that you use regularly. From keeping up to date with recent activity. To reviewing and approving expenses. It's all at your fingertips on the sidebar. Customize your Open Collective experience with the settings drop down. Manage your payment methods, profile details and your security options. All in one place. Click here to explore and tailor your account settings to suit your needs. Lets talk about how you can easily navigate between the dashboard and the explore section. Click here to explore Open Collective. and easily return to the dashboard whenever you need to. Need to find a specific profile? Our search feature has got you covered. Quickly locate any profile with a few keystrokes. Type in the name, hit enter and voila it's that simple. We hope this walkthrough helps you make the most of our new feature. Explore, navigate and let us know what you think. Your feedback matters. Thank you for being a vital part of Open Collective's journey. Enjoy the new Dashboard experience., Understanding Your Dashboard, Open Collective, 01hmrxwkfse3wgfktqrq9xvxnf.