For: Admins and executives
The Organization tab gives Admins and executives a top-down view of how training is performing across the business. Use it to spot where things are on track and where to focus next.
Reach and Engagement is where to start. It shows your key baseline metrics side by side, so you can quickly see whether your program has the foundation it needs before digging into outcomes.
💡 Before you dive in:
Set your targets first. The dashboard measures metrics against your benchmarks for adoption, completion, accuracy, engagement, and feedback. Update them in Reporting Settings →
Some sections only appear if enabled. Compliance must be purchased through the Opus Marketplace. Checklists is an add-on. Employee Tenure requires an HRIS integration. If a section is missing, reach out to your CSM.
New to Reporting? Start with the overview →
Reach & Engagement
Your starting point. Before looking at outcomes, check whether your program has the foundation it needs: are the right people on the platform, and are they engaging?
What's included:
Adoption: % of your employee count with an active Opus account
Assignment Completion: % of assigned training completed
Assignments Past Due: % of assigned training past its due date. Training that is incomplete but not yet due is not counted here.
Manager Engagement: % of Managers active in Opus in the last 30 days
Trainee Engagement: % of Trainees active in Opus in the last 30 days
On-time Checklists: % of scheduled Checklists submitted on time
💡 Lower is better for Assignments Past Due. Incomplete assignments used to be a single number, mixing training that was genuinely late with training that simply wasn't due yet. This metric separates them so you can see what actually needs attention.
Start at the company level, then drill down by brand, region, or location. Every level shows the same metrics so comparisons stay consistent.
💡Adoption and engagement are your leading indicators. If those numbers are low at a location, completion and accuracy will follow. Start here before diving into anything else.
New Hire Onboarding
Tracks the average number of days it takes a new Trainee to complete new hire training, compared to industry benchmarks.
What this tells you:
How your onboarding speed compares to industry benchmarks
Whether new hires are getting productive faster
💡 The onboarding window is configurable. Go to the gear icon in the top right of the Reporting Dashboard to update the New Hire Onboarding setting and define what counts as new hire training for your program.
Consistent Operations Across Locations
Shows whether teams are putting training into practice day to day.
What you'll see:
On-time Checklist submission rate across all locations
Checklists submitted, with a 30-day comparison
Check-ins completed, with a 30-day comparison
What this tells you:
Whether operational standards are being followed consistently
Whether Managers are reinforcing training through check-ins
💡 All metrics include a trend indicator showing whether performance is improving or declining vs. the previous 30 days.
Employee Tenure
Shows the percentage of new hires still employed at 30, 60, and 90 days, by hire cohort.
What this tells you:
Where early turnover is happening and when
Whether training is improving retention over time
💡 Requires an HRIS integration. This widget only appears if your HRIS sync includes both a start date and termination date for each employee record. Learn how to set up your HRIS integration →
New Store Openings
Tracks training performance for new store openings so you can see how prepared new teams are from day one.
What this tells you:
Whether your NSO training program is setting new locations up for success
How NSO performance compares across openings over time
💡 This report relies on self-reported data. Admins can view recently added locations and add an evaluation score.
Compliance
Shows the percentage of your team compliant with each configured compliance training, plus a count (e.g. 80 out of 100). Drill into the Compliance assignment completion report for more detail.
What this tells you:
Where compliance gaps exist before an audit surfaces them
💡 Compliance widgets only appear for compliance training purchased through the Opus Marketplace. This section does not include custom compliance training. Learn more about Compliance →
FAQ
Can I drill down from the company level to a specific location?
Yes. The Reach and Engagement table starts with averages of all locations. Click into any row to drill down through brands, regions, franchises, and individual locations.
How does Assignments Past Due relate to Assignment Completion?
Every assignment is either complete, incomplete but not yet due, or past due. Assignment Completion covers the first, Assignments Past Due covers the third, and together the three account for every assignment.
How is adoption calculated?
Adoption is the percentage of active employees with an Opus account. Without an HRIS integration, it's based on the per-location employee count you configure in Reporting Settings. Your CSM can help get that set up accurately.
How is employee tenure calculated?
Employee tenure is tracked from hire date, measuring whether users are still active at 30, 60, and 90 days. The data reflects a rolling month-on-month snapshot over an approximate 5-month look-back period.
What counts as new hire training?
Any training assigned within the onboarding window you've defined in Reporting Settings. Update the window at any time via the gear icon in the top right.
Can I set or see new hire training trends by role?
You cannot set trends by role at this time, but we welcome feedback and suggestions on how to make reporting useful for you. Please share suggestions with your CSM or support@opus.so.
Can I export data from this tab?
Individual reports and tables can be exported as a CSV. You can find these in the sidebar on the left.
What if I don't see Employee Tenure or Compliance?
Employee Tenure requires an HRIS integration. Compliance only includes purchased compliance training through the Opus Marketplace.