Reading the Consultant Dashboard – Consultant Guide

When you look after several companies at once, just deciding where to start each day can eat up your time. The consultant dashboard in Manabu2 shows all your clients on a single screen, so you can make that call as soon as you sign in.

Opening the dashboard

After you sign in to the consultant portal, Dashboard (ダッシュボード) is the first item in the left sidebar. The URL is /en-US/Consultant.

The page is titled Consultant dashboard (コンサルタント ダッシュボード). If the line under the title says it gives you an overview of your clients' AI adoption, challenges, and skill maturity, you're on the right screen.


What's on the screen

1. KPI cards (four cards)

The four cards at the top are a health check for your whole portfolio. Get the big picture here before you look at individual companies.

Clients (担当企業数)

The total number of client companies you've created from the consultant screens. Every other KPI is built on this number.

Active projects (進行中プロジェクト)

The number of projects across all your clients whose phase isn't Completed. It's a good gauge of how much work you currently have on your plate.

Average skill maturity (平均スキル成熟度) (0–100)

The average across your clients (a company with no members counts as 0 in the average). A dash (—) means you don't have any clients yet.

Companies needing attention (注意が必要な企業)

The number of companies flagged as at risk. If there's at least one, the number turns red, which makes it the first clue for setting the day's priorities.

2. Top clients

The middle of the dashboard lists up to five of your clients (at-risk companies first, then those with the most active projects). If the KPIs tell you the overall temperature, this list tells you which companies are driving it. Each row shows:

What each row shows
  • Company name (click it to open the organization details)
  • At risk (要注意) badge (only on flagged companies)
  • Maturity (成熟度): 0–100, or a dash (—) if the company has no active members
  • Number of active projects (進行中)
  • A phase badge for the active project that's furthest along (for example, PoC)
Button at the bottom

The white View all clients (すべての担当企業を見る) button takes you to the full list. If you don't have any clients yet, you'll see an Add your first client → (最初のクライアントを追加する →) link instead.

3. Pointer to skill diagnosis

The information card at the very bottom of the page has a linked message telling you that each client's skill maturity, risk level, and suggested actions are on the skill diagnosis page (スキル診断ページ). Once the dashboard has shown you a company worth a closer look, continue your analysis from there.


Common tasks

  1. Click the Add your first client → (最初のクライアントを追加する →) link on the top clients (主要クライアント) card.
  2. Or click Clients (担当企業) in the sidebar, then New (新規作成) at the top right.
  3. Once it's created, the company shows up in the dashboard's KPIs and the top clients list.
Everything on the dashboard starts with adding a client. Until you do, none of the other numbers will move.

  1. If the Companies needing attention (注意が必要な企業) KPI is 1 or more, look for companies in the top clients list with the At risk (要注意) badge.
  2. Click the company name to open the organization details and check its members and project progress.
  3. Create the actions you need from the Improvement proposals (改善提案) page.
The badge helps you find companies; it doesn't tell you why. Always check the organization details before you act.

  1. Look at the total in the Active projects (進行中プロジェクト) KPI.
  2. Use the phase badge on each top-client row to see the phase of that company's furthest-along active project.
  3. If many are in PoC or Preparation, shift your proposals toward getting them to the next phase.

Don't just look at the total. Seeing which phase projects are piling up in shows you where your support is needed.

  1. Use the link at the bottom of the page, or click Skill diagnosis (スキル診断) in the left sidebar.
  2. You'll see analysis across all your clients: the radar chart, bottlenecks, and scores by company.

Troubleshooting

Symptom Likely cause and fix
Every KPI is 0 or a dash (—) You haven't added any clients yet. Start from the Clients (担当企業) page.
Average skill maturity stays close to 0 There isn't any learning data yet. The value goes up as the client registers employees and they start learning.
Not all clients appear under top clients The dashboard shows only the top five. To see every company, use the View all clients (すべての担当企業を見る) button to open the full list.
You want to know why a company has the at-risk badge The AI scores by client (クライアント別AIスコア一覧) table on the skill diagnosis page shows the risk status (at risk / good) and a suggested action. If the company's maturity isn't below 40, the reason is that no member has been active in the last 14 days (or that it has no members).

Related guides


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Category
/consultant
Tags
Consultant,Consultant portal,Dashboard,Clients,Manabu2 help,How-to
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