Primary Navigation Menu
Dashboard
Main overview and analytics
Campaigns
Manage phishing simulations
Users
User management and groups
Training
Security awareness training
Dashboard Overview
Learn how to navigate and use the PhishFortress dashboard effectively
Dashboard Overview
The PhishFortress dashboard is your central hub for managing phishing simulations, monitoring user performance, and accessing security analytics. This guide will help you understand each section and make the most of the available features.
Dashboard Customization
You can customize your dashboard layout, widgets, and default views in the Settings → Dashboard Preferences section.
Navigation Structure
The dashboard is organized into logical sections for easy navigation and workflow management.
Dashboard Sections
The main dashboard is divided into several key sections, each providing specific insights and functionality.
Campaign Overview
Monitor active and completed phishing campaigns
- Active campaigns
- Success rates
- Click-through rates
- Completion status
User Analytics
Track user performance and training progress
- User statistics
- Department breakdown
- Risk assessment
- Training completion
Security Metrics
View organization-wide security awareness metrics
- Threat detection
- Reporting rates
- Improvement trends
- Compliance status
Reports & Analytics
Access detailed reports and data visualization
- Executive reports
- Detailed analytics
- Custom dashboards
- Export options
Dashboard Widgets
The dashboard features customizable widgets that provide real-time insights into your security program.
Key Metrics Widgets
Campaign Performance
- • Active campaigns count
- • Average click rate
- • Reporting rate trends
- • Success rate improvements
User Statistics
- • Total users enrolled
- • Training completion rates
- • Risk level distribution
- • Department performance
Security Insights
- • Threat detection rates
- • Vulnerability trends
- • Compliance scores
- • Incident response times
Recent Activity
- • Latest campaign results
- • User interactions
- • System notifications
- • Scheduled events
Dashboard Customization
Customize your dashboard to match your workflow and information needs.
Dashboard Layout
- Grid Layout: Drag and drop widgets to rearrange your dashboard
- Widget Sizing: Resize widgets by dragging the corners
- Multiple Dashboards: Create custom dashboards for different roles
- Default Views: Set your preferred default dashboard view
Search and Navigation
Efficiently find information and navigate through your PhishFortress data.
Global Search
Use the global search bar to quickly find:
- Users by name or email address
- Campaigns by name or template
- Reports and analytics data
- Settings and configuration options
- Documentation and help articles
Search Tips:
- • Use quotes for exact phrase matching
- • Filter results by type using prefixes (user:, campaign:)
- • Use keyboard shortcut Ctrl+K (Cmd+K on Mac) to open search
Quick Navigation
Navigate efficiently using these shortcuts and features:
Keyboard Shortcuts
- • Ctrl+K: Global search
- • Ctrl+N: New campaign
- • Ctrl+U: User management
- • Ctrl+R: Reports
Breadcrumb Navigation
- • Click any breadcrumb to navigate back
- • Right-click for context menu
- • Shows current location path
Notifications and Alerts
Stay informed about important events and system updates through the notification system.
Notification Types
Campaign Notifications
- • Campaign launch confirmations
- • High click rate alerts
- • Campaign completion notices
- • Template approval requests
System Notifications
- • Security alerts and warnings
- • System maintenance notices
- • Feature updates and releases
- • Account and billing updates
Data Export and Reporting
Export dashboard data and generate reports for analysis and compliance purposes.
Export Options
PDF Reports
Executive summaries and detailed campaign reports
CSV Data
Raw data for analysis in spreadsheet applications
API Access
Programmatic access to dashboard data
Scheduled Reports
Set up automated report generation and delivery to stakeholders on a regular schedule.