Read the org dashboard

The dashboard is the home page of the org portal — the first thing you see after signing in. It pulls together your organization's security awareness posture into one screen: headline metrics, your most recent phishing campaigns, training progress, and Autopilot status, each linking through to the full report behind it. You use it as a daily or weekly pulse check before you drill into a specific report. The whole page is read-only in this release — see How the read-only Hook 2.0 model works below for what that means and why.

Before you start

The four metric cards

A row of four cards runs across the top of the page. Each is a single headline number with a smaller sub-value beneath it, and the whole card is a link — click anywhere on it to jump to the matching report.

A few details worth knowing:

• Campaigns counts are derived from the full campaign set, not just the five shown lower down. "Active" and "Completed" come from each campaign's derived status, so a campaign that's currently running counts as active and one that has ended counts as completed.
• Training Completion shows the average completion rate across all assigned courses. When there are overdue enrollments, the card's icon turns amber to draw your eye; with zero overdue it stays green.
• Courses Assigned is the total number of distinct courses assigned across the org, with the count still in progress as the sub-value.

Recent Campaigns

The Recent Campaigns card lists your five most-recent phishing campaigns in a small table — campaign name, a status badge, and the created date. The status badge is color-coded: Active (green), Completed (blue), Scheduled (amber), and Draft (gray).

Click any campaign name to open its executive summary report for that specific campaign. The View All link in the card header takes you to All Reports.

If the org has no campaigns yet, the card shows an empty state ("No campaigns found") instead of the table.

Training Status

The Training Status card sits next to Recent Campaigns and breaks your training into three progress bars:

• Overdue (red) — courses not yet fully complete that have at least one overdue enrollment.
• In Progress (amber) — every other course with enrollments underway.
• Completed (green) — courses at 100% completion.

Each course falls into exactly one of these states. The dashboard checks them in priority order — Completed first (100%), then Overdue, then In Progress — so a fully complete course is always counted as Completed. Each row shows the count of courses in that state, with a bar sized to its share of the total. The View All link in the header opens the course completion report. If no courses are assigned, the card shows a "No courses assigned" empty state.

Autopilot status

The Autopilot card summarizes whether automated services are running for your org. It has two engine rows:

• Phishing — shows a status badge and frequency.
• Training — shows a status badge and frequency.

The status badge reads one of:

• Active — the engine is enabled and running. The detail line shows the cadence (Monthly, Bi-monthly, or Quarterly).
• Paused — enabled but paused; the detail line reminds you to resume it from preferences.
• Skipping next cycle — enabled but set to skip the next run.
• Not enabled — never configured.

The card's description line changes depending on whether either engine is on. With at least one running, it reads that automated phishing and training services are running for your organization. With both off, it tells you that automated training is not active and to contact your service provider to enable Autopilot.

For how to read and configure the live phishing engine, see Understand and set up Autopilot.

Quick actions

Below Autopilot, a row of four Quick Action cards gives you one-click shortcuts into the destinations you reach most often:

• Autopilot → the Autopilot overview.
• All Reports → Browse and run reports.
• Executive Summary → the executive summary report.
• Course Completion → Track course completion.

These are the same destinations the metric cards and "View All" links point to — they're surfaced here as plain navigation, regardless of your current numbers.

How the read-only Hook 2.0 model works

Everything on the dashboard is read-only. You can view metrics, open reports, and drill into campaigns, but you can't create or edit anything from here. A Frequently Asked Questions accordion at the bottom of the page explains why, in the org's own words. The key points:

• This is Hook 2.0, early access. It's a rebuilt platform that today provides a read-only view of your data, with modern reporting and insights layered on top.
• The data is synced from Hook 1.0. Campaign results, training enrollments, user data, and group information are pulled automatically from Hook 1.0 — no manual import or setup. So the numbers here mirror what's in your Hook 1.0 account.
• Hook 1.0 is still where you manage things. Hook 1.0 at portal.hooksecurity.net remains fully operational. You continue to run campaigns, manage users, and assign training there.
• Management is coming. The rollout is phased: reporting and visibility first, with campaign creation, user administration, and training assignment arriving in future releases.

Expand any question in the FAQ accordion on the dashboard to read the full text.

Common pitfalls

• A metric reads zero unexpectedly. The dashboard loads each section independently and degrades gracefully — if one underlying query fails, that section falls back to zeros (or an empty state) rather than erroring the whole page. A genuinely zero metric and a fetch hiccup look the same here. If a number looks wrong, refresh the page; if it persists, confirm the data in Hook 1.0 and contact support.
• You switched orgs and the numbers didn't change. The page rebuilds on org switch, including a brief loading state. If it appears stale, reload — the dashboard always reads the org currently selected in the switcher.
• You're looking for a button to act on these numbers. There isn't one yet. Drill into the linked report to investigate, then make changes in Hook 1.0. See the read-only section above.
• The whole page shows "Unable to load dashboard." This is the full-page error state, distinct from a single section falling back to zeros — it means the dashboard couldn't load at all (for example, your session expired or you don't have access to the selected org). Re-select your org or sign in again.

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