The Site Performance Dashboard on DecenTrialz provides real-time insights into participant engagement, recruitment effectiveness, referral progress, and site-specific activity. This centralized view helps Principal Investigators (PIs), Site Coordinators, and Research Administrators make informed operational decisions while ensuring compliance with sponsor expectations and regulatory benchmarks.

This section provides a comprehensive overview of the dashboard’s features, data visualization tools, interpretation guidance, and role-based visibility settings.

Purpose of the Dashboard

The dashboard is designed to:

• Present a real-time view of participant activity across all live and draft trials hosted by your site
• Highlight trends in eligibility, referral, and outreach outcomes
• Surface bottlenecks or drop-offs in the pre-screening process
• Support recruitment planning and capacity forecasting
• Facilitate internal and sponsor reporting through exportable charts and tables

It functions as a mission control panel for your site’s performance on the DecenTrialz platform.

Key Metrics Displayed

Each dashboard is tailored to your site’s user role (e.g., Admin, Coordinator, PI) and includes the following data panels:

Metric	What It Shows	How to Use It
Trial Status Summary	Number of trials in Draft, Live, Paused, or Closed status	Track activation pipeline and active enrollment periods
Pre-Screeners Completed	Total and per-trial breakdown	Identify trials with strong vs. weak engagement
Eligibility Pass Rate	% of participants who met inclusion/exclusion criteria	Adjust outreach messaging or site targeting if needed
Referral Activity	Count of participants referred, with time stamps	Assess time-to-referral and team responsiveness
Participant Disposition	Outcome of each referral (Interested, Declined, No Show)	Improve follow-up workflows and participant communication
Avg. Time to Review Pre-Screener	Time between participant submission and site review	Optimize site staffing or auto-reminders if delays occur
Outreach Attempts Logged	Number of site-initiated contact attempts (no PHI)	Monitor follow-through by coordinator teams

Note: All displayed data is de-identified by default. Participant-level views are accessible only to users with appropriate role permissions and after referral.

Interactive Features

The dashboard is not static, users can interact with charts and filter data based on:

• Trial (individual or grouped view)
• Date range (e.g., last 7 days, monthly, custom)
• Coordinator activity (to monitor internal performance)
• Referral status (to track participant flow stage-by-stage)

You can also click on any chart element (e.g., a data bar or trendline) to drill down into the specific data table powering that visualization.

Role-Based Access

To ensure data security and ethical transparency, dashboard access is governed by user role:

Role	View Level
Site Admin	Full access to all trials, metrics, and user performance
Study Coordinator	Access to assigned trials and participant interactions only
PI / Investigator	Full trial-level visibility but cannot modify admin settings
Sponsor Liaison (if granted)	Read-only, de-identified data view for performance audits

If a staff member changes roles or responsibilities, site administrators can update permissions via the Admin Panel → User Management section.

Exporting Data for Internal Use or Sponsor Review

You may export dashboard data in multiple formats:

• CSV: For spreadsheets or internal performance trackers
• PDF: For sponsor presentations or IRB reports
• Dashboard Snapshot: Save current screen as a visual (for briefings)

Exports are watermarked with trial and site ID for version control and stored securely in your Reporting Archive tab.

Troubleshooting Dashboard Discrepancies

If you notice incorrect, missing, or outdated information on your dashboard:

1. Check your date filters and ensure the correct trial is selected.
2. Confirm your user role allows access to the trial or metric in question.
3. Use the “Refresh Dashboard” button to pull the latest data.

FAQ: What if our site changes Principal Investigators (PI)?
Update the PI in your site settings and notify DecenTrialz Support. IRB documentation for the new PI will be required to maintain compliance.

If issues persist, contact DecenTrialz Support at support@decentrialz.com with your Site ID and a screenshot of the problem.

Key Note: Your dashboard is not just a reporting tool, it’s an operational command center. Use it to anticipate problems, validate success, and maintain regulatory readiness. Data visibility supports better recruitment planning, faster decisions, and more effective site management.