Your organization at a glance.

This guide walks you through the surfaces an Administrator sees in Osprey: the Organization Dashboard with its AI-generated pulse summary, staff overview, aggregate metrics, and reports. Open the demo, follow along, and see how cross-discipline visibility works without adding overhead to your practitioners.

Step-by-step walkthrough.

1. Select the Administrator role

After the splash screen, the role picker shows all available professional roles. Tap the Administrator card to enter the demo as a school or practice administrator.

1. Administrator card in the role picker

2. Review the Organization Dashboard

The dashboard loads with the Organization Pulse expanded. The AI-generated narrative summarizes recent activity across all disciplines. Below it, the team activity feed shows recent sessions, and attention items flag learners or staff who need follow-up.

1. Organization Pulse card with AI-generated summary
2. Team activity feed
3. Attention items requiring follow-up
4. KPI cards showing aggregate metrics

3. Read the Organization Pulse detail

The Pulse card expands into three sections: Summary (a plain-language overview of the organization's week), Highlights (what went well), and Watch (what needs attention). This narrative is generated from actual session and goal data across all practitioners.

1. Summary heading with narrative overview
2. Highlights bullets showing positive trends
3. Watch bullets flagging items needing attention

4. Check the Staff Overview

Navigate to Staff in the sidebar. The roster shows each team member with their professional role, activity status, and the number of learners on their caseload. Use this to spot coverage gaps or workload imbalances before they become problems.

1. Staff list with professional role badges
2. Active/inactive status indicators
3. Caseload counts per practitioner

5. Explore Organization Metrics

Navigate to Metrics in the sidebar. The overview tab shows goal progress and session completion rates across all disciplines. Adjust the date range to focus on a specific reporting period. The data here comes from real session activity recorded by practitioners in the demo.

1. Goal progress chart across all disciplines
2. Session completion rates
3. Date range selector for custom reporting periods

6. Access the Reports Hub

Navigate to Reports in the sidebar. Choose from available report types and generate downloadable reports for compliance documentation, board presentations, or internal reviews.

1. Available report types
2. Generate and download actions