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Monitoring Progress

This page explains how to see how members and content are performing within an audience.

Where progress lives

Progress is tracked per audience. To see it, open the audience (from Audiences in the sidebar) and go to its Adoption tab.

(There is no separate organization-wide "Progress" page — you look at one audience at a time, switching audiences from the header.)

The adoption matrix

On desktop, the Adoption tab is a matrix: members are rows, and the audience's processes and concepts are columns (grouped under two headers). Columns are numbered to keep the grid compact — a legend beneath the matrix maps each number to its full concept or process name (with that item's adoption rate), and hovering a column highlights it and its legend entry. Each cell shows how far that member has gotten on that item:

  • ✓ (green check) — completed.
  • partial ring — started but not finished; the ring fills to roughly how far along they are. Hover any cell to see the exact percentage and the item name.
  • faint dot — not started.

The matrix answers both questions at once:

  • Read a row to see how one member is doing across everything — "Who is stuck?" The Overall column on the right shows their total completion, with a check when they've finished everything.
  • Read a column (and the Adoption summary row along the bottom) to see how widely one concept or process has been completed across the audience — useful when prioritizing what to rewrite, add to a playbook, or retire. Low adoption may mean the topic is unclear, hidden, or misaligned with the audience.

Members are listed by overall progress, so whoever is furthest behind is easy to spot.

On phones the matrix collapses to a per-member card list — tap a member to expand their concept and process breakdown.

How per-item progress is calculated

  • Concepts: progress is completed sections divided by total sections for that concept's article. A concept is complete when every section's knowledge check is passed.
  • Processes: progress is completed tasks divided by total tasks in that process's SOP. A task is complete when its knowledge check is passed or it's marked as read.

So a member whose cell is a full check has finished every section or task for that item.

Mastery

A member achieves mastery when they've completed all concepts and all processes across every audience they belong to. You can see each member's completion within an audience from the Overall column of that audience's Adoption matrix.

If you need to adjust who is in which learning scope, see Creating audiences.