Dashboard Overview

The EnrollNow Dashboard provides a real-time, comprehensive view of your study’s recruitment performance and participant demographics. It is designed to help your team monitor progress, evaluate recruitment efforts, and make informed, data-driven decisions to optimize enrollment.

What the Dashboard Shows

The Dashboard brings together key metrics and visualizations, allowing you to:

• Track progress toward your enrollment goals
• Evaluate the effectiveness of recruitment sources, sites, and strategies
• Monitor participant demographics
• View weekly enrollment trends
• Forecast future recruitment performance

Metrics tracked on the Study Dashboard by Section

Recruitment Progress

The Recruitment Progress section provides a snapshot of how your study is performing against its enrollment goals.

Required Setup

To ensure accurate analytics, a Study Manager or Site Admin must configure on the Requirements page under Study Settings:

• Active Recruitment Start Date & End Date
• Sample Size (N)  Goal for number of participants in the study

Key Metrics

• Progress Bar
  Displays overall enrollment completion as a percentage

  • The black line represents the number of potential participants added.

  • The yellow line shows the number of participants enrolled each week (those moved to the Enrolled Participants page).

• Total Participants
  Shows the number of participants recruited and how many remain
• Percent Completion
  Indicates progress toward your enrollment goal
• Average Weekly Recruitment
  Calculates how many participants are enrolled per week
• Weekly Recruitment Trend Chart
  • Cumulative View: Total participants added over time
  • Non-Cumulative View: Participants added each week
• Projected Weeks to Completion
  Estimates how long it will take to reach your enrollment goal
• Estimated Completion Date
  Predicts when enrollment will be complete based on current trends
• Projected Total Enrollment
  Forecasts how many participants will be enrolled by the end date

Recruitment Performance Breakdown

These sections help you evaluate which recruitment efforts are most effective:

• Participants by Source
  Bar chart showing enrolled participants by how they heard about the study
  • Working with Recruitment Sources article can be found here.

• Participants by Site
  Bar chart showing enrolled participants by recruitment location
  • Working with Recruitment Sites article can be found here.

• Participants by Strategy
  • Bar chart showing enrolled participants by outreach method

• • Working with Recruitment Strategies article can be found here.

Note: These charts include participants in an Enrolled status only.

Overall Enrollment Summary

The Overall Enrollment Summary provides a high-level view of enrollment and participant distribution.

Enrollment Overview

• Donut Chart
  Displays enrolled participants vs. remaining participants based on your Sample Size (N)
• Status Breakdown Bar Chart
  Shows counts by participant status (e.g., Potential vs. Enrolled)

Demographic Insights

The Dashboard includes bar charts showing enrolled participants by:

• Gender
• Race
• Ethnicity
• Age at Intake (age at time of study entry)
• Current Age (based on birthdate)

To ensure accurate age reporting, define Age Groups and ranges in:
Study Settings → Requirements

Viewing and Exporting Data

• Select Show Table to view detailed data behind all charts
• The table includes:
  • Both Potential and Enrolled participants
  • Totals across all categories

Data can be exported to CSV for further analysis

Exporting Dashboard Data

If you need to work with the data outside of EnrollNow:

• Click Export Tabular Data as CSV.

• The dashboard data will be downloaded into a CSV file.

  • The exported file will include all relevant statistics organized in an easy-to-read table format.

  • This is a great way to back up your dashboard insights or prepare them for external reporting.

Best Practices

• Complete study setup before enrolling participants
  (Sample Size, recruitment dates, demographics, and metrics)
• Use consistent Recruitment Sources, Sites, and Strategies
  for accurate reporting
• Regularly review projections and trends
  to adjust recruitment efforts proactively
• Leverage demographic insights
  to ensure your study meets diversity and inclusion goal