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Getting Started

How to use the NAVIT Dashboard

Updated over a week ago

1. Dashboard Homepage

Upon logging in, you'll see an overview of the key information as well as key performance indicators:

  • Pending Invoices: Displays the number of outstanding invoices. Click "See Details" for more information.

  • Total Users: Shows the total count of users.

  • Current Account Balance: Indicates the currently available balance in your company account that you set up with our Partner ADYEN during the OnBoarding. This account is being used to distribute the Mobility Budget to your employees.

  • Questions and Answers: We linked our Knowledge Base for Admins. By clicking "Find answers" you will get directed to our Knowledge Base

  • Feedback: We would always like to hear about your thoughts and experience. By clicking "Give Feedback" you can share your experience with us.

  • CO2 Offsetting: The graph on the right shows CO2 offsetting trends over time (e.g., December to January). Use this to monitor environmental impact.
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2. Key Performance Indicators

Users Active, Activated and with Budget Allocated

  • The "Users Active, Activated and with Budget Allocated" chart tracks user engagement and budget allocation over recent months (e.g., Aug '24 – Jan '25). This is useful for performance monitoring. You can select your preferred date range in the top right corner.

Deutschlandticket Purchases

  • This chart shows the number of Deutschlandticket purchases over time. Use it to analyze monthly ticket purchases and plan for future requirements. You can select your preferred date range in the top right corner.

Employee Module Selection

  • This chart shows the how your employees chose to use their Mobility Budget. It shows what Modules got selected. Combinations are possible. Use it to analyze which modules are being heavily used. You can select your preferred month in the top right corner.

Operator Usage

  • This chart shows the how which operators your employees chose to spend their Mobility Budget. Use it to analyze what is the preferred option to move around. You can select your preferred month in the top right corner.


3. Navigation

  • Use the left-hand menu to switch between key sections:
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    • Dashboard: View all metrics and summaries at a glance.

    • Verification: Manage user verifications or approvals.

    • Users: Access user details and the general User Management section.

    • Mobility Policies: Adjust or analyze mobility-related configurations.

    • Downloads: Retrieve reports, Account Statements and CO2 certificates.

    • Billing: retrieve all past and new invoices and make adjustments for the SEPA Direct Debit for your payments

    • Settings: Customize your company preferences, add cost centers or admin team members. You are also able to set up Email Rules for your internal approval process of employees signing up for the NAVIT Benefit.

    • Language and Logout: At the bottom-left corner, adjust the language preference (e.g., English). Log out securely when finished.

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