> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.spacesedu.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Portfolio Insights Guide **Portfolio Insights** is a high-level analytics dashboard for District and School Administrators. It aggregates data from across schools to provide district-wide visibility into competency development and Portfolios adoption. *Portfolio Insights are available to Schools/Districts that license SpacesEDU Pro + Portfolio Templates.* For District and School Administrators that are overseeing Portrait of a Graduate, Competency-Based Education (CBE) frameworks, and capstone projects, Portfolio Insights help guide implementation and reporting: * **District-wide visibility:** No more guessing. Admins can see real-time implementation across schools. * **Evidence of learning:** Shifts the conversation to evidence-based student growth. * **Alignment:** Directly maps SpacesEDU activity to district-wide initiatives (e.g., tracking how many students are demonstrating "Critical Thinking" or "Collaboration"). # **Accessing Portfolio Insights** **Who has access?** | **User Role** | **Access Level** | **What They See** | | ---- | ---- | ---- | | **District Admin and District Staff Leads** | Full Access | Data for all schools, grades, and classes in the district. | | **School Admin and School Staff Leads** | Restricted Access | Data restricted to their assigned school(s). | | **District Counsellor Leads and Counsellors** | Full Access | Data for all schools, grades, and classes in the district. | | **School Counsellors Leads and Counsellors** | Restricted Access | Data restricted to their assigned school(s). | | **Teachers** | **No Access** | Do not have access to Portfolio Insights. | | **Students** | **No Access** | Do not have access to Portfolio Insights. | **How can it be accessed?** Portfolio Insights has two access points : directly on the Admin Dashboard and via the Reporting tab in the Admin Account. # **Data Insights** A number of valuable insights can be accessed in Portfolio Insights, but first ensure that you’ve filtered the data that you’d like to access. Some data-points are only available if a Competency Framework has been activated in your District Settings via the SpacesEDU Support Account. For more information on the Competency Framework, please reference the [Competency Framework Guide](https://help.spacesedu.com/en-ca/article/competency-framework-guide-8tskoe/). ### **Filtering** ![Filters](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/5bd52b4d-4446-4a17-81f7-501ae0_1jk8wri.png) * A data refresh is available every 15 minutes, but the you need to click the *refresh* button to update the data. --- ### **General Insights** ![General Insights](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/318c04c9-c993-44eb-93fe-366371_1u0upof.png) * *Self-Assessment Rate* only appears as a *General Insight* if filtered by a Competency Framework Portfolio. * Self-assessment refers to **student** self-assessment of **Posts**. * *Posting Engagement %* is based on the percentage of students who have an **available** Portfolio that have created at least one Post; it is not based on the percentage of students that have an **active** portfolio. --- ### **School Engagement Rankings** ![School Engagement Rankings](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/56e82c0f-efaf-4bb2-ac28-504df2_grzhdb.png) *School Engagement Rankings* provide a window into the overall adoption of two different features; Post creation and self-assessment at individual schools. This can help guide next steps for leadership teams to strategically meet implementation goals by building upon success strategies at individual school sites. * *Self-Assessment %* data only appears if a Portfolio associated with a Competency Framework is selected. * Self-assessment refers to **student** self-assessment of **Posts**. --- ### **Post Volume by Month x Competency/Section and Post Volume Over Time** ![Post Volume by Month x Competency](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/image-20260908-004702_1ihrzjz.png)![Section and Post Volume Over Time](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/image-20260908-004822_r4d0co.png) *Post Volume by Month x Competency/Section* and *Post Volume Over Time* is a great indicator of documentation and reflection distribution. Time of year, types of class, and curricular standards may influence these numbers, but if a select competency continually has low numbers, this could be an indication that additional resources are needed to prompt/inspire student engagement with the competency. --- ### **Posts by Section/Competency** Overview of posts and student self-assessment of posts across all sections/competencies ![Posts by Section/Competency](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/image-20260908-005826_v6c9hs.png) ![Posts by Section/Competency](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/image-20260908-005909_1q5zr9r.png) * *Most Common Proficiency, Proficiency Scale* data, and filtering *By Proficiency* only appears if a Portfolio associated with a Competency Framework is selected. * Assessment in this data point refers to **student** self-assessment of **Posts**. Tracking Post distribution and student self-assessment patterns by Section/Competency is a great metric for reporting in addition to driving conversations on supporting students with competency documentation. --- ### **Posts vs. Self-Assessment Gap** Comparison of Post Submission and Self-Assessment activity across months ![Posts vs. Self-Assessment Gap](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/f5a191c1-8b5b-427a-a765-e1431f_1ide1l0.png) * This chart only appears if a Portfolio associated with a Competency Framework is selected. * Self-assessment refers to **student** self-assessment of **Posts**. *Posts vs. Self-Assessment Gap* can assist leadership teams in determining if self-assessment goals are being met at the school/district level. --- ### **Teacher Assessment by Section/Competency** Proficiency distribution by section measurement (Teacher assessment) ![Teacher Assessment by Section/Competency](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/image-20260629-172839_i5thq2.png) This chart appears if: 1. Competency Framework or Portfolio Measurement is activated in District Settings via the SpacesEDU Support Account. 2. Teacher Assessment is activated in the Portfolio Template(s). 3. **Section/Competency Measurement** has been applied to at least one Section/Competency in a student’s Portfolio by a **Teacher** or **Admin**. **Speaking to Value:** * Alignment: Do patterns in student self-assessment align with trends in teacher measurement of Sections/Competencies? * Expectation setting: Is overall Section/Competency measurement expected? If so, is it happening? What’s the expectation for Sections/Competencies that don’t meet proficiency? (ongoing assessment, opportunities for reassessment) * Reporting: What should be reported to the learning community at the school and district-level? --- ### **Teacher Assessment Map** Visual profile of teacher assessments across student competencies/sections ![Teacher Assessment map](https://storage.crisp.chat/users/helpdesk/website/-/7/3/c/e/73cedb42449e6800/0dbc14c0-56c9-4777-87b6-1088b5_7hzg3i.png) * The distance from the center of the *Teacher Assessment Map* is the average proficiency value teachers have applied to that Section/Competency.