Analytics Empty State: Actionable Guidance for New Organisations
Analytics Empty State: Actionable Guidance for New Organisations
Overview
When a new organisation first accesses the Analytics dashboard, there is no historical activity to display — no completed deposit releases, no check-out reports, no compliance checks. Rather than presenting silent zero-state charts, the dashboard now shows a contextual empty-state banner that explains what is missing and provides direct links to the actions that will populate it.
When the banner appears
The empty-state banner is shown automatically at the top of the Analytics dashboard when all of the following KPI values are zero:
| Metric | Condition for banner |
|---|---|
| Completed deposit releases | 0 |
| Check-out reports submitted | 0 |
| Finalised reports | 0 |
As soon as any one of these metrics becomes non-zero, the banner is removed and the standard Analytics dashboard is displayed.
What the banner contains
The banner presents three actionable steps, each linking directly to the relevant workflow:
1. Complete a check-out report
Initiate and complete the check-out workflow for an active tenancy. Check-out data feeds the analytics charts for property condition trends, dispute rates, and deduction breakdowns.
2. Finalise a deposit release
Resolve a deposit deduction case by finalising the release. Finalised releases are the primary data source for the KPI tiles showing average deduction values, resolution times, and dispute outcomes.
3. Run a compliance check
Run a compliance check against one or more tenancy records. Compliance check results populate the Renters' Rights Act adherence metrics on the Analytics page.
Design pattern
The empty-state banner follows the same pattern as the EmptyPortfolioState component used in the work queue. This ensures consistent behaviour and visual language across dashboard surfaces.
Technical notes
- No additional data fetching. The empty-state condition is evaluated against KPI data already loaded by the Analytics dashboard on page mount. There is no extra network request.
- Automatic dismissal. The banner does not require manual dismissal. It disappears as soon as real activity data is present.
- Onboarding checklist is separate. The onboarding checklist shown during initial portfolio setup covers the portfolio configuration stage. The Analytics empty-state banner is an independent surface that activates once a user navigates to Analytics after setup.
Affected file
src/app/dashboard/analytics/analytics-dashboard.tsx