The Staffing Activity Dashboard has been created and configured for you right out of the box, so your Managers have a built-in dashboard based on best practices, utilizing your data.

If you'd like to watch a video, you can do so here.

About the Staffing Activity Dashboard

What data is included? Notes, Appointments, Job Submissions, Sendouts

Who should use it? Managers with their reports

When to use it? Daily

Why use it?

• Review activity being done to ensure clients and candidates are being appropriately engaged.

   

• Analyze which types of activities employees are performing.

   

• Validate that activities aren’t front-heavy, in addition to high levels of notes and appointments, candidates are being submitted to clients.

Usage by Persona

For Sales Operations

When: Daily

What would you do: Review this week’s activities and see if there are any types that are falling short on expected numbers. Go into detail for specific employees and clients to make sure they are engaging as needed.

Pre-req Training

Placeholder / Copying and Editing Cards

This dashboard contains some placeholder cards, click here to learn how to replace these cards with your own data.

You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!

The Staffing Activity Dashboard

The following rows and cards make up the template of reports we consider best practice for a Staffing Activity Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.

We recommend having your Staffing Activity Dashboard dashboard open in another window as you walk through what's included.

Rows 1 - 3: How do our activity levels this week compare to our trends over time?

Row 1

• Note Activities This Week (Headline)

• Appointments Scheduled To Occur This Week (Headline)

   

• Job Submissions This Week (Headline)

   

• Sendouts This Week (Headline)

Row 2

• Note Activities Over Time Trailing 90 Days (Bar Chart)

   

• Appointments Over Time Scheduled For Trailing 90 Days (Bar Chart)

Row 3

• Job Submissions Over Time Trailing 90 Days (Bar Chart)

   

• Sendouts Over Time Trailing 90 Days (Bar Chart)

Row 4: How many job orders and placements were made this week?

• Job Orders Created This Week (Headline)

   

• Placements Added This Week (Headline)

   

• Placements Starting This Week (Headline)

Row 5: How many activities are being done by each employee?

• Note Activities By Employee Trailing 30 Days (Bar Chart)

   

• Appointments By Employee Scheduled For Trailing 30 Days (Bar Chart)

Row 6: How much is each employee working on job orders?

• Job Submissions By Employee Trailing 30 Days (Bar Chart)

   

• Sendouts By Employee Trailing 30 Days (Bar Chart)

Rows 7 - 9: Which job orders are we working and what is the quality of activities being logged on them?

Row 7

• Job Orders With Note Activities Yesterday (Headline)

   

• Job Orders With Appointments Scheduled To Occur Yesterday (Headline)

   

• Job Orders With Job Submission Yesterday (Headline)

   

• Job Orders With Sendouts Yesterday (Headline)

Row 8

• Note Activities By Job Order Trailing 30 Days (Bar Chart)

   

• Appointments By Job Order Scheduled For Trailing 30 Days (Bar Chart)

Row 9

• Job Submissions By Job Order Trailing 30 Days (Bar Chart)

   

• Sendouts By Job Order Trailing 30 Days (Bar Chart)

Row 10: How many clients had activity yesterday?

• Clients With Note Activities Yesterday (Headline)

   

• Clients With Appointments Scheduled To Occur Yesterday (Headline)

   

• Clients With Job Submission Yesterday (Headline)

   

• Clients With Sendouts Yesterday (Headline)

Rows 11 - 12: How many activities are being done for each client?

Row 11

• Note Activities By Client Trailing 30 Days (Bar Chart)

   

• Appointments By Client Scheduled For Trailing 30 Days (Bar Chart)

Row 12

• Job Submissions By Client Trailing 30 Days (Bar Chart)

   

• Sendouts By Client Trailing 30 Days (Bar Chart)

Row 13: Are we hitting our activity goals?

Goal Placeholder cards will occupy these spaces out of the box as goals are specific to your organization and cannot be pre-configured. Use activity goals to put context around whether the volume and types of activities are positive or negative according to the targets you have set for the team.

Don’t see goals? Watch this Goals Overview video or read more about Creating Goals and work with your admin to get goals set up for the team.

Once you've created a goal card(s) by Time or by Person, click on the three dots in the top right corner of the Placeholder card and select "Replace". Replace with your own goal card(s).

How did we build this dashboard template for you?

The Staffing Activity Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.

Dashboard Configuration

• Base Template: Generic Multi-Content

• Content-Type: n/a

• Filters: Hierarchy

Filters on Report Drills

Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!

If you run into any issues, please contact support.