There are several options you can choose from, to enhance your dashboard. There are 2 types of sections, Stat Boxes and Zones.
The Stat Boxes are the smaller boxes, where we only pull statistics though. The options for these are:
- Active / Registered Workers
This is a count of active candidates, excluding on-boarding and count of all candidates on the CRM. - Expiring / Expired Compliance
This counts the list of expiring documents, that fall within the period with Agency Settings (Defaulted to 14 days) and a count of documents that have now expired. - Data Validation
This counts the data, to help spot duplicates. It looks at the NINO, Passports, VAT, Payroll Numbers and Driving Licence Numbers - Bookings Today
This is a count of all of the bookings, for today, that have not been cancelled. - Telephone Enquiries
This is legacy, and is no longer available. - Pending Approval
This is the number of timesheets that are waiting to be approved by either a consultant or a client. - On-boarding
This is the number of candidates that have registered and are waiting to be verified. - Leads
This is the number of clients that have had their status set to Lead. - Live Roles
This is the number of Permanent positions that you are currently recruiting for. - Expiring Training
This is the number of candidates with training expiring, that fall within the period with Agency Settings (Defaulted to 14 days). - New Registrations Today
This is the number of candidates that have been registered today. - Active Perm Placements
This is the number of Permanent positions that you are currently recruiting for. - My Sales Calls
This is the number of calls you have made and logged on the CRM. - Interviews Requested
This is the number of candidates within the Permanent positions, with the Interviews Requested status. - Job Offers
This is the number of candidates within the Permanent positions, with the Job Offers status. - Jobs Accepted
This is the number of candidates within the Permanent positions, with the Jobs Accepted status.
The Zones Boxes are the larger 2 boxes. The options for these are:
- Upcoming Tasks & Events
This is a calendar of your tasks that are created on the CRM. - Candidate Availability
This is a list of candidates that have availability, and a link to the report with detailed information. - Live Roles
This is a list of the active Permanent Jobs. - Role Activity
This is a feed of activity for the Permanent Jobs, showing you the status changes