A dashboard is important because it centralizes key information, offering real-time insights into job status, performance, and staffing levels. It allows you to quickly assess data, make informed decisions, and take necessary actions, such as adjusting jobs or monitoring trends. By presenting critical information in an easy-to-understand format, dashboards improve efficiency, streamline workflows, and support better resource management.
1. Navigate to the Home Page of your dashboard
2. Select the Add or Add Data button to begin adding a new dashboard component
3. Select Chart/List
4. Select the Data Source
- Clock-In/Out Trend – Displays how many crew members were on time during a set period.
- Mobile Clock-In Trend – Shows the number of crew members clocking in via the mobile app.
- Daily Pulse – Compares scheduled vs. actual clock-ins for that day’s jobs.
- Fill Ratio Trend – Tracks how many jobs were created vs. how many were filled (date-dependent).
- License and Credentials – Allows viewing of licenses, credentials, and documents without downloading them to your workstation.
5. Select the corresponding data you wish to include per that source
6. Customize the Data
- Customize the Title
- Date range (e.g., for trend-based charts)
- Crew member details (for personnel-related insights)
7. Finalize your selection by clicking the Add button to complete the setup
