Every Dashboard Widget: What It Shows and Who It's For

Modified on Tue, 27 Oct at 11:00 PM

The numbers you check every day can be waiting on your Home screen when you sign in. This page shows every widget NextCrew offers, who it's for, and what you see when you click it.

Summary

A widget is one number, chart or list on your Home screen or on an area's Overview. You pick the ones that matter to your job, so a recruiter's Home screen and a payroll clerk's can look completely different. Every widget updates itself as your team works, so nobody builds a spreadsheet to see how the week is going. Click the number on a card, or a bar or slice on a chart, and NextCrew opens the Crew Members, jobs, offers, timesheets or clients behind it, ready for you to act on. What goes wrong: the list looks different from the number you expected. The widget's date range and office decide what's counted, so check those first.

How to do it

  1. Go to Home, or to an area's Overview, and choose ADD.
  2. Choose Statistic for one number, or a chart or list under Chart/List.
  3. Choose the Source, using the names on this page, and give the widget a title.
  4. Set its time period, and pick an office if you only want one.
  5. Choose ADD. The widget appears on your dashboard.
  6. Click a number, bar or slice whenever you want the records behind it.

▶ Watch how dashboards work (2 minutes)

That's your dashboard built. Everything below is for when you're choosing which widgets to add, or want to know exactly what one counts.


Three kinds of widget

Count or Rate

Unapproved Timesheets

12

One number

Good for anything you check every day. Click the number to see the records behind it.

Trend or by...

Fill Ratio Trend

A chart

Shows change over time, or how something splits. Click a bar or slice for that part only.

List

Birthday List

The records themselves

Names, jobs or dates, right on your Home screen. Nothing to click through to: it is already the list.

The end of a widget's name tells you which kind it is. Illustration only; your numbers will differ.

Two dashboard cards: Expired Licenses showing 8, and Mobile Adoption showing 6 percent with a progress bar

Two Count and Rate widgets on a Home screen. Each one opens its list when you click it.


Click any number to see who's behind it

Every Count, Rate and chart widget opens the records behind it. You don't need a report to find out which Crew Members didn't show up, or which timesheets still need approving: click the number.

No Shows

3

CLICK

→

No Shows Detail

Crew NameClientJob TitleScheduled Start
Crew Member AClient 1Warehouse Associate7:00 AM
Crew Member BClient 2Server4:00 PM
Crew Member CClient 1Forklift Operator7:00 AM

Click the number and the list opens underneath, using the same date range and office as the card. Illustration only.

From adding a widget to acting on it. On a phone, swipe sideways to see every step.

Set up onceEvery day

STEP 1

You

Add a widget

On Home or an area's Overview, choose ADD and pick a source.

→

STEP 2

Automatic

It stays current

The number updates as your team works. Nobody builds a report.

→

STEP 3

You

Glance

Check your numbers when you sign in.

→

STEP 4

You

Click a number

Open the records behind it.

→

STEP 5

You

Act

Call the Crew Member, chase the timesheet, fill the job.

You  ·  Automatic

Set it up once. After that, the numbers come to you.

  • The list follows the widget's date range and office, so it matches the number.
  • On a chart, the list shows only the period and series you clicked, such as one pay period's Approved timesheets.
  • You only see Crew Members, jobs and clients in the offices you have access to.

Start with these: widgets by role

Recruiter or HR

  • HR Statuses
  • New Crew Registrations
  • Referral Sources
  • Time to Hire
  • Expired Licenses Count
  • Crew Not Working Recently

Scheduler or staffing manager

  • Open Jobs
  • Unfilled Positions Count
  • Fill Ratio Trend
  • Interested Offers
  • No Shows
  • Late Clock-In

Payroll and billing

  • Unapproved Timesheets
  • Under Review Timesheets
  • Timesheet Status by Pay Period
  • Timesheets by Pay Code
  • Overtime Trends

Owner or branch manager

  • Booked vs Ordered Hours
  • Fill Ratio by Client
  • Revenue Trends
  • New Clients Count
  • Active Clients
  • Crew Working Count

These are starting points. Add, remove and rearrange widgets any time; your dashboard is yours, and changing it doesn't affect anyone else's.


Add a widget

Choose ADD at the top right of Home or of an area's Overview (HR, Workspace, Operation or CRM). First you pick the kind of widget:

The Choose Type window: Statistic at the top, then Chart/List with a list, pie, donut, stacked bar, bar, line and area option

The Choose Type window. Statistic is one number. Under Chart/List, pick a list, pie, donut, bar, line or area chart. Then choose ADD and pick the Source.

A widget's title is yours to set. If a source is renamed later, widgets already on your dashboard keep the title you gave them.


HR and recruiting

WidgetWhat it showsClick it to see
HR Statuses (chart)How many Crew Members are at each HR Status, such as Application Submitted, Missing DOCS or HiredThe Crew Members at the status you clicked
New Crew Registrations (count)Crew Members who signed up in the periodEach new Crew Member
New User Registration Trend (chart)Sign-ups by pay periodThe Crew Members who signed up in that period
Referral Sources (chart)Where your Crew Members heard about youThe Crew Members from that source
Time to Hire (chart)Average days a Crew Member spends at each HR StatusThe Crew Members behind that average
Workforce by Position (chart)Your Crew Members by positionThe Crew Members in that position
Employee vs. Contractor Breakdown (chart)Crew Members by tax classificationThe Crew Members in that classification
Workforce Engagement (chart)How many people were active in NextCrew in each pay periodEach person, their role, last sign-in and device
Mobile Adoption Rate (rate)The share of Crew Members using the NextCrew appEach Crew Member and the device they last used
Mobile Adoption by Device (chart)Crew Members by the device they last usedThe Crew Members on that device
Average Hours Per Crew (chart)Approved hours per Crew Member, by pay periodEach Crew Member's hours for that period
Top Rated Jobs Count (count)Jobs rated 4 or higher in the periodEach rated job, with the Crew Member and rating
Newest Crew Members (list)Your latest sign-ups
Most Active Crew (list)Crew Members with the most confirmed jobs in the period
Crew Not Working Recently (list)Up to 100 Crew Members who haven't worked in the period, so you can offer them work
Birthday List (list)Crew Members with a birthday in the period
First Day on the Job (list)Crew Members starting their first job
Background Check Status (list)Background check results for your Crew Members

See Track Your Recruiting Pipeline for how recruiters use these.


Credentials

WidgetWhat it showsClick it to see
Expired Licenses Count (count)Licenses that have expiredEach expired license, with the Crew Member and expiry date
Expired Licenses List (list)Licenses that have expired or expire in the period, and whether the Crew Member has jobs coming up
Expired Certifications Count (count)Certifications that have expiredEach expired certification
Expired Certifications List (list)Certifications expiring in the period

See Chase Expiring Credentials Before They Cost You a Job for what to do next.


Jobs and orders

WidgetWhat it showsClick it to see
All Orders (count)Orders running in the periodEach order, with positions and confirmed
Open Job Orders (count), Filled Job Orders (count), Canceled Job Orders (count)Orders still needing Crew, fully filled, or canceledEach order in that state
Open Jobs (count), Filled Jobs (count), Canceled Jobs (count)Jobs still needing Crew, fully filled, or canceledEach job, with positions, confirmed and open
Jobs Created (count)Jobs starting in the periodEach job
Positions Requested (count)Positions ordered for jobs starting in the periodEach job and its positions
Unfilled Positions Count (count)Positions still open, counting only jobs that are shortEach short job and how many it still needs
Unfilled Positions List (list)The short jobs themselves
Booked vs Ordered Hours (count)Hours booked against hours ordered, such as 120/160Each job's booked and ordered hours
Fill Ratio by Client (list)Positions ordered, booked and open for each client
Fill Ratio Trend (chart)Positions ordered against positions booked, by pay periodThe jobs in that period
Position Filled Ratio (chart)Positions ordered compared with positions filled, for jobs starting in the periodEach job, with positions, filled and open
Positions vs Unique Workforce (chart)Positions filled compared with how many different Crew Members filled themThe records behind that point
Job Confirmation Trend (chart)Confirmations that came from a Crew Member showing interest, against direct assignmentsThe confirmed offers in that period and series
Job Privacy Setting (chart)Jobs posted as Private or Network, by pay periodThe jobs in that period and setting
Time to Fill (list)How long jobs took to fill
Top 5 Profitable Positions (list), Bottom 5 Profitable Positions (list)The positions earning the most and the least
Labor Cost Projection (chart)Projected pay cost of booked and still-open positionsThe jobs behind that cost

Offers

WidgetWhat it showsClick it to see
Requested Offers (count)Offers sent and waiting for an answerEach offer and Crew Member
Interested Offers (count)Offers where the Crew Member said they're interestedEach offer, ready for you to confirm
Confirmed Offers (count)Offers confirmedEach confirmed offer
Canceled Offers (count)Offers canceledEach canceled offer
Open Offers (count)Offers requested or interested, not yet confirmedEach open offer and its status

Today's operations

WidgetWhat it showsClick it to see
Crew Working Count (count)Crew Members with a confirmed job in the periodEach Crew Member and their job
On Site (count)Crew Members clocked in right nowEach Crew Member, job and clock-in location
No Shows (count)Confirmed Crew Members who haven't clocked in after the job startedEach Crew Member, job and scheduled start
Late Clock-In (count)Crew Members who clocked in lateEach Crew Member, with minutes late
Early Clock-Out (count)Crew Members who clocked out earlyEach Crew Member, scheduled end and clock-out
Late Clock-Out (count)Crew Members who clocked out after the job endedEach timesheet
Mobile Clock-In Rate (rate)The share of clock-ins done in the appEach clock-in and how it was done
Mobile Clock-In Trend (chart)App and manual clock-ins by pay periodThe clock-ins in that period and series
On-Time Stats (chart)Clock-ins that were early, on time or lateThe timesheets in that group
Workforce in the Field (chart), Unique Workforce in the Field (chart)Crew Members working by period, counting each job, or each person onceThe Crew Members behind that point
Overtime Trends (chart)Overtime hours by pay periodThe timesheets with overtime

For today's full picture in one place, use Daily Pulse. See See Today's Timesheets with Daily Pulse and Handle No-Shows & Backfill.


Timesheets and pay

WidgetWhat it showsClick it to see
Unapproved Timesheets (count)Timesheets not yet approvedEach timesheet
Client Approved Timesheets (count)Timesheets the client approved, waiting for youEach timesheet
Approved Timesheets (count)Timesheets approved by your officeEach timesheet
Under Review Timesheets (count)Timesheets flagged for reviewEach timesheet
Timesheet Status (chart)Timesheets by statusThe timesheets at that status
Timesheet Status by Pay Period (chart)Timesheet statuses for each pay periodThe timesheets for that period and status
Timesheets by Pay Code (chart)Timesheets grouped by pay codeThe timesheets with that pay code
Revenue Trends (chart)Pay and bill amounts by pay periodThe timesheets behind that period, with pay and bill amounts

Before payroll, clear Unapproved Timesheets and Under Review Timesheets. See Get Timesheets Ready for Payroll and Prevent and Manage Overtime.


Clients

WidgetWhat it showsClick it to see
New Clients Count (count)Clients added in the periodEach new client
New Clients Trend (chart)Clients added by pay periodThe clients added in that period
Active Clients (count)Clients with an active statusEach client, with contact details

Deleted clients are never counted.


Communication

WidgetWhat it showsClick it to see
Communication Trend (chart)Emails, texts and push notifications sent, by periodThe messages sent in that period
Incoming SMS (list)Text messages Crew Members sent to you

Why it's done this way

Without NextCrewIn NextCrew
Building a spreadsheet every Monday to see how the week wentThe widgets update themselves as your team works
Asking someone to pull the names behind a numberClick the number and the list opens
Finding out about a no-show when the client callsNo Shows shows who hasn't clocked in once the job has started
Chasing timesheets the day payroll runsUnapproved Timesheets sits on your Home screen all week
One report for everyone, whatever their jobEach person builds the dashboard for their own role

If a number looks wrong

What you seeCheck this firstWho fixes it
The list has a different number of rows from the cardThe widget's time period and office. The list uses the same ones as the card.You
A widget shows nothingChange its time period, or check there was activity in that period.You
A widget you expect isn't in the Source listYour permissions decide which areas you can see.Your admin
A widget still has an old nameTitles are set when a widget is added. Edit the title, or add it again.You
A number still looks wrong after checking the filtersNote the widget, its filters and what you expected.NextCrew support

Questions people ask

Can I build a completely new kind of widget?

Not yourself. If you need a number no widget shows, ask support and say what decision it helps you make. There may be a cost.

Does the list respect office access?

Yes. You only see Crew Members, jobs and clients in the offices you have access to.

Does my dashboard change anyone else's?

No. Each person's dashboard is their own.

Can I click a name in the list to open the record?

Not yet. The list shows the details, and you open the record from the matching screen.

Can my clients see dashboards too?

Yes, with the data you share with them. See Build Your Dashboard in the client guides.


Other ways people ask this

  • What does this widget mean?
  • What widgets are there?
  • How do I see the names behind a number?
  • Which widget shows unfilled jobs?
  • Which widget shows no-shows?
  • How do I see expired licenses on my dashboard?
  • What is the difference between Count and List widgets?
  • How do I add a widget to my dashboard?
  • What is a drilldown?

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