Building dashboards

Dashboards combine your metrics, lists, pipelines and charts in one view. Each one is built once and then shows every viewer their own numbers, or their team’s, so a manager can have a personal dashboard and a separate one for their team, and a consultant opens Spott to the figures that matter to them. You build dashboards under Settings → Performance → Dashboards, which needs the Manage Analytics Reports permission or an admin role. People read them on the Home dashboard.

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Create a dashboard

1. Go to Settings → Performance → Dashboards and click New Dashboard.
2. Enter a Name and choose the Default scope, for example Current user.
3. Click Create.

This opens the dashboard editor. From the editor you can:

• Add widget: add a single block to the dashboard.
• Add collection: add a named group of widgets.
• Set the dashboard’s Default scope and Default period.
• Preview the dashboard as a specific user and for a specific time period.
• Switch between Auto-layout and Custom layout.
• Rename the dashboard, Manage access, Save, and Publish.

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Add widgets

Click Add widget, give the widget a Title, and choose its Type. Every widget also has a Default period and a Default scope. A preview on the right updates while you set it up. Scope decides whose data a widget shows, and it is what lets one dashboard serve many people:

• Current user: the person looking at the dashboard.
• Current team: that person’s team.
• All teams: every team, side by side.
• Company: the whole workspace.

Set the scope based on what you want people to see.

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Metric

Shows a single saved metric as one number. Select the Metric, and switch on Show target to show progress against the target for the viewer.

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List

Shows a table of records, for example all of your applications. You design the table yourself:

• Record type: what the list shows, for example Candidates or Applications.
• Columns: add the columns you want to see, such as Application Owner or Application Labels, and drag them into order.
• Scope column: decides whose records each viewer sees. For applications the default is the Application Owner. Change it to Job Owners, for example, so that the owners of a job see every application on that job.
• Filters: for example, only applications that are in process, without the rejected ones.
• Sort: how the list is ordered.

A List and a Pipeline widget also have a Date column. With None (current state), the widget shows every record in its current state, and the time period has no effect. With a date column, it only shows the records whose date falls in the time period. For applications, a switch decides whether Speculative applications are included.

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Pipeline

Works the same way as the job pipeline you already know: one bar per stage, with the number of applications in each. Set the scope, typically Current user, choose whether to include speculative applications, and add filters on top of the default ones, which leave out closed jobs, rejected applications, and placed candidates.

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Chart

Works the same way as an insight in Reports. Choose the Data, for example Applications, Opportunities, or Candidates, the Metrics, and an optional Group by. Then pick the Type of insight and the Visualisation: Bar, Line, Pie, Single Metric, or Table. The Type of insight is Pivot or Historical Values. Use Historical Values to show a trend over time instead of a breakdown. Funnel and Time in Stage stay in Reports.

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Organise widgets in collections

A collection is a named group of widgets on the dashboard, for example Business development, Talent pipeline, or Matching. Collections keep a busy dashboard readable. Choose a layout per dashboard:

• Auto-layout: every widget gets the same size.
• Custom layout: drag the corner of a widget to resize it, so you can design the dashboard exactly the way you want.

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Time periods: dashboard defaults and widget defaults

Each widget has its own default period, and the dashboard has a Default period too. On the dashboard, choose one of two options:

• Widget defaults: every widget uses the period set on the widget itself. Use this to show different periods side by side, for example this quarter next to last quarter.
• A specific period, for example This quarter: every widget on the dashboard uses it.

To change one widget’s period, open the widget’s menu, choose Edit, and change its Default period. The Default scope works the same way: set the dashboard to Widget defaults and each widget keeps its own scope. Comparing quarters used to take a separate report per quarter. With widget defaults, one dashboard shows them side by side.

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Manage access and publish

Click Manage access to choose who can view the dashboard:

• Everyone in workspace: all members of your workspace.
• Specific people: only the people you choose, picked as individual People, Roles, or Teams.

Before publishing, use Preview to check what the dashboard looks like for a specific user. When it is ready, click Publish. It then appears on the Home dashboard of everyone it is shared with.

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Manage your dashboards

The Dashboards tab lists every dashboard with its Status (Draft or Published), its Access, its Sync status, and when it was created and last changed. Open the ⋮ menu on a dashboard to Rename, Duplicate, Manage access, or Archive it. Archived dashboards move to the Archived tab, where you can Unarchive or Duplicate them. Dashboards cannot be deleted permanently: archiving is how you take one out of use.