X Beta - Dashboard

Content

Introduction
How to Access Dashboard?
How to Manage Dashboard?
How to Clone the Dashboard?
How to Delete the Dashboard?
How to Configure New Dashboard?
What are Dashboard Components?
What are Operational Indicators?
What are Dashboard Tiles?

Introduction

The Dashboard feature is designed as a centralised interface that integrates vital information and insights, enabling the effective monitoring, measurement, and analysis of relevant data across key areas to serve as a valuable decision-making tool. The global filters are configured to retrieve data based on selected Dashboard, Date Period, State, and Office, with comparison criteria and the ability to set default settings as needed. The Organisation Progress presents a comprehensive overview of various Operational Indicators and dashboard tiles.

The highlighting features of the Dashboard:

How to Access Dashboard?

To access the Dashboard:

• Click the Dashboard from the user login as shown in the figure below

How to Manage Dashboard?

The Dashboard feature shows a comprehensive view of the organization's available dashboards, customised specifically to meet individual needs. You can view the Organisation Progress tab for all the available dashboards in this version.

The Organisation Progress provides a detailed summary of various Operational Indicators and dashboard tiles based on the Global Filters selected.

Global Filters

The Global Filters for the Dashboard include the selected Dashboard/Data Analytics, Date Period, State(s), Office(s), and Compare with criteria. The filters applied will be consistently applicable across all menu options. Additionally, you can set any dashboard as the default selection by checking the 'Set as Default' checkbox.

• Organisation –  All the available Organisation names will be displayed. When multiple organisations exist, you can select several to fetch data from the selected organisations
• Dashboard/Data Analytics – The dashboard(s) are available for selection based on the Configuration Settings. Upon selecting a dashboard from the drop-down, you will have access to the dashboard menus as per the assigned configuration permissions
  
  Note that the administrator has access to view all dashboards across all users, while other users can only view the dashboards based on the access permission provided
  • Set to Default – The Set to Default checkbox allows you to designate a default dashboard that will automatically load each time you access the dashboard. In case a single dashboard exists, it will automatically be set as the default dashboard

• Date Period – The 'Last 7 Days' option is selected by default. The Data Period option includes:

  • Last 7 Days – Display data for the previous seven days
  • Last Week – Display data for the previous week

  • Last 14 Days – Display data for the last 14 days from the current date 

  • Last 30 Days – Display data for the last 30 days from the current date 

  • Last Year – Display data for the last calendar year (January to December)

  • Current Week – Display data for the current week

  • Current Fortnight – Display data for the current fortnight

  • Current Month – Display data for the current month 

  • Current Year – Display data for the current calendar year i.e. January to December

  • Current Financial Year – Display data for the current financial year (for taxation or financial accounting)

  • Custom—Display data for a specifically chosen custom date range. This feature allows you to define the exact dates you wish to analyse on the dashboard. The maximum data accessible for custom search is restricted to a duration of one year

• State(s) – Select the active States from the list fetched from the Masters. By default, no State is selected and on selecting the desired State(s), the data displayed in the Dashboard graphs will be adjusted accordingly. You have the option to select multiple States
• Office(s) –  Select the active Offices from the list fetched from the Masters. You have the option to select multiple States
• Compare with – To analyse the data corresponding to the selected Date Period, the Compare with option will be automatically set to the Previous Period, Previous Week,  Previous Month, or Previous Year based on the chosen Date Period
• Get Data – On clicking the Get Data button, the latest data based on the filters selected will be available
• Global Filters – Click the show/collapse icon to view or hide the available Global Filters
• Refresh – On clicking the Refresh button, the latest data will be available

How to Configure Dashboard?

To configure the new dashboard, click the Configure Dashboard icon as shown in the figure and the Dashboard Settings page opens.

Dashboard Settings

The Dashboard Settings page displays all the existing dashboards configured for the user. The administrator can Configure New Dashboard for the users, to provide the required access permissions. Additionally, the administrator or owner of the dashboard can update the configuration, Clone, and Delete Dashboards.

All the Dashboard users can also create, clone, and delete dashboards for their personal use, based on the configuration settings provided.

The Dashboard Settings page displays details of all the existing Dashboards for the logged-in user. The page displayed the Dashboard Name, User Type, Role Type(s), User Level(s), User(s), Status, Created By, and Last Updated On. In this page, you can:

1. Search – This allows you to search for a specific dashboard name 
2. Refresh – This allows you to refresh the dashboard settings screen
3. Configure New Dashboard – This allows the admin/owner to configure a new dashboard
4. Back to Dashboard – This allows you to navigate back to the main dashboard screen
5. Three Dots – For each Dashboard, three dots allow you to perform the following action based on the configuration settings: 
   • Configure: Based on the user's permission, it allows you to edit or view the selected dashboard
   • Clone: This allows you to create duplicate dashboards with similar configuration settings with limited access to customise the Dashboard
   • Delete: Only the administrator and the designated dashboard owner have the authority to delete the dashboard. If the dashboard has been configured by the administrator, the end user can be restricted from deleting the dashboard
   • View: This allows to view the configuration setting in read-only mode

How to Clone the Dashboard?

To clone the existing dashboard:

• Select the three-dot icon from the dashboard (as shown in the figure above) and click Clone
• A new cloned dashboard is created with all the existing dashboard configurations. The Dashboard Name is prefixed with 'Clone'
• You can update the configuration of the existing dashboard as per your requirement

How to Delete the Dashboard?

To delete the existing dashboard:

• Select the three-dot icon from the dashboard and click Delete
• A confirmation message is displayed before you proceed to delete the selected dashboard
• Click Yes to delete the selected dashboard

How to Configure New Dashboard?

To Configure New Dashboard from the Dashboard Settings screen, click Configure New Dashboard as shown in the figure below.

In the Configure New Dashboard page:

• Provide the Name of the Dashboard
• Choose all the appropriate options to define the access permissions associated with this dashboard
• Click Save

What are Dashboard Components?

The Dashboard Components will help you to get familiarised with the elements used across the dashboard feature. The table below explains the various components used in the dashboard.

Icons	Description
	Shows the previous date period.
	Shows the previous year period.
	Click to refresh the data.
	Click to view the full screen.
	Click to exit the full screen view.
	Click to collapse the dashboard tile.
	Click to expand the dashboard tile.
	Click to rearrange the placements of any section as needed.
	The current data shown in green indicates that the data from the Previous Period and the Previous Year meets/ exceeds current data. When the current Date Period, Previous Period, and Previous Year data are in green, the overall dashboard tile will appear in green, indicating positive performance.
	The current data shown in red color indicates a decline in data for the Previous Period and the Previous Year compared to the current data. When the current Date Period, Previous Period, and Previous Year data are in red, the overall dashboard tile will appear in red, indicating a decline in performance.
	The current data shown in orange color indicates a variation in performance, representing both a decline, meets/ exceeds or no data for the Previous Period/ Previous Year compared to the current data. When the data for the Previous Period and Previous Year display a combination of red, green, or no color, the current data and overall dashboard tile appear in orange.

What are Operational Indicators?

1. New Members – shows the members created for the selected date period with the status as Active
2. New Clients –  shows the clients created for the selected date period with the status as Active
3. Available Members – shows the members who have provided their availability for the specified date period, regardless of whether the availability is for just one day
4. Unassigned Members – shows the members who have not been allocated to any of the shifts for the specified date period
5. Shift Fill % –  shows the percentage of shifts filled with status as Shift Booked and Timesheet Submitted for the selected date period
   
   The Shift Fill percentage is calculated by comparing the number of Shift Booked and Timesheet Submitted against the total number of Shifts Ordered. The formula for Shift Fill % = (Shifts Filled / Total Shifts) * 100
6. Shift Unfill % – shows the percentage of unfilled shifts for the selected date period. This includes all remaining shifts, excluding those categorised as Shift Error, Shift Booked, Timesheet Submitted, Client Withdrawn, or Shift Cancelled
7. Booked Shifts – shows the number of shifts with the Status as Shift Booked and Timesheet Submitted for the selected date period
8. Booked Shift Hours – shows the number of shift hours with Status as Shift Booked and Timesheet Submitted for the selected date period
   
   In the Booked Shifts and Booked Shift Hours, if the shifts are confirmed in finance, the finance confirmed hours will be considered (excluding break minutes); otherwise, if the shifts are yet to be confirmed in finance, the shift booked hours will be considered
9. Overtime Hours – shows the number of hours verified for payroll from the Confirm Shift screen in Finance for the selected date period

You can view all the Operational Indicators by clicking the full-screen view icon and collapse/expand using collapse or expand icons respectively.

What are Dashboard Tiles?

The dashboard tiles show detailed data for the globally selected date periods for People Trends, Business Performance Statistics, Client Acquisition, Shift Demand & Fulfilment, and Shift Fulfilment Trends, facilitating comparisons with the corresponding figures from the previous period.

1. People Trends

The People Trends dashboard tile analyses trends by utilising data from Expression of Interest, Received Applications, Activated Members, New Clients, and New Professionals for the specified Date Period derived from the Global Filters. This shows the business engagement of the People across the business. The data is compared with the selected week, month, or year to facilitate a comprehensive analysis.

This dashboard tile shows the following components:

1. Expression of Interest  – shown interest in business activities during the specified period through the Inbox Applications, Re-enrolled Applications, and Missed Applications (tracked via job portals)
2. Received Applications  –  the applications received during the specified period, under the Inbox and Re-enrolled stages as part of the onboarding process
3. Activated Members – the members created during the specified period with an Active status. The members are activated when an applicant transitions to the member active status, through the Import Member function (from Finance), or via the Create New Member page
4. New Clients – the clients created during the specified period with an Active status. The clients are created through the Import Client function (from Finance), via the Add New Client page in the Staff Portal, or using the New Clients API
5. New Professionals – the professionals created during the specified period with an Active status. The professionals are created through the Add New Professional page, or via the Client Portal/ Professional Portal page

The figure below shows the People Trends for the selected Date Period as 'Last 30 Days,' compared with data from the Previous Period, i.e. previous 30 days. The data displayed in green color indicates the percentage increase of the current figures compared to the previous period, while the data shown in red color reflects the percentage decrease relative to the figures from the previous period.

You can view the People Trends graph in full-screen mode by clicking the full-screen view icon, and you can adjust the display by using collapse and expand icons respectively.

2. Business Performance Statistics

The Client Acquisition dashboard tile analyses the number of clients acquired for a business during the specified Date Period derived from the Global Filters.

In the Client Acquisition Bar graph, the number of clients acquired during the current Date Period is presented alongside a comparison to those acquired in the Previous Period. The data from the previous period is displayed in a yellow bar with the total number of clients acquired at the top of the bar. In contrast, the current period's data is shown in a blue bar with the total number of clients acquired at the top of the bar.

The figure below shows Client Acquisition for the selected Date Period as 'Last 30 Days' compared with data from the Previous Period, i.e., the previous 30 days. The Client Acquisition data are fetched from the Create Client API, Import Client function (from Finance), or via the Add New Client page.

You can view the Client Acquisition graph in full-screen mode by clicking the full-screen view icon, and you can adjust the display by using collapse and expand icons respectively. 

4. Shift Demand & Fulfilment

The Shift Demand & Fulfilment dashboard tile provides a detailed analysis of the filled and unfilled shifts with the overall demand for shifts during the specified Date Period derived from the Global Filters.  This shows the relationship between qualification and the number of shifts required to meet staffing needs.

The Shift Demand & Fulfilment Bar graph categorizes ordered shifts into two distinct groups: filled shifts and unfilled shifts, based on the specified qualifications. The ordered shifts are the total demand of the shifts (filled shifts and unfilled shifts); filled shifts are all the shifts with the status as Booked/ Timesheet Submitted; unfilled shifts are all the shifts excluding the shifts with the status as Shift Error/ Booked/ Timesheet Submitted/ Client Withdrawn, and Shift Cancelled.

Grouped based on the qualifications, the number of ordered shifts (filled shifts and unfilled shifts) is shown in the Shift Demand & Fulfilment Bar graph as:

• For the previous period -  The shifts filled are displayed in a light green color bar and the shifts unfilled are displayed in a pink color bar with the total demand of the shifts at the top of the bar in a sky blue color
• For the current period - In contrast, the shifts filled are displayed in a green color bar and the shifts unfilled are displayed in a red color bar with the total demand of the shifts at the top of the bar in a blue color

The figure below shows the Shift Demand & Fulfilment for the selected Date Period as 'Last 30 Days' compared with data from the Previous Period, i.e., the previous 30 days. The Shift Demand & Fulfilment data are fetched from the Single Booking, Multi Booking, Shifts confirmed as Booked in Client Allocations in the Staff Portal, New Booking in Finance, Shifts from API, Shift Import, and Client Portal/ Client App (Booking Screen). Note that the graphical legends are defined at the bottom of the graph.

You can view the Shift Demand & Fulfilment graph in full-screen mode by clicking the full-screen view icon, and you can adjust the display by using collapse and expand icons respectively. 

5. Shift Fulfilment Trends

The Shift Fulfilment Trends dashboard tile provides a detailed analysis of the trends associated with the filled shifts for the specified Date Period derived from the Global Filters. 

The Shift Fulfilment line chart shows the overview of the shifts that have been successfully filled during the selected date period, specifically with the status of Booked and Timesheet Submitted. The number of shifts filled during the current Date Period is presented alongside the shifts filled in the Previous Period, allowing for a clear comparison of the data points, which are connected by lines to effectively illustrate the values.

The previous period's data is represented by a yellow line, while the current period's data is represented by a blue line, clearly indicating the total number of shifts filled at each time interval.

The figure below shows Shift Fulfilment Trends for the selected Date Period as 'Last 30 Days' compared with data from the Previous Period, i.e., the previous 30 days. The Shift Fulfilment data are fetched from the Single Booking, Multi Booking, Shifts confirmed as Booked in Client Allocations in the Staff Portal, New Booking in Finance, Shifts from API, Shift Import, and Client Portal/ Client App (Booking Screen). Note that the graphical legends are defined at the bottom of the graph.

You can view the Shift Fulfilment Trends graph in full-screen mode by clicking the full-screen view icon, and you can adjust the display by using collapse and expand icons respectively.