Organisation Progress

• The Operational Indicators serve as vital key performance indicators that are instrumental in evaluating the efficiency and effectiveness of an organisation's operations. This provides insights into key metrics, including New Members, New Clients, Available Members, Unassigned Members, Shift Fill %, Shift Unfill %, Booked Shifts, Booked Shift Hours, and Overtime Hours. The data is shown for selected global date periods, facilitating comparisons of the currently selected Date Periods with the Previous Period and the Previous Year
• The dashboard tiles visually represent key metrics, effectively presenting complex information clearly and organised. The presentation allows you to quickly and effortlessly understand essential insights at a glance. The dashboard tiles for People Trends, Business Performance Statistics, Client Acquisition, Shift Demand & Fulfilment, and Shift Fulfilment Trends display data for the globally selected date periods, facilitating comparisons with the corresponding figures from the previous period

Global Filters

The Global Filters for the Dashboard include the selected Dashboard, 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 – 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 – Click the Refresh icon to fetch the latest available data 
• View Dashboard in New Tab  – Click the View Dashboard in New Tab icon to open the Dashboard in a new tab

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 shift filled percentage report for the number of shifts with status as Shift Booked and Timesheet Submitted for the selected date period. The formula for Shift Fill % = (Shifts Filled / Total Shifts) * 100
   
   The Shift Fill percentage is calculated by comparing the number of Shift Booked and Timesheet Submitted against the total number of Shifts Ordered. 
6. Shift Unfill % – shows the shift unfill percentage report for the number of shifts listed with the unfill shift status code for the selected period. The formula for Shift Unfill % = (Shifts Unfill / Total Shifts) * 100
   
   This includes all remaining shifts, excluding those categorised as Shift Error, Shift Booked, Timesheet Submitted, Shift 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. Organisation 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 tracks the workforce engagement and growth 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. The bar graph provides insights that enhance strategies and drive business growth.

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 analyses the variations in shift demand and fulfilment across different qualifications to enhance allocator efficiency.

The Shift Demand & Fulfilment Bar graph categorises 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. This facilitates the identification of patterns and enhances workforce planning.

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, 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. 

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