Addison Insights
Dashboards
INDEX
1. Navigation Overview
2. Dashboard Home Page
3. Notification
4. Tabs and Pages
5. Jobs Page
6. Using Filters
7. Data Filters Explained - 2 Parts
8. Starts and Ends
9. Activity Ratios
Dashboard
A link will be provided through email
Dashboard Homescreen
Notifications
Set up notifications and recieve email alerts on specific cards
The highlighted bar shows the different tabs to reach pages.
These represent the number of Job Descriptions in Salesforce.
Using Filters
Narrow down the results on the card from the filters located at the top
A relative date filter lets you view data based on dynamic time frames, like "last 7 days" or "next month," updating automatically as time progresses.
An absolute date filter allows you to focus on data from a specific, fixed time period. Unlike relative filters, it doesn’t adjust with time—it’s tied to the exact dates you select, making it ideal for analyzing historical data or fixed reporting periods.
Starts and Ends
The Starts and Ends page in Addison Analytics helps you track and forecast engagements, including future starts and ends. With filters for team, location, and client, it’s an easy way to spot trends, plan ahead, and stay on top of what’s happening.
Activity Ratios - Dashboard
THANK You
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Transcript
Addison Insights
Dashboards
INDEX
1. Navigation Overview
2. Dashboard Home Page
3. Notification
4. Tabs and Pages
5. Jobs Page
6. Using Filters
7. Data Filters Explained - 2 Parts
8. Starts and Ends
9. Activity Ratios
Dashboard
A link will be provided through email
Dashboard Homescreen
Notifications
Set up notifications and recieve email alerts on specific cards
The highlighted bar shows the different tabs to reach pages.
These represent the number of Job Descriptions in Salesforce.
Using Filters
Narrow down the results on the card from the filters located at the top
A relative date filter lets you view data based on dynamic time frames, like "last 7 days" or "next month," updating automatically as time progresses.
An absolute date filter allows you to focus on data from a specific, fixed time period. Unlike relative filters, it doesn’t adjust with time—it’s tied to the exact dates you select, making it ideal for analyzing historical data or fixed reporting periods.
Starts and Ends
The Starts and Ends page in Addison Analytics helps you track and forecast engagements, including future starts and ends. With filters for team, location, and client, it’s an easy way to spot trends, plan ahead, and stay on top of what’s happening.
Activity Ratios - Dashboard
THANK You