Dashboard Training

Dashboards

Addison Insights

3. Notification

9. Activity Ratios

8. Starts and Ends

7. Data Filters Explained - 2 Parts

6. Using Filters

5. Jobs Page

4. Tabs and Pages

2. Dashboard Home Page

1. Navigation Overview

INDEX

A link will be provided through email

Dashboard

Dashboard Homescreen

Set up notifications and recieve email alerts on specific cards

Notifications

The highlighted bar shows the different tabs to reach pages.

These represent the number of Job Descriptions in Salesforce.

Narrow down the results on the card from the filters located at the top

Using Filters

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.

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.

Starts and Ends

Activity Ratios - Dashboard

THANK You