If you're new to Dashboard Insights, you're in the right place.

Let’s start with a quick overview to get you familiar with the layout.

Navigate to the “Dashboards” tab after logging in.

On the Dashboard page, click the “WorkflowMax Dashboards”

This is your dashboards center, where all your WFM data comes to life.

Here, you'll find a comprehensive overview of your different dashboards, providing visibility to Billing, Job, WIP, and more!

To view your platforms, click on the “Platforms” tab.

This section is key to viewing your WFM platforms with your dashboard.

To ensure your platform list is up-to-date, click “Refresh Status”.

This ensures any changes or updates are reflected accurately on your dashboard.

For user management, head over to the “Users” tab.

You can add new users individually.

To do this, simply click the “Add” button.

Enter the user’s first name, last name, phone number, email, role, and user groups to grant access for the dashboards.

This ensures that the right people have the right access to the relevant dashboards.

Click “Create”.

New user will be visible in the user list.

Click “Invite” to trigger Dashboard Insights registration instructions to new user via email.

Users who successfully registered will show as “Active”.

To invite new users in Bulk, click “Bulk Invite” and select the multiple users you want to send registration instructions to via email.

Click “Send Email” to trigger bulk invites.

In the “User Groups” tab, you can organize users into groups.

This is especially useful for limiting access to certain dashboards based on user roles, enhancing both security and efficiency.

To add a User Group, click “Add”.

Input a Group Name for this User Group.

Tick the checkboxes of the users included in the group.

Tick the checkboxes for the Dashboards that the selected users will have access to.

Click Create.

On the “Staff Data” tab, you can view the list of your team members and their data. You can add or upload CSV files in bulk to add multiple team members into the list.

This is especially useful in maintaining accuracy of your KPI dashboards through updates on your team member timesheet and productivity.

To add individual staff data, click “Add”.

Fill in team member details including staff name, team name, team manager, employment start date, and employment end date.

This information serves as “Staff Details” If the employment end date is not applicable, set the date well into the future to avoid empty fields.

Click Create. The added staff should now be available in the list.

To add its “Staff Data”, click on the staff name to update details. Click “Add New Record” until a “trash bin” icon appears as shown below:

Fill in each column for effective date start, effective date end, employment status, daily work hours, target productivity %, annual salary, and hourly rate.

These information serves as the “Staff Data”. Click “Save Changes” to apply updates, then “Close”.

To add multiple staff data, upload a CSV file by clicking “Upload”.

Click “Browse for file” to attach required CSV files for ioth “Staff Details” and “Staff Data”.

CSV files must be prepared prior uploading using the following column templates:

For “Staff Details”, column details should be the same with the first sample below.

For “Staff Data”, column details should be the same with the second sample below.

Avoid cell values with commas “,”, percent “%”, and any special characters to prevent data errors.

Once both files are selected, Click Upload.

Uploaded staff details and data will be shown when you click each staff name.

You can download all your staff files by clicking “Download".