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WFM Dashboard Homepage

Understand what this dashboard is for, its importance, navigation, and the relevant FAQs!

DashboardInsights Team avatar
Written by DashboardInsights Team
Updated over a week ago

Understanding the dashboard

The Dashboards Homepage is the starting point to access all integrated WFM dashboards. This offers more than just a landing page by providing you with brief insights and navigation features that are vital for any organisation.


Why is it important?

The Dashboards Homepage provides you with the following relevant information:

  • Empowers you to quickly gain insights into key metrics through data visualisation and brief insights on how these translate to your business.

  • Provides the capacity to easily define and filter all your business data according to reporting and analytics requirements.

  • Enables a user-friendly experience in accessing each dashboard and all of its features.

Explore the Dashboards Homepage by clicking through the interactive demo below!


Interactive demo


Dashboard FAQs

  • What data is available in the Dashboards Homepage?

    • An overview of Billing, Jobs, WIP, and Team Member Performance data are available on the Dashboards Homepage. These include data visualisations and brief descriptions of how each contributes and affects your business.

  • How do you define and filter data ranges for the dashboards according to requirements?

    • Data ranges for time periods can be defined through selecting either available default time periods or custom start and end dates. Data filter options for clients, jobs, and staff are available and can be selected from each drop down list. Any defined and filtered data ranges are automatically applied across all the dashboards.

  • How are other dashboards accessed?

    • The navigation panel to access all other dashboards from the Dashboards Homepage can be located at the left side of the page. Simply click on each dashboard tab to explore and access a wide-range of features available to help you connect the right information, in the hands of the right people, at the right time.

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