The status widget on the dashboard shows the number of records created this and last month. Each label links to a grid filtered based on the criteria used to determine the number displayed in the widget.



Contacts


Shows the amount of leads, candidates, and clients that have been created this month (and owned by the user). The number also includes the number of contacts that have been changed into a different type.


Examples :

  • This month, the user created 5 leads, 7 candidates and 2 clients. The user changes 2 leads into candidates and lead into a client. This would results in : 2 leads, 9 candidates and 3 clients for this month.
  • This month, the user created no new contacts but changed 2 leads into candidates and 1 lead into a client. This would results in : 0 leads, 2 candidates and 1 clients for this month.
  • Last month the user created 10 leads. This month He converted 5 of those leads into candidates. The widget will show 5 leads, 5 candidates and 0 clients for last month. This month would show 0 leads and 5 candidates.


Jobs 


The total number of job openings for open jobs owned by the user will be displayed behind 'Jobs' in brackets.


New : shows the total amount of jobs (not openings) that have been created (and owned) by the user

Closed : shows the amount of jobs (owned by the user) that have the status 'Closed', this is based on the updated date of the job.

Placed : shows the amount of jobs (owned by the user) that have the status 'Placed', this is based on the updated date of the job.


Events


Meetings : shows the amount of meetings that have been created (and owned) by the user

Interviews : shows the amount of interviews that have been created (and owned) by the user


Pipeline


New : shows the amount of introductions created in the pipeline by the user (owned by the user)

Placed : shows the amount of introductions placed, based on the owner of the job of the introduction, based on the placed date.

Closed : shows the amount of introductions closed (Rejected, Refused or Filled), based on the owner of the job of the introduction, based on the closed date of the introduction


Companies


Shows the amount of companies created (and owned) by the user