Jobs Dashboard

The Jobs Dashboard gives you the ability to run a search within your database of Job records, but also gives you information in regards to your current openings. Think of this as a 30-thousand foot overview that summarizes your current pipelines at a quick glance.

To navigate to the Jobs Dashboard:

  • Click on Jobs in the Main Navigation Bar


  • On the left side of the Jobs Dashboard you’ll find your record summaries
  • These boxes give you a running tally of the total number of Job Order records within your database, as well as the number of Job records with the status of Open
    • My Jobs section only refers to records that have you assigned as the Record Owner
    • All Jobs section refers to all Job records in the database, regardless of owner
  • Clicking any of the numbers in this box will run a corresponding search for that statistic


  • In the middle of the Jobs Dashboard you’ll see a list of Open Jobs based on your selected user
    • An Owner drop-down in the top left corner will allow you to filter the displayed openings by User
    • The All Recruiters option will display all open Job Orders across your firm, regardless of Owner
  • You can sort the list by clicking on the column header of the criteria you wish to sort by
  • Clicking on any of the Pipeline view links will route you directly to that view
    • For example, clicking on the Inbox link would route you to the Inbox view of the Pipeline

  • The bottom of each view will provide a summary displaying the total number of open Jobs for that view, the total potential revenue of those open Jobs, and the average number of days those Jobs have been open
    • Potential Revenue is calculated based on the Max Compensation and the Fee %
    • In the event that the Job is paying a Flat Fee, that amount would be displayed instead
  • Clicking in the Candidates column of a Job Order in either view will display a quick snapshot of the candidates associated with that Job’s Pipeline