The SFX dashboard is the landing page for the CRM. The dashboard accumulates data from the entire SFX product suite and presents it in the form of numerous widgets to the user. Each widget relates to a different aspect of the product suite i.e. the My Tasks widget lists any outstanding tasks assigned to the user, and the My Items widget lets users see how their campaigns, jobs and folders are performing.
Together, all of the combined widgets in one landing page, allow users to see at-a-glance, how the sourcing and recruiting strategy is performing as a whole. It also highlights the impact of automation while providing the launch points for empowering quick actions. Hence the basic design principle for the SFX Dashboard is:
Fact → So What → Action (whenever required)
If your company does not have the dashboard set up, please talk to your Account Representative to have this functionality enabled.
The dashboard is built to allow individual users to save their own version of the dashboard. The dashboard caters to the following key personas:
The Dashboard is divided into numerous sections - a main banner followed by a series of widgets. Users can personalize and use each widget as per their preference. The key widgets in the Dashboard are:
The banner makes up the top portion of the dashboard and displays key performance indicators, metrics and key data points relevant to the entire SFX product suite in the form of a greeting message. The user can then take action, based on the greeting message. The banner is not specific to one aspect of the business, but instead pertains information to the entire SFX product suite as a whole.
In the example screenshot below, the greeting message displays general text informing the user that they can access user guides applicable to user functionality in the CRM, by selecting the information icon located to the top right of the banner.
The greeting message in the banner refreshes every time the user comes back to the dashboard page in the CRM based on rotating messages.
More greeting messages examples
Our pool of widgets will expand as time goes on and we create more features. Below are a few of the widgets that are in production.
Users can choose to view Marketing Trends by timeline or device, by selecting Timeline or Device from the widget dropdown menu.
By default, the timeline view is selected. If the user changes the filter value to device and logs out, the next login will show the widget with the device view. This selection is stored in user preferences.
The user can apply three filters to the marketing trend data:
Job Category - Users can choose to filter data by job category, and choose any of the available job categories in the dropdown. Note: The job category value is not saved in user preferences and will be reset each time the users logs out and logs back in.
Location - Users can view marketing trends for any specified location. Note: This filter is not live currently and is slated for release at the end of March 2021.
Date range - Users can choose to view the marketing trends for any date range using the date range filters.
There are 5 marketing trend metrics in total that the user can view in both timeline and device view - Jobs, Views, Contacts, Applications and Hires. Outputted trend data will differ depending on what filters have been applied and what metrics have been turned on or off. Users can turn individual metrics on and off by clicking on them. The Jobs metric is turned off by default.
When device view is selected, metrics can no longer be turned on and off. Instead, device view shows trend data split across desktop, tablet and mobile users. To see data related per device, users can select the desktop, tablet and mobile icons.
Users are also given the ability to duplicate the marketing trends widget. This allows users to create multiple and duplicate marketing trends widgets, each showing trends by timeline or by device, with different filters applied and metrics turned on or off. Applied filters and metrics will continue to persist after users log out and back in again. This functionality is user specific, and will not impact on other users utilizing the dashboard. After duplicating the widget, users have the option to remove it if necessary.
To duplicate and remove the widget, select the ellipsis icon and then select either duplicate or remove.
The Top & Bottom 5 widget allows users to select and view a number of specific stats for jobs, folders, campaigns or emails; and lists the results in order of best and worst performance.
The screenshot below shows the top and bottom 5 folderss with the most and least contact engagement.
Users can select between jobs, folders, campaigns or emails by selecting the Top & Bottom 5 drop-down list, followed by choosing either Jobs, Folders, Campaigns or Emails.
Stats can be selected from the drop-down list next to the date range filter. The drop-down stat list changes depending on what top & bottom option is selected. The Top & Bottom 5 widget applies to all of the client's data, it's not user specific. Again, the user can duplicate or remove this widget.
The My Tasks widget lists any outstanding tasks assigned to the user.
Selecting the task description, will redirect the user to the contact's profile for whom the task is related to. The task can be viewed under the Tasks section in the contact’s profile.
The My Tasks widget displays the top 4 tasks by due date. If the due date has already passed, the user will see a red dot next to the total number of days text. If the due date is due within the next 3 days, the user will see an orange dot, and any outstanding task beyond 3 days is represented by a black dot.