What we'll review:
Dashboard Overview
Dashboard Features
Adding an Admin Color Scheme
Dashboard Overview
The dashboard is your home page with a collection of statistics and reports, making it easy to keep tabs on your business. From a single page, you can review your sales and research volumes, track and access various categories of pending searches, and bring up a variety of reports. The dashboard is built to help give you quick yet thorough visibility into the most important areas of your business.
You will automatically see the Dashboard every time you log into your administrative account. In addition, you can click the Dashboard tab in the upper left to return to the Dashboard at any time.
The Dashboard looks like this:
The links on the far left access the following areas:
[Your Name]: Accesses your administrative profile, where you can change your name, password, and contact info. You can also add a picture of yourself here, which will display in the dashboard.
Report Management: Takes you to the Report Management tab, which brings up the Report Finder by default.
Reports: Brings up a page of reports you can run via the Verocity system.
Accounting: Takes you to the Accounting tab, which displays the Accounts Receivable Aging Report by default.
My Providers: Takes you to a list of all researchers (if any) that are assigned to you as the researcher manager.
My Clients: Takes you to a list of all clients (if any) that are assigned to you as the client manager.
Dashboard Features
Sales Summary: This section lists your top 5 clients in terms of total revenue (for the chosen date range), along with the number of searches and reports they ran to achieve that level of revenue. Next to revenue, our system lists the costs of the searches, which it computes by using the per-search costs you enter via the Configure Researcher Network tool. Finally, it computes the difference between revenue and cost, both as Profit and as a percentage Margin.
At the bottom, it gives you the totals for all clients, not just the totals of the top 5. In addition, if you change the range from This Month to either Today or Year To Date, the numbers will normally change, and you may have a different top 5 clients. (For example, if a client is having a slow month but is traditionally high-volume, they may be in the top 5 for year-to-date, but not for this month or today.) When viewing date range "Last Month", the time frame runs from the first to the first (so in April, viewing last month pulls information from 3/01 to 4/01). This may or may not match your invoicing period and totals, depending on when you run your invoices. Searches added to an existing report will not add to the report total on the sales summary. If you need more detailed statistics or a custom date range, you can use the Client Analysis report, as explained here.
Provider Summary: This section lists your top 5 providers (researchers) by volume of searches completed in the time frame chosen. Next to the number of searches, you can see that provider's average turnaround time on those searches, the average amount of time spent in QA for those searches, and the total of the two. (Notice that instant providers will usually have an average of zero for average turnaround time.)
At the bottom, you get the totals for all providers, not just the top 5. As with the Sales Summary, the top 5 can change depending on the date range you choose to view.
Operations Notes: At the bottom, you can create notes for your admin users that appear on their Dashboard. This feature is similar to leaving your company a sticky note, which can be viewed by anyone logged into the Admin module and viewing the Dashboard. Use the 'Add Note' link to add a new note, and 'Remove' to remove a note you no longer need. (Once you remove a note, it cannot be retrieved so please use caution.)
Search Statistics: The top right-hand section includes various statistics on overall searches run by your company. You can review the numbers, and in most cases you can click the numbers as a shortcut to view the searches, saving you the time of going to Report Finder to pull these searches. Note that, if any of these numbers are exceptionally large (over 300 in most cases), then the numbers will not be hyperlinked.
Ordered Today: The number of searches with today's date as the Posted Date. If this number is hyperlinked, click it to view all the searches submitted today.
Completed Today: The number of searches with today's date as the Completed Date, meaning the search has had results entered but has not necessarily gone through QA and Report Grading (if applicable). If this number is hyperlinked, click it to view all the searches completed today.
Assigned: The number of searches that are assigned to a researcher but do not yet have results posted. If the number is hyperlinked, click it to view all the searches that are waiting on results from a researcher.
Open: The number of searches that are not Complete or Cancelled; in other words, this will pull all searches that are pending for one reason or another. This number will always be equal to or greater than the number for Assigned, since every assigned search is also open. If this number is hyperlinked, click it to view all open searches.
On Hold: The number of searches that are in Hold status. Use the link provided to quickly view all On Hold searches.
E-Verify: The number of E-Verify searches that are currently open (i.e., not completed). Clicking this link will take you to E-Verify Management (located under the QA tab) to review the status of E-Verify searches and take any action necessary.
In QA: The number of searches currently in the QA queue waiting to be processed through Quality Assurance. This number will help you continuously monitor QA, and the link will take you directly to your QA searches.
In Report Grading: The number of searches that are eligible to be graded using our Report Grading tools. Use this to monitor how many searches require grading, and use the link to quickly access the list of searches needing to be graded.
Search Finder: Use this tool to quickly find searches by search ID. You can enter a single search ID, or multiple search IDs separated by commas (such as 208,209,211 or 5067, 4392). When you press <Enter> or click
, you will be taken to the Search Finder and the searches you requested will be displayed.
Pending Searches: On the bottom right, you can review pending searches by age to help monitor searches and turnaround times. You can view pending searches By Days or By Zones, by clicking the appropriate radio button.
By Days: This displays searches based on how many days old they are (based on their Posted Date). Next to each category is the number of searches in that category, as well as the percentage of overall pending searches in each category. You can click on any number greater than 0 to view those pending searches.
By Zones: This displays searches based on how many hours old they are (based on their Posted Date, which also records time). Each zone is a specified number of hours old, defined by the Zone Time Setup under your System Settings.
Administrative Color Schemes
To enhance the look of your admin module, you can choose from a number of different color schemes, which only apply to the administrative area. To choose a color scheme, click your name in the upper right corner and then System Settings. Under the Profile section at the top, click the Admin site Presentation link, as shown below:
From here, you will be taken to a page where you can choose from a list of color schemes, each of which has a sample graphic to show you how the colors will appear:
Choose the preferred color scheme, or one that best matches your corporate colors, by clicking the applicable radio button. Then click Select at the bottom to save the change. You can change to a different color scheme at any time.
*NOTE* The admin color scheme does not affect the look and feel of your client module or researcher module. Those modules are still controlled by the Website Presentation setting from System Settings.