Note: Dashboards labeled ND are non-downloadable. To enable download functionality or create a custom dashboard, please contact your Client Success Lead. Download permissions are restricted to admin users.
Accessing the Analytical Dashboards
1. Navigate to the menu bar and select Analytics.
2. Navigate to “Escalations - ND” and click the downward arrow. This will display a list of the five standard dashboards.
1) Escalations - ND
The Escalations Dashboard provides insights into escalated subcontractors from the qualification requests table. Users can apply various filters to refine the dashboard output, including:
Workflow status
Invited by
Subcontractor name
Project name
Project ID
Filters can be toggled to customize the view, and a graph on the right visualizes subcontractor counts based on the selected filters.
Below the main dashboard, users can access detailed escalation data.
An appendix is available at the bottom of the page for further reference.
2) Expiring Qualifications - ND
The Expiring Qualifications dashboard provides an overview of qualifications nearing their expiration date, organized by expiry date.
Users can apply various filters to refine the dashboard output, including:
Escalated status
Inviter
Single limit amount
1Form comments
Days to data expiry (adjustable time frame)
A graph on the right dynamically visualizes subcontractor counts based on the selected filters.
For more comprehensive insights, scroll down to the Expiring Qualification Details section, where additional information about expiring qualifications is displayed.
3) Recently Authorized - ND
The Recently Authorized dashboard provides an overview of all authorized subcontractors.
Users can apply various filters to refine the dashboard output, including:
Current Info
Q Score Color
Financials
Currently Invited
Subcontractor Name
Inviter
A graph on the right visualizes subcontractor counts based on the selected filters, allowing for a customizable view.
For more detailed insights, scroll down to the Authorization Details section
4) Recent Qualifications - ND
The Recent Qualifications dashboard highlights subcontractors recently qualified, organized by week.
Users can apply various filters to refine the dashboard output, including:
Assigned By
Unique Subcontractors
Subcontractor Name
Project Name
Project Number
Prequalification Status
Single Limit Size
A graph on the right visualizes subcontractor counts based on the selected filters, providing a clear and customizable view.
For more detailed information, scroll down to the Recently Qualified Details section.
5) Sub Map US/Canada - ND
The Sub Map dashboard provides a visual representation of subcontractors by location, allowing for targeted searches within specific areas.
A color-coded legend identifies:
Primary Office
Other Office
Past Projects
Current Projects
Users can zoom in and out of states or provinces or utilize the highlighter tool to explore subcontractor distribution. Clicking a subcontractor's company name in the search results on the left-hand side will redirect you to their profile.
Map Navigation Options
On the left-hand side, users have four options for interacting with the map:
Filters:
This tab, located at the top, allows users to apply filters.
Selecting "Hide" removes the tab from view.
Toggle Labels:
Clicking this option displays state and city labels on the map.
Reset:
Resets all filters to the default settings recommended by the model.
Emails:
When a specific area is selected on the map, all associated subcontractor emails will be displayed