Dashboard Widgets

Owned by Reina Underwood
Last updated: Jan 11, 2024
2 min read

 

The Heart Monitor

The heart monitor widgets help gauge the health of requests, progress, and the team.

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  1. Announcements
    Used to contain notes from the content writing manager.
    - Please refresh your dashboard daily to check for new and exciting developments.

  2. Outstanding requests / Requests submitted for the month
    Top: The remaining number of incomplete requests
    Bottom: The total number of all requests submitted for the month.

  3. Requests by Writer Work in progress
    The number of requests assigned to the writer this month.
    - Need to determine if the status of the Fulfillment Task is reflected on the bar graph.

  4. New & In Progress Requests work in progress
    Same data as Outstanding Requests in item number 2.
    - In this format, the data is useful to the manager and team leads to track submitted requests.
    - Unsure if this is the proper location for this data.

The Infinity Pool

The infinity pool contains all requests for the month. The pool can be adjusted to allow requests from other months to flow in as necessary.

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  1. Unclaimed Dealer Spike High Priority & Approvals
    - Monthly high priority, approval required, and first month requests.

  2. Unclaimed ARI High Priority & Approvals
    - Monthly high priority, approval required, and first month requests.

  3. Unclaimed Dealer Spike requests.
    - Monthly normal priority requests.

  4. Unclaimed ARI requests.
    - Monthly normal priority requests.

It will benefit everyone if we can see what type of piece is being requested in this dashboard view of the pool. A temporary solution is to have someone enter this information manually in the Actions Taken field (seen as the column with the “-” above so that this information can be tracked and reported.

The Hit Lists

The hit lists are personalized for each team member. Team members can only see their own list, but managers can see anyone’s list.

 

  1. My Assignments
    Incomplete requests that you have been assigned or that you have chosen for yourself.

  2. Issues from QA
    Requests that have been set to Status: On Hold and are awaiting your next moves.