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Actions Created this Month – Pie Chart

In recruitment, you need to get the basics right. Making calls, creating appointments and scheduling interviews are the minimum a recruiter needs to do on a day to day basis and this widget is the minimum you need on your dashboard.

To get this –

I need to do this –

Create New Metric;

  • Title – Actions Created
  • Description – All actions, by creation date and creator
  • Record Type – Actions
  • Date Field – Actions – Creation Date
  • Aggregate Type – Count
  • User Field –Actions - Creator
  • Permissions – Actions
  • Filter – Not Required

Then add a new Widget –

  • Click + Add Widget
  • Chart Type – Pie Chart
  • Record Type - Actions
  • Metric – Actions Created
  • Group by – Other Actions – Action Type
  • Date FilterThis Month
  • User FilterSelect User Name.
  • Set TitleActions Created this Month

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