InsightHireHelp Center

Dashboards

Compose widgets from saved reports into custom dashboards — requires custom_reports.

Feature flag: custom_reports — Dashboards are part of the custom reporting package. Same global + per-tenant grant as Custom reports.

Dashboards aggregate multiple saved reports into one leadership view — hiring velocity, source mix, recruiter load, etc.

Access

SurfacePath
Reports home (dashboard list)/dashboard/reports
Manage dashboards/dashboard/reports/dashboards

The Reports home page lists saved dashboards below saved reports with a Manage link.

Create a dashboard

  1. Ensure you have at least one saved report (/dashboard/reports/builder).
  2. Open /dashboard/reports/dashboards.
  3. Create a dashboard and add widgets referencing saved reports or built-in metrics (per widget picker).
  4. Arrange layout and save.

Dashboards are org-scoped — all admins/recruiters with report access see the same definitions.

Widget types

Typical widgets include:

  • Table — tabular output from a saved report
  • Big number — single KPI (hires, avg time-to-hire)
  • Chart — trend or breakdown when the underlying report supports grouping

Widget data refreshes on load; use report schedules for email snapshots if stakeholders need push delivery.

Operational dashboards (examples)

Dashboard nameWidgets sourced from
Weekly recruiting standupFunnel export report, Team performance report, Open tasks count
Source ROISources breakdown + Outcomes hires by source
Compliance monthlyDiversity funnel report (requires dei_compliance)

Built-in analytics tabs remain the fastest path for ad-hoc analysis; dashboards excel at repeatable leadership views.

Permissions

  • View/run: recruiters and admins when custom_reports is granted
  • Create/edit dashboards: typically org admins and power recruiters (same as report builder)
  • API/BI feeds: org admin via /dashboard/settings/data-export