Logo

What are you looking for?

Please use the search bar below to find an article that can help answer any questions you may have.

Jobs Dashboard Widgets Explained (Every Jobs Widget)

Dashboards

Jobs Dashboard Widgets Explained (Every Jobs Widget)

Explanation of Job Widgets

Jobs widgets update approximately every 15 minutes. They are operational widgets, meaning the action button links you into filtered records where applicable. If you update job information related to the widget, the widget will be updated.

Before you read the job widgets: two date types to understand

Jobs widgets use two different “date types”:

SLA/RCD (Service Level Agreement/Required Completion Date):

The job’s due date.

Used to measure:

  • What is due

  • What is overdue

Drives SLA-style widgets

Schedule Start Date:

The date the job is planned to start.

Used to measure:

  • What is planned today

  • What work is scheduled in future

Drives scheduling widgets

Most confusion comes from mixing these up.

Jobs Due Today (Jobs with an SLA/RCD of today)

What this widget is for

This widget shows what you have set to be completed today.

It is the single most important operational widget.

If this number is not zero, there is work that is due today based on your agreed SLA/RCD logic.

  • What it shows: Open jobs due to be completed today, based on the SLA/RCD

  • Update frequency: approximately every 15 mins

  • Date range: Day (today only)

image.png
image.png
This is the filtered list behind the widget. The jobs shown here are what the widget is counting.

Common misunderstandings

  • “This job isn’t scheduled today”
    → That doesn’t matter. It is still set as due today.

  • “We did the work already”
    → If the job is not marked as Completed, it will still appear.

  • “Our customer said tomorrow is fine”
    → If the SLA/RCD was not updated, the dashboard is correct.


Jobs Due Next 7 Days (Jobs with an RCD in the next 7 days)

What this widget is for

This widget shows work that is coming due soon.

It is a short-term planning and risk indicator.


Widget details

Widget name: Jobs with an RCD in the Next 7 Days
Format: Number
Update frequency: Approximately every 15 minutes
Date range: Today + next 6 days


What this widget measures

It counts:

  • Jobs that are Open

  • With an RCD between today and 6 days from now

This does not mean:

  • Jobs that will be done in the next 7 days

  • Jobs that are scheduled

It strictly means due dates.


How to use this widget properly

  • High number → lots of work due soon

  • Low number → due dates are under control

  • Compare this with Scheduled Jobs Next 7 Days

If due is high but scheduled is low, work may not be planned yet.


Jobs Due Next 30 Days (Jobs with an RCD in the next 30 days)

What this widget is for

This widget provides forward visibility of upcoming due work.

It is not for daily action. It is for capacity awareness.


Widget details

Widget name: Jobs with an RCD in the Next 30 Days
Format: Number
Update frequency: Approximately every 15 minutes
Date range: Today + next 29 days


What this widget measures

It counts:

  • Open jobs

  • With an RCD within the next 30 days

This widget helps answer:

  • “How much is coming?”

  • “Are we stacking too much work into future weeks?”


Jobs Scheduled for Today

What this widget is for

This widget shows what is planned to start today, regardless of due date.

This is a scheduling view, not an SLA view.


Widget details

Widget name: Jobs Scheduled for Today
Format: Number
Update frequency: Approximately every 15 minutes
Date range: Today only


What this widget measures

It counts:

  • Open jobs

  • With a scheduled start date of today

It does not care:

  • Whether the job is due today

  • Whether it is overdue


Common misunderstandings

  • “This job isn’t due today”
    → Correct. This widget is about scheduling, not due dates.

  • “Why isn’t this job here?”
    → If it has no scheduled start date, it will not appear.


What happens when you click it

Clicking opens the Scheduling view, filtered to today.


Jobs Scheduled for the Next 7 Days

What this widget is for

This widget shows planned workload for the coming week.


Widget details

Widget name: Jobs Scheduled for the Next 7 Days
Format: Number
Update frequency: Approximately every 15 minutes
Date range: Today + next 6 days


What this widget measures

It counts:

  • Open jobs

  • With a scheduled start date in the next 7 days

This is used to answer:

  • “How busy is next week?”

  • “Do we have enough work planned?”


Jobs Scheduled for the Next 30 Days

What this widget is for

This widget shows longer-term scheduling load.

It is high-level and informational.


Widget details

Widget name: Jobs Scheduled for the Next 30 Days
Format: Number
Update frequency: Approximately every 15 minutes
Date range: Next 30 days


Important note

This widget may not always provide a click-through view.

It is intended as a volume indicator, not a management screen.


Jobs Completed in the Last 7 Days

What this widget is for

This widget shows recent throughput.

It answers:

  • “How much work have we actually finished recently?”


Widget details

Widget name: Jobs Completed in the Last 7 Days
Format: Number
Update frequency: Approximately every 15 minutes
Date range: Last 7 days


What this widget measures

It counts:

  • Jobs whose status is Completed

  • Where completion happened within the last 7 days

If work is done but the job is not marked as Completed, it will not appear.


Jobs Completed in the Last 30 Days

What this widget is for

This widget provides a broader performance view.

It smooths out daily fluctuations.


Widget details

Widget name: Jobs Completed in the Last 30 Days
Format: Number
Update frequency: Approximately every 15 minutes
Date range: Last 30 days


How to interpret this widget

  • Use alongside revenue widgets

  • Use to assess overall productivity

  • Do not compare directly to scheduled or due widgets

They measure different things.


Final Sense Check

Jobs dashboards do exactly what they say.

If a job:

  • Appears unexpectedly → check its dates and status

  • Is missing → check whether the relevant date field exists

  • Feels wrong → click through and inspect one record

Dashboards do not guess.
They do not assume.
They reflect the data exactly as it exists.

Did you find this article helpful?
Previous

Quotes and Revenue Widgets Explained (And What Clicking Does)

Next