# Understanding the dashboard

> Your operating view — what is waiting on someone today, then how the desk is performing.

_Collection: Search, Dashboard & Reports (search-reporting) — Kepler Help Center. Canonical: https://keplercrm.com/support/articles/understanding-the-dashboard/_

The **Dashboard** is a live operating view assembled from your records. Nothing on it is entered separately; fix the data and the dashboard fixes itself. It is split into two tiers that answer two different questions.

## Needs you today

The top half is only work that is waiting on someone.

| Area | What it shows |
| --- | --- |
| Queue tiles | Up to four piles of work, each with a count and the rule that put things in it — applicants sitting in your first pipeline stage, submissions with no client reply for several days, interviews with no outcome recorded, overdue tasks. Each tile links to the list behind it. |
| Roles at risk | Open roles with a short reason and how long it has been true: start date passed, starts soon, open too long, no candidates, or no movement. |
| Next interviews | What's coming up, with a link through to the Calendar. |
| Your tasks | Your tasks grouped by due date — tick them off in place. |

## How the desk is doing

The bottom half is performance, not a queue. It covers **the last 30 days, compared with the 30 before**, and each figure carries its change.

  - **Applications received**, **Submitted to clients** and **Placements** for the period.

  - **Fees billed** for the period — or **Interviews this week** if you don't have finance access.

  - **Pipeline right now** — live applications by stage.

  - **Placements per month** and **Fees billed per month** for the current year, where finance access permits.

**Open reports** takes you from here into [Reports](/support/articles/reports-and-analytics/) for anything deeper.

## Reading it like a manager

  - **Clear the queue tiles first** — each one states a checkable rule, so an empty tile genuinely means nothing is waiting.

  - **Work the reason shown on each role** — a long job list means little if half of it hasn't moved in weeks.

  - **Unpriced orders are unforecastable** — fill in fees so the finance numbers mean something.

  - Every number drills through to its records — click through and work the underlying list.

> **NOTE:** Dashboard accuracy is downstream of record hygiene: keep job statuses, pipeline stages and outcomes current and the dashboard stays trustworthy. See Job statuses & job health .
