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Operations Dashboard
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Q
Operations Dashboard
Live Data
LIVE
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📋 My Activity
⚙️ Settings
🚪 Sign Out
🎯 Operations
🏢 Client Health
📊 Analytics
🏆 This Week's Race
Resets Monday 12:00 AM ET
💰 Q1 2026 Standings
Most Weeks Won → $25 Bonus
📊 Dashboard Overview
⚡ Today's Pulse
🚨
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Late Today iLate Today
Providers assigned a shift that started 15+ minutes ago with no check-in recorded.Source: job_list + job_bid · Updates every 30s
✅
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Filled Today iFilled Today
Shifts with an accepted provider bid (status = 'Accepted') where start_date is today. Filled = assigned, not necessarily checked in yet.Source: job_list + job_bid · Kevin's DB
📤
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Posted Today iPosted Today
All active shifts with start_date = today — filled, open, and pending. This is the denominator for Fill Rate.Source: job_list · Kevin's DB
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Fill Rate iFill Rate
Filled ÷ Posted × 100. Includes ALL shifts today — filled and still open. Early in the day this reads low because unfilled shifts are still in the denominator. Target: 90%+Recalculates on every refresh
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Clients At Risk iClients At Risk
Agencies whose shift volume dropped 50%+ in the last 30 days vs the prior 30 days. These are clients trending toward going dark.Source: job_list · 60-day rolling comparison
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Active Clients iActive Clients
Distinct agencies that posted at least one shift in the last 30 days. No posts in 30+ days = excluded.Source: job_list · 30-day window
📅 Period Performance
WTD POSTED iWeek-to-Date Posted
All shifts posted since Monday 12:00 AM ET. Resets each Monday. % change compares Mon–today this week vs Mon–same-day last week.Source: job_list
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WTD FILLED iWeek-to-Date Filled
Shifts with an accepted bid posted since Monday. A very large % vs LW is normal early in the week when last week's same-day comparison had few fills yet.Source: job_list + job_bid
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MTD POSTED iMonth-to-Date Posted
All shifts posted since the 1st of this month. Compared to the same number of days in the prior month.Source: job_list
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MTD FILLED iMonth-to-Date Filled
Shifts with an accepted bid where start_date is this month.Source: job_list + job_bid
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MTD FILL RATE iMTD Fill Rate
MTD Filled ÷ MTD Posted × 100. Why lower than today's rate? Future shifts this month are in the denominator but not filled yet. Rises naturally through the month. Target: 85%+ by month end.Source: job_list + job_bid
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MTD HOURS iMTD Hours
Estimated scheduled hours across filled shifts this month (8 hrs × filled shifts). These are scheduled hours, not verified clock-in/out hours.Source: job_list
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🤖 AI Summary
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📈 This Week vs Last Week iWeek Comparison
Shifts posted Mon–today vs the same days last week. Positive % = pacing ahead.Source: job_list · Rolling week
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🔥 Top Clients This Week iTop Clients
Agencies ranked by shifts posted Mon–today. % in parentheses = their fill rate. High volume + low fill rate = call them.Source: job_list + job_bid · WTD
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⚠️ Clients Needing Attention iClients Needing Attention
Agencies whose volume dropped 50%+ vs prior 30 days. -100% = posted last month, zero shifts this month — call them today.Source: job_list · 60-day comparison
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🔴 Live Alerts iLive Alerts
Shifts needing immediate action — late providers (15+ min, no check-in) and NCNS. Sourced from the Live Check-Ins view. Refreshes every 30s.Live · 30s refresh
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📊 Fill Rate by Day iFill Rate by Day
Each bar = fill rate (filled ÷ posted) for that day of the week, averaged over the last 30 days. Identifies which days consistently under-perform.Source: job_list + job_bid · Last 30 days
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📋 Recent Activity iRecent Activity
Last 5 actions logged inside this dashboard. Calls made from your phone are NOT captured — use Claim or Add Note to keep this accurate.Dashboard log only · Browser session
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📊 Data Quality Notes
Checking data completeness...
🚨
CALL-OFF ALERT
1
Level
This Week's Progress 0 / 3,000 XP
0
Claimed
0
Resolved
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Avg Time
🚨
Late / NCNS
🔥
Open / Unfilled
⏰
Starting Soon
✅
Checked In
📥
Filled Today
📊
Fill Rate
⚡ Today's Shifts 0 Need Action
Loading shifts...
🔥 Needs Filling
0
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📋 Team Activity
Live
No activity yet today.
Actions you take will appear here.
🧠 Phil Learning —
ℹ️ Status Legend
● Late = No check-in 15+ min after start ● Open = Shift needs to be filled ● Soon = Starts within 2 hours ● Checked In = Provider confirmed
📅 Shift Calendar
February 2026
Report period:
From:
To:
Status:
Scheduled: 0 (0 hrs)
Filled: 0 (0 hrs)
Unfilled: 0
Cancelled: 0 (0 hrs)
Hours: 0
Filled Unfilled Urgent Last Min Cancelled
📋 Shifts for Day
Click a day to see shifts
🚨 Priority Alerts
No priority alerts at this time
Period:
Compare to:
Last updated: --
Shifts Posted
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Shifts Filled
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Fill Rate
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Target: 80%
Active Clients
--
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Est. Revenue
--
Based on filled hours
🤖 Executive Insights AI GENERATED
Analyzing trends...
📊 Daily Performance
Posts vs Fills by day
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🏢 Client Performance
Ranked by volume
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🔍 Root Cause Analysis
Why is performance what it is?
Analyzing patterns...
✅ Recommended Actions
Based on current data
Generating recommendations...
🏢 Client Directory
Loading clients...
👥 Provider Intelligence
Loading providers...
Analysis period:
Decline threshold:
Sort by:
🤖 Churn Analysis Summary
Analyzing client posting patterns...
🔴
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High Risk
🟠
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Medium Risk
🟡
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Watch List
🟢
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Healthy
📉
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Shifts Lost
⚠️ Churn Risk Monitor
Analyzing patterns...
Analyzing client health...
Report period:
From:
To:
Compare to:
View by:
🤖 Performance Analysis
Loading comparison data...
📊 Performance Comparison
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Loading comparison...
📈 Trend Chart
🏢 Client Breakdown
Performance by facility
Loading client data...
🔮 Forecast
Calculating forecast...
📋
What is the Activity Log?
Records every action your team takes inside this dashboard — claims, NCNS confirmations, call logs, provider confirmations, and client notes.

🤖 System = Auto-detected (late shift, fill gap) 👤 CSM Action = Manually triggered by Alberto, Elmer, or Jacky
⚠️ Important: Calls or texts made outside this dashboard are not captured here. Use Claim or Add Note to keep the log complete.
Date range:
From:
To:
📋
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Total Actions iTotal Actions
All events logged in the selected date range — claims, calls, notes, NCNS, confirmations, and system alerts.Dashboard activity log
✅
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Resolved iResolved
Shifts claimed AND marked "Resolved" (provider checked in). NCNS does not count. Resolution = positive outcome only.Claim actions with status = 'resolved'
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Pending iPending
Actions logged but no outcome recorded yet — a call was made but no follow-up captured. May still need attention.Claims without 'resolved' or 'note_added'
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Active Users iActive Users
Distinct team members who logged at least one action in the selected period. Shows who is actively using the system.Distinct user names in period
📋 Activity Log
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Loading activity log...
⚡ Action Types ▼
📍 Location Upload Analysis Track provider GPS effectiveness
Select a date range and click Run Analysis to begin.
📊 System Stats
👥
3
Total Users
🟢
2
Online Now
⚡
4,920
Team XP Today
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New
🔥
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Open
⏳
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Pending
⏸️
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On-Hold
✅
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Solved
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Closed
Active
Closed
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📧 Email Details
Review recent AI responses below. Click ✏️ Correct This on any response to save a better answer as a KB article.
Edit KB Article
➕ Add KB Article

⚡ Late Postings

Shifts and routes posted within 48 hours of start time · 8 AM–10 PM window

Loading late postings…

🤖 AI Recommendations

AI-ranked providers from ShiftFillWorkflow · Level 1 — Recommend Only

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📋 Take Action on Shift iThe Claim System
Claiming = you own resolving this shift. Your name, time, and action are logged so the whole team sees who handled what. No double-handling. Every claim earns XP toward the weekly race.👤 Logged · +XP on submit
What action did you take?
Notes (optional)
⚡ Add Action Type
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Title
Description
Category
XP Reward
Color
Client Details
📝 Add Note
Note Type
Note
🎯 Request Recruiting Support

Submit a request to the recruiting team. They'll see it immediately in their Command Center.

Move to Status
Priority
Assigned To
Internal Note (not sent to client)
📋 Client History
Conversation
Reply to
🔵
Submit as Open
Keep active
🟡
Submit as Pending
Waiting on client
⏸️
Submit as On-Hold
Waiting internally
✅
Submit as Solved
Mark resolved
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Archive ticket