Company Automation Activity Now Reflected in Dashboard Metrics

Dashboard

What's new?

Automated Actions counts, Time Saved metrics, and Automated Action Details now reflect company automation results. A new Company tile has been added to the Active Automations By Type section. Selecting it filters the dashboard to company automations specifically, and the accompanying data table updates to show company automation details.

Company automation data also flows through to the Client Usage Report, where a "Live company automations" row is now included. PDF dashboard exports include this data as well.

Why does it matter?

Customers using Company Automations now have a complete view of all automation activity in one place. The Candidates, Sales, and Contractors filter views are unaffected. Company automation data appears in the overall unfiltered dashboard view only. Available to customers with Company V2 enabled.