Project category widgets related to Offers

This widget shows the monetary value of offers. All data is fetched from RecMan, if there is no data to display on the widget, then “0” is shown.

The big values can be simplified with the 'Use simplified display of numbers' toggle in the widget

settings.

Widget settings:

General tab:

• 'Widget name' section
• 'Data level' section → All, Corporation, Department group, Department (by default), Co-worker. Each data level has Dynamic (by default), Choose multiple and Specific options.
• 'Use simplified display of numbers' toggle → disabled by default

Period tab:

• 'Period section' with next periods → This week, Previous week, This month (by default), Previous month, This quarter, Previous quarter, This year, Previous year.
• 'Custom period' section with next options → Custom month, Custom quarter, Custom year, Custom period

Other tab:

• 'Status' section → Unsigned, Signed, Cancelled (all checked by default)
• 'Offer type' section → Regular, Job - customer, Job - employee, Extended job - customer, Extended job - employee, Shift - employee, Shift - customer
• 'Category' section → list of dynamic categories + one 'No category' constant option

In case the user chooses All data level, then there is no filtration by data level, and offers from all projects will be shown on the widget according to project status or offer type.

In case the user chooses the Corporation data level, then the offers from projects will be counted according to the department that is connected to the project. This particular department can be connected to some Corporation. For example, Project 1 is connected to Department 1 and Project 2 is connected to Department 2. Departments 1 and 2 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, then offers from Projects 1 and 2 will be counted in the widget.

In case the user chooses the Department group data level, then the offers from the projects will be counted according to the department that is connected to the project. This logic is pretty similar to Corporation filtration. For example, Project 1 is connected to Department 1 and Project 2 is connected to Department 2. Departments 1 and 2 are present in Department group 1. After choosing Department group 1 from the widget settings, then offers from Projects 1 and 2 will be counted in the widget.

In case the user chooses the Department data level, then the offers from the projects will be counted according to the department that is connected to the projects.

In case the user chooses the Co-worker data level, then the offers from the projects will be counted according to the ‘our reference’ co-worker from the offer. While creating the offer, the user can choose a co-worker.

Statuses of offer:

After creating an offer, this offer will have Unsigned status. The user can send this offer to some candidate, and in case this candidate signs this offer, it will have a Signed status. Also, the user can cancel this offer, and this offer will have Canceled status.

Offer Types:

While creating an offer, the user can choose its type, and offers will be fetched according to these types.

This widget shows the number of offers in a period grouped or sorted by category. Widget count offers according to the data level and period.

Widget settings contain three tabs:

General tab contains:

1. 'Widget name' section
2. 'Data level' section → All, Corporation, Department group, Department (by default), Co-worker. Each data level has Dynamic (by default), Choose multiple and Specific options.

Period tab contains:

1. Standard radio button with next options → Today, Yesterday, This week, Previous week, This month (by default), Previous month, This quarter, Previous quarter, This year, Previous year
2. Custom period radio button with next options → Custom month (by default), Custom quarter, Custom year, Custom period, Custom date period

Other tab contains:

1. 'Offer status' section. This section contains the next checkboxes → Created, Sent and Signed. All checkboxes are selected by default. At least one checkbox should be selected.
2. 'Category' dynamic section. This section contains all categories from RecMan. We have the same logic for the 'Offer value' widget. There is only one constant 'No category' option.

Detailed view:

A Detailed view drawer is shown after clicking on the chart from the widget. The detailed view can be triggered from the Dashboard Home page and RecMan core dashboards. It is not available on the TV or the Dashboard settings page.

The drawer contains columns:

1. Project
2. Offer number
3. Company
4. Name
5. Responsible
6. Estimated value
7. Probability
8. Contact person
9. Signed

Each link redirects the user to the Project/ Company/Responsible co-worker/Contact person in RecMan, where the offer is present.

The user can filter the type of offers from the drop-down in the header of the Detailed view drawer.

All columns have a sorting arrow. If the user clicks on the name of the columns, then information for this column is sorted alphabetically or in ascending and descending numbers.

The widget shows the number of sent offers related to a specific offer category.  

The widget value is shown as a Basic pie chart type or Bar chart type (chart type is set from the settings of the widget).

Widget settings:

General tab contains:

• Widget name input field
• “Chart type” section (drop-down): Basic pie(by default), Bar
• Data level section (drop-down) - All, Corporation, Department group, Department (default), Co-worker.
• Department section (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers (Corporation, Department group, Department, and Co-worker drop-down is shown after selecting the appropriate option from the Data level drop-down). The user can choose Dynamic or multiple ( Specific corporations/ departments/Department groups/ co-workers)

Period tab contains:

• Standard (drop-down): Today, Yesterday, This week, Previous week, This month(default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down): Custom month (default), Custom quarter, Custom year, Custom period.
• Custom month (checkboxes): January, February, March, April, May, June, July, August, September, October, November, December( current month by default)
• Custom quarter (checkboxes): Q1, Q2,Q3,Q4.(current quarter by default)

In case Custom month/Custom quarter is selected, the  Year (drop-down) appears (Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015)

• Year (drop-down): Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
• Custom period: The user can choose any number ( from 1 to 1000) of Days, Weeks, or Months Back in time/ Forward in time

Other tab contains:

• “Category” section. The list of dynamic categories + one 'No category' constant option. This section contains all categories from RecMan.

In case the user chooses All data level, then there is no filtration by data level, and offers from all projects will be shown on the widget according to status or offer type.

In case the user chooses the Corporation data level, then the offers from projects will be counted according to the department that is connected to the project. This particular department can be connected to some Corporations. For example, Project 1 is connected to Department 1, and Project 2 is connected to Department 2. Departments 1 and 2 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, offers from Projects 1 and 2 will be counted to the widget.

In case the user chooses the Department group data level, then the offers from the projects will be counted according to the department that is connected to the project. This logic is similar to Corporation filtration. For example, Project 1 is connected to Department 1, and Project 2 is connected to Department 2. Departments 1 and 2 are present in Department Group 1. After choosing Department Group 1 from widget settings, offers from Projects 1 and 2 will be counted in the widget.

In case the user chooses the Department data level, then the offers from the projects will be counted according to the department that is connected to the projects.

In case the user chooses the Co-worker data level, then the offers from the projects will be counted according to the ‘our reference’ co-worker from the offer. While creating the offer, the user can choose a co-worker.

After creating an offer, this offer will have Created status. The user can send this offer to some candidate. In this case, it will have a Sent status and will have a Signed status after the candidate signs it.

Detailed view:

A Detailed view drawer is shown after clicking on the chart from the widget. The detailed view can be triggered from the Dashboard Home page and RecMan dashboards. Not available on TV and Dashboard settings page.

The drawer contains columns:

1. Project
2. Offer number
3. Company
4. Name
5. Responsible
6. Estimated value
7. Probability
8. Contact person
9. Signed

Each link redirects the user to the Project / Company / Responsible co-worker / Contact person in RecMan, where the offer is present.

The user can filter the type of offers from the drop-down in the header of the Detailed view drawer.

All columns have a sorting arrow; If the user clicks on the name of the columns, then information for this column is sorted alphabetically or in ascending and descending numbers.

A widget shows a percentage overview of the signed or unsigned offers (optionally) to the total number of offers.

Widget data:

Percentage of the signed/unsigned offers to the total number of offers calculated by the formula:

Percentage = (Signed/Unsigned / Total number of offers) * 100

The total number of offers = the sum of all types of offers (created, sent, signed).

Widget settings:

General tab contains:

• Widget name input field
• Data level section (drop-down) - All, Corporation, Department group, Department (default), Co-worker
• 'Data level options'(drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/department groups/co-workers ('Data level options' drop-down is shown after selecting the appropriate option from the Data level drop-down. The user can choose Dynamic or multiple (Specific corporations/departments/department groups/co-workers)
• ‘Responsible co-worker’ section: it is available when the user chooses the ‘Co-worker’ - Data level
• On project (default)
• On offer
• ‘Widget view’ section (radio buttons):
  Signed offers, Unsigned offers
  Default state - Signed

Period tab contains:

• Standard (drop-down): Today, Yesterday, This week, Previous week, This month (default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down): Custom month (default), Custom quarter, Custom year, Relative period, Custom date period.

• Custom month (checkboxes): January, February, March, April, May, June, July, August, September, October, November, December (current month by default)
• Custom quarter (checkboxes): Q1, Q2, Q3, Q4 (current quarter by default)

In case Custom month/Custom quarter is selected the Year (drop-down) appears (Previous year, This year, Next year, 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015)

• Year (drop-down): Previous year, This year, Next year, 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
• Relative period: The user can choose any number (from 1 to 1000) of Days, Weeks, or Months Back in time
• Custom date period: The user can choose a date From one date To another date
• Toggle ‘Follow the current date’ (It is available when the user chooses the Custom date period).

If the option «Follow the current date» is enabled, the date «To» should be automatically set to the current date, and the field «To» should be disabled for manual entry.

Other tab contains:

• “Category” section: list of dynamic categories + one 'No category' constant option (Select all by default). This section contains all categories from RecMan.