Secure reporting workspace
Report center
Good decisions start
with a clear signal.
Performance, trends, and priorities—organized for action.
—Executive
Snapshot
Snapshot
Executive snapshot
What needs your attention
NBD / ActivitySOURCE NEEDED
Not connected yetNBD hours, overrides, streaks, and staff flags will appear here when the Activity Report workbook is added to intake.
Jump to report
Reports
Companywide trend
Total hours by week
Hours signal
Positive movement
Awaiting the first Hours Report.
Hours signal
Needs a look
Awaiting the first Hours Report.
Quick read
Branch status list
Hermes / Capture-only
Response queue
Ordinary Inbox messages captured for review. Dashboard report emails remain in the existing report pipeline.
Linked work
Items needing review
Source emails remain in the Inbox. This queue is the current attention view.Selected item
Review item
Captured for review. Choose what should happen next.
Recommendation
Show email
Email body unavailable.
Attachment review
No attachments detected.
Document preview
Choose a reminder time
Hermes will record this approved reminder request only. No notification or email is scheduled automatically.
Draft for your review
This draft is saved for review only. Nothing has been sent.
Administration / Targets
Budget Entry
Controlled weekly and YTD targets by operating unit. Blank fields remain unavailable rather than being inferred.
Weekly + YTD targets
Enter budget figures
Saved targets
Budget history by branch
Branch budgets
| Week ending | Mgr/Exp weekly | BOD weekly | Mgr/Exp YTD | BOD YTD | Source | Action |
|---|
Administration / Recruiters
Recruiter visibility
Turn off people you no longer monitor or who are no longer with the company. Source history is retained and can be restored at any time.
Identity controls
Link the same person across territories
Raw source names and territory history remain intact; unlink restores separate reporting.| Canonical display | Linked territory records | Created | Action |
|---|
Active view controls
Recruiter roster
| Recruiter | Branch | Current setting | Updated | Action |
|---|
Administration / Access
User management
Create accounts, deactivate access, reset passwords, and choose feature permissions.| User | Role | Status | Permissions | Actions |
|---|
Administration / Review queue
Outreach mailbox
Source-backed notes ready for a quick review. Nothing is sent until you explicitly send it from the editor.
PRIVATE · ADMIN ONLY
Mailbox
Drafts & sent
0 drafts0 sent
Source queue
Candidate notes
Generate from stored Hours or Activity history.Administration / Security
Admin Settings
Server-side Anthropic configuration and role passwords. Saved secrets are never displayed again.
Administration / Historical context
Branch Records
Store verified record-high context from years outside imported weekly history. These values never create or overwrite weekly actuals.
Verified historical high
Add branch record
Activity source verification
Branch record check
Activity all-time highs, current-year bests, source files, and discrepancies. Read-only source truth.| Branch | All-time high | Current-year best | Source / provenance | Data check |
|---|
Current record context
Saved records
| Branch | Record hours | Week ending | Type / label | Source / provenance | Notes | Actions |
|---|
Administration / Data
Report intake
Automatic mailbox processing with a secure manual fallback.
Manual fallback
Upload an Hours Report
PM NBD intake
Upload PM NBD Hours
Presidents Club intake
Upload monthly GM
Headcount intake
Upload Headcount Budget
Primary workflow
Email automation
- 1Email arrives in the dedicated mailbox.
- 2The XLSX is validated and imported.
- 3Successful email moves to Processed; exceptions move to Failed.
Mailbox credentials will be configured privately during launch.
Weekly Hours
Hours source
—last import—weeks loaded—rows parsed
NBD / Activity
Activity source
—last import—weeks loaded—rows parsed · 0 errors
Audit trail
Import history
No files have been imported yet.
| File | Source | Week ending | Rows | Status | Processed |
|---|
Recruiting / Market intelligence
Talent Market
Approved job-mining signals across CSI’s property-management markets.
SOURCE NOT CONFIGURED
⌁
Talent Market is not connected
Configure the approved Job Mining dashboard URL on the server to load hiring signals.
Regional compensation intelligence
Pay by branch / region
Aggregated from positions found in the approved Job Mining branch pages. Missing pay is never estimated.| Region | Postings | Pay observed | Range | Median midpoint | Missing pay |
|---|
Role compensation
Pay summary by role
Hiring pressure
Regional signals
Source coverage
Configured metros
Secondary drill-down
Source postings
Raw postings remain available for traceability; compensation aggregation is the primary view.| Role | Employer / property | Market | Posted | Heat | Pay | Source |
|---|
Operations / Staffing capacity
Headcount Budget
Source-backed budget versus actual headcount.
LAST IMPORTED WEEK—
#
No headcount workbook imported
Ask an Admin to import the Headcount Budget workbook from the authenticated upload path.
How to read this report
Variance = actual minus budget. Positive values are over headcount; negative values are under. Situational shared support remains separate.
Office review
Budget versus actual
Raw workbook labels and formula/cached-value provenance are retained per row.| Office | Associate budget / actual | Dedicated support budget / actual | Shared support budget / actual | Total budget | Total actual | Variance actual − budget | Status | Notes |
|---|
Recruiting / Activity
Recruiter Performance
Waiting for the first CSI Activity Report.
WEEK ENDING—
◎
The Recruiter Activity view is ready.
Upload the CSI Activity Report by Branch – PM Division workbook from Data Imports to populate rep trends, overrides, staff flags, and severity.
NBD Rep Detail
Record and movement leaders
Attention signals
Activity Signals
Independent source-backed filters; rows can carry more than one signal.Holiday-aware Activity comparison
—
NBD Rep Detail
Individual movement
| Rep ↕ | This week ↕ | Prior week ↕ | WoW ↕ | 4W Trend ↕ | 8W Trend ↕ | Streak ↕ | 6W Trend ↕ | Record | Signals | Outreach | Detail | 8-week Avg ↕ | 8-week history |
|---|
Branch activity metrics
Marketing touchpoints
Waiting for metric status.Weekly marketing activity
Total marketing activity · —
Waiting for weekly marketing activity.
Marketing calls —Materials sent —Client visits —
| Branch | Marketing calls | Client visits | Marketing materials |
|---|
Recruiter-level source
Weekly recruiter hours · calendar YTD
Overrides
Branch exposure
| Branch | Total | New | Status |
|---|
Staff Hit List
Low hours & remote flags
| Staff | Branch | Hours | Low days | Remote | Severity |
|---|
Executive Severity Ranking
Weekly deficit
| Staff | Actual | Short | Low days | Remote | Severity |
|---|
Create draft actions appear in the recruiter table only when the Create Drafts permission is enabled and open the compact authenticated Outreach inbox.
Unavailable recruiter histories remain unavailable; blank source cells are not converted to zero.
◎
Loading recruiter detail…
!
Recruiter detail unavailable
Recruiting / Full detail
Recruiter
Hours trend
Current vs prior-year weekly hours
Presidents Club / Gross margin
Monthly Sales & Staffing GM
Calendar-quarter totals ÷ 13 weeks. Future zero placeholders are not reported.| Period | Sales GM | Staffing GM | Quarter weekly average |
|---|
Complete source history
Weekly recruiter hours
All stored weeks remain visible regardless of the chart range.| Week ending | Hours | Prior year | WoW | Context | Source | Outreach |
|---|
Operations / Weekly hours
Hours Performance
Waiting for the first secure data sync.
WEEK ENDING—
↗
The dashboard is ready for data.
Email a report to the dedicated mailbox or upload an XLSX from Data Imports. The first validated snapshot will appear here automatically.
No Google Sheet or Apps Script required.Holiday-aware comparison
Waiting for comparison data.
Executive summary
Highs, lows & movement
Momentum
Operating units by hours
Executive signal
What needs a look
Operating-unit performance
Latest weekly results
Select any row for its full report history.| Outreach |
|---|
Administration / Access
Users & feature access
Create individual executive accounts and select exactly which reports and tools they can open.
Accounts
Portal users
Edit access, reset credentials, or change account status without leaving this view.Add account