The Valcre Online Dashboard offers a seamless way to view job details in a variety of formats. This guide will help you get the most out of the Dashboard. 

• Note: The new dashboard experience is exclusively available to our beta testing clients at this time and will be available to everyone soon!
  • Interested in joining our beta cohort? Let us know here. When we open up the next available tranche we will contact you to confirm interest! 

Prerequisites

• Subscription: Available for all Valcre Subscriptions
• At least one job loaded into Valcre Online to populate any data

Table of Contents

1. Dashboard Overview
2. Dashboard Views
3. Insights Tab
4. Job Cards
5. Map
6. Calendar
7. Upcoming

Dashboard Overview

Get a quick overview of every aspect of the Valcre Online Dashboard. Select the section heading to dive deeper into the functionality. 

Dashboard Views  Create new or select existing dashboard views to change what jobs are populating your dashboard.  Dashboard views are set at the user/individual level. Any views you set or create will not be accessible by others within the office.
Insights tab  Get fast insights into your job statuses and fees through our customizable insight executive metrics dashboard.
Job Cards See key job details upfront, helping you work faster and smarter. The updated Job Cards provide a more comprehensive view, right from your dashboard.
Map The updated Map delivers a more integrated and dynamic experience for managing jobs.
Calendar The refreshed Valcre Calendar gives you a clearer, more intuitive view of job statuses and upcoming deadlines.

 

Default Dashboard views

The dashboard includes the following default views based on Assignee, Job Status and Sort criteria:

Active Jobs Assigned To: Current User Status: Active Sort by: Due Date
Leads Assigned To: Current User Status: Lead Sort by: Due Date
Delivered Assigned To: Current User Status: Closed, Electronically Delivered, or Invoiced Sort by: Due Date
Office Jobs Status: Active Sort by: Due Date
Office Leads Status: Lead Sort by: Due Date
Office Delivered Status: Closed, Electronically Delivered, or Invoiced Sort by: Due Date

 

Access these views by selecting the view drop-down from the top menu.

Pinning/Saving Views to your dashboard

To pin or save your desired views to the top of the dashboard, select the view drop-down menu and then select the pin icon next to the view you would like to pin.

To remove the pin, select the unpin icon from either the pinned view on the dashboard or by opening the view drop-down and deselecting the pin icon. 

Creating a custom dashboard views

You can create custom views by opening the view drop-down and selecting Add View. Input your filter metrics and select Apply.

Pro Tip: Don’t forget to Pin the view if it’s one you want to access consistently.

 

Insights tab

Access the Insights tab, by selecting Insights from the top menu of the dashboard. 

Change the filter metrics on your insights tab by selecting the filter icon and then inputting the filter requirements (user, office) and selecting Select. 

Job Cards

The Job Cards allow you to see more at a glance – View the subject photo and full job details without leaving the Job Card.

Instant Team Visibility – Easily see who’s assigned to a job, with staff listed in the following order: Job Owner Staff Appraisers Staff Assistants Staff Reviewers
New Interactive Menu – Hover over the top right corner of a Job Card to quickly: View the subject Map the subject View the client Email the client Export job details
Color Coding and Urgency Markers - Quickly spot job statuses with color-coded markers, now enhanced with a NEW urgency icon that appears only when a job is overdue or due soon.

Pro Tip: The same color coding is used across map and calendar views, ensuring a seamless navigation experience!

 

Map

View your jobs on an interactive Google Map right from your dashboard. 

Interactive Map Markers – Each job marker is linked to your job list, making it easy to reference details from any view.

Job Status Tooltip – Simply hover over a job marker to instantly see key job details.

Calendar

View your jobs by date to understand current workload and balance. 

Job Number & Status Details – See key job information at a glance.

Calendar Pro tips: Up to 3 events will display in one calendar grid day. If there are more than three events in a single day, the calendar will overflow. Past events will appear faded unless the Job Due date is overdue.  Calendar event color guide: Job is Overdue  Job is Due Soon (within next 7 days) Event is Due, Job is not Overdue or Due Soon (farther out than 7 days) Event is any, Job is not Overdue, and event is in the past Event is not Due, event is not in the past Any event

 

Upcoming

Beneath the calendar, you will find a list of upcoming jobs within the next 2 weeks and their due dates. 

Pro Tip: If the job has different dates due within the same 2 week period, you will see it listed multiple times to acknowledge the different due dates.

 

 

For additional questions please contact Valcre Support.