Glossary

Term

Definition

DDS (Dynamic Dashboard System)

The Zenople analytics and performance-tracking application that provides configurable dashboards, productivity goal management, revenue pipeline tracking, and business insights. Formerly known internally as the Sales and Revenue application.

Widget

A configurable data visualisation element on the Dashboard. Each widget is an instance of a Widget Template, configured with a chart type, dimension, and display name chosen by the user.

Widget Template

A pre-built data connection that defines what information a widget displays and which chart types are supported. Templates cannot be created or edited by end users — they are configured by administrators.

Widget Template Type

The chart rendering style for a widget. Options are BarGraph, TrendLine, PieChart, DonutChart, and Table.

Widget Dimension

The size a widget occupies on the dashboard. Currently 1×1 (compact/small) or 1×4 (wide).

Dashboard

The personalised widget board in DDS. Each user's dashboard is private to their account.

Task Doughnut Chart

A built-in widget at the bottom-left of the Dashboard showing the logged-in user's task status summary as a doughnut chart. Not user-configurable in terms of data source.

Productivity Goal

A measurable target assigned to a person or office for a specific type of activity (e.g., "20 new assignments per month"). Progress is calculated automatically from Zenople system data.

Productivity Template

The template that defines what type of activity a productivity goal measures. Examples: Assignment Count, Person Comment, Office Sales. There are 20 available templates.

Productivity Goal Frequency

How often a productivity goal resets and re-measures. Options are Weekly, Monthly, Quarterly, and Yearly.

Generate Goal Details

The button on the Productivity Board that triggers an immediate, on-demand recalculation of goal progress, bypassing the need to wait for the nightly batch.

Productivity Board

The DDS navigation where productivity goals are created, monitored, and compared across people or offices.

Top Leaders

The ranked leaderboard section on the right panel of the Productivity Board, showing the highest-achieving people or offices for the currently filtered goal and period.

Staff Activity

A sub-board within the Productivity Board showing recent system activity (comments, tasks, records created) per staff member, without goal targets.

My Productivity

The personalised productivity view showing only the goals assigned to or shared with the currently logged-in user.

Goal Sharing

A feature that allows a productivity goal to be shared with additional users, making it visible on their Productivity Board views.

Finish Line

The DDS navigation for managing Revenue Opportunities through a defined sales pipeline. Also referred to as the Sales and Revenue Dashboard.

Revenue Opportunity

A record representing a potential client engagement or revenue-generating relationship being tracked through the sales process. Linked to a specific organisation.

Sales Stage

The current position of a Revenue Opportunity in the sales lifecycle: Prospecting, Discovery, Proposing, Closing, or Win.

Estimated Revenue

The expected revenue value of a Revenue Opportunity. Entered directly by the user in free-form mode, or computed by the system from Pay Rate and Markup in computed mode.

Free-Form Revenue Mode

The mode where the user enters the Estimated Revenue figure directly without the system computing it.

Computed Revenue Mode

The mode where the system calculates Estimated Revenue from a Pay Rate and Markup figure provided by the user.

Pay Rate

The hourly or period pay rate of the worker being placed, used in computed revenue mode to derive the Bill Rate and Estimated Revenue.

Markup

The multiplier applied to the Pay Rate to determine the Bill Rate charged to the client. For example, Pay Rate $20 with Markup 1.50 yields Bill Rate $30.

Bill Rate

The rate billed to the client, derived from Pay Rate × Markup in computed mode. Represents the full charge before any deductions.

Gross Margin

The difference between the Bill Rate and the Pay Rate, representing the agency's revenue margin on the placement.

Revenue Period

The time horizon over which an opportunity's Estimated Revenue is measured: Weekly, Quarterly, Six Months, or Yearly.

First Connect Date

The date of the first qualifying sales contact activity (call, email, face-to-face, etc.) logged as a comment on the linked organisation or person record. Derived automatically; not manually entered.

Last Connect Date

The date of the most recent qualifying sales contact activity logged as a comment. Derived automatically from comment activity.

Days Since Connect

The number of calendar days between the Last Connect Date and the current date. A high value indicates the opportunity may need follow-up.

Days To Close

The number of days between the creation date and the Closed Date of a Revenue Opportunity. Measures the length of the sales cycle.

Closed Date

The date a Revenue Opportunity was moved to Won, Lost, or Discard status. Note: Discard status does not automatically populate this field — it must be set manually when discarding.

SalesConnect (Comment Category)

The comment category (and related categories: ColdCall, EmailConnect, PhoneCallConnect, FaceToFaceConnect) used to identify qualifying sales contact activities when calculating First/Last Connect Dates.

Session Toggle

A UI control in the Finish Line that switches between showing the logged-in user's own opportunities only and showing all opportunities within the user's permitted scope.

Insights

A DDS navigation providing pre-built tabbed analytics across Finance, Workforce, Jobs & Assignments, Recruiting, Trends, AR, Sales & CRM, and Productivity.

Executive Dashboard

A DDS navigation providing a high-level KPI summary for senior leadership, distinct from the personalised widget Dashboard.

Overnight Batch

The automated system process that runs each night to recalculate all productivity goal progress. Powered internally by the system's midnight job processor.