4.1 Purpose and Business Value
The Productivity Board is DDS's goal-management and performance-tracking system. It allows managers to define measurable productivity goals for individual staff members or for an entire office, and to track progress against those goals on a daily, weekly, monthly, quarterly, or yearly basis.
Goals are not entered manually as progress figures — the system automatically counts the relevant activities in Zenople (comments added, assignments created, employees placed, etc.) and calculates the achievement percentage against the set target. This removes the need for self-reporting and provides an objective, data-driven view of productivity.
4.2 Opening the Productivity Board
From the DDS main menu, click Productivity Board. The board opens showing productivity goal cards in the main content area, with a filter panel on the left and a bar graph / Top Leaders panel on the right.
To manage productivity goals (add, edit, or delete), click the Productivity sub-link within the Productivity Board navigation. This opens the Productivity Settings screen where goals can be configured.
4.3 Adding a Productivity Goal
To add a new productivity goal:
- Open the Productivity Board and navigate to the Productivity Settings screen.
- Click Add New to open the goal creation dialog from Productivity setup button.
- Enter the Productivity Name — a descriptive label for this goal (e.g., "Monthly New Hire Count – Branch A").
- Select the Productivity Template — the type of activity to measure (see Section 4.4).
- Fill in any Productivity Parameters that appear based on the template selected (e.g., specific office, comment category, document type).
- Select the Goal Frequency — Weekly, Monthly, Quarterly, or Yearly (see Section 4.5).
- Enter the Goal Count / Goal Amount — the target number or dollar amount to achieve within the frequency period.
- Select who the goal is Assigned To — a specific person or office.
- Click Save. The goal will appear on the Productivity Board as a goal card.
Once saved, the system begins counting eligible activity against the goal automatically. The goal card will update overnight as activities are recorded in the system.
4.4 Productivity Template Types
Productivity templates define what activity is being measured. Each template maps to a specific type of data within Zenople. The following 20 templates are available:
Template Name | Entity Tracked | What It Measures | Monetary? |
Person Comment | Person | Number of comments recorded against a person record | No |
Organization Comment | Organization | Number of comments recorded against an organisation record | No |
Person Document | Person | Number of documents uploaded or attached to a person record | No |
Organization Document | Organization | Number of documents uploaded or attached to an organisation record | No |
Employee Count | Person | Number of active employees in the selected period | No |
Assignment Count | Assignment | Number of assignments created or active in the selected period | No |
Person Sales | Person | Total sales revenue attributed to a specific person | Yes |
Office Sales | Office | Total sales revenue attributed to a specific office | Yes |
Lead Count | Lead | Number of new leads added | No |
Target Count | Target | Number of targets added or progressed | No |
Job Count | Job | Number of jobs created or active | No |
Job Candidate Count | JobCandidate | Number of job candidate records created | No |
New Customer Count | NewCustomer | Number of new customer records added | No |
New Hire Count | NewHire | Number of new hire records processed | No |
Applicant Count | Applicant | Number of applicant records created or processed | No |
Customer Count | Customer | Number of active customer records | No |
Direct Hire Job Count | DirectHireJob | Number of direct hire job records created or active | No |
JCM Task | Task (JCM) | Number of JCM tasks completed | No |
Person Task | Task (Person) | Number of tasks completed for or by a specific person | No |
Organization Task | Task (Organization) | Number of tasks completed for a specific organisation | No |
4.5 Setting Goal Frequency
The goal frequency determines how the system divides the goal target across time.
Frequency | Period Length | Example Use Case |
Weekly | One calendar week (Monday–Sunday) | Tracking weekly comment activity or weekly new leads |
Monthly | One calendar month | Monthly assignment targets, monthly customer acquisition |
Quarterly | Three calendar months | Quarterly revenue targets, quarterly new hire counts |
Yearly | One calendar year | Annual sales targets, annual employee count goals |
4.6 Reading the Goal Card
Each productivity goal is displayed as a card on the Productivity Board. A typical goal card contains:
- Goal Name — the name given to the goal when it was created.
- Template Type — the productivity template being measured.
- Assigned To — the person or office this goal is tracked for.
- Period — the current measurement period (e.g., "April 2026" for a monthly goal).
- Progress Bar — a visual bar showing the percentage of the goal achieved. The bar fills left to right as the achieved count approaches the target.
- Achieved / Goal — the raw numbers: how many activities have been counted (Achieved) against the total target (Goal). For monetary goals, these are dollar amounts.
- Percentage — the calculated percentage completion (Achieved ÷ Goal × 100).
The progress bar turns green when the goal is met or exceeded, providing an instant visual indicator of performance.
4.7 Filtering the Board
The Productivity Board includes three filter controls on the left panel:
- Entity Filter — filter by a specific person or office to see only that entity's goals.
- Frequency Filter — filter to show only goals with a specific frequency.
- Time Period Filter — once a frequency is selected, narrow to a specific period (e.g., "April 2026" for Monthly, "Q1 2026" for Quarterly).
Combining these filters allows you to focus on exactly the right subset of goals.
4.8 Generating Goal Details (Manual Refresh)
Goal progress is calculated automatically every night. If you need progress updated to the current moment without waiting for the overnight run, use the Generate Goal Details button on the Productivity Board. This triggers an immediate recalculation for the currently selected period.
Note: The Generate Goal Details function recalculates for the currently filtered period and entity. Ensure you have the correct filters set before clicking the button.
4.9 Progress Update Schedule
- Overnight batch — runs every night via the system's midnight job processor. All active productivity goals for all users are recalculated.
- Manual trigger — the Generate Goal Details button allows an on-demand recalculation at any point during the business day.
Because the overnight batch is the primary mechanism, progress visible during the day reflects data up to the end of the previous day. Activities recorded today will appear after the overnight batch completes, or after a manual trigger.
4.10 Top Leaders and Bar Graph Panel
The right-hand panel of the Productivity Board displays two visual elements:
- Bar Graph — a comparative bar chart showing achievement levels across multiple people or offices for the currently filtered goal type and period.
- Top Leaders — a ranked list of the highest achievers for the current filter selection, in descending order by achievement percentage or total achieved count.
Both elements respond to the same filters applied to the main goal card list.
4.11 Goal Sharing
Productivity goals can be shared between staff members. The goal sharing feature allows a manager to make a specific goal visible to additional users beyond the original assignee. Shared goals appear on each recipient's Productivity Board in the same way as their own goals. Recipients can see the goal's progress but cannot edit its configuration without manager-level access. Goal sharing is managed from the Productivity Settings screen.
4.12 My Productivity View
My Productivity is a personal view showing only the productivity goals assigned to or shared with the currently logged-in user. It is accessible from the DDS navigation menu as a separate item. This view is intended for individual staff members who want to monitor their own performance without seeing the full Productivity Board.
4.13 Staff Activity Sub-Board
The Staff Activity sub-board is a view within the Productivity Board that provides a broader picture of recent activity across the office. Rather than showing goal cards with targets, it shows a summary of recent actions (comments, tasks completed, records created) performed by each staff member. Staff Activity is useful for managers who want to understand who has been active in the system recently and what types of work they have been doing.