A Guide to the BI Insights Dashboards

Support

Updated August 05, 2026 18:04

⚡ What are BI Prebuilt Dashboards?

When you first open the BI Tool, you'll see a list of dashboards already built and ready to use, no setup required. These are designed to give you immediate insight into common areas of your business, such as labour, payroll, sales, and hiring, without having to build anything from scratch.

A dashboard brings together data from one or more reports (also called visualizations), allowing you to view key metrics, trends, and details in one place. The prebuilt BI dashboards work the same way; they're just already configured for you.

📌 | Note: This article is a glossary of the available dashboards with explanations and visual examples for each.

🔎 When Should I Use a BI Prebuilt Dashboard?

Here are some common scenarios where a BI prebuilt dashboard can help:

You need a quick answer, not a project: If you just need to check on payroll, labour costs, or hiring activity right now, a BI prebuilt dashboard gets you there without any setup.
You want a starting point: Use a BI prebuilt dashboard as-is, or duplicate it and customize the copy to fit your team's needs.
You need something highly specific: If none of the BI prebuilt dashboards cover the exact combination of data you need, then building a custom dashboard from scratch, using your own visualizations, makes more sense.

🔐 Access required

The BI Insights feature is only available with the BI Insights Add-On and can be purchased exclusively by accounts on the Supreme package.

If you do not have the BI Insights feature and are interested in learning more, please reach out to our PUSH Support Team, who can connect you with the right team member.

📌 | Note: Some BI prebuilt dashboards may not be available if they're connected to a feature you don't currently use. This could be due to your subscription or add-on. For example, you may not see the Engagement Surveys Dashboard if your account doesn't utilize that feature (e.g. requires the Supreme plan + Engagement Add-On).

Who can access BI prebuilt dashboards?

Super Administrators: Have full access to BI Insights, including all BI prebuilt dashboards, from the Enterprise Dashboard for the entire organization. Access to the Enterprise Dashboard is granted only if explicitly added; it's not provided by default. If you believe you should have access, please consult with your team. A user with access can request that the PUSH Support Team add new users.

Who does not have access to BI prebuilt dashboards?

Team Administrators: Do not have access to the Enterprise Dashboard and cannot access BI Insights.

📚 Related articles:

Administrators Dashboard

Subscription: Supreme with the BI Insights Add-On

The Administrators Dashboard gives your security team a focused view of admin account health, specifically who has two-factor authentication (2FA) enabled, and who doesn't. Instead of checking each admin's account individually, this dashboard brings that information together in one place.

This dashboard covers:

Two-factor authentication (2FA) adoption across your organization
Active admins with 2FA disabled
A full roster of administrators by company

ATS Dashboard

The ATS Dashboard gives you an overview of your Applicant Tracking System (ATS), the feature your team uses to post jobs, manage applicants, and move candidates through the hiring process. Instead of checking each applicant or job posting individually, this dashboard brings that hiring activity together in one place.

This dashboard covers:

The number of job applicants and active job postings
Applicant statuses and hiring stages
Hiring volume over time, broken down by job region or posting

Employee Information Dashboard

The Employee Information Dashboard gives you a centralized view of the personal and company-specific details already stored for each employee in your account. Instead of opening individual employee profiles one by one, this dashboard brings that information together in one place, especially useful for HR teams managing compliance or data accuracy.

This dashboard covers:

Personal details like name, contact info, and preferred name
Company-specific info like department, position, and employment status
Emergency contact details
Work permit status for Canadian businesses (requires the HR Add-On)

Engagement Surveys Dashboard

The Engagement Surveys Dashboard gives you an overview of your Engagement Surveys, the feature your team uses to send out surveys and collect feedback from employees. Instead of reviewing responses survey by survey, this dashboard brings that activity and feedback together in one place, so HR teams can monitor engagement without building anything themselves.

This dashboard covers:

Survey participation and response rates
Question type breakdowns
Close-ended and open-ended survey responses

Enterprise Dashboard

Subscription: Supreme with the BI Insights Add-On

The Enterprise Dashboard is the one you may already be familiar with; it's the same experience you're used to, now included as part of BI Insights.

This dashboard covers:

Sales forecasts
Scheduled labour
Actual labour costs
Actual sales

Graphs are included to help you visualize trends at a glance, making it a great option for high-level business insights.

Labour Cost and Sales Dashboard

The Labour Cost and Sales Dashboard gives you a closer look at how your labour spend compares to sales, broken down by cost centre and department. Instead of manually comparing separate labour and sales reports, this dashboard brings both together so you can compare operational efficiency across teams or locations.

This dashboard covers:

Total sales, grouped by revenue centre
Labour hours, both regular and overtime
Labour costs, broken down by department, cost centre and position

Leave Management Dashboard

The Leave Management Dashboard gives you an overview of your team's Leave Management, the feature used to assign leave policies, track time-off requests, and manage vacation balances. Instead of checking individual employees' leave records, this dashboard brings that information together so HR and managers can plan coverage without having to build anything themselves.

This dashboard covers:

Leave policy assignments and usage by employee
Remaining vacation balances by employee
Upcoming approved time off in the next 90 days

Operations Weekly Dashboard

The Operations Weekly Dashboard gives you a real-time pulse on your labour performance and sales efficiency, week by week, without needing to pull separate reports. It's great for operational check-ins to help you spot if you're on budget, overstaffed, or underperforming.

This dashboard covers:

Actual labour-to-sales ratios
Overtime trends
Forecasted vs. actual labour costs

💡 | Tip: For a longer-term perspective on these same metrics, check out the Operations Yearly Dashboard below.

Operations Yearly Dashboard

The Operations Yearly Dashboard takes the same type of metrics as the Operations Weekly Dashboard and stretches them across a longer timeframe, so you can spot seasonal patterns or evaluate progress over months rather than days.

This dashboard covers:

Actual labour costs
Forecasted vs. actual sales
Labour-to-sales ratios

You can filter and adjust the time ranges to analyze performance month-by-month, or view cumulative metrics over the past year.

Payroll Dashboard

The Payroll Dashboard gives you a closer look at your organization's payroll activity, the same payroll data you already process each pay period, brought together in one place so teams can keep a close eye on it without digging through individual pay runs.

This dashboard covers:

Current and past payroll periods
Location-based breakdowns
Overtime spending
Employee salary comparisons

📌 | Note: This dashboard also flags missing information, like SINs, giving admins a chance to make updates before finalizing payroll.

Payroll Cost Analysis Dashboard

The Payroll Cost Analysis Dashboard breaks down payroll costs by employee, employer burden, and average cost per employee, bringing your payroll expense data together in one place so you can spot cost trends without pulling multiple reports.

New Payroll Cost Analysis Dashboard.gif

This dashboard covers:

Employee pay and employer cost summaries
Employer burden percentage over time
Total payroll cost by organization and by company

Shifts and Clocks Dashboard

The Shifts and Clocks Dashboard gives you a view of how scheduled shifts compare to actual clock-in and clock-out records. Instead of manually comparing schedules to time cards, this dashboard tracks that adherence for you.

Clock & Shift Dashboard BI .gif

This dashboard covers:

Scheduled hours vs. worked hours
Missed shifts and late clock-ins
Shift fill rate over the last 12 months

Turnover Dashboard

The Turnover Dashboard shows how many employees have left your organization and why, tracking this activity across departments, positions, and dismissal reasons so you don't have to piece it together manually.

See key insights, such as turnover rates, retention metrics, and termination breakdowns. Allowing you to quickly identify trends and make more informed staffing and retention decisions by providing a clearer view of workforce changes over time.

New Turnover Dashboard.gif

This dashboard covers:

Turnover by department, dismissal reason, and position
Turnover trends over the last 12 months
Turnover by organization

Upcoming Key Dates Dashboard

The Upcoming Key Dates Dashboard focuses on employee milestones, birthdays, work anniversaries, and probation periods, bringing them together in one place so people teams can stay proactive with recognition and onboarding support.

This dashboard covers:

Upcoming birthdays
Work anniversaries
Probation period statuses

Frequently Asked Questions About BI Prebuilt Dashboards

Have questions about the BI prebuilt dashboards in BI Insights? Whether you're wondering if you can customize one, why one isn't showing data, or how they relate to custom dashboards, this section provides quick answers to help you get the most out of them.

Q: Can I customize a BI prebuilt dashboard?
A: Yes. You can duplicate a BI prebuilt dashboard and customize the copy, or edit it directly if you have edit access. For step-by-step instructions, refer to our Building & Navigating a Custom Dashboard article.

Q: Why isn't a BI prebuilt dashboard showing any data?
A: You may need to adjust the filtering (e.g. from this month to all year) in the dashboard, as it depends on the applied filters and whether there is active data at that point in time.

Also, some BI prebuilt dashboards, like the ATS, Engagement Surveys, and Leave Management Dashboards, only display data if your organization uses that specific feature or has the required add-on. If a dashboard appears empty, check whether it depends on a feature or add-on you don't currently have.

Additional Information

Need further help? Refer to our Getting Help & Contacting Support article for the latest support options and ways to connect with our team.