*This page was machine-translated from Japanese and may contain inaccuracies.
Q. The Goal-Setting button is not displayed.
A. If the "Start Date of Aggregation Period" in Common Settings remains at its default setting after completing the initial setup, the Goal Setting button will not appear immediately. It will be displayed after the first data aggregation, which occurs about 30 minutes after turning ON Dashboard usage.
Q. I completed the initial setup and turned ON Dashboard usage, but the Dashboard does not appear.
A. Due to cache effects, the Dashboard may not display. Logging out and logging back into PORTERS will make it appear. If it still does not appear, please note that the server-side cache is refreshed approximately every 5 minutes, so waiting about 5 minutes should allow it to display.
Q. I turned off the dashboard feature, but the dashboard screen remains displayed.
A. Due to cache effects, the dashboard may remain visible. Logging out and logging back into PORTERS will restore the previous top screen and the previous dashboard. If it still does not appear, please note that the server-side cache is refreshed approximately every 5 minutes, so waiting about 5 minutes should allow it to display.
Q. The value of "Latest Phase" is not displayed correctly.
A. For User-type: System Administrator, please review the "Latest Phase" settings in Dashboard Settings.
The number of records matching the search conditions set for the display field will be reflected as the value.
For example, if you create a display field called "Awaiting Sent CV":
If you want to display the number of records that are expected to proceed to Document Recommendation but have not yet reached that stage…
- If you set the Process phase "Document Recommendation" (meaning the phase itself) for "Awaiting Sent CV"...
→ × It will display the number of records that have already reached Document Recommendation. - If you set the Process phase "Application Acceptance" (meaning the phase just before Document Recommendation) for "Awaiting Sent CV"...
→ ○ You can display the number of records that are after Application Acceptance but have not yet reached Document Recommendation.
…In this way, by setting the phase that is one step before the phase associated with the display field name, you can often achieve typical display settings.
Q. I do not want to display past Process values in "Latest Phase".
A. For User-type: System Administrator, please review the "Latest Phase" settings in Dashboard Settings.
You can configure it so that only Processes without an marked with Closed are displayed.
Q. In "Latest Phase" settings in Dashboard Settings, the desired Process phase does not appear.
A. Each Process phase can only be specified once.
Please note that the desired Process phase may already be set in another display field.
Q. I want to display CVR from "Job Inquiries" to "Offer".
(I want to display CVR based on values of non-adjacent display items, without considering adjacent ones.)
A. It is not possible.
CVR is displayed based on values of adjacent display fields.
(Values of hidden display fields are not considered, so please consider hiding unnecessary display fields when checking CVR values. Dashboard settings can be reviewed by User-type: System Administrator.)
Q. When setting up the dashboard: In the design item "Cumulative Period → Placement Fee", the target field does not appear in the candidate list for "Determined Sales Field".
A. You can only specify fields of Currency-type in the Sales hierarchy.
Please note in particular that fields of Number-type cannot be specified.
Q. Why isn’t last month’s data showing on the dashboard even though the relevant records have been registered?
A. The dashboard only retrieves and aggregates data for the current extraction period. Once the current period ends, data retrieval and aggregation for past periods are not performed.
Therefore, if you register data in PORTERS with phase dates that fall within past periods after the fact, it will not be reflected in the dashboard for those past periods.
Additionally, extraction periods prior to the month when the dashboard feature was enabled will not be displayed.