Dashboard
Urban Niche Academy / Dashboard

Welcome back, Ricky

Here's what's happening with your sales team pipeline today. Stay locked in.

Recent Candidates

Candidate Pipeline

Track every candidate from application to fully trained.

All Candidates

Score Center

Composite assessment results for all candidates.

84
Composite
Marcus Lee
Software: 86% • Comms: 82%
91
Composite
Sarah Reyes
Software: 93% • Comms: 89%
72
Composite
Alex Chen
Software: 68% • Comms: 76%

SOPs & Resources

Standard operating procedures and reference materials.

📄
SOPs Coming Soon
This section will house all standard operating procedures, scripts, and reference docs as they're created.

Admin Panel

Manage candidates, assessment rubrics, and system configuration.

Total Applications
47
Passed Assessment
18
Currently Onboarding
4
Fully Trained
6

Quick Actions

Assessment Passing Threshold

Candidates must score at or above this composite score to advance to the interview stage.

70%

Setup Guide

Step-by-step integration of WPForms, Google Sheets, Zapier, and Google Calendar for the Urban Niche Academy.

1
WPForms Application Form
Create a new form on WPForms with fields for collecting candidate information and embed it on your careers page.
  • Create new form in WPForms
  • Add field: Full Name
  • Add field: Email
  • Add field: Phone
  • Add field: Why do you want to join Urban Niche Co? (textarea)
  • Add field: Previous sales experience? (dropdown: None, 1-2 years, 3-5 years, 5+ years)
  • Add field: How did you hear about us? (dropdown)
  • Embed form on urbannicheco.com/careers page
2
Google Sheet Setup
Create the master Google Sheet that will store all candidate data and assessment results.
  • Go to docs.google.com/spreadsheets
  • Create new spreadsheet: "Urban Niche Academy"
  • Create tab: "Candidates"
  • Create tab: "Assessments"
  • Create tab: "Training"
  • Create tab: "Config"
  • In Config tab, add: CALENDAR_BOOKING_URL, PASSING_THRESHOLD, etc.
  • Run setupSheets() from Google Apps Script
3
Zapier Connection: WPForms to Google Sheets
Automatically sync form submissions to your Google Sheet.
  • Log into Zapier.com
  • Create new Zap
  • Trigger: WPForms — New Form Entry
  • Select your application form
  • Action: Google Sheets — Create Spreadsheet Row
  • Map Name → Column B
  • Map Email → Column C
  • Map Phone → Column D
  • Auto-generate ID in Column A
  • Set Stage to "Applied" in Column F
  • Test and turn on Zap
4
Zapier Connection: Google Sheets to Gmail
Send automated confirmation emails when new candidates are added.
  • Create new Zap
  • Trigger: Google Sheets — New Row in Candidates
  • Select your spreadsheet and Candidates tab
  • Action: Gmail — Send Email
  • From: your@urbannicheco.com
  • To: {{Email}}
  • Subject: "Welcome to Urban Niche Academy!"
  • Body: Application confirmation with assessment link
  • Test and turn on Zap
5
Google Calendar Appointment Scheduling
Set up interview scheduling so candidates can book time with your team.
  • Go to calendar.google.com
  • Click Settings → Appointment Schedules
  • Create schedule: "Urban Niche Co. Interview"
  • Duration: 30 minutes
  • Set available hours (e.g., 9 AM - 5 PM)
  • Set available days (Mon-Fri)
  • Timezone: Your timezone
  • Copy the booking link
  • Paste into CALENDAR_BOOKING_URL in the app config

Settings

System configuration and integrations.

Integrations

📄
Google Sheets Backend
Connected — syncing candidate data
Active
⚡
Zapier Automation
WPForms → Sheets → Gmail pipeline
Active
📅
Google Calendar
Interview scheduling for passed candidates
Setup Required
🎥
Google Meet
Auto-generate Meet links for interviews
Setup Required