Dashboard

Team Revenue [animated]

The animated tile displays Actual, Forecast and Pipeline charge figures for the Team that the logged in user belongs to.

New Jobs [animated]

The animated tile displays new Jobs added by users within the Team.

The tile displays summary information on the Job, such as Job Title, Company, Contact and Consultant.

Click on the tile to go to the related Job page which opens in a new tab window, the Dashboard remains open in a separate tab.

New Interviews [animated]

The animated tile displays new Interviews added by users within the Team. The tile displays summary information on the Interview, such as Job Title, Company, Contact and Consultant.

Click on the tile to go to the related Interview page which opens in a new tab window, the Dashboard remains open in a separate tab.

New Placements [animated]

The animated tile displays new Placements added by users within the Team.

The tile displays summary information on the Placement, such as successful Candidate, Job Title, Company, Contact, Consultant and estimated value.

Click on the tile to go to the related Placement page which opens in a new tab window, the Dashboard remains open in a separate tab.

Company Revenue [animated]

The animated tile displays Actual, Forecast and Pipeline Revenue figures for the whole Company.

New Jobs, Interviews, Placements [animated]

These animated tiles display new Jobs, Interviews and Placements added by users in the whole Company.

The tile displays summary information on the Job, Interview and Placement as per the team dashboard.

Click on the tile to go to the related page which opens in a new tab window, the Dashboard remains open in a separate tab.

Use the arrow to return to the Dashboard Start page.

Date Range parameters are displayed (Weekly / Monthly / Quarterly) and can be configured in User Options.

As targets per and dashboard view can be mixed up, eg weekly targets set and user views monthly dashboard the target conversion rates are done as follows:

• Weekly targets to Monthly view - multiply by 4.34524 and then round the result to 2 decimal place if a monetary value and nearest whole if whole number target
• Quarterly targets to Monthly view – divide by 13 and multiply by 4.34524 and then round the result to 2 decimal place if a monetary value and nearest whole if whole
• Monthly targets to Weekly view – divide by 4.34524 and then round the result to 2 decimal place if a monetary value and nearest whole if whole
• Monthly targets to Quarterly view - divide by 4.34524 and multiply by 13 then round the result to 2 decimal place if a monetary value and nearest whole if whole

Note - Dashboard reports all figures in base currency and does not do any currency conversions.

Each chart is a widget

• There is a right click menu to add/remove widgets. Each widget can be added if it doesn't already exist on the Dashboard
• Users can add widgets of any job type
• Each widget can be moved/re-arranged by drag and dropping
• The layout is a table format and allows 6 columns across and 5 rows down
• The layout can be reset to default
• There is one layout for all Dashboards - User, Team and Company. Making changes to one will be reflected on the others.

Estimated Perm Fee / Cont Margin / Temp Revenue Chart displays:

Actual Permanent and Fixed Term fees and Contract margins for placements which have started.

Forecast Permanent and Fixed Term fees and Contract margins for placements which are offer accepted, awaiting confirmation or confirmed but not yet started.

Pipeline Permanent and Fixed Term fees and Contract margins for unfilled current jobs

Filled Shift Revenue Temp placement revenue for shifts of any status or confirmed onward as per the setting in the Admin / Target screen..

Unfilled Shift Revenue Temp placement revenue for unfilled job shifts . If a shift has 2 unfilled places this counts as 2 shifts

Note - Fixed Term fees are included in the Contract charts

Hover Tooltip displays Target information if set.

Perm / Fixed Term / Contract Estimated Calculations:

Perm & Fixed Term Fees

• Job Fees

  • Min Fee Value field is used along with No of unfilled Places on Start Date of Job.

  • Min Fee Value in Infinity is listed in Charge Currency and currency conversion to base currency is not applied in the Dashboard.

  • Min Fee Value is split equally among the number of job consultants

  • Team Dashboards shows the sum for the consultants in that team using the split

  • The value is reported when job start date is in the Dashboard range.

• Placement Fees

  • Fee Value field is used on Start Date of Placement.

  • Fee Value in Infinity is listed in Charge Currency and currency conversion to base currency is not applied in the Dashboard.

  • Fee Value is split using the Consultant % split information on the placement page

  • Team Dashboards shows the sum for the consultants in that team using the split

  • The value is reported when the placement start date is in the Dashboard date range

Contract Margin

• Job Margin

  • Min Profit field along with the Rate Per, Hours Per and No of Unfilled Places values are used to calculate each day’s margin

  • Min Profit is always listed in Base Currency, so any currency conversion has already been applied in Infinity.

  • Min Profit is split equally among the number of job consultants

  • Team Dashboards shows the sum for the consultants in that team using the split

  • The value is reported for each day from job start date to end date that falls in the Dashboard date range, excluding weekends.

  • Note - Rate costs (such as HP, NI, Pension) that are setup for the selected rate are not applied to the Job contract profit figure in Infinity as no Worker Type is available.

• Placement Margin

  • The relevant rate Profit field along with the Rate Per and Hour Per values are used to calculate each day’s margin.

  • Profit is always listed in Base Currency, so any currency conversion has already been applied in Infinity

  • Placement Basic/Standard system rate is always used if it exists, else the top rate is used and verification is done on rate start and end dates to see which rate is relevant on any given day.

  • Profit is split using the Consultant % split information on the placement page

  • Team Dashboards shows the sum for the consultants in that team using the split

  • The value is reported for each day from placement start date to end date that falls in the Dashboard date range, excluding weekends.

  • Note - Rate costs (such as HP, NI, Pension) that are setup for the selected rate / worker type are applied to the Placement contract Profit figure in Infinity.

Calculating Contract Margin using Profit Per and Hours Per value

• Job/Placement Rate “Profit per” can be Hour / Day / Week / Month / Year /Shift

• Job/Placement page "Hours per” can be blank / Hour / Day / Week / Month / Year /Shift

Calculations:

Temp Filled shift revenue

• Revenue from the Placement Shifts in the date range
• Hourly rates: Revenue is calculated by multiplying the number of hours in the shift, by the charge rate for the relevant rate
• Shift rates: Revenue is the charge rate from the relevant rates
• Daily rates: Revenue is the charge rate from the relevant rates
• The relevant rate is selected in the following order
  • Shift Core Rate
  • Placement Core Rate
  • standard/basic rate
  • top rate
• Rates have a start and end date, so the relevant rate for the date is used per shift
• Shifts on placements owned by the consultant
• If multiple consultants own a placement, the revenue is split between the various consultants (i.e. £1000 revenue, split 50:50, would give £500 to each consultant)
• If the temp target ‘Confirmed Status onwards’ is ticked, shifts of status ‘Awaiting Confirmation’ are not reported on
• If the temp target ‘Confirmed Status onwards’ is un-ticked, shift of any status are reported on

• There is a tooltip with the following information:
  • Shifts: x (number of shifts)
  • Value: £x.xx (value of shifts in the date range)
  • Target: £x.xx (only for filled shifts)
  • %age of Target: x% (percentage of target completed)
  • The currency symbol of the tooltip is base currency

Temp Unfilled Shift Revenue

• Revenue from the unfilled Job Shifts in the date range
• Hourly rates: Revenue is calculated by multiplying the number of hours in the shift, by the charge rate for the relevant rate
• Shift rates: Revenue is the charge rate from the relevant rates
• Daily rates: Revenue is the charge rate from the relevant rates
• The relevant rate is selected in the following order
  • Job Core Rate
  • Standard/basic rate
  • Top rate
• Rates have a start and end date, so the relevant rate for the date is used per shift
• Shifts on jobs owned by the consultant
• If multiple consultants own a job, the revenue is split between the various consultants (i.e. £1000 revenue, split 50:50, would give £500 to each consultant)
• Unfilled shifts i.e. if they're looking for 4 people, and have placed 2, then the statistics show revenue for the 2 unfilled shifts
• There is a tooltip with the following information:
  • Shifts: x (number of shifts)
  • Value: £x.xx (value of shifts in the date range)

  • The currency symbol of the tooltip is base currency

Estimated Permanent Fees displays:

Fee value for Permanent placements which have started.

Hover Tooltip displays Target information.

Estimated Contract Margin displays:

Margins for Contract placements which have started.

Fee Value for Fixed Term Placements which have started

Hover Tooltip displays Target information

#Shifts Over Time

• Shows the number of filled shifts over time for the last year, either weekly or monthly depending on what the dashboard is showing
• Filled shifts is:
  • The number of placement shifts in the date range. Note: a shift with 2 places = 2 shifts
  • Shifts on the placements owned by the consultant
  • If multiple consultants own a placement, the shifts will be reported against all consultants (i.e. 1 added to all of the consultants, not 0.5 each)
  • If the temp target ‘Confirmed Status onwards’ is ticked, shifts of status ‘Awaiting Confirmation’ are not reported on
  • If the temp target ‘Confirmed Status onwards’ is un-ticked, shifts of any status are reported on
• The info button shows the shift status that is being reported on

Temps Revenue Over Time

• Shows filled shift revenues over time for the last year, either weekly or monthly depending on what the dashboard is showing (as per perm chart)
• Filled shift revenue is:
  • Revenue from the Placement Shifts in the date range
  • Hourly rates: Revenue is calculated by multiplying the number of hours in the shift, by the charge rate for the relevant rate
  • Shift rates: Revenue is the charge rate from the relevant rates
  • Daily rates: Revenue is the charge rate from the relevant rates
  • The relevant rate is selected in the following order
    • Shift Core Rate
    • Placement Core Rate
    • standard/basic rate
    • top rate
  • Rates have a start and end date, so the relevant rate for the date must be used per shift
  • Shifts on placements owned by the consultant
  • If multiple consultants own a placement, the revenue is split between the various consultants (i.e. £1000 revenue, split 50:50, would give £500 to each consultant)
  • If the temp target ‘Confirmed Status onwards’ is ticked, shifts of status ‘Awaiting Confirmation’ are not reported on
  • If the temp target ‘Confirmed Status onwards’ is un-ticked, shift of any status are reported on
• The info button shows the shift status that is being reported on

Candidate Activity displays:

Selection of Candidate related activities

	Chart view
	Gauge View

Hover Tooltip displays Target information

New Candidates: Includes any candidates added to the system manually or via iCapture, it does not include candidates that have been updated

Internal Interviews:Includes any internal interviews candidates have been sent invitations

Calls:Includes Phone event logs logged against candidate records

Emails:Includes Emails sent to candidates via the database or from Outlook (if exchange sync has been setup for the user)

Spec CV Activity displays:

Number of CV and Summary Submittals with target marked as an arrow

	Chart view
	Gauge View

Hover Tooltip displays Target information

Target Ratios displays:

Selection of activities and related ratios

Company Activity displays:

Selection of company related activities with target marked as an arrow and the option to switch from Chart view to gauge view using the graph button

Hover Tooltip displays Target information

Cold Calls: Includes all event logs, logged with the action "Cold Call"

Meetings: Includes all "Client Visits" setup with a Company / Location / Contacts

Calls: Includes all Phone event logged against a Company / Location / Contact

Emails: Includes all emails sent to Companies / Locations / Contacts via the database or from Outlook (if exchange sync has been setup for the user)

Job Ratios displays:

Selection of Job related activities and ratios.

Average Time Between Adding a Job displays:

The number of days between adding a Job and a selection of Job related activities.

Job Activity displays:

A selection of Job activities with target line clearly marked and total number displayed per activity.

Hover Tooltip displays Target information

Average Permanent Fee displays:

The average value per Perm Placement.

Average Hourly Profit displays:

The average hourly value per Contract Placement.

Temps Information

The widget shows 4 statistics each with a name and a number

Number of Filled Shifts

• Number of placement shifts in the date range
• Shifts on placements owned by the consultant
• If multiple consultants own a placement, the shifts will be reported against all consultants (i.e. 1 added to all of the consultants, not 0.5 each)
• If the temp target Confirmed Status onwards’ is ticked, shifts of status ‘Awaiting Confirmation’ are not reported on
• If the temp target ‘Confirmed Status onwards’ is un-ticked, shift of any status are reported on
• The tooltip displays as follows:
  • Target: x
  • %age of Target: x% (percentage of target completed)

Number of Unfilled Shifts

• Number of unfilled job shifts in the date range
• Shifts on job owned by the consultant
• If multiple consultants own a job, the shifts will be reported against all consultants (i.e. 1 added to all of the consultants, not 0.5 each)
• Unfilled shifts i.e. If they're looking for 4 people, and have place 2, then the report counts the 2 unfilled shifts.

Candidates with first shift

• Number of candidates who have their first ever placement shift at any status in the date range (this does not follow the temp target setting ‘Confirmed Status onwards’)
• Candidates owned by the consultant
• If multiple consultants own a candidate, the candidate will be reported against all consultants (i.e. 1 added to all of the consultants, not 0.5 each)

Companies with first shift

• Number of companies, who have their first ever job shift in the date
• Filled and Unfilled shifts are included
• Companies owned by the consultants (ownership at the client level)
• If multiple consultants own a company, the company will be reported against all consultants (i.e. 1 added to all of the consultants, not 0.5 each)