The Fees Dashboard in Vincere Intelligence provides a detailed view of all fees within your organization, including Booked Fees, Actual Fees, Fee Data, Leaderboard, and Headcount Flow.
Use this dashboard to monitor revenue, team performance, and fee trends to support strategic decision-making.
Access the Fees Dashboard
Go to the Intelligence icon on the left-side panel.
Click Fees Dashboard.
📌 Note: If you cannot see the Company-wide stats, follow the steps below based on your role.
For Admin Users
Go to Settings, then click User Management.
Find your user name and click it.
Navigate to the Permissions tab.
Scroll to the INTELLIGENCE section.
Under Analytics Basic, tick the box for Fees.
Click Save to apply changes.
For Non-Admin Users
If you are not an admin, contact a colleague with admin privileges to grant you access to the Company Stats Dashboard.
Understand Booked Fees Metrics
The Booked Fees dashboard displays all fees derived from placement details, renewals, and retainers. These include approved, sent, and marked invoice statuses.
You can filter and compare data using the options on the right-side panel.
📂 For information on Actual Fees, refer to Fees Dashboard - Actual Fees 📊 .
Header Metrics
Booked Fees | MTD: Total of booked fees for the current month only.
Last Month: sum of booked fees for the previous month.
Previous Month: sum of booked fees 2 months ago (Comparison: Last Month - Previous Month/ Previous.
3 Months Ago: sum of booked fees 3 months ago (Comparison: Last Month - 3 Months Ago/ 3 Months Ago).
1 year ago: total of booked fees of the current month a year ago (i.e. If the current month is July 2024, this will show the total fees for the month of July 2023) - (Comparison: Last Month - Last Month Last Year/ Last Month Last Year).
Chart View
Hover over the graph to see detailed breakdowns:
Total Fees: sum of fees based on selected date filter.
Monthly Avg: monthly average based on filters.
Ave Fee Size: total fees/number of total placements (based on filters).
Ave Fee Margin: Total Fee Margin/ Total Placements (based on filters).
Booked vs Target: Total fees against total revenue targets of users depending on the time period.
Last 12 months: from the current month to the same month of last year (i.e. July 2019 - July 2020).
Calendar Year: from 01/01 of the current year to 12/31 of the current year (i.e. Jan 1, 2020 - Dec 31, 2020).
Financial Year: based on the set financial period in the Admin Settings > 11. Reporting Period Management.
Custom Date: chart divided based on selected date filter.
Placements: Total number of placed candidates (original placements) based on selected time period (includes terminated/finished).
Renewals: Total number of renewed candidates based on selected time period (includes terminated/finished).
Retainers: number of retainer invoices with invoice status as approved not sent, approved and sent & approved and marked as sent based on selected time period.
Cost of Sales: sum of cost sales from the placement details based on selected time period.
Target: sum of revenue targets of users based on based on the selected time period from any of these actions on the Goal console.
Target %: total fees/target.
Table View
The table includes details of placements, invoices, and sub-statuses.
You can toggle between Profit Split by Amount and Percentage views.
View Fee Data - Booked Fees
This section provides additional insights into Booked Fees by company, placement, and source.
Header Metrics
Companies: The total number of companies for which at least one placement has been made in the filtered time frame.
Placements | Retainers | Renewals: The total number of placements made in the filtered time frame, including retainers and renewals.
Cost Of Sales.
Fees: The total booked fees are in the filtered time frame.
Table view
This table includes details on placements, COS, and Source.
Fees come from 2 sources:
(PS) - Profit Split in placement detail.
(JO) - Job Owner (in case Profit Split is empty).
You also have the option to view either the Profit Split by Amount or Percentage.
View the Leaderboard
The Leaderboard compares user performance and targets across the selected time frame.
Hover over the graph for a detailed breakdown.
Chart View - Table view
Booked Fees: The Total Booked Fees in the filtered time frame.
Unique Consultants: The number of active users.
Fees per Unique Consultant: The total booked fees divided by the number of Unique Consultants.
Total Placements (Perm/Temp): The total number of placements made in the filtered time frame, excluding retainers and renewals.
Placements per Consultant: The average number of placements per active consultant.
Target Achievement Distribution:
>100%: number and percentage (number x unique consultants) of consultants who met 100% of their revenue targets.
>80%: number and percentage (number x unique consultants) of consultants who met 80% of their revenue targets.
>=50%: number and percentage (number x unique consultants) of consultants who met 50% or more of their revenue targets.
<50%: number and percentage (number x unique consultants) of consultants who met 50% or more of their revenue targets.
View Headcount Flow
The Headcount Flow dashboard compares the number of placements made with jobs created in the system.
Header Metrics
Jobs Placed % | MTD: The percentage of placed jobs versus the number of open jobs - month to date.
Last month: Sum of Placed Jobs for the previous month.
Previous Month: Sum of Placed Jobs 2 months ago (Comparison: Last Month - Previous Month/ Previous).
3 Months Ago: Sum of Placed Jobs 3 months ago (Comparison: Last Month - 3 Months Ago/ 3 Months Ago).
1 Year Ago: Total of Placed Jobs of the current month a year ago (i.e. If the current month is July 2024, this will show the total fees for the month of July 2023) - (Comparison: Last Month - Last Month Last Year/ Last Month Last Year).
Chart View - Table View
This table view shows the breakdown of % jobs placed, total placements from all job types, jobs closed not placed headcount, total headcount closed, and headcount flow per month from the selected time period.
Hover the mouse over the graph to view a breakdown ⬇️.
Avg days to Placement: Average days to placement.
Avg. Jobs Placed %: The average of Jobs Placed % in the filtered time frame - you can adjust the desired time frame using the date filter.
New Headcount this month: The total number of headcounts from the new jobs opened in the current month.
Headcount Flow: This is the refactor of the "Job Flow" report, for more detail on this, refer to ur Help Article Headcount Flow within Fees Dashboard in Intelligence.
Definition of Filter Factors
Date Type: You can choose to view Booked Date, Placed Date, or Start Date.
Date: Weekly, Monthly, Yearly, and Quarterly (can set the default Reporting Period on Admin Settings)
Locations: Filter by each office location or multiple locations.
Branch: Filter by consultant's branch or multiple branches.
Brand: Filter by consultant's brand or multiple brands.
Brand (Job): Filter by Job's brand or multiple brands.
Division: Filter by consultant's division or multiple divisions.
Team: Filter by consultant's team or multiple teams.
Consultant: Filter by individual consultant or multiple consultants, including active & inactive consultants.
Consultant Status: Filter by Active / Inactive users / both. By default, Inactive Users are included.
Job Category: Filter by activities linked to Jobs / linked to Job Leads / No Job link.
Job type: Permanent, Contractual, Project Based, Regular, and Temporary.
Perm Sub Type: Contingent, Retained, Exclusive, and Non-Perm.
Industry: Filter by job industries or multiple industries.
Placement Types: filter by different placement types: Placements (permanent, temp, contract) / Retainers / Renewals / All.
Company ID: copy and paste the company ID to see stats related to that single company only.
📌 Note: When filtering by multiple groups (e.g., brand, team, or location), placement fees are split equally among the selected groups.
💡 Best Practices
Review your filters regularly to ensure accurate data reporting.
Use the Custom Date filter to align reports with internal performance cycles.
Track both Booked and Actual Fees to compare forecasted versus realized revenue.
🤔 FAQs
Q1: Is there a way to view future tranches?
Answer: The Future Fee Dashboard displays placements and invoices that meet specific conditions. To appear in the dashboard, an invoice must have the status Approved & Sent or Marked as Sent. Invoices meeting either status — whether from the Invoice Scheduler or an individual tranche — will be visible in your dashboard.
If you are not using Vincere Intelligence yet but would like to, we suggest joining our training sessions to learn best practices and what’s new with Vincere Intelligence.
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