The Invoices Dashboard in Vincere Intelligence is a comprehensive tool designed to provide detailed insights into your financial operations, including fees, profits, and invoices.
🤔 How does this Dashboard help you?
It helps teams track key metrics, manage profitability, and improve decision-making based on data-driven insights.
Click on the links ⬇️ to skip to the section you're interested in:
Understanding the Metrics
3.1 Actual Fees
3.1.1 Fees/ Profit
3.1.2 Sales Invoices
3.1.3 Purchase Invoices
3.2 Finance
3.2.1 Placements
3.2.2 Timesheets
3.2.3 Invoices
3.2.4 Starters
3.2.5 Finishers
3.2.6 Aged Receivables
3.3 By Consultant
3.3.1 Fees/ Profit by Consultant
3.3.2 Sales Invoices by Consultant
3.3.3 Purchase by Consultant
3.4 Fee Splits
⭕ Overview
The Invoices Dashboard enables you to:
Monitor financial performance across Sales and Purchase invoices.
Gain insights into fees, profits, and invoice statuses over different time frames.
Identify areas for improving financial efficiency and tracking consultant performance.
🗝️ Key Features
Comprehensive Metrics: Track Actual Fees, Profit, Sales Invoices, and Purchase Invoices across specific time periods.
Visual Insights: View data through real-time graphs, hover-to-reveal details, and detailed tables for clarity.
Consultant Breakdown: Analyze fees and profit split by consultant for individual performance insights.
Filtering Options: Customize data by date ranges, invoice types, and consultant roles to focus on the most relevant information.
⭕ How to Access the Invoices Dashboard?
To access the Invoices Dashboard, simply navigate to the Intelligence icon in the left-side panel > then click on Invoices
If you don't see the Company Stats Dashboard, you may need permission to view it. Follow the steps below based on your role:
For Admin Users | For Non-Admin Users |
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If you're not an admin, please contact a colleague with admin privileges to grant you access to the Invoices Dashboard.
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⭕ Understanding the Metrics
📊 Actual Fee
This report reflects the total fees associated with Purchase Invoices that are Approved and Sales Invoices that are Approved & Sent/Marked as Sent
👉 Here you can track details of Fees/ Profit, Sales Invoices, and Purchase Invoice
💷 Fees/ Profit
Header
Header Metrics:
This Month, Last Month, 3 Months Ago, 1 Year Ago provide comparisons over key timeframes.
The Stats in Fees/Profit are the variances between Sales Invoices and Purchase Invoices (Sales minus Purchase) - This includes Invoices of Temps, contractors, and permanent & Permanent | Retainers jobs.
This Month: Total of all Approved & Sent Sales invoices (Temps + Contractors + Permanent + Permanent|Retainer) - Total of all Approved Purchase Invoices (Temps + Contractors + Permanent + Permanent|Retainer) in the current month.
Last Month: Total of all Approved & Sent Sales invoices (Temps + Contractors + Permanent + Permanent|Retainer) - Total of all Approved Purchase Invoices (Temps + Contractors + Permanent + Permanent|Retainer) in the last month
Previous Month: Total of all Approved & Sent Sales invoices (Temps + Contractors + Permanent + Permanent|Retainer) - Total of all Approved Purchase Invoices (Temps + Contractors + Permanent + Permanent|Retainer) 2 months ago
3 Months Ago: Total of all Approved & Sent Sales invoices (Temps + Contractors + Permanent + Permanent|Retainer) - Total of all Approved Purchase Invoices (Temps + Contractors + Permanent + Permanent|Retainer) 3 months ago
1 Year Ago: Total of all Approved & Sent Sales invoices (Temps + Contractors + Permanent + Permanent|Retainer) - Total of all Approved Purchase Invoices (Temps + Contractors + Permanent + Permanent|Retainer) 1 year ago
(i.e. If the current month is December 2024, this shows the total of sales invoices for the month of November 2023)
Graph Details
1. Fees/ Profit per Month: Total number of Active Temps / Contractors over a selected time period.
Hover the mouse over the graph to view a breakdown of details Fees/ Profit per month ⬇️
Showing the details of Fees/ profit of all invoices of Temps + Contractors + Permanent + Permanent | Retainer) accumulative over the selected/filtered months
2. Fees/Profit Accumulative: Total number of Active Temps / Contractors over a selected time period.
Hover the mouse over the graph to view a breakdown of details Fees/Profit Accumulative ⬇️
Showing the details of (Temps + Contractors + Permanent + Permanent|Retainer) accumulative over the selected/filtered months
3. Credit Invoices: Approved Credit invoices (Temps + Contractors + Permanent + Permanent|Retainer) over the selected/filtered months
Hover the mouse over the graph to view a breakdown of details Credit notes
Table View
This table includes below and example, CR stands for Credit.
💷 Sales Invoices
Highlights Approved & Sent or Approved & Marked as Sent Sales Invoices:
Key Timeframes: This Month, Last Month, and 1 Year Ago for easy tracking.
Header
This Month Sales Invoices : Total Sales Invoice with status: Approve & Sent + Approve & Mark as Sent in the current month
Last Month: Total Sales Invoice with status: Approve & Sent + Approve & Mark as Sent in the last month
Previous Month: Total Sales Invoice with status: Approve & Sent + Approve & Mark as Sent 2 months ago
3 Months Ago: Total Sales Invoice with status: Approve & Sent + Approve & Mark as Sent 3 months ago
1 Year Ago: Total Sales Invoice with status: Approve & Sent + Approve & Mark as Sent (i.e. If the current month is December 2024, this shows the total of sales invoices for the month of November 2023)
Graphs Details
👉 Hover the mouse over the graph to view a breakdown of the details of Sales Invoices Overtime & Credit notes.
1. Sales Invoices Overtime: Total number of Active Temps / Contractors over a selected time period, by default it will show the last 12 month
Showing the details of sales invoices overtime or related to it of temps + Contractors + Permanent + Permanent | Retainer)
2. Credit Invoices: Total number of Sales Invoices, by default it will show the last 12 months (Approve & Sent + Approve & Mark as Sent)
Showing the details of (Temps + Contractors + Permanent + Permanent | Retainer) accumulative over the selected/filtered months
Table View
This table View displays up to 1000 invoices. You can get the complete list of invoices by exporting the data - CR stands for Credit
Invoices: Total number of Approve & Sent + Approve & Mark as Sent Sales Invoices
Credit Invoices: Total number of Approve & Sent + Approve & Mark as Sent Credit Invoices
Sales Invoices: Total amount of all Approve & Sent + Approve & Mark as Sent Sales Invoices
Credit Notes: Total amount of Approve & Sent + Approve & Mark as Sent Credit Invoices
Monthly Avg: (Sales Invoice total amount - Credit Invoices total amount) / Number of months with invoices
Avg Sale Size: (Sales Invoice total amount - Credit Invoices total amount) / Invoice N.
💷 Purchase Invoices
Key Timeframes: This Month, Last Month, and 1 Year Ago for easy tracking.
Header
This Month: Total Purchase Invoices with status approved in the current month
Last Month: Total Purchase Invoices with status approved in the last month
Previous Month: Total Purchase Invoices with status approved 2 months ago
3 Months Ago: Total Purchase Invoices with status approved 3 months ago
1 Year Ago: Total Purchase Invoices with status approved (i.e. If the current month is December 2024, this shows the total of purchase invoices for the month of November 2023)
Graphs Details
👉 Hover the mouse over the graph to view a breakdown of the details of Credit notes.
Purchase Invoices Overtime: includes Temps | Contractors | Permanent | Retainer related Purchase Invoices, by default, it will show the last 12 months.
Credit Invoices: includes Temps | Contractors | Permanent | Retainer related Credit Invoices accumulative over the selected/filtered months
Table View
This table View displays up to 1000 invoices. You can get the complete list of invoices by exporting the data - CR stands for Credit
Invoices: Total number of Approved Purchase Invoices
Credit Invoices: Total number of Approve & Sent + Approve & Mark as Sent Credit Invoices
Purchase Invoices: Total amount of all Approved Purchase Invoices
Credit Notes: Total amount of Approve & Sent + Approve & Mark as Sent Credit Invoices
Monthly Avg: (Purchase Invoice total amount - Credit Invoices total amount) / Number of months with invoices
Avg Sale Size: (Purchase Invoice total amount - Credit Invoices total amount) / Invoice N.
📊 Finance Overview
The Finance Dashboard in Vincere provides a consolidated summary of key financial metrics, including placements, timesheets, invoices, starters, finishers, and aged receivables.
Placements | Timesheets | Invoices |
Permanent Contract Temporary Starters Finishers Net | Unsubmitted Submitted Approved Invoices (Temporary/Contract) Invoices Draft Invoices Sent | Sales Purchase Credit Accounts Receivable Accounts Payable Invoice Paid |
Starters | Finishers | Aged Receivables |
Today This week Next Week This month Next Month This quarter Next Quarter | Today This week Next Week This month Next Month This quarter Next Quarter |
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🎯 Placements
The Placements section provides an overview of the total number of placements made inside Vincere (Permanent + Contract + Temporary) across all job types based on Booked Date.
Key Metrics:
Permanent: Total permanent placements.
Contract: Total contract placements.
Temporary: Total temporary placements.
Starters: Candidates starting during the selected period (e.g., today, this month).
Finishers: Candidates finishing during the selected period.
Net: Total number of starters - the total number of finishers
👉 Action: Click View All to access detailed placement data.
🎯 Timesheets
Overview of all timesheets number below refers to the total submitted timesheets including rejected, unapproved, and approved depending on the filtered period.
Key Metrics:
Unsubmitted: Timesheets that have not been submitted.
Submitted: Timesheets submitted for review.
Approved: Timesheets approved for invoicing.
Invoices (Temporary/Contract): Timesheets converted to invoices.
Invoices Draft: Draft invoices based on submitted timesheets.
Invoices Sent: Finalized invoices sent to clients.
👉 Action: Click View All for more details.
🎯 Invoices
Overview of all Invoices in Vincere that were Approved & Sent/Marked as Sent.
Key Metrics:
Sales: Total amount of all Approved & Sent/Marked as Sent sales invoices
Purchase: Total amount of all Approved purchase invoices
Credit: Total amount of all Approved & Sent/Marked as Sent credit invoices
Accounts Receivable: the total amount of fees will received (total amount of all Sales invoices with status as approved & sent, approved & marked as sent, partially paid) by invoice date in the future
Accounts Payable: the total amount of fees will received (total amount of all Purchase invoices with status as approved, partially paid) by invoice date in the future
Invoice Paid: total amount in Sales Invoice with status marked as (Paid in Full and/or Partially Paid)
Action: Click View All to see the invoice breakdown.
🎯 Starters
Track candidates are starting placements based on their Start Date.
Key Categories:
Today - candidates starting in the current day
This Week - candidates starting during the current week
Next Week - candidates starting next week
This Month - candidates starting in the current month
Next Month - candidates starting in the next month
This Quarter - candidates starting in the current quarter
Next Quarter - candidates starting in the next month
👉 Action: Use View All to explore placement details.
🎯 Finishers
Overview of candidates placed in temp & contract jobs based on the End date.
Key Categories:
Today - candidates finishing on the current day
This Week - candidates finishing during the current week
Next Week - candidates finishing during next week
This Month - candidates finishing in the current month
Next Month - candidates finishing in the next month
This Quarter - candidates finishing in the current quarter
Next Quarter - candidates finishing in the next month
👉 Action: Click View All for a detailed view of finishers.
🎯 Aged Receivables
Overview of all invoices that were partially paid and fully paid.
Breakdown:
Current: Recent invoices are not overdue.
1-30 Days: Overdue invoices for the past 1-30 days.
31-60 Days: Overdue invoices for the past 31-60 days.
60+ Days: Overdue invoices for more than 60 days.
Visual Representation:
Number: average days of the overdue invoices paid.
Amount: total amount of Sales invoice marked with Paid in Full
👉 Action: Click View All to verify invoice status or filter by Invoice Status and Due Date.
📊 By Consultant
The By Consultant Tab provides a detailed and consolidated summary of key financial metrics, including Fees/Profit, Sales Invoices, and Purchase Invoices, attributed to each consultant or user within a selected timeframe
🗓️ Timeframe Options
The dashboard allows you to analyze data across flexible timeframes:
By Week: Track short-term performance and trends.
By Month: Evaluate monthly achievements and alignments with targets.
By Quarter: Assess quarterly contributions for strategic decision-making.
🎯 Key Metrics
1. Fees/Profit | 2. Sales Invoices | 3. Purchase Invoices |
This section displays the total profit earned by each consultant or user, calculated as:
Profit is split based on the respective consultant's share in each invoice. | Tracks the total fees generated by each consultant or user.
| Tracks the total fees allocated to each consultant or user based on their share in Purchase Invoices. |
📊 Fee Split
The Fee Splits tab gives you a breakdown of the Fee Split per Consultant:
This table View displays up to 1000 invoices. You can get the complete list of invoices by exporting the data.
Fee Source: fees come from 2 sources:
PS: Profit Split in placement details
JO: Job Owner (in case the Profit Split is empty)
⭕ Definition of Filter Factors
Definition of factors in the filter board on the right-hand side:
Date: Set your timeframe as desired.
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.
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.
Invoice Status: Check all, Approved & Sent, and Draft
Perm Sub Type: Contingent, Retained, Exclusive, and Non-Perm.
Currency: (defaulted to the currency set on the User Settings), or you can select the desired currency.
Tax: Exclude Tax or Include Tax (source)
Company ID: copy and paste the company ID to see stats related to that single company only.
⭕ Interested in learning more about Vincere Intelligence?
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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