The Forecaster
Update Best Case calculations: Best case = Unit Forecast Fee for 1 Headcount * Active Headcount
Add column '% chance of placements' when you filter by '% chance of placement'
2. Job Stats
Move 'Overtime' tab under 'Activities by Job' from Job Stats dashboard to Fees dashboard (before Ratio Splits tab).
New tab: Stage by Job
New filter: Created Date
3. User Engagement
Update logic for the following activities:
1st Interview Scheduled = date interview was arranged
1st Interview Completed = interview date
2nd Interview Scheduled = date 2nd interview was arranged
2nd Interview Completed = 2nd interview date
4. Goals
Change Goals #31 to #50 from Candidate entity to Applications entity
Remove Goals #41, #43, #44 & #46 (currently not in use)
Update logic:
Current logic is based on 'Actioned By': this means that users who take the action get the credit.
We will add a new, additional Logic for Goals #31 to #46: we will add the ability to filter by either ' Job Owner' or 'Actioned By' on these Goals.
5. Fees
Add Retainer & Refund data into 'Actual v.s. Target' report in Fees tab
Move 'Overtime' tab under 'Activities by Job' from Job Stats dashboard to Fees dashboard (before Ratio Splits tab).
Rename 'Total Placements' to 'Total P'ments | Splits'
Update calculations for 'Total P'ments': Total P'ments = Total Share % = NFI | Fee
Rename ' Splits' chart in 'Ratio's & Spilts' tab to 'Placement | All'
6. All Dashboards
Ability to filter by 'Job' versus 'Job Lead'
Ability to filter by Brand | Division | Team
7. Updates to Fees / Timesheet & Invoice & Placements in Vincere
For international placements in Vincere Vincere, users will be able to choose a "home" default currency.
We will add a new field in Placements inside Vincere for 'Bank Spot Rate': this allows you to map the true FX value inside your GL with the Analytics taking in account the currency conversion rate (from your bank) for the placement.
We will add a new filter in Fees / Timesheet & Invoice dashboards to filter by 'Bank Spot Rate'
8. 🌟NEW DASHBOARD🌟 Timesheet & Invoice
Invoice Dashboards (Sales | Purchase | Credit Note)
Billing from Temps/Contractors dashboard into Timesheet & Invoice dashboard and add Permanent
This dashboard will feed directly from the invoicing piece inside Vincere. It will include Contract, Temp, Permanent Placements and Retainer Invoices.
Post-release, we will work with customers to refine it better (as we do with all dashboards).
9. 🌟NEW DASHBOARD🌟 Deals
Deals Started
Won / Lost Deals
Activities Completed
Revenue Generated
Leaderboard
Target Achievement
10. 🌟NEW DASHBOARD🌟 Placement Splits
This dashboard is designed to give you a view on the Splits/share in the revenue generated per consultant.
This dashboard will link to the Fees and Timesheet & Invoice dashboards so you will be able to look at Splits by Bill date, or Invoice date or Payment date.
You will be able export this data to calculate commissions/bonuses.
11. Important note for all dashboards (coming June '19) 🚩
We are adding a new Refresh button so that you can update all dashboards in near real-time.
The new refresh button refreshes ALL dashboards. Depending on the size of your data, this could take up to 1-3 mins to refresh/load.