1/ Refresh by Report
When refreshing a dashboard inside Intelligence, you now have two options:
Refresh all dashboards
Refresh current dashboard
If you choose to refresh the current dashboard, no other dashboards in Intelligence will be affected. This means that more than one person can view, use & drill down into analytics at the same time.
Note 📣 The Refresh by Report feature is not available for Advanced Forecasting, HMRC Intermediaries dashboards, or for any custom dashboards.
2/ *New* Filter by Jobs or Headcount | Jobs Stats
We’ve added a brand new filter to the Jobs Stats dashboard: Calculations by Jobs or Headcount.
Filter by Jobs: the dashboard displays Job data
Filter by Headcount: the dashboard displays Headcount data
Viewing the dashboard by Headcount will offer better insights into Jobs health & the pipeline:
What's the total headcount of Jobs that are not open anymore?
Is there a higher inactive headcount than active headcount?
What is my consultants’ workload compared to the headcount of Jobs available?
3/ New Ratio: Job Leads to Jobs | AI Coach
A new ratio has been added to the Ratios & Splits tab: you’ll now know the conversion rates from Job Leads to Job.
4/ UI Updates to Ratios & Splits | AI Coach
We’ve rearranged the order & rows of ratios by category to make it easier for you to find the stats you’re looking for.
The first row shows you Job related ratios:
Contact Calls to Jobs
Contact Meetings to Jobs
Job Leads to Jobs
CVs Sent to Jobs
The second row shows you Placement related ratios:
CVs Sent to 1st Int.
CVs Sent to Placement
1st Int. to Placement
% of Returning Clients
5/ Retainers now included in the AI Coach | Ratios & Splits
The pie chart of the Ratio & Splits report now includes information from Retained Jobs. The report will give you a complete breakdown of your placements and fees.
6/ New Activities | User Engagement Dashboard
You can now track even more activities in the User Engagement dashboard:
a. New Deal Activities:
New Deals
Won Deals
Lost Deals
This answers the questions: “How many new deals have been created in the current month? How many did we win? How many did we lose?"
b. New Interview Activities:
Cancelled Interviews
Rescheduled Interviews
This will tell you: “How many interviews have been cancelled or rescheduled?”
c. New Placement Activities:
Renewals
Temp Placements Converted to Perm
Placements Undone
Contracts Terminated
This answers: “How many placements have been renewed or converted to permanent jobs?”
And: “How many placements have been cancelled or terminated?”
