- 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.