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AI Coach Dashboard

This dashboard allows you to get back to recruiting and leave the goal setting to the experts... your data 📊

Jason avatar
Written by Jason
Updated over 9 months ago

All about AI Coach Dashboard 📊

  • The AI Coach takes data-driven decisions to the next level.

AI Coach will forecast activity targets on the first day of each month, providing you with clear insights into the efforts required to achieve your ultimate revenue goal.
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So no more waiting for the first placement to start tracking – from day one, each month, you'll know exactly what it takes to succeed and scale your business 📈 🤩

There are 3 main reports within the AI Coach dashboard ⬇️

⭕ AI Coach

🔹Overview

The AI coach uses your data from your last 12 months' usage on Vincere to generate ratios and therefore goals both company-wide and on individual basis.

🔹How It Works

AI Coach examines your last 12 months' activity data calculate:

  1. Average placement fee.

  2. Required placements to meet revenue targets.

  3. Necessary calls, meetings, CVs sent, jobs, and interviews to achieve the required number of placements.

🔹Benefits

Tailored Goals: Targets are based on individual consultant activity.

Simplified Management: Goals are self-explanatory, as they are derived from consultants' own data, eliminating the need for management to justify them.

🔑 Key points you should know about AI Coach Dashboard

  • Data Source: Last 12 months of Vincere usage.

  • Target Calculation: Based on individual activity.

  • Management: Simplifies goal setting and accountability.

What do I need to do to activate the AI coach?

To active the AI Coach please follow the steps below ⬇️

  1. Head into Settings

  2. Go to Goal Console

  3. Set revenue targets for No 45 and Vincere’s algorithm will do the rest.

AI Coach will forecast activity targets on the first day of each month, providing you with clear insights into the efforts required to achieve your ultimate revenue goal.

What can I see?

The AI Coach is split into 3 visuals:

  • Fees, Ratios & Targets.

📊 Fees - Fees report board will be influenced by the filters on the right-hand side

Definition of factors in the Fees report board:

  • Target: total of all users’ revenue targets based on the selected filters

  • Actual: total of all users’ booked fees on the selected filters

  • Progress: the difference between Target and Actual

  • Average placement: the average fee booked into Vincere based on the selected data filter.

📊 Ratios - Ratios report board will NOT be influenced by the Date filter on the right-hand side. The other filters do affect the ratios

Definition of factors in the Ratios report board:

  • New Job to Placement: no. of new jobs / no. of placements

  • Sent to 1st Interview: no. of CVs sent/ no. of 1st interviews

  • CVs sent to Placement: no. of CVs sent/ no. of placements

  • First Interview to Placement: no. of 1st interviews/ no. of placements

  • Contact Call to Placement: no. of contact calls / no. of placements

  • Contact Meeting to Placement: no. of contact meetings / no. of placements

  • Candidate Call to Placement: no. of candidate calls / no. of placements

  • Candidate Meeting to Placement = no. of candidate meetings / no. of placement

How are these calculated?

  1. Placements Made: includes original and renewed placements

  2. 1st Interview: Interview Arranged (1st Int. Arranged in the columns)

  3. CVs Sent: CVs sent or marked as ‘sent’

  4. New Jobs: new jobs added ( includes jobs + job leads (but you can use the Job Category filter to filter in/out jobs or job leads )

  5. Contact Call: only counts activities related to these actions from the Goal Console:

    • Phone call | Contact | Inbound | Connected

    • Phone call | Contact | Outbound | Connected

  6. Contact Meetings: meetings arranged (based on action date)

  7. Candidate Calls: only counts activities related to these actions from the Goal Console:

    • Phone call | Candidate | Inbound | Connected

    • Phone call | Candidate | Outbound | Connected

  8. Candidate Meetings: meetings arranged (based on action date)

📊 Targets - Targets report board will be influenced by the filters on the right-hand side

The targets report shows us, based on our previous performance and our target, what needs to be hit for our revenue target to be achieved.

  1. Placements: target / average placement fee

  2. 1st interviews: placement target x 1st interviews to placement ratio

  3. CVs Sent: placement target x CV sent to placement ratio

  4. New Jobs: placement target x new jobs to placement ratio

  5. Contact Calls: placement target x contact calls to placement ratio

  6. Contact Meetings: placement target x contact meetings to placement ratio

  7. Candidate Calls: placement target x candidate calls to placement ratio

  8. Candidates Meetings: placement target x candidate meetings to placement ratios

⭕ Applications by stage

What does this Dashboard tell us?

Application by stage shows us a complete breakdown of the ATS pipeline numbers, influenced by the filtered on the right-hand side.

  • If you’re looking to get complete visibility on the volume of candidates at each pipeline stage, broken down per month, you’re in the right place

Definition of factors in the Application by Stage board:

  • New Jobs: no. of new jobs created in the selected time period

  • Job | Active: no. of unique open job IDs with active candidates and application activities action based on the selected time period (doesn’t include floated)

  • Job | No Activity: no. of new jobs created in the selected time period with no applications & no activities linked to a job

  • Application Stages Numbers: no. of applications of a specific stage (ATS pipeline)

Example: Open ATS > Shortlisted > Filter by Shortlisted Date > Select Month

The pipeline stages across the top can be toggled on and off to influence the data visible:
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You can also find a numerical breakdown of all the same data on the same report ⬇️

⭕ Ratios & Splits

Where are these ratios pulling from?

The User Engagement and Application by Stage dashboards are used to determine these ratios.

Definition of factors in the Ratios & Splits board:

  • Contact Calls to Jobs: total connected contact calls / total new jobs added to Vincere

  • Contact Meetings to Jobs: no. of contact meetings / new jobs

  • Job Leads to Jobs: no. of job leads with Reg. date in the filtered timeframe / no. of converted job leads with an action date in the filtered timeframe (only counts converted jobs through the "Convert to Job" function in the Actions menu)

  • CVs Sent to Jobs: no. of CVs sent / jobs with created date in the filtered timeframe.

  • CVs Sent to 1st Int: no. of CVs sent / no. of 1st Interviews

  • CVs sent to Placement: total no. of CVs sent / no. of placements

  • 1st int. to placement: no. of 1st Interviews / no. of placements

  • % of Returning Clients: (total no. companies that have at least 2 placed jobs / total companies) x 100%

🔹Metrics:

🔹Breakdown by:

  1. Team: split between consultant teams

  2. Candidate Sources: split between candidate sources

  3. Source Contact: split between contact sources

  4. Location: split between consultant' locations

  5. Job Type: split between Job Types

🔹Display:

  • $/Count: results displayed in numeric value

  • %: results shown in percentage

Definition of factors in the filter board on the right-hand side:

  1. Time: filter by time period

  2. Locations: filter by each location or multiple locations. Locations can be configured in Settings > Groups, Tags & Locations > Location

  3. Brand: filter by brand or multiple brands. Brands can be configured in Settings > Groups, Tags & Locations > Groups

  4. Division: filter by each division or multiple divisions. Divisions can be configured in Settings > Groups, Tags & Locations > Groups

  5. Team: filter by each team or multiple teams. Team can be configured in Settings > Groups, Tags & Locations > Groups

  6. Consultant: filter by individual or multiple consultants including active & inactive consultants. Consultants can be managed in Settings > User Management.

  7. Consultant Status: filter by Active / Inactive users / both. By default, Inactive Users are included.

  8. Job Category:

    1. Linked to Jobs: activities linked to jobs

    2. Linked to Job Leads: activities linked to job leads

    3. No job Links: activities not linked to jobs or job leads

  9. Job Type: filter by Job Types. Job Types can be managed in Settings > Admin Settings > System Preferences > 5. Change system names for job types

  10. Industry: Filter by Industries. Industries can be managed in Settings > Groups, tags & locations > Industry

  11. Currency By:

    1. Daily Spot Rate: based on fixer.io > Settings > Admin Settings > System Preferences > 3. Currency Converter

    2. Home Currency: based on the Home currency in Pay & Bill Settings > 6. Home Currency

  12. Currency: choose the currency you want to report on. The currency set in the user’s User Settings is selected by default

⭐ Interested in learning more about Vincere Intelligence?

The AI Coach is one of the most popular out-of-the-box dashboards in 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.

💻 Click here to sign up for our monthly Analytics training webinars
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You can also fill up this form to request a training session.

Happy Recruitment #TheVinnyWay🤩

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