The fees dashboard is the easiest way to view all of the fees you have brought in as a business. This includes revenue from placements, retainers, and renewals.
There are 4 main reports within the Fees dashboard.
1. Booked Fees:
Within the fees report, you can view the total fees from:
- The current month to date
- Last month
- Previous month
- 3 months ago
- 1 year ago
It will also show you the percentage increase/decrease from the previous months.
You can then view a table view showing actual vs target fees. You can choose to view this over the last 12 rolling months or calendar year, and whether you’d like to view monthly, quarterly, or annual figures by selecting from these tabs:
You can also view the totals (for the total selected in the table above), averages, and targets here:
Finally at the bottom of the fees report is a full breakdown of all of the fees made, showing the candidate name, job name, company, job type, job owner, candidate owner, booked date, margin, fee, start date, and end date if contract/temporary, sub status and cost of sales.
Did you know 💡 ?: If you’d like to filter down the information in this page, you can use the filters in the top right corner.
Date: month and year (you can set the default Reporting Period)
Groups: brand, division, team
Job category: Linked to Jobs, Linked to Job Leads, No Job Links
Job type: Permanent, Contract, Temp-To-Perm, Temporary, Interim / Project consulting
Currency By: Daily Spot Rate, Home Currency
Currency: (defaulted to the currency set on the User Settings)
Booked or Start Date
Placement Type: Placements, Retainers, Renewals
2. Fee Splits:
This report gives you the splits from the placement details and retainer invoices. If the profit split is empty on the placement details, it will be tracked against the job owner.
The leaderboard report is a really clear visual way of seeing which of your consultants are bringing in the most revenue (actual vs target). There is also a breakdown of total fees, number of consultants, fees per consultant, total placements (perm and temp), placements per consultant and revenue targets.
4. Job Flow:
The job flow report is to do with the number of placements made compared with the number of jobs put on the system.
Key information on this report includes:
- % of jobs placed (jobs placed vs jobs opened)
- Average days to placement
- % Average jobs placed (time period can be altered in filters)
- Number of new jobs that month
- Job flow (number of new jobs added onto Vincere minus total jobs closed in that time period)
You can also hover the mouse over the graph to view a breakdown.
At the end of this report is a table view showing a breakdown of the information that is in the graph.