All Collections
Vincere Intelligence
October ‘20 Release | Intelligence
October ‘20 Release | Intelligence

New consultant status filters on all key dashboards, updates to Goal Console including new placement type filters & profit splits

Sam avatar
Written by Sam
Updated over a week ago

1/ New filter: Consultant Status

We have added the consultant status filter to key dashboards in the Intelligence suite including My Stats which allows you to drill down the inactive and active consultants.

This means that activities and fees of consultants who have left the business and were deactivated in Vincere will be hidden when you select ‘Active’

2/ ‘Placement Type’ filters on Goals dashboard

You can now filter and identify the source of the placement and revenue if it’s from the original placement, retainers or renewals.

3. Retainer’s Profit Split included in Revenue Targets (in Goal Console)

Revenue splits of retainer invoices that are approved & sent/marked as sent will now be counted towards the actual revenue target of consultants.

*Revenue targets set on the Goal Console (42 & 44)

Did this answer your question?