This article explains each part of the Goals Dashboard, how it calculates performance, and how to manage targets so the data stays accurate.
Overview
The Goals Dashboard measures users’ activities against targets set in the Goal Console. It helps you:
Monitor team performance against activity and revenue goals.
Identify where consultants are on track and where they need support.
Run structured, data-led 1:1s using the Benchmarks – Success Quadrant.
You can access the Goals Dashboard from the Vincere application by clicking:
Intelligence on the left-side menu.
Then click on Goals Dashboard.
The dashboard only reports on activities that have an associated target in the Goal Console (including targets of 0).
This dashboard is great for:
Directors, managers, team leaders, and everyone in the business who wants to drill down into performance across the organization and take away data-driven insights.
Tracking performance: check how the consultant’s efforts are paying off and where they can improve.
Making coaching efficient and personalized, using the Benchmarks – Success Quadrant dashboard for personalized performance reviews and one-on-one checkpoints.
What the Goals Dashboard Shows
Goal Achievement Metrics
The dashboard focuses on how much of the set targets have been achieved in a selected time period:
% Goals Achieved: Percentage of goals achieved against all targets in a specific period.
Source of data: Based on actual user actions in the system.
Visibility rules: Activities with no target set in the Goal Console do not appear on the Goals Dashboard.
Variance: The difference between the target and the actual performance.
Consultant status mapping: Consultants are categorised in the Benchmarks – Success Quadrant based on both goal and revenue performance.
Dashboard Components
The Goals Dashboard has two main components:
Goals tab: Shows each consultant’s activity performance: Actual vs Target for every goal.
Benchmarks – Success Quadrant tab: Visualises goal achievement vs revenue achievement and groups consultants into performance categories.
Goals Tab
Header Metrics
The header shows high-level goal achievement across time:
Goal Achievement: % of goals achieved for the current month, compared with last month (month-to-date).
Last Month: % of goals achieved in the previous month.
Previous Month: % of goals achieved two months ago.
3 Months Ago:% of goals achieved three months ago.
1 Year Ago: % of goals achieved in the equivalent month last year
(for example, if the current month is March 2023, this shows the % achieved in February 2022).
📌 Note: The Date filter on the right-hand panel does not affect these header numbers.
Table View (Goals Tab)
The Goals table gives an overview of each consultant’s performance against each goal defined in the Goal Console.
By default, the table includes all actual actions performed by the Action User.
Each goal appears as a column group with three nested columns:
T (Target) – Target value set in the Goal Console.
A (Actual) – Sum of activities completed.
V (Variance) – Difference between target (T) and actual (A).
Colour coding for Variance (V):
Green value → Target has been met or exceeded.
Red value → Target has not yet been met.
Filters (Goals Tab & Global Filters)
Use the Filters panel on the right-hand side to refine what you see on the dashboard.
Available filters:
Date Type: Allows users to report revenue based on the start date instead of the booked date, providing more flexibility in how you view and analyze your goals and performance metrics.
Date: filter by specific time period by months, weeks, and even days.
Locations: filter by each office location or multiple locations.
Brand: Filter by consultant's brand or multiple brands.
Branch: Filter by consultant's branch or multiple branches.
Division: filter by consultant's division or multiple divisions.
Team: filter by consultant's team or multiple teams.
Consultant: filter by individual consultant or multiple consultants, including active & inactive consultants.
Consultant Status: filter by Active / Inactive users / both. By default, Inactive Users are included.
Job Category: filter by activities linked to Jobs / linked to Job Leads / No Job link.
Created date (Record): filter by goals linked to records created during a specific time period: today, this week, last week, etc.
Goal Library: filter by all active Goals or only specific ones.
Activities By: filter by Action User (the user who performed the action), Shortlisted User (the user who shortlisted the Candidate, starting the application process), Candidate Owner.
Placement Types: filter by different placement types: Placements (permanent, temp, contract) / Retainers / Renewals / All.
📌 Note: To hide a specific goal from the Goals Dashboard, untick it in the Goal Library filter.
Benchmarks – Success Quadrant Tab
The Benchmarks – Success Quadrant tab compares each consultant’s goal achievement with their revenue achievement, making it easier to see who is overperforming, underperforming, or out of balance.
Header Metrics
The header on this tab shows the % of targets achieved for the selected period, in the same format as the Goals tab header.
Bubble Chart
Each consultant is shown as a bubble on the chart:
The position of the bubble relative to the grid lines shows how the consultant is performing against goal and revenue targets.
The colour of the bubble indicates performance against the revenue target:
🔴 Red – Less than 75% of revenue target.
🟡 Yellow – 75% to 100% of revenue target.
🟢 Green – More than 100% of revenue target.
Chart Axes
Y-axis = % Revenue Target
How much of the revenue/fees target has been achieved.X-axis = % Goal Target
How much of the activity target (excluding revenue) has been achieved.If a user has not completed any activity, the goal target % is 0%.
% Goal Target is calculated as the average KPI % achieved across the consultant’s goals.
Key Metrics (Quadrant Definitions)
Consultants are grouped into four performance types:
Top Performer(s)
Achieved 75% or more of both revenue and goal targets.
Appear in the top-right quadrant.
Inactive Performer(s)
Achieved 75% or more of revenue targets, but less than 75% of goal targets.
Appear in the top-left quadrant.
Active Underperformer(s)
Achieved 75% or more of goal targets, but less than 75% of revenue targets.
Appear in the bottom-right quadrant.
Inactive Underperformer(s)
Achieved less than 75% of both goal and revenue targets.
Appear in the bottom-left quadrant.
Table View (Benchmarks Tab)
The table below the chart provides a detailed breakdown per consultant:
Consultant: Users with at least one goal target set (excluding revenue-only targets).
Revenue Target: Revenue target set in the Goal Console using:
KPI #44 – NFI / Fees / Margin | All
If KPI 44 is not activated, then:
KPI #42 – NFI / Fees | Permanent and
KPI #43 – NFI / Margin | Contract & Temporary
are used instead.
If neither #44, #42 nor #43 is activated, % Revenue Target = 0% for all consultants.
Revenue Actual: Total booked fees generated, including:
Original placements.
Renewals.
Retainers.
% Revenue Target: Percentage of the revenue target achieved.
% Goal Target: Percentage of activity targets (excluding revenue) achieved.
Status: One of:
Top Performer.
Inactive Performer.
Active Underperformer.
Inactive Underperformer.
Team Leader: If the user belongs to a team, this shows the team manager.
Appendix
Updating Targets So Goals Appear Correctly in Intelligence
To ensure the stats screen and AI Coach reflect goals correctly:
Access the Goal Console in the Settings menu.
Locate the specific goal that needs updating.
Set or update the target number for the goal within the console.
Once targets are updated, the AI Coach and stats screen will calculate progress based on these new values.
Once targets are updated:
The AI Coach and stats screen use these values to calculate progress.
The updated figures are reflected in Intelligence and the Goals Dashboard.
These updates will be reflected on the stats screen seamlessly.
📌 Note:
For a goal to appear in the Goal Dashboard, you must set targets for Weekly or Monthly Goals (including zero if necessary).
Monthly Goals won't show when filtering by weeks, and Weekly Goals won't show when filtering by months.
To use both time modes, set targets for both. Note that Monthly Goals do not automatically convert to Weekly Goals or vice versa.
Ensure you toggle 'Activate in action list' to ON for each goal you want to track.
Managing Inactive Users with Targets
Inactive users may appear in the Vincere Intelligence Dashboard if they retain targets in the Goal Console, even though they are marked as inactive. Follow these steps to remove their visibility without manual filtering:
Re-activate the inactive user temporarily.
Navigate to the Goals Console.
Clear all goal targets for the inactive users, ensuring no target numbers remain set.
Once these steps are completed, the inactive users will no longer appear in the Goals dashboard in Intelligence.
Good to know 💡
You can rename, activate Goals, and set targets for each Consultant in the Goal Console by following the steps below:
Head over to Settings, and click on Goal Console.
Toggle on Activate Goal.
Optional: Change the goal name.
Toggle the option 'Activate in action list' to ON for each goal. This ensures the corresponding goal action can be selected when users add comments, tasks, or meetings.
Head over Set Target.
Choose an action and add the monthly or weekly targets (or both) for your users.
Exporting Data from the Goals Dashboard
You can export Goals Dashboard data to Excel.
Open the Goals Dashboard.
Use the Filters panel on the right to select the data you want.
Choose one of the export options:
Your Goals, Benchmarks, and Report Data – By Screen View
Exports only the data currently visible on your screen.
All Goals, Benchmarks, and Report Data – One Click
Exports all data behind your Goals Dashboard, including:
Report Data.
Drill-down activities.
Click the Folder X button in the top-right corner of the screen to start the export.
📌 Note: The data export includes up to 10,000 records of activities per tab.
🤔 FAQs
Q1: I'm having an error while setting up my goals
Answer: If you encounter errors while setting up goals, the issue may be related to permissions. To resolve such issues:
Go to User Settings, click on [USERNAME].
Head to the Permissions tab.
Scroll down to the Intelligence section.
Ensure the required permissions for goal management are activated or adjusted as necessary.
Q2: What are the common causes of activity visibility issues in Goals or Intelligence dashboards?
Answer: The most common causes are activities not being logged with the correct activity types, consultants not having targets configured for those activity types, or the Intelligence data not being manually refreshed after changes.
Q3: How can I make sure activities are logged correctly?
Answer: Check that all activities are logged with the appropriate activity types that Vincere tracks in Goals and Intelligence.
For example, ensure that marketing calls, client meetings, new candidates, CVs sent, and interviews are categorised and logged under the correct activity types.
Q4: How do I verify goal and activity target configurations for consultants?
Answer: Review the Goals settings to confirm that each relevant consultant has targets assigned for all required activity types, such as New Candidates, CV Sent, and 1st Interview. If targets are missing or were recently updated, configure or adjust these targets in the Goals settings.
Q5: How do I refresh the Intelligence data so dashboards show the latest activities and targets?
Answer: Go to the Intelligence page, then perform a manual refresh. This reloads activity data and target configurations so that the Goals and Intelligence dashboards display the most up-to-date information.
Q6: What should I do if activities are still missing after following the troubleshooting steps?
Answer: First, double-check that activities are logged under the correct activity types, targets are configured properly for the relevant consultants, and the Intelligence page has been manually refreshed. If activities are still missing, contact support because the issue may require backend assistance.
Q7: Why is a manual refresh necessary in the Intelligence dashboards?
Answer: A manual refresh is necessary to ensure that recent activity logging and any changes to target configurations are pulled into the dashboards. Without refreshing, the Goals and Intelligence dashboards may not show the latest data.
Q8: How can I prevent activity visibility issues in the future?
Answer: To prevent issues, regularly review consultants’ targets and activity configurations, ensure users always log activities with the correct activity types, and use the manual refresh option in Intelligence whenever you update configurations or log significant new activity.
Happy Recruitment #TheVinnyWay🤩