Intelligence πŸ“Š

Understanding the dashboards | Vincere Analytics

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36 articles in this collection
Written by Annabella, Marlon, Matt and 7 others

Vincere Location

Set up locations to filter down by locations in Intelligence
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Written by Viet
Updated over a week ago

Intelligence - Article Index

The best way to find the article you're looking for πŸš€
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Written by Ines
Updated over a week ago

Creating a custom activity type or action

How to set up a custom activity type or action for calls and meetings
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Written by Karen
Updated over a week ago

TV Dashboard - New Mode

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Written by Sam
Updated over a week ago

How do I track meetings and calls?

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Written by Karen
Updated over a week ago

Where can I see a detailed view of all activities in my account?

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Written by Karen
Updated over a week ago

How do I know if my consultants are Logging In?

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Written by Karen
Updated over a week ago

Where can I see my consultant’s activities?

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Written by Karen
Updated over a week ago

Privacy GDPR dashboard

Track & report consent βœ”οΈ
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Written by Ines
Updated over a week ago

Reporting Period

You can now set custom Financial Year / amend the reporting period for your Intelligence
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Written by Ginny
Updated over a week ago

Setting User Targets | Goal Console

Learn how to set up targets for each user in the Goal console
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Written by Sam
Updated over a week ago

AI Coach

The new dashboard for lazy leaders 😏
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Written by Ginny
Updated over a week ago

Goals Updates

New goals have been added to make sure you stay on track πŸ“ˆ
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Written by Matt
Updated over a week ago

Job Stats

Job Stats dashboard in Intelligence πŸ“ˆ
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Written by Darryl
Updated over a week ago

The Forecaster

Allowing for Visibility of the business' expected revenue going forward
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Written by Darryl
Updated over a week ago

Recognized Fees: Finance

Get an overview of your finances including invoices, timesheets, starter, finishers and more
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Written by Sam
Updated over a week ago

Recognized Fees: Profit Splits

An overview of profit splits by fees and invoices
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Written by Sam
Updated over a week ago

Home Currency | Placements & Invoices

New Home Currency section | Add Bank Spot Rate to allow exact reporting on FX rates
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Written by Annabella
Updated over a week ago

GDPR Dashboards

Keep track of everything Compliance
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Written by Cherry
Updated over a week ago

TV Dashboard πŸ“Ί

Every office needs the TV Dashboard on the wall!
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Written by Marlon
Updated over a week ago

My Dashboard πŸ€‘

Check our your stats!
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Written by Marlon
Updated over a week ago

Intelligence

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Written by Matt
Updated over a week ago

Setting Goals

Setting minimum expectations/targets for your team is super easy
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Written by Matt
Updated over a week ago

Hot List

Hot List dashboard in Intelligence πŸ”₯
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Written by Viet
Updated over a week ago

User Engagement

The User Activities Dashboard allows you to view the actions that users have taken inside Vincere
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Written by Matt
Updated over a week ago

Goals

Setting minimum expectations for your Consultants
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Written by Matt
Updated over a week ago

Candidate Sources

Allowing for visibility from the different sources in the recruitment process
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Written by Ines
Updated over a week ago

Booked Fees: Retainers

Keep track of those retained fees πŸ’°
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Written by Sam
Updated over a week ago