Legacy BI (Business Intelligence) System Upgrade

Overview

Upgrading from Legacy BI (Business Intelligence) to Avionté INSIGHTS.

Click on the links below for more information:

 

If you don't have access to INSIGHTS, please reach out to your Account Manager.

 

CHAPTERS

Additional added Functionality
Limited Dashboards
Dashboard/Report list
Webinar

 

Additional added Functionality

Self-service capability for updating users - Clients don't have to create a Zendesk ticket for Avionte to update their INSIGHTS users list.

Managing their permissions - Clients can create groups according to their "departmental", "functional" or "role" based needs.

 

Dashboards Visibility

This system upgrade will not allow visibility to dashboards with Back Office data.  During Group settings, the below message will guide for next steps. They will see a message alerting that this is disabled for the account.

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Some of the Dashboards will be grayed out; see the list below

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  • Sales Folder
    • Revenue and Activity

  • Recruiting Folder
    • Placements – Summary
    • Placements – Activities

  • Time Folder
    • Placements – Starts
    • Placements – Ends
    • Hours – Regular Time
    • Hours – Over Time
    • Hours – Double Time

  • Gross Profit Folder
    • Sales – Summary
    • Sales – Source
    • Sales – Region
    • Sales – Office
    • Sales – Industry
    • Sales – Employer
    • Gross Profit By Company
    • Average Hours and Gross Profit

  • Accounts Receivable
    • Invoice to Payment
    • AR Aging

 

Dashboard/Report list

Type Name of Legacy BIV1 Dashboard How to Access Report, Folder | Dashboard Name
Folder Name Folders / Dashboards    
Standard Report Job Board Yes - as a report Job Board Forecast
INSIGHTS Dashboard Candidate Source Metrics Yes - as a widget Operations | User Stats - Web Apply
Standard Report Hired Candidate Forecast Yes - as a report Contractor Forecast
Standard Report Job Board Stats Yes - as a report Job Board Insight
INSIGHTS Dashboard Job Board User View Yes - as INSIGHTS dashboard Recruiting | Job Board User View
Folder Name Metrics    
INSIGHTS Dashboard Rep Submittal Ratios Yes - as INSIGHTS dashboard Recruiting | User Stats - Rep Stats
Folder Name Operational    
Standard Report Active Contractor Yes - as a report Active Consultant
Standard Report BackOffice Commissions Yes - as a report Backoffice Commissions
Standard Report Consultant Spend Yes - as a report Consultant Spend
Standard Report Contractor Markup Yes - as a report Contractor Markup
Standard Report Declined Candidates Yes - as a report Declined Candidates
Standard Report Duplicate Applicant Report Yes - as a report Duplicate Talent
Standard Report EEO Yes - as a report Equal Employment Opportunity
Standard Report GP By Company Yes - available in reports BackOffice Commissions
Standard Report Hiring Stats Yes - as a report Hiring Stats
INSIGHTS Dashboard Job Board Forecast Yes - as INSIGHTS dashboard Operations | Job Board Forecast
INSIGHTS Dashboard KPI - 1st occurrence Yes - as INSIGHTS dashboard (Combined) Operations | User Stats - Summary
INSIGHTS Dashboard KPI - All Occurrence Yes - as INSIGHTS dashboard Operations | User Stats - Summary
Standard Report Purchase Order Report Yes - as a report Purchase Order
Standard Report Snapshot and Snapshot - Addl Columns Yes - as a report

Contractor Snapshot

Open Position Snapshot

INSIGHTS Dashboard User Stats - Author Yes - as INSIGHTS dashboard Operations | User Stats - Author
INSIGHTS Dashboard User Stats - Credit to Yes - as INSIGHTS dashboard Operations | User Stats - Credit To
INSIGHTS Dashboard Web Apply Referral Yes - as INSIGHTS dashboard Operations | User Stats - Web Apply
Standard Report Commission Allocation Yes - as a report Backoffice Commission
Standard Report Starts and Ends Yes - available in reports Starts Reports
Standard Report Turnover AQ Yes - as a report Turnover
Folder Name Recruiting    
Standard Report Applicant Marketing Yes - as a report Applicant Marketing
INSIGHTS Dashboard Applicant Progression Yes - as INSIGHTS dashboard Recruiting | Talent - Progression
INSIGHTS Dashboard Candidate Processing Yes - as INSIGHTS dashboard Recruiting | Talent - Processing
INSIGHTS Dashboard Daily Web App Activity Yes - as a widget Operations | User Stats - Web Apply
INSIGHTS Dashboard Recruit Stats Yes - as INSIGHTS dashboard Recruiting | User Stats - Recruiter Stats
Folder Name Sales    
INSIGHTS Dashboard Sales Perf. Dashboard Yes - as INSIGHTS dashboard Sales | Sales Stats - Sales Rep
INSIGHTS Dashboard Sales Stats Yes - as INSIGHTS dashboard Sales | Sales Stats - Activities
INSIGHTS Dashboard Sales Stats - Job Activities Yes - as INSIGHTS dashboard Sales | Sales Stats - Job Activities

 

 

Webinar

Click here for the PDF version of the Legacy BI System Upgrade Webinar Slides

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