Legacy BI (Business Intelligence) System Upgrade

Overview

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

Click on the links below for more information: Set up Admin & Users (INSIGHTS) List of Dashboards/Reports (INSIGHTS) Terms and Filters (INSIGHTS) Filtering with Dashboard & Widgets (INSIGHTS) Interacting with Dashboard & Widgets (INSIGHTS) Downloading and Printing (INSIGHTS) List of Standard Reports List of Business Intelligence (BI) Reports 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.

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

• 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

• Click here for a list of INSIGHTS Dashboards

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