Overview
Updated 03/07/2022
The best use of the AviontéBOLD business intelligence platform is as a guide to making high-level business decisions, and conducting forecasting. It is not intended to be used as a real-time dashboard.
To access Business Intelligence, go to: Analyze > Business Intelligence. After a moment, the main dashboard will load.
Click on the links below for more information:
- Business Intelligence (BI): Terminology and Filters
- Business Intelligence (BI): Access, Setup, and Permissions
- Business Intelligence (BI): Webinar
- AvionteBOLD Business Intelligence (BI) Foundations video
Dashboards
Main Dashboard
This is the primary landing page, which displays high-level operational information.
This includes: the amount and sources of web applicants, newly submitted candidates, newly opened job orders, and candidate stage count.
It also includes Sales Performance Revenue / Gross Profit and Recruit Performance Revenue / Gross Profit information.
Depending on your desired scope, you can view production across your entire organization, or narrow down to a single office. You can use the Filters on the right-hand side to adjust your view.
BI Reports List
Job Board
| Name | Description | Filters | Columns in Report |
| Candidate Source Metrics | Uses Source Tags and lists data to help determine the most common ways talent get sourced in your database. This BI Report also shows the number of hires for each Source Tag and the Hired Estimated Gross Profit. | Office, Sales Rep, Source Tag, Time Frame | # of Web Applys, # of Nominations, # of Interviews, # of Offers, # of Hires, Hired Est Gross Profit (GP) |
| Hired Candidate Forecast | Projects Estimated Hours and Pay Rate totals for when a candidate is placed. | Req. Region, Division, OfficeName, Tier Type, Tier, Hired Date, Req Type, Company, Job Title, Sales Rep, Candidate Rep, | ReqID, Job Title, Tier, Company, Req Eor, Req Type, Start Date, End Date, Sales Rep |
| Job Board Stats | Allows the view of both job details and talent data including open positions, hired candidates and aggregate counts of talent data. Shows statistics related to Job Boards and the jobs on each board. This BI Report shows when an online application was created, and the number of applicants. It also shows the number of talent declined, pipelined, and nominated, and the number of interviews, hired and offered. | Division, Region, Office, Company, Job Type, Job status, Job Details, Talent Data, Req Department, Date From Date To, Date Range | Start Date, Office, Pipeline, Submitted, Open Positions, Candidate Hired, Hired Start Date, Hired End Date, Hired End Reason, Early Termination Reason, Hired Pay Rate, Candidate Rep, Company, Date opened, Days Open, Department, Filled Date, Hiring Manager, Custom Job ID, Req ID, Location, Closed Tier Date, Placement Fee, Position Bill, Position Category, Position Pay, Position Skills, Position Title, Position Type, Requisition, Sales Rep, Status, Custom Bill Name, Company Industry, Candidates in Process, Pipelined Candidate in Process, # of Candidate in Process, # of Candidate Pipelined, # of Web Applicants, # of Candidates Pipelines, First # of Candidates Pipelined Date, Declined Location, First Declined Location Date, Declined Salary if Pay too low, Declined Salary if Pay too low Date, Declined Salary if Pay, Declined Salary if Pay Date, Declined from Pipeline, First Declined from Pipeline Date, Drug Screen Completed, First Drug Screen Completed Date, Offer Extended, First Offer Extended Date, Onsite Interview, Onsite Interview Date, etc |
| Job Board User View | Shows a user any Job Board or online job postings they have created or are associated with. | Company, JobTitle, Req Tier Type, Req Status, Req Type, Req Create Date, Credit To, Company Primary Rep, Req Primary Owner, ActivityType, ActivitySubType, ActivityName | Req ID, Req Type, Create Date, Job Title, Req Primary Owner, Req Status, Company, Company Primary Rep, Start Date, End Date, Manager, Manager Email, Candidate, Stage, Credit To, Stage Date |
Metrics
| Name | Description | Filters | Content of Report |
| This report is a great way to learn about which Reps are submitting quality candidates. You can analyze how many submittals they have, how many of those are moving on to interviews, and how many are getting hired on a job. Use this report to forecast and improve the number of quality candidates. | You can filter this report by Candidate Rep, Sales Rep, Req Created Date, Job Title, Company Name, and Time Frame of the Activity. |
The report has two charts and two detailed ratio breakdowns of the Candidate Rep and Sales Rep data. Columns for Candidate and Sales Rep Ratio: # of Submittals, # of Total Interviews, # of Unique Interviews, # of Placements, Submitted To Interview, Interview to Placement, Submitted to Placement. |
Operational
| Name | Description | Filters | Columns in Report |
| Active Contractor |
Identify the total number contractors currently on assignment. View contract details such as start/end date, as well as pay and bill rate. |
Req Division, Req Region, Req Office Name, Company | HiredKey, Requisition, Req Type, Consultant, Email, Req Sales Rep, Hired Candidate Rep, Company, Manager, Job Title |
| BackOffice Commissions |
Identify commissions to be paid based off actual Gross Profit margins. Note: this report only runs off “middle office” processed payroll and invoices. |
Req Division, Req Region, Req Office, Commission Type, User Name, Date Range, Company Name, Job Title | Week Ending, Req ID, Job Title, Start Date, Company, User Name, Consultant, Req Type, Employment Type, Commission Type, Expense Billed, Expense Paid, Burden, Cost of Service |
| Commission Allocation |
Shows the users' commissions for the given period, broken down by type, user, date, and hired record. Shows data once pay and bill is run. Used to track commission metrics per user. |
Req Division, Req Region, Req Office, User Name, Date Range, Commission Type, Company Name, Job Title | Bill, Pay, Burden, Cost, GP, Total allocation |
| Consultant Spend |
Gain insight into Gross Profit earnings based on actual contractor pay and bill rates. This report uses back office data for integrated clients. |
Office Division, Office Region, Office Name, Company Name, Job Title, Req EOR, Time Frame, Sales Rep, Candidate Rep | FinKey, Requisition, Job Title, Company, Consultant, Candidate Rep, Sales Rep, Week Ending, Burden, Straight Hours, Overtime Hours, Double Time Hours, Bill Rate, Overtime Bill Rate, Doubletime Bill Rate, Pay Rate, Overtime Pay Rate, Doubletime Pay Rate, Expense Billed, Expense Paid, Total Bill, Total Pay, Cost of Service, Gross Profit |
| Contractor Markup |
Identify markup percentages associated with all positions with active contractors. View basic contract details like hired date, contract start/end date, as well as pay and bill rates. |
Req Division, Req Region, Req Office Name, Company, Active | HiredKey, Requisition, Company, Req Type, Consultant, Job Title, Department, Hired Date, Start Date, End Date, Bill Rate, Pay Rate, Min Hired Burden, Markup |
| Declined Candidates |
Identify applicants who have been declined for jobs throughout the interview process. This report can be helpful to quickly pull a list of previous applicants who could be a fit for a similar position. |
Date Range, Decline Types (Web vs Pipe vs Nom), Activity Name, Company, Job Title, Declined By | Req ID, Declined Date, Position, Applicant Name, Company, Declined By, Activity Name, Total Declines |
| Duplicate Applicant Report |
Identify a list of talent/applicants who have the same email address. |
Applicant Created Date | Email1, # of Duplicates |
| EEO |
Breakdown -Overview of applicant EEO responses. Identify the number of responses by status. Note, this report does not provide applicant information. |
EEO Date, Positions | EEO Chart by Calendar, Chart by Ethnicity, Disabled Status, Veteran Status, Gender/Race Status |
| GP by Company |
Identify a breakdown of Gross Profit by company within a certain time frame. Additionally, you can view the top companies by GP. Note, this report pulls data from Avionte's “middle office” processed payroll and invoices. |
Req Division, Req Region, Req Office, Company Name, Job Title, Req EOR, Time Frame | Company, Expense Billed, Expense Paid, Total Bill, Total Pay, Total Cost of Service, Total Gross Profit |
| Hiring Stats |
Displays operational information for each job including candidate hired date and source. |
Req Division, Req Region, Req Office, Company, Job Title, Req Create Date, Hired Date, Req Type | Req ID, Position, Candidate Rep, Client Rep, Credit To, Opened, Company, Manager, Candidate, Hired Date, Source, Days to Stage |
| Job Board Forecast |
Estimate your potential revenue and gross profit across all open job orders. This report factors in estimated payable and billable hours for a contract’s duration. Note: if a contract doesn’t have an end date, the revenue and GP forecast won’t be accurate. |
Req Division, Req Region, Req Office, Sales Rep, Company Name, Req Type, Tier Type, Req Tier Status | Req ID, Company Name, Job Title, Client Rep, Total Openings, Position Type, Tier, Start Date, End Date, Bill Rate, Pay Rate, Est. Weeks, Est. Weekly Revenue, Est. Weekly Profit, Est. Total Revenue, Est. Total Profit |
| KPI – 1st Occurrence |
Identify the average days it takes your team to log the initial job-related stages from the position’s created date. |
Req Division, Req Region, Req Office, Sales Rep, Company, Position, Req Create Date | Req ID, Position, Company, Position Create Date, [KPI-Min: Submitted, Resume Submitted, Interview Scheduled, Onsite Interview, Offer Accepted, Refused by Customer, Started] |
| KPI – All Occurrences |
Identify the average amount of days it takes for all job-related stages to be logged. |
Req Division, Req Region, Req Office, Credit User Name, Company, Position, Req Create Date | Req ID, Position, Company, Position Create Date, KPI-Avg (Submitted, Started) |
| Purchase Order Report |
Show the purchase order amount and how much is left. |
Company, Start Date Range, Req Status | HiredKey, ReqRefID, Company, Req Type, Consultant, Division, Office Name, Department, Job Title, Manager, Start Date, End Date, PO Number, Bill Rate, Pay Rate, Net Amount, Remaining Amount |
| Snapshot |
Comprehensive job report that displays job-related operational information, as well as candidate information. |
Req Division, Req Region, Req Office, Company, Position, Job Type, Status, Category, Activity | ActivityKey, Job Status, Job Type, Req ID, Company, Date Opened, Position, Department, Hiring Manager, Open Positions, Position Budget (Pay), Category, Activity Name, Credit To, Candidate, Primary Owner, Sales Rep, Days Open, Start Date, End Date, # of Activities |
| Snapshot – Addl Columns |
Job report that displays high-level operational information. |
ReqSalesRep, Req Division, Req Region, Req Office, Company, Position, Job Type, Status, Category, Activity, Credit To, Candidate, Primary Owner, Sales Rep, Days Open, Start Date, End Date, Location, Fee, Custom ID | ActivityKey, Job Status, Job Type, Req ID, Company, Date Opened, Position, Department, Manager, Open Positions, Pay, Bill, Category, Activity Name, Credit To, Candidate, Primary Owner, Sales Rep, Days Open, Start Date, End Date, # of Activities |
| Starts and Ends |
This report provides the amount of job-related starts and ends. Additionally, you can identify the number of contracts extended. |
Days in FulldateKey, Office Name, Company Name, Job Type, Activity Sub Type, Activity Name |
Office Name I. Contract/Perm Starts A. New Starts (New Starts - Original Start) B. New Starts - Extension Contract/Perm Starts Total II. Contract Ends A. Contract Ends 1. Contract Ends B. Contract Ends - Extension 1. Contract Ends - Extended 2. Contract Ends - Extension C. Contract Ends - Termination 1. Contract Ends - Performance III. Contract Ends Total |
| Turnover AQ |
Displays percentages related to turnover and whether the turnover ended negatively or positively. This is a good report to see why there is turnover for particular jobs and not others. |
Job Create Date, Job Type, Office Name, Company Name |
Job, Office Name, Company, Company Branch, Hiring Manager, Sales Rep, Job Type, Job Status, Job Pay Rate, Job Bill Rate, Required, Placed, Ended, Ended Negative, Ended Positive, Turnover Pct, Negative Turnover Pct, Positive Turnover Pct |
| User Stats - Author |
Track the number of texts received and texts sent by their authors. |
User Division, User Region, User Office, Users, Stat Type, ActivitySubType, Activity Name, Activity Date, Activity Order |
AuthUserName, # of Activities (Contact Activity, Applicant Activity); Texts Received, Texts Sent |
| User Stats – Credit To |
Displays all users in the system and credits users for different job order-related items. |
User Division, User Region, User Office, Credit User Name, ActivityType, ActivitySubType, Activity Name, Activity Date |
Credit User Name I. # of Activities A. Hired Ext - Original Start (Placement Start) B. New Starts (New Starts - Original Start) C. Hired Ext - Extension (Extension, Project is not completed, Rate Change) D. New Starts - Extension (New Starts - Extension, New Starts - Project is not completed, New Starts - Rate Change) E. Hired Ext - Converted (Convert to Perm) F. New Starts - Conversion (New Starts - Perm Conversion) G. Hired Ext - Termination (Fallout, Performance, Project Completed) H. Grand Total |
| Web Apply Referral |
Candidates apply online and fill out who referred them. This information displays on this BI report in both a bar graph, as well as a detailed chart. This report is great if you offer referral bonuses or if you would like to know who is referring candidates the most. |
Web Apply Date, Company, Req Status, Job Title |
A. Referrals by person B. Web Apply Referral Detail (Req ID, Req Create Date, Req Status, Job Title, Company, Manager, Applicant, Web Apply Date, Referred From Web Source, # of Referees |
Recruiting
| Name | Description | Filters | Columns in Report |
| Applicant Marketing | Shows how applicants came into the system, whether it was a general application or if they applied directly to a position. You can also see total applicants for jobs and how many have been converted out of total applicants. |
Apply Date, Company Name, Job Title |
1. Week of Month, Month/Year: Unique Sources, Conversions, Total Applicants, Unique Applicants
2. WebAppKey, Apply Date, App Name, App City, App State, App Country, Company Name, Req ID, Position, Short Source, Long Source, Total Converted, Total Applys |
| Applicant Progression | This report shows applicants sorted by Job Title and displays the applicant journey by date, from Applicant to Hired/Started. | Req Created Date Range, Company Name, Job Title, App Name, Activity Type, Activity Sub Type, Activity Name, Req Tier Type, Req Tier Name, Sales Rep |
1. Chart a. Categories: Declined from Pipeline, Internal Review Complete, Interview Scheduled, Pipelined, Refused by Candidate, Refused by Customer, Resume Submitted, Started, Submitted, Too Junior, Web Apply b. Vocations: Delivery, Forklift Operator Second Shift (PO), Line Worker, Marketing Assistant, Material Handler, Material Handler (2nd shift), Recruiter, Warehouse Operator (2nd shift) |
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Applicant Progression Continued: 2. Columns in Main Report: Req ID, Job Title, Company Name, Req Status, Req Created, Applicant, App Status 3. Column MaxDate: a. Web Applicant/Web Apply, Web Applicant Decline/Too Junior, Pipeline/Pipelined, Pipeline/Internal Review Complete, Pipeline Decline/Refused by Candidate, Nomination/Submitted, General/Resume Submitted, General/Interview Scheduled, Declined/Refused by Candidate |
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| Candidate Processing | Shows how many candidates are in each stage for the given time period. Pops out to show the actual list (hyperlinked numbers). Tracks activity trends over a given period of time. Identifies company performance based on candidates in each stage. |
Author Division, Author Region, Author Office, Author User Name, Activity Type, Activity Sub Type, Activity Name, Activity Date, Company, Job Title, Req Date Opened |
# of Activities: 1. Pipeline, Internal Review Complete 2. Pipeline Decline, Refused by Candidate 3. Pipeline a. Handoff (Internal) b. Phone Interview Scheduled 4. Pipeline Decline, Removed - Mistake 5. Pipeline, Handoff 6. Pipeline, Drug Screen 7. Nomination, Submitted 8. General, Resume Submitted 9. General, Interview Scheduled 10. Interview, Onsite Interview 11. General, On Hold 12. Offer, Offer Extended 13. Accepted Offer, Offer Accepted 14. Declined, Refused by Candidate 15. Declined, Refused by Customer 16. Hired, Started 17. Contract Ends, Contract Ends 18. Contract Ends - Converted, Contract Ends - Converted To Perm 19. Hired Ext - Original Start, Placement Start 20. New Starts, New Starts - Original Start 21. Contract Ends - Extension a. Contract Ends - Extended b. Contract Ends - Extension c. Contract Ends - Project is not completed d. Contract Ends - Rate Change 22. Hired Ext - Extension a. Extension b. Project is not completed c. Rate Change 23. New Starts - Extension a. New Starts - Extension b. New Starts - Project is not completed c. New Starts - Rate Change 24. Hired Ext - Converted, Convert to Perm 25. New Starts - Conversion, New Starts - Perm Conversion 26. Contract Ends - Termination a. Contract Ends - Fallout b. Contract Ends - Performance c. Contract Ends - Project Completed 27. Hired Ext - Termination a. Fallout b. Performance c. Project Completed 28. Pipeline Decline, Declined from Pipeline 29. Grand Total |
| Daily Web App Activity | The Daily Web App Activity report is a refined snapshot of the Talent Screen, where you will see all applicant-related activity for a job. This report is a combination of Avionté user-generated actions (e.g. nomination and pipeline stages). It also includes all Web Applicant activity. |
Company, Job Title, Req Date Opened |
1. Req ID, Req Type, Company, Hiring Manager, Job Title, Applicant Name, Date Opened 2. Max Date: Declined, Hired, Nomination, Pipeline, Pipeline Decline, Web Applicant, Web Applicant Decline |
| Recruit Stats | This report looks at Recruiter stats, including recruiter activities. This report is a combination of bar graphs and charts. |
Recruiter Division, Recruiter Region, Recruiter Office, Recruiter Type, Recruiter Name, Activity Type, Activity Sub Type, Activity Name, Activity Date, Active Recruiter |
A. Recruiting Stats - By User B. Recuriting Stats - By Activity C. Recruiting Stats (table) 1. Recruiter 2. Month 3. Week End 4. # of Activities a. Applicant Activity, Text Sent b. Grand Total |
Sales
| Name | Description | Filters | Columns in Report |
| Sales Perf. Dashboard | A grouping of graphs and charts that display Sales Performance metrics. These include Activities by Week, Submittal to Placement Ratio for Time Frame, Activities by Client, Top 10 Client Activities by Placement Ratio, Activities by Region, and Activities by Office. |
Req Division, Req Region, Req Office, Req Type, Time Frame, Company Name |
A. Graph: Activities by Week B. Chart: Submittal to Placement Ratio for Time Frame C. Table: Activities by Client 1. Company Name 2. # of Job Orders 3. # of Unique Pipelines 4. # of Submittals 5. # of Unique Interviews 6. # of Placements 7. Subs to Placement Ratio D. Chart: Top 10 Client Activities by Placement Ratio |
| Sales Stats |
Shows overall numbers associated with Sales Representatives.
This report is commonly used to track Sales Representatives. |
Sales Rep Division, Sales Rep Region, Sales Rep Office, Sales Rep Type, Sales Rep Name, Activity Type, Activity Sub Type, Activity Name, Activity Date, Active Sales Rep |
Table: Sales Stats 1. Sales Rep 2. Month 3. Week Ending 4. Contact Activity a. Call Completed b. Call Scheduled c. Cold Call d. Collections e. Email Received f. Email Sent g. Meeting Completed h. Meeting Scheduled i. Note j. Text Received k. Text Sent l. Web Meeting 4. Contract Ends a. Contract Ends 5. Contract Ends - Converted a. Contract Ends - Converted to Perm 6. Contract Ends - Extension a. Contract Ends - Extended b. Contract Ends - Extension c. Contract Ends - Project is not completed d. Contract Ends - Rate Change 7. Contract Ends - Termination a. Contract Ends - Fallout b. Contract Ends - Performance c. Contract Ends - Project Completed 8. Hired Ext - Converted a. Convert to Perm 9. Hired Ext - Extension a. Extension b. Project is not completed c. Rate Change 10. Hired Ext - Original Start a. Placement Start 11. Hired Ext - Termination a. Fallout b. Performance c. Project Completed 12. New Contact a. New Contact 13. New Opportunity a. New Opportunity 14. New Order a. New Order 15. New Starts a. New Starts - Original Start 16. New Starts - Conversion a. New Starts - Perm Conversion 17. New Starts - Extension a. New Starts - Extension b. New Starts - Project is not completed c. New Starts - Rate Change 18. Update Open Positions a. Update Open Positions 19. Grand Total Secondary Table: Sales Stats 1. Activity Key 2. Activity Date 3. Activity Name 4. Rep 5. Contact 6. Company 7. ReqRefID 8. ReqID |
| Sales Stats – Job Activities |
Focuses on each Sales Representative and their activity.
|
Sales Rep Division Sales Rep Region Sales Rep Office Sales Rep Activity Type Activity Sub Type Activity Name Activity Date |
Chart: Sales Stats
Table: Sales Stats A. Month Name B. Week Ending C. # of Activities 1. Hired a. Started 2. Grand Total |
Candidate Source Metrics
| Name | Description | Filters | Columns in Report |
| Candidate Source Metrics |
Office Sales Rep Source Tag Time Frame |
Source Tag # of Web Applys # of Nominations # of Interviews # of Offers # of Hires Hired Est GP |
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