INSIGHTS: Dashboards/Reports List summary

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

 

Landing Page

The landing page includes high level information, specific for operation data such as newly submitted candidates, newly opened orders, and stage counts.

mceclip0.png

 

Folders

Currently, there are 5 different Folders that contain Dashboards (Reports), related to the Folder.  In sections below, there are different Folders with a list, and link, to each Dashboard.

mceclip1.png

Folders

Folder Name Description and User audience
Sales

Staffing agencies can use a sales dashboard to track their sales metrics, analyze their performance, and make data-driven decisions to improve their sales processes. Here are some ways staffing agencies can use a sales dashboard:

Monitor Sales Performance: A sales dashboard can help staffing agencies monitor their sales performance by providing updates on sales data, such as the number of clients contacted, meetings scheduled, and contracts signed. The dashboard can also display sales trends over time, allowing agencies to track their progress and identify areas where they need to improve.

Analyze Sales Data: A sales dashboard can help staffing agencies analyze their sales data by providing visual representations of their sales metrics. This information can help agencies identify patterns and trends in their sales data, allowing them to make data-driven decisions to improve their sales processes.

Track Sales Rep Performance: A sales dashboard can help staffing agencies track the performance of their sales reps by displaying data on the number of calls made, meetings attended, and contracts signed. This information can help agencies identify which reps are performing well and which ones need more coaching or training.

Recruiting

A recruiting dashboard can help staffing agencies track their recruiting metrics, analyze their performance, and make data-driven decisions to improve their recruiting processes. Here are some ways staffing agencies can use a recruiting dashboard:

Monitor Recruiting Performance: A recruiting dashboard can help staffing agencies monitor their recruiting performance by providing updates on recruiting data, such as the number of job postings, candidates sourced, and candidates placed. The dashboard can also display recruiting trends over time, allowing agencies to track their progress and identify areas where they need to improve.

Identify Recruiting Opportunities: A recruiting dashboard can help staffing agencies identify recruiting opportunities by displaying data on job postings, candidate sources, and existing clients. By analyzing this data, agencies can identify potential job openings and tailor their recruiting efforts to target those job openings.

Track Recruiter Performance: A recruiting dashboard can help staffing agencies track the performance of their recruiters by displaying data on the number of candidates sourced, interviews conducted, and candidates placed. This information can help agencies identify which recruiters are performing well and which ones need more coaching or training.

Time

A time dashboard can help staffing agencies track their time, analyze their performance, and make data-driven decisions to improve their workforce management processes. Here are some ways staffing agencies can use a time dashboard:

Monitor Time: A time dashboard can help staffing agencies monitor time by providing updates on employee hours worked.

Track Employee Performance: A time dashboard can help staffing agencies track the performance of their employees by displaying data on hours worked, overtime, and productivity. This information can help agencies identify which employees are performing well and which ones need more coaching or training.

Operations

An operations dashboard can help staffing agencies monitor their business operations and performance, allowing them to make data-driven decisions to improve their processes and increase efficiency. Here are some ways staffing agencies can use an operations dashboard:

Manage Sales Pipeline: An operations dashboard can help staffing agencies manage their sales pipeline by displaying data on sales leads, prospects, and opportunities. This information can help agencies identify potential clients and tailor their sales strategies to target those clients.

Forecast Operational Needs: An operations dashboard can help staffing agencies forecast their operational needs by displaying data on operational trends and client demand. This information can help agencies predict their future operational needs and make adjustments to their operational strategies accordingly.

Analyze Operational Data: An operations dashboard can help staffing agencies analyze their operational data by providing visual representations of their KPIs. This information can help agencies identify patterns and trends in their operational data, allowing them to make data-driven decisions to improve their overall efficiency and effectiveness.

Gross Profit

A Gross Profit dashboard can help staffing agencies track their profitability on a per-placement basis, taking into account both revenue and the cost of providing services. Some key metrics that can be included in a Gross Profit dashboard for staffing agencies are:

Gross Profit Margin: This metric shows the percentage of revenue that remains after deducting the cost of providing services. It can help staffing agencies determine the overall profitability of their operations.

Gross Profit Per Placement: This metric shows the amount of gross profit earned on average per placement. By tracking this metric over time, staffing agencies can identify trends and make adjustments to their pricing and cost structures to improve profitability.

Gross Profit by Client: This metric shows the gross profit earned from each client. By comparing this metric to the cost of providing services to each client, staffing agencies can identify which clients are most profitable and focus their efforts on serving those clients.

By including a Gross Profit dashboard in their reporting and analysis, staffing agencies can gain a better understanding of their financial performance and make informed decisions to improve their profitability.

Accounts Receivable

An accounts receivable dashboard can help staffing agencies track their financial data, analyze their performance, and make data-driven decisions to improve their cash flow and financial management. Here are some ways staffing agencies can use an accounts receivable dashboard:

Monitor Financial Performance: An accounts receivable dashboard can help staffing agencies monitor their financial performance by providing updates on key financial metrics, such as accounts receivable aging, cash flow, and revenue. The dashboard can also display financial trends over time, allowing agencies to track their progress and identify areas where they need to improve.

Identify Financial Issues: An accounts receivable dashboard can help staffing agencies identify financial issues by displaying data on financial metrics, such as invoice aging, bad debt, and days sales outstanding (DSO). By analyzing this data, agencies can identify potential issues and take corrective action to address them.

Track Payment Trends: An accounts receivable dashboard can help staffing agencies track payment trends by displaying data on payment patterns, such as on-time payments, late payments, and missed payments. This information can help agencies identify which clients are most reliable and which ones need more attention.

 

Dashboards

There are about 30 Dashboards (Reports) throughout the different Folders.

mceclip2.png

 

Sales

The Sales folder will provide a view if the sales reps and recruiters are providing value and spending their resources and time in an efficient manner through activity comparisons, ratios, and type of activities.

The purpose of the Sales folder is to provide a snapshot of the overall sales activities by company and placement. The Sales folder also showcases the trends and insights from a pipeline perspective by providing information pertaining to interviews, placements, and submittals to placement ratio. The Sales folder also provides information related to the recruiter statistics and lastly, the sales rep metrics by activity type and count.

Sales

Name Description Fields Filters

Job Board User View

The purpose of a Job Board User View dashboard is to help staffing agencies better understand how job seekers interact with their job board and identify areas where they can improve the user experience. By analyzing the data provided by the dashboard, staffing agencies can make data-driven decisions to optimize their job board, increase engagement with job seekers, and ultimately drive business growth. 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 Employer, Region, Office, Company, Job Title, Req Tier Type, Req Status, Req Type, Req Created Date, Credit To, Company Primary Rep, Req Primary Owner, Activity Type, Activity SubType, Activity Name

Opportunity and Tracking

Used by sales teams to track and manage their sales opportunities and progress. It provides a visual representation of data related to the sales pipeline, such as the number of leads, opportunities, and deals at each stage, as well as key performance indicators (KPIs) related to the sales process.

The dashboard can be used to help sales teams monitor their progress towards meeting sales goals and identify areas where they need to improve. By analyzing the data provided by the dashboard, sales teams can identify which opportunities are most promising and which ones need more attention, allowing them to make data-driven decisions to improve their sales strategies.

Opportunities (Total Open, Won, Lost, Value), Total Activities, Pipeline Name, Pipeline Count, Owner, Employer, Region, Office, Pipeline, Company, Create Date Employer, Region, Office, Company, Industry, Owner, Pipeline, Opportunity Create (Year, Quarter, Month, Week, Date)

Revenue and Activity

A Revenue and Activity Dashboard is a type of dashboard used by businesses to track and manage their revenue and activities. It provides a visual representation of data related to sales revenue, expenses, and activities, as well as key performance indicators (KPIs) related to the business performance.

The dashboard can be used to help businesses monitor their progress towards meeting revenue goals and identify areas where they need to improve. By analyzing the data provided by the dashboard, businesses can identify which revenue streams are most profitable and which activities are contributing the most to revenue growth, allowing them to make data-driven decisions to improve their business strategies.

Some common features of a Revenue and Activity Dashboard may include:

Revenue Overview: A visual representation of revenue streams, including sales revenue, expenses, and profit margins.

KPIs: A display of key performance indicators related to the business performance, such as revenue growth rate, profit margin, and customer acquisition cost.

Activity Details: A breakdown of the business activities related to each revenue stream, such as the number of sales calls, emails, and meetings, allowing businesses to monitor their activities related to revenue generation.

Accounting Period, # of Jobs, # of Pipe Lines, # of Interviews, # of Submittals, # of Placements, Activity Count, Submittal to Placement Ratio, Revenue, Revenue %, Office, Company Employer, Region, Office, Company, Industry, and Accounting Period

Sales Stats - Activities

A Sales Stats Activities Dashboard is a type of dashboard used by sales teams to track and manage their sales activities and performance. It provides a visual representation of data related to sales statistics and activities, such as the number of calls made, emails sent, meetings held, and deals closed, as well as key performance indicators (KPIs) related to the sales process.

The dashboard can be used to help sales teams monitor their progress towards meeting sales goals and identify areas where they need to improve. By analyzing the data provided by the dashboard, sales teams can identify which sales activities are most effective and which ones need more attention, allowing them to make data-driven decisions to improve their sales strategies.

Activity Count, # of Job Orders, # of Unique Pipelines, # of Submittals, # of Unique Interviews, # of Placements, Company, Subs to Placement Ratio, Region, Job Office, Placement Ratio, Placement % Employer, Region, Office, Job Type, Company, and Activity Date

Sales Stats - Job Activities

A Job Activities Dashboard is a type of dashboard used by staffing agencies to track and manage their job postings and applications. It provides a visual representation of data related to job posting activities, such as the number of jobs posted, applications received, and the status of each application.

The dashboard can be used to help staffing agencies monitor their progress towards filling job openings and identify areas where they need to improve. By analyzing the data provided by the dashboard, they can identify which job postings are most successful and which ones need more attention, allowing them to make data-driven decisions to improve their job posting strategies.

Sales Rep, Activity Count, Activity Start, Accounting Period, Activity Name, Activity Sub Type Employer, Region, Office, Sales Rep, Activity Type, Activity Sub Type, Activity Name, and Activity Date

Sales Stats - Sales Rep

A Sales Stats by Sales Rep Dashboard is a type of dashboard used by sales managers to track and manage the sales performance of their sales team members. It provides a visual representation of data related to sales statistics, such as the number of deals closed, revenue generated, and conversion rates, as well as key performance indicators (KPIs) related to the sales process, for each individual sales representative.

The dashboard can be used to help sales managers monitor the performance of their team members, identify areas where they need to improve, and make data-driven decisions to optimize their sales strategies.

Field Name, Sales Rep, Activity Count, Activity Type, Month, Activity Key, Activity Date, Company, Contact, Activity Name Employer, Region, Office, User Type, Sales Rep, Activity Type, Activity Sub Type, Activity Name, User Active Type, and Accounting Period Date

 

Recruiting

The Recruiting folder will give you a clear picture of your hiring funnel.  You can see how many applicants pass from one stage to the next and know which stage you need to focus on to improve the effectiveness and efficiency of your process. 

The purpose of the Recruiting folder is to provide a visual collection of data-driven metrics, key performance indicators (KPIs), and reports designed to tell you how your recruitment funnel is performing. This includes data on applicants, hires, margins, campaigns, bill rates, and overall recruiting statistics.

Recruiting

Name Description Fields Filters

Placements - Activities

A Placements Activities Dashboard is a type of dashboard used by staffing agencies to track and manage their placements or hires. It provides a visual representation of data related to placement activities, such as the number of placements made, the time to fill each placement, and the status of each placement.

The dashboard can be used to help staffing agencies monitor their progress towards filling job openings and identify areas where they need to improve. By analyzing the data provided by the dashboard, they can identify which job postings are most successful and which ones need more attention, allowing them to make data-driven decisions to improve their placement strategies.

Accounting Period, Activity Count, Contact Activities, Job Count, Interviewed Count, Submitted Count, Placed Count Employer, Region, Office, Company, Industry, and Activity Date

Placements - Summary

Placements Activities Dashboard is a type of dashboard used by staffing agencies to track and manage their placements or hires. It provides a visual representation of data related to placement activities, such as the number of placements made, the time to fill each placement, and the status of each placement.

The dashboard can be used to help staffing agencies monitor their progress towards filling job openings and identify areas where they need to improve.

Job Count, Interviewed Count, Submitted Count, Placed Count, Open Jobs Count, Source Type, Source Count, Source % of Total, Talent Name, Company, Occupation, Source (Name), Start Date, Margin $, Margin % Employer, Region, Office, Company, Industry, Category, Occupation, Source, and Activity Date

Recruiter Summary

This Recruiter Summary dashboard allows you to be better prepared and focus on what you need to accomplish right now.  This dashboards shows trending starts, ends, gross profit and margin, talent, billed clients, and invoice details.

Gross Profit, Billed Clients, Pay Rate, Days to Submit, Days to Interview, Days to Fill, Profit, Invoice Details Employer, Region, Office, Company, Industry, Sales Rep, Recruiter, Recruiter Active Type, Job Title, Req Tier Type, Req Status, Req Type, Talent Name, and Accounting Period Date

Talent - Processing

A Talent Processing Dashboard is a type of dashboard used by staffing agencies to track and manage the processing of job applicants or potential candidates. It provides a visual representation of data related to the talent processing workflow, such as the number of applications received, the time to process each application, and the status of each application. Activity Count, Activity, Accounting Period, Activity Type Employer, Region, Office, Company, Job Title, Activity Type, Activity Sub Type, Activity Name, and Activity Date

Talent - Progression

The dashboard can be used to help staffing agencies monitor their progress towards finding suitable candidates for job openings and identify areas where they need to improve. By analyzing the data provided by the dashboard, they can identify bottlenecks in the hiring process and make data-driven decisions to improve their talent processing workflow. Activity Count, Activity Name, Job Description (?), Job ID, Job Title, Company, Job Status, Job Created Date, Talent (Name), Talent Status, Max Date (Hired), Max Date (Started) Employer, Region, Office, Company, Industry, Talent Status, Job Title, Talent Name, Activity Type, Activity Sub Type, Activity Name, Job Status Type, Job Status Name, and Activity Date

User Stats - Recruiter Stats

A Recruiter Stats Dashboard is a type of dashboard used by staffing agencies to track and manage the performance of their recruiters. It provides a visual representation of data related to the recruitment activities of each recruiter, such as the number of job openings they are working on, the number of candidates they have sourced, and the success rate of their placements.

The dashboard can be used to help staffing agencies monitor the performance of their recruiters and identify areas where they need to improve. By analyzing the data provided by the dashboard, they can identify which recruiters are most successful and which ones need more attention, allowing them to make data-driven decisions to improve their recruitment strategies.

Activity Count, Recruiter, Activity Name (?), Activity Name, Accounting Period, Activity Type, Activity Key, Activity Date, Talent (Name) Employer, Region, Name, Recruiter Type, Recruiter, Activity Type, Activity Sub Type, Activity Name, Active Recruiter, and Activity Date
User Stats - Rep. Stats The dashboard can be used to help staffing agencies monitor the performance of their Reps and identify areas where they need to improve. By analyzing the data provided by the dashboard, they can identify which recruiters are most successful and which ones need more attention, allowing them to make data-driven decisions to improve their recruitment strategies. Activity Count, Candidate Rep, Placement (?), Sales Rep, Submittals Count, Total Interviews Count, Unique Interviews Count, Placements Count, Submitted to Interview Count, Submitted to Interview %, Interview to Placement Count, Interview to Placement %, Submitted to Placement Count, Submitted to Placement % Employer, Region, Office, Company, Job Title, Industry, Candidate Rep, Sales Rep, Job Type, and Activity Date

 

Time

These metrics are valuable as ultimately, a review and understanding of the Time metrics will help an organization save money.  When a role is vacant, it costs money to pay employees to work overtime.  It also increases burnout and stress in the workplace, which is in the long term an extremely high cost.  Finally, the longer it takes to hire someone, the lower your customer satisfaction is likely to be, which affects the company’s overall performance and profits.

The purpose of the dashboards contained in the Time is to track the various metrics related to hours worked (regular hours, over time hours, double time hours) as a breakdown by office, region, and specific customer and industry.

The Time folder also contains placements – Starts, and placement – Ends metrics.  Both of these dashboards provide a view with the trend, and the delta with the state of the business.

Time

Name Description Fields Filters

Hours Logged

A Hours Logged dashboard is a tool used by organizations to monitor and manage regular, over time, and double time working hours. It provides a visual representation of data related to the various working hours, including the number of working hours by each talent or department, the average number of hours worked per day, week, or month, and the trend of working hours over time. Accounting Period Date, Total Regular Hours, Total Hours %, Employer, Region, Office, Industry Employer, Region, Office, Company, Industry, and Accounting Period Date

Placements

A placements trend dashboard can help recruitment teams to identify patterns in their placement activities, track the success of their recruitment efforts, and make data-driven decisions to improve their placement process. Placement Date, Placement Count, Total Placement %, Starts, Ends, Delta, Employer, Region, Office, Industry Employer, Region, Office,Company Statuses, Company, Industry, and Placement Date

 

Operations

The Operations folder also showcases time-to-hire.  This means that the Operations folder captures the time for the entire hiring process, by stage, from talent being submitted all the way to started on the process.

The purpose of the Operations folder is to provide a holistic view to show and measure the activity counts & differences for the author of the posted placement (author) and who receives credit for the placement (credit to).

Operations

Name Description Fields Filters
Job Board Forecast By using a job board forecast dashboard, recruitment teams can gain a better understanding of the job market trends, improve their recruitment process, and optimize their resource allocation to meet the needs of their clients. Job ID, Company, Job Title, Client Rep, Total Openings, Position Type, Job Status, Start Date, End Date, Bill Rate, Pay Rate, Req Burden, Red Placement Fee, Est. Weeks, Est. Weekly Revenue, Est. Weekly Profit, Est. Total Revenue, Est. Total Profit Employer, Region, Office, Sales Rep, Company, Industry, Position Type, Job Title, Job Type, and Job Status
User Stats - Author These visual tracks the number of texts received, and texts sent by their authors. Author (User Name), Activity Count, Activity Type Employer, Region, Office, Author, Activity Type, Activity Sub Type, Activity Name, and Activity Date
User Stats - Credit To

Displays all users in the system and credits users for different job order-related items.

These include the number of extended jobs, new starts, performance, whether the project was completed, etc.

User Name, Activity Count, Activity Type Employer, Region, Office, Talent Name, Activity Type, Activity Sub Type, Activity Name, and Activity Date

User Stats - Summary

This visual provides the average amount of days it takes for all job-related stages to be logged. This provides insight into positions that might require extra help to cross the finish line and place a contractor. Activity Name, Activity Count, KPI, Average Days to Stage, Job ID, Position, Company, Position Create Date Employer, Region, Office, Dim Credit User, Company, Job Title, Req Created Date, and Username

User Stats - Web Apply

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. Referrals by Person, Company, Referrals Count, Source, Job Ref ID, Job Create Date, Job Status, Job Title, Manager, Talent, Web App Date, Referred From, Web Source, Activity Sub Type, Activity Name Employer, Region, Office, Company, Job Status, Job Title, and Activity Date

 

Gross Profit

A user would find value in this the Gross profit folder by being able to not only review the trends for the aforementioned, but to gain the ability to understand the breakdown of the companies, costs, and adjustments that make up the overall trending. 

The purpose of the Gross Profit folder is providing the user with insights pertaining to bill amount and gross profit trends.  These trends are further displays with a delineation of industry, office, region, source, and an overall summary view.

Gross Profit

Name Description Fields Filters

Average Hours and Gross Profit

This power-packed dashboard highlights details like GP, Total Billed Hours, Average Bill and Pay Hours, Total Paid Hours, Bill Rates, and Pay Rates; by Employer, Office, Region, and Company. It also shows Top and Bottom Companies by Gross Profit, depending on the period selected as the filter. In addition, this dashboard shows a concentration map of GP by Office. Gross Profit, Total Billed Hours, Average Bill Hours, Average Pay Hours, Average Hours by Company, Accounting Period Month, State, Company, Pay Rate to Bill Rate %, Accounting Period Date, Employer, Office, Region, Billed Regular Hours, Billed OT Hours, Billed DT Hours, Billed Other Hours, Paid Regular Hours, Paid OT Hours, Paid DT Hours, Paid Other Hours Employer, Region, Office Name, Company, Industry, Accounting Period Date, and Office State

Gross Profit by Company

This view shows an accounting period summation trendline of Gross Profit and company and allows for further filters and selection to bifurcate the date for specific employers, regions, offices, company, and industry. Sales, Cost, Gross Profit, Company Count, Accounting Period Year, Accounting Period Quarter, Accounting Period Month, Company (Name), Office Name, Bill Amount, GP Adj Bill, Discount Amount, Gross Wages, Agency Cost, Employer Taxes, Worker Comp Cost, GP Adj Pay, GP Adj Cost, Burden Employer, Region, Office, Company, Industry, and Accounting Period Date

Gross Profit by Representative

This view shows an accounting period summation trendline of Gross Profit and Representative (Recruiter, Sales Representative) and allows for further filters and selection to bifurcate the date for specific employers, regions, offices, company, and industry. Net Sales, Cost, Gross Profit, Accounting Period Month, Recruiter, Sales Representative, Billed Amount, Billed Regular Hours, Billed DT Hours, Billed OT Hours, Billed Other Hours, Billed Total Hours, Gross Wages, Agency Cost, % of GP Total Employer, Region, Office, Company Status, Company, Industry, Recruiter, Sales Rep, Accounting Period Date

Sales - Employer

This view shows an accounting period summation trendline of Gross Profit and Sales (bill amount) by Employer. Bill Amount, Gross Profit, GP Adj Pay, Discount Amount, Gross Wages, Agency Cost, Employer Taxes, Worker Comp Cost, GP Adj Bill, Burden, GP %, Employer, Accounting Period, Region, Office, Industry, Company, Bill Amount % of Total, Billed Amount, Payment Cost, Non Adjustment Cost, Rebate Amount, Credit Card Fee, Adjustment Cost, Employer Contribution Employer, Region, Office, Company, Industry, and Accounting Period Date

Sales - Industry

This view shows an accounting period summation trendline of Gross Profit and Sales (bill amount) by industry. Bill Amount, Gross Profit, GP Adj Pay, Discount Amount, Gross Wages, Agency Cost, Employer Taxes, Worker Comp Cost, GP Adj Bill, GP Adj Cost, Burden, Gross Profit %, Industry, Accounting Period, Employer, Region, Office, Company, Billed Amount, Payment Cost, Rebate Amount, Credit Card Fee, Non Adjustment Cost, Employer Contribution Employer, Region, Office, Company, Industry, and Accounting Period Date

Sales - Office

This view shows an accounting period summation trendline of Gross Profit and Sales (bill amount) by office. Bill Amount/Revenue, Gross Profit, Gross Profit Adjustment Pay, Discount, Gross Wages, Agency Cost, Employer Taxes, Worker Comp, Gross Profit Adjustment Bill, Gross Profit Adjustment Cost, Burden, Gross Profit (%), Employer, Office, Company, Industry, Billed Amount, Payment Cost, Non Adjustment Cost, Rebate Amount, Credit Card Fee, Employer Contribution, Region Employer, Region, Office, Company, Industry, and Accounting Period Date

Sales - Region

This view shows an accounting period summation trendline of Gross Profit and Sales (bill amount) by region. Bill Amount, Gross Profit, GP Adj Pay, Discount Amount, Gross Wages, Agency Cost, Employer Taxes, Worker Comp Cost, GP Adj Bill, GP Adj Cost, Burden, GP %, Accounting Period, Region, Employer, Office, Industry, Company, Bill Amount % of Total, Bill Amount, Payment Cost, Non Adjustment Cost, Rebate Amount, Credit Card Fee, Employer Contribution Employer, Region, Office, Company, Industry, and Accounting Period Date

Sales - Source

This view shows the incoming profit for the selected time period, by source, industry, branch, and company Gross Profit, Source Tag, Gross Profit % of Total, Industry Employer, Region, Office, Company, Industry, and Accounting Period Date

Sales - Summary

Calculates the Gross Profit and Sales by overall metrics, showing a YoY trend and various breakdowns. Bill Amount / Revenue, Gross Profit, GP Adj Pay, Discount Amount, Gross Wages, Agency Cost, Employer Taxes, Worker Comp Cost, GP Adj Cost, Burden, GP %, Cost, Bill Amount % of Total, Accounting Period, Employer, Region, Office, Industry, Company, Billed Amount, Payment Cost, Adjustment Bill, Non Adjustment Cost, Rebate Amount, Credit Card Fee, Employer Contributions, Billed Regular Hours, Billed OT Hours, Billed DT Hours, Billed Other Hours, Paid Regular Hours, Paid OT Hours, Paid DT Hours, Paid Other Hours Employer, Region, Office, Company, Industry, and Accounting Period Date

 

Accounts Receivable

The Account Receivable folder acts as a hub for customer invoice activity, allowing users to view invoice totals and the customer aging report data (such as invoice payment delays).

Accounts Receivable

Name Description Fields Filters
AR Aging

An AR (Accounts Receivable) Aging Dashboard is a visual representation of a company's accounts receivable data, which shows the amount of money owed to the company by its customers and the length of time that each invoice has been outstanding. The dashboard typically provides an overview of the company's accounts receivable, including the total amount of outstanding invoices, the average length of time that invoices have been outstanding, and the percentage of invoices that are overdue.

The AR Aging Dashboard can help a company track its cash flow, monitor customer payment trends, and identify potential collection issues. It can also help to identify customers who consistently pay late or who have a high outstanding balance, allowing the company to take appropriate action to collect payments.

Receivables Due, Receivables Over Due, Receivables Within Due, Company Count, Average DSO, Company Name, Department, Invoice Number, Invoice Date, Due Date, Payment Terms, Invoice Amount, Bill Amount, Total Sales Tax, Discount Amount, Finance Charge, Payment Amount, DSO, Credit Limit, No. Of Invoices, Balance Amount, Payment Within Due Date, Payment After Due Date Employer, Region, Office, Company, Industry, Age Group
Invoice to Payment

An Invoice to Payment Dashboard is a tool that tracks the progress of payments received against the total amount of invoices that have been generated by a company. The dashboard provides a visual representation of invoice and payment data over a specified period, typically covering months or quarters.

The dashboard may include information such as the total value of invoices generated, the number of invoices sent, the average time taken to receive payment, and the total amount of outstanding payments. It may also include information about payment methods used, payment delays, and payment history by customer or account.

By using an Invoice to Payment Dashboard, a company can identify payment trends, bottlenecks in the payment process, and areas where it can improve its cash flow. The dashboard can also help a company to monitor its accounts receivable and ensure that invoices are being paid in a timely manner. Additionally, it can help to identify customers who are consistently late in paying their invoices, allowing the company to take appropriate action to improve payment performance.

# of Invoices Paid within Due Date, # of Invoices Paid Outside Due Date, # of Cleared Invoices, # of Partially Outstanding Invoices, # of Completely Outstanding Invoices, Total Invoice Amount, Total Payment Amount, Avg # of Days, Max Date Payment Posted, Invoice Date (Year), Company Name, Avg Payment Days, Median Payment Days, Invoice Payment (Month), Total Invoices, Total Invoice Amount, Total Bill Amount, Total Sales Tax, Total Discount Amount, Total Finance Charge, Total Payment Amount, Total Payment Within Due Date, Total Payment After Due Date, Total Balance Amount, Invoice Number, Payment Terms, Invoice Date, Invoice Due Date, Invoice Count, Invoice Amount, Balance Amount, Bill Amount, Sales Tax, Discount Amount, Finance Charge, Payment Amount, Payment Within Due Date, Payment After Due Date, DSO Employer, Region, Office, Company, Industry, AR Date Posted - Year, AR Date Posted - Quarter, AR Date Posted - Month, AR Date Posted - Week, AR Date Posted - Day, Invoice Date Year

 

View options

There are 4 different options to choose from.  Ensure the All option is selected, to view all of the Dashboards.  The default view will have the Recent option selected.

  • Recent
  • All
  • Created by Me
  • Shared with Me

mceclip4.png

View Options

Example showing the Recent option (only 11 results)

mceclip3.png

 

Example showing the All option (35 results)

mceclip2.png

 

Tile or List view

There are 2 options to choose for how the Dashboards are displayed.

mceclip6.png

 

Tile view

mceclip7.png

 

List view

mceclip8.png

 

Searching for Dashboards

Searching for Dashboards

On the Landing Page, there is a Search field. Ensure the All option is selected, to view all of the Dashboards. 

mceclip9.png

 

Example: Searched for Hours and show 4 results.

mceclip10.png

 

Click on the links below for more information:

 

Articles in this section

Was this article helpful?
1 out of 1 found this helpful
Share