INSIGHTS: Dashboards/Reports List summary

Updated July 18, 2024 15:48

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Landing Page

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

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.

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.

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
Sales Stats Detail	The 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.	# of active contracts \| Today, 90 day Activity ratio by salespersons, Active placement trend, Activities by salesperson, Activity ratio by salespersons, Booking trend last 12 month, Company placement trend detail, Contract booked, Contract placement trend, Direct hire booked, Highest gp contract last 12 month, Highest gp DH last 12 month, Job order mix by sales, Jobs lost to competition, New job order trend, New job order trend, New job orders, Open job orders, Open job orders today, Placement start trend contract, Placement starts contract, Placement starts DH, Placement starts trend DH, Placements booked, Placements ending next 30 days, Submittal trend, Submittals contract, Won/ lost contract, Won/ lost DH	Employer, Region, Office, Company Status, Company, Industry, Job Activity Sub Type, Job Activity Name, User Type, Sales Rep, Sales Rep Active Type
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	Users: Sales managers, sales teams, and executives. Goal: To track and manage sales opportunities and progress. Overview: The Opportunity and Tracking Dashboard provides a visual representation of data related to the sales pipeline, including the number of leads, opportunities, and deals at each stage. It also includes key performance indicators (KPIs) related to the sales process.	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	Users: Business managers, financial analysts, and executives. Goal: To track and manage revenue and activities to improve business performance. Overview: The Revenue and Activity Dashboard provides a visual representation of data related to sales revenue, expenses, and activities. It also includes key performance indicators (KPIs) related to business performance.	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	Users: Sales managers, sales teams, and executives. Goal: To track and manage sales activities and performance. Overview: The Sales Stats Activities Dashboard 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. It also includes key performance indicators (KPIs) related to the sales process.	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	Users: Staffing agency managers, recruiters, and sales teams. Goal: To track and manage job postings and applications. Overview: The Sales Stats - Job Activities Dashboard 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. It helps staffing agencies monitor their progress towards filling job openings and 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	Users: Sales managers, sales team leaders. Goal: To track and manage the sales performance of individual sales team members. Overview: The Sales Stats - Sales Rep Dashboard provides a visual representation of data related to sales statistics for each individual sales representative, such as the number of deals closed, revenue generated, and conversion rates. It also includes key performance indicators (KPIs) related to the sales process.	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
Recruiting Stats Detail	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.	90 day ratio, Active placement trend, Active placement trend, Active placements today, Bookings \| contract \|this year, Bookings \| DH \|this year, Company placement trend, Contract ending next 30 days, Job activity ratio, Job orders mixed by job owner, Placements entered, Recruiting applicant activity, Recruiting applicant activity – detail, Recruiting job activity, Recruiting job activity – detail	Employer, Region, Office, Company Status, Company, Industry, Job Activity Sub Type, Job Activity Name, Recruiter, Recruiter Active Type
Job Board User View	Users: Staffing agency managers, recruiters, and administrators. Goal: To understand how job seekers interact with job listings on the job board and improve the user experience. Overview: The Job Board User View Dashboard provides insights into how job seekers interact with job listings on the job board.	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
Placements - Activities	Users: Staffing agency managers, recruiters, and HR professionals. Goal: To track and manage placements or hires. Overview: The Placements Activities Dashboard 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. It helps staffing agencies monitor their progress towards filling job openings and 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	Users: Staffing agency managers, recruiters, and HR professionals. Goal: To track and manage placements or hires effectively. Overview: The Placements Summary Dashboard 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. It helps staffing agencies monitor their progress towards filling job openings and identify areas for improvement.	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	Users: Staffing agency recruiters, managers, and executives. Goal: To provide a centralized view of key recruitment and financial metrics for effective decision-making. Overview: The Recruiter Summary dashboard presents trending starts, ends, gross profit, margin, talent, billed clients, and invoice details. It summarizes recruitment and gross profit dashboards, providing a centralized location for recruiters to track their performance and make informed decisions.	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	Users: Staffing agency recruiters, HR professionals, and talent acquisition teams. Goal: To track and manage the processing of job applicants or potential candidates. Overview: The Talent Processing Dashboard 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. It helps staffing agencies streamline their talent acquisition process and make informed decisions.	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	Users: Staffing agency recruiters, HR professionals, and talent acquisition teams. Goal: To monitor progress towards finding suitable candidates for job openings and identify areas for improvement in the hiring process. Overview: The Talent Progression Dashboard provides a visual representation of data related to the progression of candidates in the hiring process, such as the number of candidates at each stage of the process, the time taken to progress through each stage, and the overall status of the hiring pipeline. It helps staffing agencies track their progress in filling job openings and optimize their hiring process.	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	Users: Staffing agency managers, HR professionals, and recruitment team leaders. Goal: To track and manage the performance of recruiters. Overview: The Recruiter Stats Dashboard 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. It helps staffing agencies monitor the performance of their recruiters and optimize 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	Users: Sales team managers, team leaders, and HR professionals. Goal: To track and manage the performance of sales representatives. Overview: The Sales Representative Stats Dashboard provides a visual representation of data related to the sales activities of each representative, such as the number of leads they have contacted, the number of deals closed, and the revenue generated. It helps staffing agencies monitor the performance of their sales representatives and optimize their sales 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

Users: Managers, HR professionals, and department heads.

Goal: To monitor and manage hours worked by talent or department, including cost and trends over time.

Overview: The Hours Logged Dashboard provides a visual representation of data related to hours worked, including the number of hours worked by each talent or department, the cost, and the trend over time. It helps organizations monitor and control costs, comply with labor laws, and ensure workload distribution.

Accounting Period Date, Total Regular Hours, Total Hours %, Employer, Region, Office, Industry

Employer, Region, Office, Company, Industry, and Accounting Period Date

Placements

Users: Recruitment teams, hiring managers, and HR professionals.

Goal: To identify patterns in placement activities, track recruitment success, and make data-driven decisions to improve the placement process.

Overview: The Placements Trend Dashboard provides a visual representation of data related to placement activities, such as the number of placements made over time, the types of placements (e.g., full-time, part-time, temporary), and the success rate of placements. It helps recruitment teams identify patterns, track their recruitment efforts, and 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
Company Summary	The company summary dashboard provides a consolidated view of key metrics and trends across all departments and offices of a staffing agency, offering executives a comprehensive	# of active contracts \| Today, Active Placement Trend \| This Year, Activities by client, Average Days to Stage \| Contract, Average Days to Stage \| Direct Hire, Booking Trajectory	Employer, Region, Office, Company Status, Company, Industry
Executive Summary	The executive ATS dashboard offers a high-level overview of key metrics and trends, providing executives with valuable insights into the performance and health of their staffing agency. It includes metrics such as total active placements, contract starts and ends, direct hire starts, and overall placement trends. The dashboard also highlights important KPIs such as gross profit based on active placements and activities by recruiters and sales representatives. With a focus on simplicity and clarity, this dashboard enables executives to quickly assess the agency's performance, identify areas for improvement, and make strategic decisions to drive growth and profitability	Active Placements \| Today, Active Placements \| Today, Activities by Recruiter, Activities by Sales Rep, Contract Net Change, Contract, Net GP Change, Contract Starts, Contract Starts GP, Contract Terms, Contract Terms GP, Customer Meetings, Direct Hire Starts, Direct, Hire Starts GP, GP Based on Active Placements \| Today, Job orders created, Job Orders Created \| Contract, Job Orders Created \| Direct Hire, Job Orders Open \| Contract \| Today, Job Orders Open \| Direct Hire \| Today, Job orders open today, New Job Order Trends \| Contract, New Job Order Trends \| Direct Hire, New Job Orders by Salesperson, Placements by Source \| Contract, Placements by Source \| Direct Hire, Placements ending, Placements starting	Employer, Region, Office, Company Status, Company, Industry, Job Activity Sub Type, Job Activity Name, Recruiter, Recruiter Active Type, Sales Rep, Sales Rep Active Type
Placement and Activity Trends	The dashboard contains key metrics and filters for tracking placement-related data. Key metrics include the number of active placements today, trendlines for active placement trends, booking trajectories, and the number of contracts ending and starting within specified timeframes. It also tracks direct hire fees, the number of direct hire starts, and placements entering or ending contracts, both for direct hires and contract placements. Additionally, it provides insights into sales job activity and various sales statistics.	# of active placements today, Active placement trend, Booking tractor, Contract ends, Contract starts, Direct hire fees, Direct hire starts, Placement ending contract, Placement start \| Direct Hire, Placement start contract, Placements entered, Sales job activity, Sales stats	Employer, Region, Office, Company Status, Company, Industry, Job Activity Sub Type, Job Activity Name, User Type, Recruiter, Recruiter Active Type, Sales Rep, Sales Rep Active Type
Job Board Forecast	Users: Recruitment teams, hiring managers, and HR professionals. Goal: To gain a better understanding of job market trends, improve recruitment processes, and optimize resource allocation. Overview: The Job Board Forecast Dashboard provides a visual representation of job market trends, including the number of job postings, the demand for specific skills, and the overall job market outlook. It helps recruitment teams understand the job market better, improve their recruitment processes, and allocate resources more effectively.	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	Users: Sales representatives, recruiters, and staffing agency managers. Goal: To track the number of texts received and sent by sales representatives and recruiters. Overview: The User Stats - Author Dashboard in the Staffing Dashboard provides a visual representation of data related to the number of texts received and sent by sales representatives and recruiters. It helps them track their communication activities and analyze their texting patterns within the staffing context.	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	Users: Sales representatives, recruiters, and staffing agency managers. Goal: To attribute credit for work to the appropriate sales representative or recruiter, not the person who performed the administrative task of creating the activity. Overview: The User Stats - Author Dashboard in the Staffing Dashboard provides a visual representation of data related to the number of texts received and sent by sales representatives and recruiters. It helps attribute credit for work to the appropriate individuals, regardless of who performed the administrative task of creating the activity.	User Name, Activity Count, Activity Type	Employer, Region, Office, Talent Name, Activity Type, Activity Sub Type, Activity Name, and Activity Date
User Stats - Summary	Users: Staffing agency managers, recruiters, and team leads. Goal: To track the average amount of time it takes for all job-related stages to be logged, providing insight into positions that might require extra help to place a contractor. Overview: The User Stats Summary Dashboard provides a visual representation of the average amount of time it takes for all job-related stages to be logged. It helps staffing agency managers, recruiters, and team leads identify positions that might require extra help to place a contractor and streamline the hiring process.	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	Users: HR managers, recruitment teams, and staffing agency managers. Goal: To track candidates who apply online and fill out who referred them, providing insight into referral bonuses or who is referring candidates the most. Overview: The User Stats Web Apply Dashboard provides a visual representation of data related to candidates who apply online and fill out who referred them. It helps HR managers, recruitment teams, and staffing agency managers track referrals and identify top referrers for potential referral bonuses.	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	Users: Operations managers, finance teams, and executives. Goal: To track and manage average hours worked and gross profit by various metrics such as employer, office, region, and company. Overview: The Average Hours and Gross Profit Dashboard provides a comprehensive view of key metrics related to hours worked and gross profit. It highlights details such as GP, Total Billed Hours, Average Bill and Pay Hours, Total Paid Hours, Bill Rates, and Pay Rates, segmented by Employer, Office, Region, and Company. The dashboard also features Top and Bottom Companies by Gross Profit, depending on the selected period filter, and includes 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	Users: Finance managers, accounting teams, and executives. Goal: To track and analyze gross profit trends by company, allowing for further filtering by specific employers, regions, offices, company, and industry. Overview: The Gross Profit by Company Dashboard provides a visual representation of gross profit trends by company over an accounting period. It allows finance managers, accounting teams, and executives to analyze profit performance and identify areas for improvement or growth.	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	Users: Sales managers, operations managers, and executives. Goal: To track and manage the gross profit generated by each recruiter or sales representative and analyze performance based on various filters such as employer, region, office, company, and industry. Overview: The Gross Profit by Representative Dashboard provides an overview of the gross profit generated by each recruiter or sales representative over a specified accounting period. It includes a summation trendline of gross profit for each representative and allows for further filters and selection to segment the data by specific employers, regions, offices, company, and industry. This dashboard helps sales managers, operations managers, and executives analyze the performance of individual recruiters or sales representatives and make informed decisions to optimize profitability.	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	Users: Sales managers, finance teams, and executives. Goal: To track and analyze gross profit trends by employer, allowing for further filtering by specific employers, regions, offices, and industry. Overview: The Gross Profit by Employer Dashboard provides a visual representation of gross profit trends by employer over an accounting period. It allows sales managers, finance teams, and executives to analyze profit performance for each employer and make informed decisions.	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	Users: Sales managers, operations managers, and executives. Goal: To track and manage the gross profit and sales generated by industry segments and analyze performance based on various filters such as employer, region, office, company, and industry. Overview: The Gross Profit by Industry Dashboard provides an overview of the gross profit and sales generated by different industry segments over a specified accounting period. It includes a summation trendline of gross profit and sales for each industry and allows for further filters and selection to segment the data by specific employers, regions, offices, company, and industry. This dashboard helps sales managers, operations managers, and executives analyze the performance of different industry segments and make informed decisions to optimize profitability.	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	Users: Sales managers, finance teams, and executives. Goal: To track and analyze gross profit trends by office, allowing for further filtering by specific offices, employers, regions, and industry. Overview: The Gross Profit by Office Dashboard provides a visual representation of gross profit trends by office over an accounting period. It allows sales managers, finance teams, and executives to analyze profit performance for each office and make informed decisions.	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	Users: Sales managers, finance teams, and executives. Goal: To track and analyze gross profit trends by region, allowing for further filtering by specific regions, offices, employers, and industry. Overview: The Gross Profit by Region Dashboard provides a visual representation of gross profit trends by region over an accounting period. It allows sales managers, finance teams, and executives to analyze profit performance for each region and make informed decisions.	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	Users: Sales managers, operations managers, and executives. Goal: To track and manage the incoming profit from different sources and analyze performance based on various filters such as industry, branch, and company. Overview: The Sales Source Dashboard provides an overview of the incoming profit from different sources over a selected time period. It includes data on profit generated by source, industry, branch, and company, allowing for detailed analysis and comparison. This dashboard helps sales managers, operations managers, and executives understand the effectiveness of different sales sources and make informed decisions to optimize profitability.	Gross Profit, Source Tag, Gross Profit % of Total, Industry	Employer, Region, Office, Company, Industry, and Accounting Period Date
Sales - Summary	Users: Sales managers, operations managers, and executives. Goal: To calculate and track the Gross Profit and Sales using overall metrics, showing a Year over Year trend and various breakdowns, with several filters and date ranges for detailed analysis. Overview: The Sales Summary Dashboard provides a comprehensive view of the Gross Profit and Sales performance using overall metrics. It includes a Year over Year trend analysis and various breakdowns by filters such as source, industry, branch, and company. This dashboard helps sales managers, operations managers, and executives understand the overall performance of their sales efforts and make informed decisions to optimize profitability.	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	Users: Finance managers, accounts receivable teams, and executives. Goal: To track and manage accounts receivable data, including the amount of money owed by customers, the length of time invoices have been outstanding, and to identify potential collection issues. Overview: The AR Aging Dashboard provides a visual representation of a company's accounts receivable data. It shows the total amount of outstanding invoices, the average length of time that invoices have been outstanding, and the percentage of invoices that are overdue. This dashboard helps finance managers, accounts receivable teams, and executives track cash flow, monitor customer payment trends, and identify potential collection issues.	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	Users: Finance managers, accounts receivable teams, and executives. Goal: To track and manage invoice and payment data, including 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. Overview: The Invoice to Payment Dashboard tracks the progress of payments received against the total amount of invoices generated by a company. It provides a visual representation of invoice and payment data over a specified period, typically covering months or quarters. This dashboard helps finance managers, accounts receivable teams, and executives identify payment trends, bottlenecks in the payment process, and areas where they can improve cash flow.	# 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.