Overviews > Individual Hub

A look at all the key numbers across the organisation, for Senior Leaders to identify ‘hot spots’ within the organisation.

Introduction

A look at all the key numbers across the organisation, and while available to anyone in a Leadership position, this report is likely to be used by Senior Leaders to identify ‘hot spots’ within the organisation.

A tabulated view across all levels with associated drill-downs to display data for any given Business Unit through to an individual within an organisation.

Includes key data points divided into five tabs.

1. The Recruitment tab includes counts of Vacancies, CVs Submitted, First & Further & Final Interviews and Offers Made & Placements.

2. Business Development Activities displayed are New Candidates, Clients & Contacts added, Spec Sends, Phone Calls and Appointments.

3. Financial measures shown are Placement Value (Gross Profit), Placement/Fee Split Gross Profit, Average Fee percentage (Perm), Average Gross Profit (Perm), Average Margin Percentage (Contract/Temp), and Average Weekly Gross Profit (Contract/Temp).

4. Perm Conversion data displayed includes Submissions to Interview, Interview to Offer Made, Offer Made to Acceptance, and Vacancy to Placement. Also included is a toggle to switch values between a ratio or percentage.

5. Contract/Temp Conversion data displayed includes Submissions to Interview, Interview to Offer Made, Offer Made to Acceptance, and Vacancy to Placement. Also included is a toggle to switch values between a ratio or percentage.

Report highlights

Gaps in the data are obvious and impactful, in that they quickly allow you to drill into poor performers and address issues as soon as they arise. Fill Rate is also displayed here.

Can be viewed at any time but likely to be viewed on a monthly basis.

Who it's for

Senior Leadership.

Filtering - Basic and Advanced

Basic

NOTE: Reset to default view by selecting Reset Filters (this will reset all filters). The default Date Period is This Year - select a predefined date range from the drop-down menu, or set a custom range by clicking the gray calendar icon. The report can also be filtered by Business Unit, Site, Consultant, Exclude Spec Vacancies, Territory, Primary Team, Client, and Type.

Advanced

NOTE: The currency filter has moved from the bottom of the screen to the advanced filtering section. The report can also be filtered by Discipline, Priority, Work Pattern, Contingent / Staged, Sub-sector, and Vacancy Source.

Summary of the Recruitment Screen

1 All-time numbers for profit and fees, plus progress through the recruitment funnel. Drill all the way down from Business Unit to Team to Individual Consultant.
2 Highlighted tab shows screen selected.
3 Drill down from Business Unit > Team > Individual Consultant.
4 Obvious gaps can be identified, allowing them to be addressed quickly.
5 Toggle to Show or Hide extensions - this only impacts the Placements column of this table.

Click here for glossary of terms used in this report.

Summary of the Business Development Screen

Click here for glossary of terms used in this report.

NOTE: There is now a tool-tip available in the Business Development tab - this shows a breakdown of Phone Call and Appointment purposes. Hover over an individual consultant, a team, or a business unit for the graphs to appear.

Summary of the Financial Screen

1 All-time numbers for profit and fees, plus progress through the recruitment funnel. Drill all the way down from Business Unit to Team to Individual Consultant.
2 Highlighted tab shows screen selected.
3 Drill down from Business Unit > Team > Individual Consultant.
4 Obvious gaps can be identified, allowing them to be addressed quickly.
5 Toggle to Show or Hide extensions - further filter by Type in the filters to only show, e.g. extensions of Contract roles.

Click here for glossary of terms used in this report.

Summary of the Perm Conversion screen

1 All-time numbers for profit and fees, plus progress through the recruitment funnel. Drill all the way down from Business Unit to Team to Individual Consultant.
2 Highlighted tab shows screen selected.
3 Drill down from Business Unit > Team > Individual Consultant.
4 Toggle to Show or Hide extensions of Perm placements that have been converted to a contract/temp role.
5 Toggle values to show as either ratios or percentages.

Summary of the Contract/Temp Conversion screen

1 All-time numbers for profit and fees, plus progress through the recruitment funnel. Drill all the way down from Business Unit to Team to Individual Consultant.
2 Highlighted tab shows screen selected.
3 Drill down from Business Unit > Team > Individual Consultant.
4 Toggle to Show or Hide extensions of contract/temp roles.
5 Toggle values to show as either ratios or percentages.

Report summary

The Individual Hub shows a number of key metrics across the organisation, with headline measures displayed for New Gross Profit, Fees year to date, Vacancies created, CVs submitted and Fill Rate percentage.

The table gives you a breakdown from Business Unit to Team and right down to individual level, and you can see a quick view of Recruitment activities undertaken (including splitting out First, Further and Final Interviews), or Business Development activities.

The Fees generated by each individual and the Gross Profit from Placements are available on the Financial view. Selecting a Team within the table updates the headline numbers accordingly to show the metrics that are specific to the Team only.

It's useful for spotting gaps where there might be activities missing to support with monitoring and managing individual performance.

Glossary of terms for this report

Headlines

New Gross Profit – the Gross Profit of new Placements created, normalised based on the Base Currency amount, multiplied by the selected Exchange Rate.
Fees YTD – Fees created so far this financial year.
Vacancies created – total number of Vacancy records created (not Positions).
CVs submitted – total number of CVs sent.
Fill Rate – percentage of new Placements generated from Vacancies, compared to the total available.

Recruitment

Vacancies – total number of Vacancy records created (not Positions).
Submissions – total number of CVs sent.
First Interviews – total number of First Interviews arranged.
Further Interviews – total number of Further interviews arranged.
Final Interviews – total number of Final interviews arranged.
Offers Made – total number of Offers made.
Placements – total number of Placements made.

Business Development

Candidates – total number of new Candidate contacts.
Clients – total number of new Client records added.
Contacts – total number of new 'Active Client' contacts.
Spec Sends – total number of Spec Sends.
Phone Calls – total number of all Phone Call types & Purposes combined (does not include 'Left Voicemail' calls).
Appointments – total number of all Appointment types combined (does not include 'Interview' type appointments).

Financial

Placement Value (GP) – total Gross Profit associated with Placements.
Placement/Fee Spit GP – The value of the commission lines for each placement or fee, attributable to a consultant. This is not the overall value of the deal – this shows the value of the contribution made by an individual.
Average Fee % - The combined total of fee percentages, divided by the total number of fees from all permanent placements made in the selected time period attributable to a consultant/team/business unit.
Average GP - The average gross profit for permanent placements made in the selected time period attributable to a consultant/team/business unit.
Average Margin % - The average margin percentage for contract/temporary placements made in the selected time period attributable to a consultant/team/business unit.
Average WGP - The average weekly gross profit for contract/temporary placements made in the selected time period attributable to a consultant/team/business unit.
FX - current selected Conversion Rate from Base Currency units.

Authored by Andy Montague - Product Manager @ Mercury

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