Introduction
Targets that are displayed in the Mercury Analytics Consultant Dashboard and Manager: Performance vs Target report are created, configured and assigned in the Mercury Admin app in order to flow through to the Power BI report.
Managers can create a name for a target against a pre-set Key Performance Indicator (KPI), decide the frequency the Consultant will be targeted on, and the target itself. This target can then be easily assigned to one or many Consultants.
Who it's for
Team Leaders and Consultants.
Summary of the main screen
1 Create a Name for the new Target.
2 Select which available KPI the Target should apply to. The appropriate metric will be displayed - i.e. Count or Value.
3 Select a Frequency (Day/Week/Month) and set the actual Target.
4 Easily allocate one or more existing Users to the Target.
Configuration summary
Step 1
For a user to be able to set Targets against the available KPIs, they firstly need to be assigned the Can update targets security role through Manage roles in the Mercury Admin app.
Step 2
In the Mercury Admin app, they will see two new entities in the Config area under Editable settings, one for KPIs and one for Targets. Under the KPIs entity, there are currently 15 predetermined KPIs, which are:
- All Interviews Arranged (First, Further, and Final)
- Appointments - All
- Appointments - Candidate
- Candidates Added
- Client Contacts Added
- Clients Added
- CVs Submitted
- First Interview Arranged
- Offers
- Phone Calls - All
- Phone Calls - Candidate
- Placements by Value
- Placements by Volume
- Spec Sends
- Vacancies Added
Step 3
Under the Targets entity is where a User (normally a Team Manger) can create a New Target and give it a Name. They can then:
Associate it to one of the 15 pre-set KPIs.
Set a Frequency (Daily, Weekly or Monthly).
Determine the Target itself (a Count for most KPIs, or a monetary value for Placements by Value).
Step 4
When a Target has been created, it can be saved and then assigned to one or many individual Users.
Step 5
When an individual Consultant who has had Targets assigned looks at the Consultant Dashboard, they will then see something similar to below, featuring only their own data. The dials show performance against targets and the cards show: upcoming activity reminders, placement info, recruitment activity, and business development activity.
For more information see Overviews > Consultant Dashboard.
When a Manager looks at the Manager: Performance vs Target report in the Analytics app, they will then see something similar to below, featuring their team (and individual team member) data. The headlines represent all-time performance, and the dials/graphs below show the performance against targets.
For more information see the article: Activities > Manager - Performance vs Target.
Authored by Andy Montague - Product Manager @ Mercury