Views:

Each item below is prefixed with a 5-digit internal ID, followed by the Development Sprint in which it was delivered as the number in brackets, and then colour-coded as Green to indicate a Feature Update or Purple to indicate a Software Fix.

 

4th April 2025

84657 - Individual Hub > Conversion Rate/Ratio tabs
Two new tabs added: 'Perm Conversion' and 'Cont/Temp Conversion', designed to show individual Consultant, combined Team and rolled up to Business Unit level and overall totals, of the following measures: 

  • Submissions to Interview
  • Interview to Offer
  • Offer to Acceptance
  • Vacancy to Acceptance (Placement)

Conversion rates can be toggled to show either ratios or percentages, e.g.

  • Ratios of how many needed to get to next stage - e.g. 12:1 would mean 12 submissions needed to get 1 interview.
  • Percentage of success moving from one stage to the next - e.g. 8.3% of submissions lead to an interview.

 

84833 - Individual Hub > Additional measures on Financial tab
Four new columns added to the Financials tab:

  • "Avg Fee %" (from all permanent Placements made in the selected time period for the Consultant)
  • "Avg GP" (from all permanent Placements made in the selected time period for the Consultant)
  • "Avg Margin %" (from all contract/temp Placements made in the selected time period for the Consultant)
  • "Avg WGP" (from all contract/temp Placements made in the selected time period for the Consultant) 

The percentages and monetary values displayed for Consultants are also calculated to be shown at the higher levels of the hierarchy for team and business unit levels, e.g. Business Unit > Team > Individual. 

 

21st March 2025

81797 – Recruitment Overview > New visual in ‘Starting in next X weeks’ and ‘Finishing in next X weeks’ pages
‘Placements Types over Time’ charts has been removed on the ‘Starting in next X weeks’ and ‘Finishing in next X weeks’ pages, and has been replaced with visuals that show:
Starting in next X weeks – The volume of Starters & actual Weekly Gross Profit (WGP) for each week.
Finishing in next X weeks - The likelihood to extend for Placements ending in each week.

The replacement of the third visual on each drill through page has been replaced to provide more relevant information to the page.
Starting in next X weeks - A combination chart with one bar for each week with the number of starters, and a line with a data point for each week showing the weekly gross profit for the placements starting in that week
Finishing in next X weeks - Show a stacked bar chart, one bar for each week with the stacked elements representing the "Likely to extend" statuses of the placements due to end in that week


81963 - Performance over time against targeted KPIs > Manager's Performance versus Target (Team)
View past performance against targets a team has been set, both individually and as a collective, to understand comparatively how well or otherwise team members are doing individually and as a collective.

By clicking on a ‘Show History’ icon within any KPI box section on the Team page of the report, the user can navigate to a drill-through page displaying historic performance against target, considering:

  • Context of KPI currently selected in drop-down box.
  • Context of Frequency for the target.
  • Context of Site or Team selected.
  • History of previous performance against targets of same frequency for same KPI.
  • Combined total targets and actuals for all team/site members.
The historic performance covers a maximum of the last 13 months (this month and previous 12) or 13 weeks (this week and previous 12) depending on the frequency of the target.



81964 - Performance over time against targeted KPIs > Consultant Dashboard
Recruitment Consultants can view past performance against the targets they have been set to understand comparatively how well or otherwise they are doing over time.

By clicking on a ‘Show History’ icon within any KPI box section on the report, the user can navigate to a drill-through page displaying historic performance against target, considering:
  • Context of KPI currently selected in drop-down box.
  • Context of Frequency for the target.
  • Context of Site or Team selected.
  • History of previous performance against targets of same frequency for same KPI.
  • Combined total targets and actuals for all team/site members.
The historic performance covers a maximum of the last 13 months (this month and previous 12) or 13 weeks (this week and previous 12) depending on the frequency of the target.



81967 – Phone Call/Appointment purpose chart added to Individual Hub Report
Within the Business Development section of the Individual Hub report, users can now view a chart showing Phone Calls by Purpose and Appointments by Purpose.

Hover over any cell within the Business Development table – a tooltip is then displayed to the user, showing a column chart visual on the matrix columns of Calls & Appointments. Any filters being applied to the report (e.g. date period selector) are considered in the visual being shown.



83358 - Performance over time against targeted KPIs > Manager's Performance versus Target (Individual)
View past performance against targets a team has been set, both individually and as a collective, to understand comparatively how well or otherwise team members are doing individually and as a collective.

By clicking on a ‘Show History’ icon within any KPI box section on the Individual page of the report, the user can navigate to a drill-through page displaying historic performance against target, considering:
  • Context of KPI currently selected in drop-down box.
  • Context of Frequency for the Target.
  • Context of Site or Team selected.
  • History of previous performance against targets of same frequency for same KPI.
The historic performance covers a maximum of the last 13 months (this month and previous 12) or 13 weeks (this week and previous 12) depending on the frequency of the target.



83401 - Display Last Month/Week performance in dial sections
UI update with a new icon added to show the last target period (week or month) performance as part of each KPI dial section in the following places:
  • Manager's Performance versus Target Team page.
  • Manager's Performance versus Target Individual page.
  • Consultant Dashboard.

Hovering over this will bring up a tooltip that shows the Frequency, Target and Actual counts relevant to the KPI.
 

 

7th March 2025

72573 - Consultant Dashboard config available for 'Upcoming' section
The number of weeks used in the 'Upcoming' and 'Business Development' sections of the dashboard is based on the 'Ending Soon' config setting for an organisation. On opening the report, the number of weeks shown as a default is based on the config field for 'Ending Soon'. 
 
 
78571 - Retire original 'Financial Overview' report and rename replacement report
'Fees Trends & Breakdowns' report is renamed 'Financial Overview'. The original 'Financial Overview' report is removed and archived for all customers. Original report retired and removed from all customer environments by next deployment. 

 

24th February 2025

57116 - New report > Fee Splits
New report provides insights into Fee splits using commission lines functionality in Mercury:

  • Headline cards:
    1. Deals
    2. Deal GP
    3. Average Deal GP
    4. Average Fee %
    5. Average Margin %
       
  •  Ranking table for Consultants that includes:
    • Name
    • Deal Splits 
    • Total Fee/GP Amount 
    • Avg Fee/GP 
    • Avg Fee %
    • Split Fee/GP Total
       
  • Line chart that can toggle between views:
    • Deal GP over time
    • Average Fee %
    • Average Margin %
       
  • Pie chart ("Deal GP") showing the distribution of fees from commission lines by 'Role'
    • Roles are colour coded
    • Values are shown as both numerical and percentages, with the option to view a Splits Drill-through table for more details.
       
  • Pie chart ("Deal GP by Source") showing the distribution of fees/GP from commission lines by 'Placement Type'
    • Placement types are colour coded
    • Values are shown as both numerical and percentages, with the option to view a Splits Drill-through table for more details.
 


79020 - Manager's Performance vs Target report: Remove inactive consultants
Inactive consultants are filtered out of this report so that they don't appear on the drop-down menu on either pages of the report. Inactive consultants removed - this report is specifically aimed at viewing only consultants with active targets, which is not applicable to ex-employees. 


 

4th December 2024

72540 - Removal of Performance vs Target report (Consultant version) & replacement with Consultant Dashboard
The Consultant version of the Performance vs Target report will no longer be required on completion of the Consultant Dashboard, and will be archived. When deploying the dashboard it will be listed as the first report under the Overview header in the PowerBI app so that it is the one displayed by default when a Consultant opens the app. It is only available for Consultant audience.

 

69582 - New Report: Consultant Dashboard - Main page
New Analytics report page created > new Consultant Dashboard includes:

  • "Days to Fill": The average number of days from vacancy position creation to that position resulting in a placement.
     
  • "Fill Rate": The percentage of vacancy positions created that resulted in a placement.
     
  • "Upcoming" section including:
    • Placements ending - No Activity
    • Placements ending - In Progress
    • Interviews scheduled 
    • Perm Starters
    • New Business Placements
       
  • "Placement Info" section including:
    • Active Placements (Permanent and Contract/temp)
    • Gross Profit (Permanent and Contract/temp)
       
  • "Vacancy Info" section including:
    • Active Vacancies (Requiring submissions, At submitted stage, At interview stage, At offer stage)
       
  • "Business Development Activity - This Month" section including:
    • New Clients
    • New Client Contacts
    • New Candidates 
    • Spec Sends
    • Calls (Client and Candidate)
    • Appointments (Client and Candidate)

 

 

71385 - New Report: Consultant Dashboard - Placement & Vacancy drill-through pages
New Analytics report page drill-throughs created.

Placement drill-through: 

User can navigate to a drill through for placement information by clicking on any of the following line items from the main page:

  • Placements ending - no activity
  • Placements ending - in progress
  • Perm Starters
  • New Business Placements
  • Active Placements
  • Permanent Placements
  • Contract/Temp Placements

The drill-through page contains the following information: 

  • Slicers:
    • Client
    • Type (Contract/Temp/Perm - preselected on arrival based on what was selected above to drill through from)
    • Needs Attention Yes/No (based on warning flags)

       
  • Table column headers:
    • Eye icon (for URL link to the placement record)
    • Job Title
    • Type
    • Created Date
    • Flag
    • Comments
    • Client
    • Status
    • Start Date
    • End Date
    • GP


Vacancy drill-through:

User can navigate to a drill through for vacancy information by clicking on any of the following line items from the main page:

  • Active Vacancies
  • Requiring Submission
  • At submitted stage
  • At interview stage
  • At offer stage

The drill-through page contains the following information: 

  • Slicers:
    • Client
    • Type (Contract/Temp/Perm - preselected on arrival based on what was selected above to drill through from)
    • Needs Attention Yes/No (based on warning flags)
       
  • Table column headers:
    • Eye icon (for URL link to the placement record)
    • Job Title
    • Type
    • Created Date
    • Flag
    • Comments
    • Client
    • Status
    • CVs
    • Interviews
    • Offers

 

 

71415 - New Report: Consultant Dashboard - Performance Indicators and KPI selection
New Analytics report page created - addition of Performance vs Target and KPI selection features to the dashboard. View KPIs as a dial, reflecting set targets. Up to six targets can be displayed at one time. Choose from the following:

  1. Vacancies added
  2. CVs submitted
  3. 1st Interview arranged
  4. Offers
  5. Placements by Value
  6. All Interviews Arranged (to be defined as First + Further + Final)
  7. Placements by Volume
  8. Candidates Added
  9. Clients Added
  10. Client Contacts Added
  11. Spec Sends
  12. Phone Calls - All
  13. Phone Calls - Candidate
  14. Appointments - All
  15. Appointments - Candidate

 

72284 - New Report: Consultant Dashboard - Drill-through for Upcoming > Interviews Scheduled
New Analytics report page drill-throughs created. User can navigate to a drill-through for vacancy information by clicking on the following line item from the main page:

  • Interviews Scheduled

The drill-through page contains the following information: 

  • Slicers:
    • Client
       
  • Table column headers:
    • Eye icon (for URL link to the Placement record)
    • Candidate Name
    • Job Title (from Vacancy)
    • Client
    • Client Contact
    • First Int (show date of First Interview if available - scheduled, not created date)
    • Further Int (show date of Further Interview if available - scheduled, not created date)
    • Final Int (show date of Final Interview if available - scheduled, not created date)


 

71284 - Exclude Cancelled Placements from selected reports
Removed Cancelled Placements from Recruitment Overview headline measures (and other reports using the same headlines > Performance vs Target, Manager's Performance vs Target and Client Interaction). This should make Placement Volume, Gross Profit and Associated Days to/ratios more accurate. Cancelled Placements are excluded from the headlines on the following reports:

  • Recruitment Overview headlines
  • Performance vs Target headlines
  • Manager's Performance vs Target headlines
  • Client Interaction

 

72492 - Manager's Performance vs Target dashboard - KPI selection
Select which of 15 KPIs to view when monitoring a Team's performance, to view how they are performing against targets other than the original 5 KPIs currently available. A selection of interchangeable KPIs using the drop-down is available on the Individual page of the report as well as the Team page.

 

73783 - Vacancy Overview - List view moved to drill-through
List View page has been removed (originally found through Vacancy Overview > List View). That information can now be found by selecting a section from the top two visuals on the Overview page (e.g. a slice of the pie chart from Vacancy Positions By Status, or a block of the stacked bar chart from Vacancy Positions by Month Created and Status Reason) and clicking Drill-through > List View. By moving the List View to be a drill-through from either of the top two visuals on the Overview page (Vacancy Positions by Status and Vacancy Positions by Month Created and Status Reason), the user can select what smaller, more manageable groups of data they wish to view in detail. 

 

 

1st November 2024

67252 (21) - Change currency selector to button slicer with tooltip
Improved UX experience by updating Currency selectors with button slicers in the following reports:

  • Fee Trends & Breakdowns
  • Financial Overview
  • Individual Hub

Improved UX experience by updating Currency selectors with button slicers and tooltips. If more than 10 Currencies are available, then the section containing the buttons scrolls horizontally to get to the remaining Currencies. 
 


3rd October 2024

68385 (19) - Recruitment Overview - UI & Measure enhancements
UI and Measurement enhancements:

1. Placement Code column from drill-through data tables removed - icons and links are now available to open the Placement record directly from Mercury. 

2. Change of measures 'Starting In' and 'Ending In' changed from 8 weeks to 6 weeks.

3. Extensions have been removed from 'Contract/Temp Placements' count. This field has also been renamed to 'New Contract/Temp Placements'.

4. 'Active Placement' count now includes: 'Permanent Placements', 'New Contract/Temp Placements' and 'Contract/Temp Extensions'.

5. AI update of removing the white boxes hover-over tool from Headers, Sub-headers, and Data tables.


68462 (19) - Starters & Finishers errors
RESOLVED BUG: Resolved error where Starters and Finishers were using the general 'Placement Count' measure, which uses the 'Created On' relationship. It now uses the appropriate Starter and Finisher measure that utilises the 'Start Date' and 'End Date' relationship. This then counts the Placements in the correct manner. 

 

19th September 2024


66198 (18) - Manager KPI for senior stakeholders
A new report that looks across different teams - can be used by multi-team managers and senior executives responsible for an organisation's overall performance, ensuring that they have the comprehensive insights necessary for informed decision-making. A new team selection feature, similar to the one available on the individual performance page. Managers of more than one team can now choose from different teams in the drop-down menu, showing the corresponding Target versus Actual performance data for the selected team.
 

66199 (18) - Manager KPI for senior stakeholders
Created a report based on all Interview types, including in KPIs. Target and View data based on all Interviews, regardless of it being a First, Further or Final Interview.

 

3rd September 2024


55345 (11) - Split Phone Calls by Purpose
We've created the visibility of the volumes of different Phone Call types (purposes) a Team has made, to understand past/current activity. Ensured that phone call ‘types’ are configurable per customer. Additionally, we've implemented a doughnut chart, titled ‘Phone Calls by Purpose’ and a stacked bar chart titled ‘Phone Calls by Month & Purpose’.

 

56282 (11) - Manager’s Performance vs Target
Created visibility of progress to target at a Team level for KPIs, to assess team and individual performance and act accordingly. Targets are configured to 5 predetermined KPIs and allocated to one or more consultants. The targets can be set on either a daily, weekly or monthly basis. 

 

56870 (11) - Split Appointments by Purpose      
Created visibility of the volumes of different Appointment types (purposes) that a Team has made, to understand past/current activity. Ensured that appointment ‘types’ are configurable per customer. Additionally, we've implemented a doughnut chart titled ‘Appointments by Purpose’ and a stacked bar chart titled ‘Appointments by Month & Purpose’.

 

52543 (12) - Added single click ability to access Placements directly in Mercury
Navigate to a given Placement record in the core Mercury app directly from an open Mercury Analytics report. For each line displayed in the data table for the ‘Contract Finishers’ report, an "eye" icon is displayed. When a user clicks the "eye" icon, the relevant record is opened in Mercury.

 

54121 (12) - Added more Detail & Views
You can view greater detail at a glance when using the ‘Individual Hub’ report to quickly and easily compare team members’ performance and address any concerns. Additional views have been added to the ‘Individual Hub’ so that with a single click, a user can switch between detailed views of:

  • ‘Recruitment’ activities (e.g. granularity of first, further & final Interview volumes as well as volumes of Offers Made & Placements).
  • ‘Business Development’ activities (e.g. Clients added).
  • ‘Financials’ (e.g. Placement value, Actual Fees, Fee splits as owner/contributor or similar).

 

54125 (12) - Remove Extensions from "New Starters"
Within the ‘Contract Starters’ report, users can include/exclude Placements from the visuals where the Starter is actually an extension, with a single click. Therefore, the report is highlighting only truly new Placements and the Profit associated with them. Extensions can be identified by the Placement code in Mercury Core (Placement Code ID). Extensions can be shown/hidden from charts and tables. 

 

56090 (12) - Addition of ‘Likelihood to Extend’ field for Contract/Temp Placements
See how likely Candidates in contract/temporary Placements are to extend their current placement using the ‘Contract Finishers’ report, to understand the impact of revenue and act based on insights provided. ‘Likely to Extend’ column has been added to the ‘Contract Finishers’ report, as well as a toggle added to the main Finishers page of the Contract Finishers report, to switch between "Finishers" and "Likely to Extend Status".

 

54120 (13) - Placement Value - View of Single Placement Types at a time
We've split out the Placement types in the Placement Value report to view only one type at a time in the main visual, to quickly visualise changes in volume, or view income over time for Placements of a specific type, in isolation. We've added the ability to view only ‘New Permanent’, only ‘New Contract’ and only ‘Extensions’.

 

61455 (13) - New Financial Overview Report - Trends & Breakdowns
View detailed visibility of the organisation’s financials, split multiple ways to see trends over time; identify areas for improvement and understand where income is coming from across a business. The New Financial Overview report will contain data showing trends and comparisons of Fees at an organisational level, across date options and trends.

 

60065 (14) - New Report Framework: Team Leader Boards for Recruitment & Business Development activities
Visibility of how a team is performing across a number of recruitment and business development metrics, even where no specific target has been set or is available for those metrics, to monitor and manage a team’s performance. View a ‘Team Leader Board’ with two distinct pages.

  1. Default display on opening the report - shows Recruitment activities including Gross Profit, Placements, Offers, 1st Interviews, CVs Submitted, and Vacancies.
  2. Business Development activities including New Candidates, New Clients, New Contacts, Spec Sends, Phone Calls, and Appointments. 

 

62045 (15) - Vacancy Overview - added single click ability to access Vacancies in Mercury Core
Navigate to a given Vacancy record in the core Mercury app directly from an open Mercury Analytics report. For each line displayed in the relevant data tables, an "eye" icon is displayed. When a user clicks the "eye" icon, the relevant Vacancy record is opened in Mercury.

 

63313 (15) - Team Leader Boards - including Profile pictures
See the profile pictures of team members (if those images are available) in the Team Leader Board report. Profile pictures viewable alongside each user name.

 

63791 (15) - Combined Business Development & Recruitment Activity reports into one "Activities" report
The Business Development Activities & Recruitment Activities reports are now a single report, reducing the amount of navigation around the Mercury Analytics app. The new ‘Activities’ report has 2 distinct pages with side bar navigation for each report (Business Development Activity and Recruitment Activity).

 

Keywords: mercury analytics, release train, software updates