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Introduction

The trends and breakdowns pages are a financial tracking tool for managers, offering insights into fees generated by recruitment consultants. By consolidating key data points, e.g. total vs cumulative fees, monthly trends, transaction types, etc., they allow a high level of financial performance analysis at a glance.
Managers can access structured insights to identify trends across different fee-related date stages based on their business processes (fee created date, issued date or recognised date), recognise high-performing teams, and spot potential issues such as declining fee percentages or irregularities in transaction types.
Identify and access fee generation trends across Total or Cumulative values, spot financial shifts in fee percentages or monthly revenue, and visualise similar information across both an area (Trends) and pie chart (Breakdowns). 

 

Report highlights

Trends

  • Monthly Fee Trends: Displays how fees vary across the months, helping managers identify peak and slow periods. 
  • Total Cumulative Fees: Tracks the accumulation of fees over time, offering a snapshot of revenue growth.  
  • Financial Transaction Trends: Shows movement in fee transactions, helping spot fluctuations or seasonal patterns.  
     

Breakdowns

  • Category focus: View what makes up 100% of a selected category (in both value and percentage).

 

Both

  • Breakdowns by Category: Analyse fees by Status, Transaction Type, Business Unit, Territory, Site, and Team for detailed insights.  
  • Filters & Comparisons: Allows managers to refine the data based on Financial Year, Month, Quarter, Consultant, and Business Unit, making it customizable for specific analyses.  
  • Date Toggles: These can be used to interrogate fees based on the date the fees were issued, the date they were recognised or simply the date they were created. 

Who it's for

This manager view can be utilized to provide a clear, data-driven view of fee trends for tasks such as performance tracking, financial insight, and cross-team/regional comparisons for resource allocation. 

 

Summary of Trends page

1 Fee details based on the selected time period (default is This Year) and 'location' i.e. Business Unit, Territory, site, etc. (default is All).
2 Trends in fees over time (in this example: Total Value of fees by month and year).
3 Date options: Created Date, Issued Date, Recognised Date 
4 Toggle between Total fees (shows up to current month) or Cumulative fees (shows forecast until selected date range).
5 Filter options (default is All).
6 Currency selection    

 

Summary of Breakdowns page

1 Fee details based on the selected time period (default is This Year) and 'location' i.e. Business Unit, Territory, site, etc. (Default is All).
2 Breakdowns of fees by selected variable (in this example: Status).
3 Date options: Created Date, Issued Date, Recognised Date 
4 Filter options (default is All).
5 Currency selection

 

Report Summary 

The Trends and Breakdowns pages of the Financial Overview report show key high level metrics used to monitor revenue generated from fees.
View fee trend data across different time/quarter periods and further refine by total or cumulative value and filter fees further by type (e.g. timesheets fees, placement fees, pending/rejected fees) or location (i.e. territory, site, ect.). Additionally, view the same data in a pie chart to understand what contributes towards the 100% total within a selected category. 

 

Glossary of terms for Trends

  • Fees YTD 
    • Based on the Year To Date (YTD)
    • Based on the date selection on the right side (Created Date, Issued Date or Recognised Date) 
    • Must not be blank
    • Considers exchange rate
    • SUM of fee amounts
      • When not split, this uses the "Amount" field from the "General" tab of fees.
      • When split, it uses the "Commission GP" for each split on the "Commission Details" tab.

 

  • Average Fees YTD
    • Based on the Year To Date (YTD)
    • Based on the date selection on the right side (Created Date, Issued Date or Recognised Date) 
    • Must not be blank
    • Considers exchange rate
    • AVERAGE of fee amounts (total of split or not split divided by count). 

 

  • Average Fee % YTD
    • Based on the Year To Date (YTD)
    • All unique fee IDs
    • Takes Fee % from Placement record:
      • If there is no associated Placement, the Fee % is taken from the Vacancy record
      • If there is no associated Placement or Vacancy, then no % available (ad-hoc fees)
    • Average of those percentages

 

  • Fees
    • Based on the Year To Date (YTD)
    • Based on the date selection on the right side (Created Date, Issued Date or Recognised Date) 
    • Must not be blank
    • Considers exchange rate
    • SUM of fee amounts
      • When not split, this uses the "Amount" field from the "General" tab of fees.
      • When split, it uses the "Commission GP" for each split on the "Commission Details" tab.

 

  • Average Fees
    • ​​​​​​​Based on the date selection on the right side (Created Date, Issued Date or Recognised Date) 
    • Must not be blank
    • Considers exchange rate
    • AVERAGE of fee amounts (total of split or not split divided by count).​​​​​​​

 

  • Average Fee % 
    • All unique fee IDs
    • Takes Fee % from Placement record:
      • If there is no associated Placement, the Fee % is taken from the Vacancy record
      • If there is no associated Placement or Vacancy, then no % available (ad-hoc fees)
    • Average of those percentages​​​​​​​

 

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Keywords: trends, fees, breakdown of fees, fee filters