Introduction
A simple view primarily aimed at Team Leaders, Sales Managers or Senior Leadership, but also available to Consultants. Designed to help monitor and drive performance of all individuals and teams across the entire business.
The Recruitment page allows you to see all key activities in one place, culminating in a performance funnel that visualises the progression of Vacancies created, through to Placements, so you can better understand where you are losing business.
Covering key metrics such as the number of Vacancies created, CVs submitted, Interviews arranged, Job offers made, Placements achieved and Deal values.
The Business Development page shows performance across common new business activities in simple chart form. It includes details of new Candidates added, new Clients, new Contacts, Spec Sends, Phone calls and Appointments.
Likely to be viewed daily and used as part of both weekly and monthly reviews.
Report highlight
Spot trends, including seasonality, so that you can take action ahead of time, plan resource and forecast more accurately.
Who it's for
Consultants, Team Leaders or Sales Managers.
Summary of the Recruitment page
1 Page navigation to switch between Recruitment and Business Development activities.
2 Each chart shows volumes of key activities undertaken.
3 Performance funnel includes volumes and % progression through each stage.
Summary of the Business Development page
1 Click on the funnel icon to open a filter panel for slicing and refining the data.
2 Drill through to see more detail - e.g. Appointments by Purpose.
Report summary
The Recruitment page of the Activities report shows different types of recruitment activity that took place over the last 12 months.
You can see the volumes of Vacancies created, number of CVs submitted, First Interviews arranged, Offers made by month, New Placements, and finally, the New Deal value (the Gross Profit) associated with each of those Placements.
The funnel chart at the bottom shows the volumes that have progressed through each stage of the recruitment process and displays the percentage each stage represents of both the previous stage in the process and the percentage of the first stage (Vacancies created).
The Business Development page of the report shows the volume of activities for adding New Candidates, New Clients and New Contacts in the last 12 months, and also the volume of Spec Sends, Phone calls and Appointments that have happened.
There is more detailed information to view on the drill-throughs that you can select with the arrow icon to view the number of Candidates added by specific Users or Teams, as well as the splits of both Call and Appointments by their purpose.
You can cut and slice the data in different ways using the filters available. For example, you can use the Site or Primary Team filters to just review the numbers for a specific office or team’s performance.
Glossary of terms for this report
- by month - displays the current month to date and preceding 11 months in total.
- New Deal Value - True Gross Profit of New Placements created in each month, normalised based on the Base Currency amount.
- Percent of first - The volume that have progressed to each stage, compared to the total volume of Vacancies Created, as a %.
- Percent of previous - The volume that have progressed to each stage compared to the total volume in the previous stage, as a %.
- Phone calls - All phone call types/purposes combined.
- Appointments - All appointment types combined.
Authored by Andy Montague - Product Manager @ Mercury