Activities > Manager - Performance vs Target

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Introduction

Identify to what degree a team, and individuals within a team, are performing against targets set against a time frequency (e.g. per week, per month, etc).

There are 15 KPIs that a consultant can have target configured. Click here to see the full list.

Reports can be viewed on a daily, weekly or monthly basis by changing the target frequency.

Report highlights

Includes a team’s all-time numbers and ratios for the recruitment process funnel, from Vacancies right through to Placements.

View a performance leaderboard to see which team members are reaching targets, to help monitor and drive performance.

Select any team member to view their individual performance against personal targets.

NOTE: The view selected based on frequency may not show all team members. For example, if you select the target frequency as “Month” then this will not show any team members who have daily or weekly targets for those KPIs.

Who it's for

This manager view can be utilised to track team and individual progress against set targets and adjustable timescales.

Summary of the Team screen

1 All-time numbers for progress through the recruitment funnel, including ratios and average time taken per stage.
2 Team name and target frequency – if a manager oversees more than one team then this can be selected from a dropdown list here.
3 For each KPI, the date Frequency and associated Target are displayed. Choose what KPIs to display from the drop-down list.
4 Current Progress-to-Target (percentage) and Actual performance (numerical) are displayed with each dial - these light up and continue beyond 100% for over-performance. The previous percentage of target completed is also shown in the bottom right-hand corner (in this example, a monthly target).
5 Current Progress-to-Target (percentage) per team member. This reflects the percentage complete for each team member’s individual target.

Team Screen - Target History

1 Click on the current percentage complete of a target, within the dial.
2 This will then light up the time history icon in yellow, click this to open a new page
3 Each bar chat reflects the actual number and percentage completed towards a target. 100% and over will show a green bar, 99% or less with show a red bar.
4 The yellow line reflects the target number across the selected frequency set (in this example, per month). In this example, the target number was increased between Jan 25 and Feb 25.
5 The table shows team members and what percentage they reached their individual (in this example; monthly) targets, in contribution to the overall target. Red table cells show the team member achieved 99% or below their target, green indicates 100% achieved or above.

Summary of the Individual screen

1 All-time numbers for selected team member’s progress through the recruitment funnel, including ratios and average time taken per stage.
2 Team member name and additional information of site, team, and individual. From this drop-down a different individual can be selected.
3 For each KPI the date Frequency and associated Target are displayed. The frequency type can be different across each target. Choose what KPIs to display from the drop-down list.
4 Current Progress-to-Target (percentage) and Actual performance (numerical) are displayed with each dial - these light up and continue beyond 100% for over-performance. The previous percentage of target completed is also shown in the bottom right-hand corner (in this example, a monthly target).

Individual Screen - Target History

Report summary

The Manager Performance vs Target report shows key metrics used to assess the current performance of team(s) and individuals within teams.
The headline numbers show all-time performance for a selected team (‘Team’ view) or a selected team member (‘Individual’ view) with volumes of Vacancies Added, CVs Submitted, 1st Interviews Arranged, Offers Made and Placement by Value.
Also shown is the associated Gross Profit generated, Average GP and Average Margin, ratios of moving from one stage of the recruitment process to the next and average number of days taken to move through each stage.
The 5 dials displayed include the configured frequency for each target, along with the target itself, current performance levels and progress towards the target amount. The progress dials continue beyond 100% where there is over-achievement against a set target.
The 5 targets displayed can be substituted in and out for any of the 15 available KPIs as long as a target exists for that KPI. E.g. if no target has been created associated to the "Candidate Calls" KPI, it will not appear in the dropdown lists on either screen.

The targets that are allocated to Consultants are configured and applied in the Mercury Admin app. There is a separate Knowledge Base article on how to Create and Assign Targets.

KPI Target List

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

Glossary of terms for this report

Headlines

Vacancies - the total number of Vacancies.
Submissions - the total number of CVs sent.
Interviews - the total number of Interviews arranged.
Offers - the total number of Offers.
Placements - the total number of Placements (New & Extensions) with Cancelled excluded.
Gross Profit - the total of Placement Gross Profit normalised, based on base currency amount.
Ratios - shows the ratios between each stage of the recruitment process; for example, how many Interviews are needed to get an Offer.
Days to - shows the average number of days to move between stages.

Keywords: mercury analytics, activities, performance and KPIs, performance vs target, team targets, team member target, team management