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Placements Dashboard (Pilot)
Updated over 3 months ago

⚠️Please note:

  • Only data that the respective user is allowed to see according to their user role permissions is shown in the dashboard.

The Placement dashboard enables you to stay in control over your placements. How many active placements do you have, how many placements will start in the (near) future and how many will end. It also provides insights in the number of placements per company, recruiter, job title and office in different charts.​


Active placements Chart

The Active placements chart shows the number of placements considered active.

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Criteria to be included in this chart:

✅ Placements with a start date in the past;

✅ Placements that do not have an end date on or before today;

✅ Placements that are not archived

⚠️ Note: Placement status is not taken into account here.

The remaining value of the active placements is calculated according to the following formula:

Number of full weeks remaining (from today until the placement's end date)

X

The number of working hours per week (as registered in the placement)

X

The hourly sales rate with the most recent start date AND with a declaration type assigned that contains the word 'normaal'

Note: for a as accurate as possible calculation of the value based on the sales rate as registered in the placement, it is crucial to obey the following rules of thumb:

Make sure that there is only one valid tariff in the placement. A valid tariff is a rate line:

✅ with the correct unit (tariff) type selected

✅ with an actual value filled for 'Sales Rate'

✅ with a start date on or before today

✅ with an end date in the future

Drill down the number of active placements

Clicking on the number of active placements will drill down to a pie chart that shows the division of active placements per owner:

Clicking on a particular owner segment will show a table which includes information for the active placements for that particular owner segment: placement owner, candidate name, job title, related company, placement status, placement start date, placement end date and the calculated number of days left before the end date.

Starting placements Chart

The starting placement chart shows the number of placements that will start in the future.

Criteria to be included in this chart:

✅ Placement must have a startdate in the future (tomorrow and beyond)

✅ Placement is not archived

⚠️ Note: the placement status is not taken into account here.

The actual value of the active placements is calculated according to the following formula:

Number of full weeks for the entire duration of the placement

X

The number of working hours per week (as registered in the placement)

X

The hourly sales rate with the most recent start date AND with a declaration type assigned that contains the word 'normaal'

Note: for a as accurate as possible calculation of the value based on the sales rate as registered in the placement, it is crucial to obey the following rules of thumb:

Make sure that there is only one valid tariff in the placement. A valid tariff is a rate line:

✅ with the correct unit (tariff) type selected

✅ with an actual value filled for 'Sales Rate'

✅ with a start date on or before today

✅ with an end date in the future

Placements ending Chart

The placement ending chart shows the number of placements that will end in the upcoming 6 months.

Criteria to be included in this chart:

✅ Placement has a start date before today

✅ Placement has an end date in the future AND within 6 months from current date

✅ Placement is not archived

⚠️ Note: placement status is not taken into account here.

The actual value of the active placements is calculated according to the following formula:

Number of full weeks for the entire duration of the placement

X

The number of working hours per week (as registered in the placement)

X

The hourly sales rate with the most recent start date AND with a declaration type assigned that contains the word 'normaal'

Note: for a as accurate as possible calculation of the value based on the sales rate as registered in the placement, it is crucial to obey the following rules of thumb:

Make sure that there is only one valid tariff in the placement. A valid tariff is a rate line:

✅ with the correct unit (tariff) type selected

✅ with an actual value filled for 'Sales Rate'

✅ with a start date on or before today

✅ with an end date in the future

Placement Average Duration Chart

The Placement Average duration chart contains a calculation of the average number of days for all active and future placements. If a placement is considered active or future depends on the end dates. If a placement has an end date prior to today, it is not included in the calculation.

Criteria to be included in this chart:

✅ Placement has a start date before today

✅ Placement has an end date in the future

✅ Placement is not archived

⚠️ Note: placement status is not taken into account here.

'Placement Status/Contract types' Chart

The placement status chart shows a pie with the division of the several statuses per placement that is not archived:

Clicking the Contract Types button will present a similar pie chart with the actual division of non-archived placements per contract type.

Placements - starting in the last or next 12 months per Company, Candidate, Job Title, Office or Owner

This chart will show the number of placements that have a start date in the last or next 12 months and gives thus an insight in the number of placements that have started in the last year or will start in the next year. Moreover, it gives also the number of ended placements in the same period. The chart van be filtered to show the number of placements per office, client, candidate, job title & owner.

Total number of placements (all time) per owner, candidate, company or job title

This chart resambles a bit to the previous chart but shows the total number of placement over all time, so there is no date range filter applicable, nor is there a division over the state of the placement. It simply counts the number of placement per given entity or parameter.

Filter options

It is possible to filter your placement charts on the following parameters:

  • Placement Office

  • Placement Owner

  • Company

  • Contract Type

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