The Staffing Executive Overview Dashboard has been created and configured for you right out of the box, so your Executive Team has a built-in dashboard based on best practices, utilizing your data.

About the Staffing Executive Overview Dashboard

What data is included? Job Orders, Placements, Activities

Who should use it? Executive Team

When to use it? Weekly

Why use it?

• Provides a data-driven framework for reviewing key metrics for the business and highlights key focus areas.

• Ensures that Leadership has visibility into current and future placements, both starting and ending

• Identify job orders that are not being worked - should these be closed?

• Analyze activity data to determine if the correct kind of effort is being put into job orders

Usage by Persona

For Executive Team

When: Weekly

What would you do: Review yearly progress as well as upcoming starting and ending placements. Analyze the breakdown of open jobs and identify those which are not being actively worked - should more effort be put into those, or should they be closed?

Pre-req Training

Copying and Editing Cards

You may decide you want additional cards similar to what's provided, check out this article on copying and editing cards to learn how you can copy and adjust a current card instead of starting from scratch!

The Staffing Executive Overview Dashboard

The following rows and cards make up the template of reports we consider best practice for a Staffing Executive Overview Dashboard. Each card can be opened with one click to further inspect data with a more focused view on a particular report.

We recommend having your Staffing Executive Overview Dashboard dashboard open in another window as you walk through what's included.

Row 1: How do our starts and ends compare to our recent placements?

• Contract Placements Added This Year (Headline)

• Perm Placements Added This Year (Headline)

• Contract Placements Starting This Month (Headline)

• Contract Placements Ending This Month (Headline)

• Perm Placements Starting This Month (Headline)

• Perm Placements Added Last Month (Headline)

Row 2: Are we creating enough jobs? How are our starts & ends trending into the future?

• Job Orders Created Last 6 Weeks Over Time (Bar Chart)

• Placements Starting In The Next 6 Months (Bar Chart)

• Contract Placements Ending In The Next 6 Months (Bar Chart)

Row 3: Are we adding enough candidates and from the right sources?

• Candidates Created Over Time Last 6 Months By Owner (Bar Chart)

• Candidates Created Trailing 6 Months By Status (Pie Chart)

• Candidates Created Trailing 6 Months By Source (Pie Chart)

Row 4: What can we expect to fill from recently created jobs based on historic trends?

• Fill Rate For Job Orders More Than 6 Months Ago (Bar Chart)

• Fill Rate For Job Orders Created Trailing 6 Months (Bar Chart)

Row 5: How are our time to fill and fee percentage trending?

• Average Time To First Placement For Contract Placements Added Trailing 12 Months (Bar Chart)

• Average Fee For Perm Placements Added Trailing 12 Months (Bar Chart)

Rows 6 & 7: What is the mix of current open jobs and current activity levels on those jobs?

Row 6

• Open Job Orders By Employment Type (Pie Chart)

• Open Job Orders By Status (Pie Chart)

• Open Job Orders By Owner By Employment Type (Bar Chart)

Row 7

• Average Number Of Notes On Open Jobs (Headline)

• Average Number Of Internal Submissions On Open Jobs (Headline)

• Average Number Of Client Submissions On Open Jobs (Headline)

• Average Number Of Interviews On Open Jobs (Headline)

Rows 8 & 9: What jobs are at risk and need attention?

Row 8

• Open Job Orders With No Internal Submissions By Owner (Bar Chart)

• Open Job Orders With No Interviews By Owner (Bar Chart)

Row 9

• Client Submissions With No Job Order (Bar Chart)

• Open Job Orders With No Client Submissions By Owner (Bar Chart)

Rows 10 - 12: How are our activity ratios and activity levels trending over time?

Row 10

• Internal Submission: Client Submission Ratio For Job Orders Last 12 Months (Headline)

• Client Submission: Interview Ratio For Job Orders Last 12 Months (Headline)

• Client Submission: Placement Ratio For Job Orders Last 12 Months (Headline)

• Interview: Placement Ratio For Job Orders Last 12 Months (Headline)

Row 11

• Notes This Month By Action (Bar Chart)

• Notes Trailing 12 Months Over Time Trend (Bar Chart)

Row 12

• Internal Submissions Over Time Trailing 12 Months By Owner (Bar Chart)

• Client Submissions Over Time Trailing 12 Months By Owner (Bar Chart)

How did we build this dashboard template for you?

The Staffing Executive Overview Dashboard has been created for you out of the box using the configurations listed below. We love being able to provide this Dashboard out of the box and ready to use, but it's always good to know what data you're working with when you hit the ground running.

Dashboard Configuration

• Base Template: Generic Multi-Content

• Content-Type: n/a

• Filters: Hierarchy

Filters on Report Drills

Clicking on a card will produce an inspection report so you can drill down on a card's specific data. Each report comes with our recommended best practice filter sets (report columns) that can be customized to best fit your process. Read Interactive Filters to learn more!

If you run into any issues, please contact support.