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Running the Sales Manager Dashboard
Sales managers can use the Sales Manager Dashboard to look at sales activity for the month. This includes length of time to between qualifying a lead and making a submission, as well as number of openings that get filled. This dashboard comprises six reports:
- Starts/Ends - Current Month/Year
- Submission Ratios - Last 30 Days
- Efficiency Ratios - Last 30 Days
- Timing - Last 30 Days
- YTD Department Leaderboard
- YTD Sales Leaderboard
Bullhorn displays activity for users who report to you, and whose primary department is the same as your primary or secondary (additional) department. For example, Toni is the sales manager and her primary department is Boston and her secondary departments are Chicago and New York. Rob reports to Toni and his primary department is Chicago. Sharon also reports to Toni and her primary department is Dallas. Rob's data is included in the dashboard but Sharon's is not given that her primary department does not match Toni's primary or secondary departments.
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Note: In order for these reports to pull accurate data, you must both define the reporting structure and target goals for all users. For instructions, view the following: |
The following tables describe each report. Titles may differ depending on your company's terminology.
Starts/Ends
Chart displaying placements starting and ending this month, for each of your primary and secondary departments.
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Column |
Description |
|---|---|
| Starts |
Number of placements with a current or prior status of Approved and a start date between the first day of the current month and today. Only counts placements added by users within your primary or secondary departments.
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| Ends |
Number of placements ending this month with a status of Completed or Terminated. Only counts placements added by users within your primary or secondary departments. |
Submission Ratios - Last 30 Days
This report displays recruiting activity for a rolling 30-day period, for your primary and secondary departments.
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Column |
Description |
|---|---|
| Submission/Client Submission |
Ratio of unique client submissions to submissions in the last 30 days. Only counts submissions associated with jobs added by users within your primary or secondary departments. Does not count submissions with a status of New Lead.
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| Client Submission/Interview |
Ratio of interviews to unique client submissions added in the last 30 days. Only counts submissions and interviews associated with jobs added by users within your primary or secondary departments.
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| Interview/Placement |
Ratio of placements to interviews added in the last 30 days. Placements are counted regardless of their status. Only counts placements associated with jobs added by users within your primary or secondary departments.
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Efficiency Ratios - Last 30 Days
This report displays sales activity for a rolling 30-day period, for your primary and secondary departments.
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Column |
Description |
|---|---|
| Contact Conversion Rate |
Ratio of jobs added in the last 30 days for new contacts to new contacts added in the last 30 days. Only counts jobs and contacts owned by users within your primary or secondary departments.
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| Fill Rate |
Ratio of placements to jobs added in the last 30 days. Only counts jobs and placements owned by users within your primary or secondary departments.
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| Hit Rate |
Ratio of placements to unique client submissions added in the last 30 days. Only counts client submissions associated with jobs owned and added by users within your primary or secondary departments.
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Timing - Last 30 Days
This report displays recruiting activity for a rolling 30-day period, for your primary and secondary departments.
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Column |
Description |
|---|---|
| Days to 1st Job |
Average number of days between the date the contact was added and the date the first job is added. Only counts jobs and contacts added in the last 30 days that are owned by users within your primary or secondary departments. |
| Days to Fill |
Average number of days between the job added date and the first placement for the job. Only counts jobs and placements added in the last 30 days that were added by users within your primary or secondary departments. |
YTD Department Leaderboard
The top five earning departments by revenue. These departments must be your primary or secondary departments.
Click the down arrow in the report header to toggle between graph and list format.
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Column |
Description |
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Starts |
Number of placements added this year with a current or prior status of Approved. Only counts placements added by users within your primary or secondary departments. Only available on the list view. |
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| Total Revenue |
Revenue for permanent and contract placements added and approved this year. Only counts placements added by users within your primary or secondary departments.
If the Pay Unit does not match any of the above, Bullhorn defaults to hour. Available on the chart and list views. |
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| Grand Total Starts |
Starts grand total for every department in this report. Only available on the list view. |
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| Grand Total Revenue |
Revenue grand total for all departments in this report. Only available on the list view. |
YTD Sales Leaderboard
The top five performing sales users by revenue. Click the down arrow in the report header to toggle between graph and list format.
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Column |
Description |
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Name |
Name of the user. |
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| Total Starts |
Total number of placements added and approved this year. Only counts placements added by users within your primary or secondary departments. Only available on the list view. |
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| Total Revenue |
Revenue for permanent and contract placements added and approved this year. Only counts placements added by users within your primary or secondary departments.
If the Pay Unit does not match any of the above, Bullhorn defaults to hour. Available on the chart and list views. |
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| Grand Total Starts |
Starts grand total for every user in this report. Only available on the list view. |
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| Grand Total Revenue |
Revenue grand total for all users in this report. Only available on the list view. |
Related
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Understanding Bullhorn Standard Reports