Financial Overview
The Financial Overview provides recruitment firms with four powerful dashboards designed to transform how they understand, track, and optimize revenue streams.
By combining granular detail with big-picture visibility, firms gain the ability to recognise revenue earlier, streamline processes, and maximize consultant performance.
- Splits View commission splits alongside Gross Profit per deal. Apply filters to drill into consultant-level performance.
- Financial Transactions Detailed transaction views by type or date. Track expected margins, timesheet margins, and top 5 active runner volumes by client.
- Trends Analyse fee trends over time by created, issued, or recognized dates. Monitor both total and cumulative fees by month and year.
- Breakdowns Clear fee breakdowns by status and timeline. Granular filters for deeper insights into revenue recognition.
Why use the Financial Overview Report?
- Spot where fees can be recognised sooner, improving cash flow and forecasting accuracy.
- Identify immediately where expected margin doesn't match what has been submitted through Timesheets.
- Commission splits tied to Gross Profit highlight top performers and areas for coaching.
- Transaction and runner data reveal which clients deliver the strongest margins, guiding account strategy.
- Trend analysis uncovers long-term revenue patterns, helping firms align resources with market demand.
- Unprecedented visibility into your financial health, enables smarter decisions and stronger positioning in the recruitment market.
Who's using this?
- Team Leaders
- Senior Management
