Reporting & Dashboards

We take the the output of Tracker every bit as seriously as the input and use of Tracker, because at the end of the day, the whole point of following processes and capturing information is only truly realized if you can extract key intelligence and monitoring metrics to review or improve your business.

With our Dashboards, you are limitless in your ability to combine information for all across Tracker and even external sites and feeds into an unlimited number of Dashboards.

These Dashboards can be shared with anyone in your team and our smart filters allow you so select individuals, teams or departments, and filter on any date range to display consistent dashboards for any combination of people and time.

Dashboards are built from a library containing a vast array of standard widgets and KPI, any custom reports you have built and even any save lists you have, providing a unique view of the world as you see it, be that company overviews, team vs team or for individual performance review.

What’s more is that you can combine any number of your favorite Dashboards and relay them to Big Screens anywhere in the world at no extra cost.

Custom Reporting allows our clients to build reports using any of the data in Tracker themselves using our own custom reports wizard, offering summary, matrix and trend reports in table, chart or trend line formats.

The reports can be viewed individually or as part of a series of reports on a Dashboard, or exported in either image or data format to Excel, CSV, Pdf, PNG and many more.

Report2Excel allows our clients to generate dynamic links to key reports created in Tracker so that they can be inserted as data feeds directly into Microsoft Excel spreadsheets, were, in combination with other reports and the power of Excel, fully automated spreadsheets can be produced.  The spreadsheet can auto-update using real-time data within Tracker completely independently with no need for a license.  Perfect for board reporting or client specific scorecard reporting!

Each aspect of Tracker is broken down into simple, logical report views and our reporting wizard talks you through the selection of columns, the filters to apply and the output format of your reports.  Our filtering has dynamic calendar logic so that “This Week” is always current and complex filtering using AND, OR and grouping filters means no 3rd parting reporting tools are required.

With Scheduled Reporting you can collate a series of custom built reports and have then emailed directly to you and other members of you team.

Schedules can be set from any given date and sent Daily, Weekly or Monthly, and the frequency allows you to set how many periods, for example every 2 weeks or every 3 months.

All Custom Reports built by you or shared with you are available to place into a Schedule and quickly amended to alter the reports, the order they appear or the recipients receiving them directly from within Tracker.

And if you have built a fantastic Dashboard and just want that whole thing emailed for when you wake up on a Monday morning, our Quick Scheduled Report builder allows you to instantly create a new schedule using all it’s custom reports.

Used correctly, KPI’s show two key insights into a business or individual.  Firstly an obvious measure on how they are achieving against a given target, but arguably more importantly as a means of forecasting issues before they occur.

We have a range of standard KPI’s and Lifecycle widgets that show achievement, but we also use predictive analytics in our KPI’s to forecast success or failure allowing managers to head these problems off early to the benefit of everyone.

Our unique Lifecycle charts show 3 key metrics in a single chart, namely Quantity, Quality and Velocity; so just because one consultant sends more resumes than another, if fewer of those move to interview, the quality is probably lower so viewing KPI’s in context alongside other KPI’s is critical to get the full picture.

All of our KPI’s have targets associated to them so you can focus on those aspects of a user’s role and adjust these targets over time to fine tune their obligations and focus their day-to-day.

Big Screen Dashboards bring the power of information from Tracker to the big screen.

Build custom dashboards including our extensive library of popular KPI’s, Charts and Custom Reports and have multiple dashboard screen seamlessly beamed to the big screens across all your offices.

Keep your team up to speed, real-time, with their performance and promote that competitive edge. 

Big Screen Dashboards can be displayed in any of our colored themes to stay on brand, and you can have as many dashboards as you want on constant loop so you teams are always up to date on the latest information in Tracker.

We will soon be introducing loads of more metrics you can simply drag into your Big Screen Dashboards and promoting more competitive interaction where your staff can earn XP points for achieving certain milestones and “Deal Flash” with customizable imagery and soundbites from your favourite song to celebrate success!

Unlike similar products that capture only headline snapshot data, this is true real-time reporting and the lowest levels, direct to the office wall.

Our Commission Reporting automatically calculates commissions due to consultants based on those factors measured in your business, be that Jobs, Fixed Placements, Temporary Contractor Timesheets, Invoices processed, or a combination of all 4.

You can define your own commission banding and select either flat or tiered banding depending on how your commission structure works.  You can also select any date range depending on the frequency of your commission payments and produce commission reports in Pdf format to send to your consultants detailing exactly with Jobs or contractors make up their payments.

We support ownership percentages at both Job and Placement level and gross or net profits so each consultant can have varying amounts Job by Job, Placement by Placement making up their available pool for commission.

This provides instant real-time reporting which can be viewed at anytime to monitor progression against targets as well as a vital tool at the period end in validating commissionable business and the shares across the team.  By having this directly fed from the data within Tracker, very few features promote accuracy and consistency of data input like a Commission Report!

To accurately measure achievement and provide clarity to users on where they need to be, User Targets can be set on a variety of both financial and activity based levels.

Financial targets can cover both Sales and Revenue which is key to measuring contract value as well as cash flow, and our rolling targets mean we can track month by month and also the rolling target where users may have one bad month but followed by a good month.

Each of our KPI widgets can track user targets down to a daily level so as users progress, so can their targets meaning historic KPIs always show the achievement at that point in time, but track with the targets as they change over time.