The forecast data can be found under Reporting in the top menu. The Forecast grid is filterable using the filters on top. See the bottom right of the grid for export options.
Users will be able to see their own forecast, Administrators are able to see the forecast for all users.
Above the Forecast grid, a 'Toggle ratio' buttons allows the current user to see his/her ratios and those of the agency, which can also be found on the Dashboard.
How does it work ?
The forecasting displays all (including placed and closed) jobs. For each position in a job (default 1), a line will appear in the forecast. The furthest progressed introductions from the pipeline will be chosen for the forecast. This means, if a job has 5 candidates in the pipeline, only the candidate which is furthest along the pipeline progress will be used to calculate the forecast. If the job has 3 openings, the 3 candidates with the furthest progressed pipeline will be used.
Only active or placed introductions will be used, meaning if an introduction has a result, other than 'placed', it will be ignored. Archived introductions are also ignored.
Archive the job in order to remove it from forecasting.
IMPORTANT : Archiving a placed introduction will remove it from forecasting. If a job has 2 positions and 4 active introductions, when you place one position (setting introduction result to 'placed') and you archive the placed introduction, this placed introduction will no longer be used in the forecasting. Which means the remaining 3 introductions will move up 1 position and the top 2 will show. So make sure you reduce the job positions by 1 in order to keep your forecasting synchronized.
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What is being shown ?
The grid contains the following columns :
For each opening in a job, it will show a line in the grid. If a jobs has 2 openings, 2 of the most progressed introductions will be used to calculate the forecast.
The company of the job.
User who owns the job.
The contract used to calculate the forecast. There is a hierarchy on which value will be used.
- Introduction Contract Fee (Money)
- Job Contract Fee (Money)
- Job Contract Fee (%)
- Company Contract Fee (Money)
- Company Contract Fee (%)
If none of these have a value, no forecast will be calculated for this job.
If the contract is a fixed fee (Contract Fee Money), this will show in which currency the contract fee is.
This is the revenue for this position in the job when this results in a placement. One row will only count for one position in a job.
The base fee is calculated based on the Contract Fee. If a fixed amount (not percentage) is defined, that fixed amount is the Base Fee. If a percentage is defined (according to the priority defined above in Contract), the Base Fee is calculated based on the following value (prioritized from top to bottom):
- Introduction's Placed Wage
- Candidate's Desired Salary
- Candidate's Current Salary
- Job's Wage (not maximum wage)
- Company has contract Fee of 30%, Candidate's Current Salary is 5,000,000 yen, Introduction's Placed Wage is 6,000,000 yen. The Base Fee will be 1,800,000 yen. (30% of 6,000,000 yen)
- Company has Contract Fee of 20%, Candidate's Desired Salary is 10,000,000 yen, Base Fee is 2,000,000 yen.
- Company has Contract Fee (Money) of 3,000,000, Job has no Contract Fee defined, Base Fee is 3,000,000 yen.
- Company has Contract Fee of 10%, Job has a Contact Fee of (Money) 1,000,000 yen, Candidate has Desired Salary of 5,000,000 yen, Base Fee is 1,000,000. (Job's Contract Fee (Money) has priority over the Candidate's Desired Salary)
- Company has Contract Fee of 1,000,000 yen, Job has Contract Fee of 10% and Job Wage of 8,000,000 yen, Candidate has no Desired or Current Salary defined, Base Fee is 800,000 yen. (Job's Contract Fee has priority over Company's Contract Fee (Money))
This is the currency of the Base Fee.
The amount of introductions active for this job. A job can have 2 openings and 10 active introductions. Both rows of the job will show 10 applications.
The candidate of the introduction for this position's forecast. If a job has 2 openings, there will be 2 rows with each a different introduction and candidate used to calculate the forecast for each position.
The salary of the candidate. The salary will be taken as follows :
- Placed wage (from pipeline)
- Desired wage
- Current wage
- Job wage
The currency of the above salary.
The basis of the salary: hourly, weekly, monthly, yearly.
Clients met > Jobs created
Show the percentage of client companies met that resulted in created jobs. Based on the meeting and job creation dates. Meeting a company multiple times does not affect this ratio.
- User had meetings with 5 different client companies (company is designated as being a client) this month. Out of meeting those 5 companies, jobs were created for 2 of these. Which will show as a ratio of 40%.
The status of the introduction used to calculate the forecast.
The estimated forecast for this position of the job. This is calculated based on the following criteria :
Base fee x progress = estimate
- Base Fee is 5,000,000 yen, Progress is 80%, Estimate is 4,000,000 yen
- Base Fee is 1,000,000 yen, Progress is 30%, Estimate is 300,000 yen
The currency of the Estimate
The consultant's confidence of the introduction.
The start date defined in the introduction