Bullhorn Power BI Reporting

How can recruitment agencies use Power BI to report on Bullhorn CRM data?

Needlestack builds Microsoft Power BI reporting suites that connect directly to Bullhorn, turning the data already sitting in your CRM into live, interactive dashboards. Instead of exporting to Excel and rebuilding the same analysis every week, recruitment businesses get a set of pages covering revenue, sales operations and consultant activity that refresh automatically and can be explored by date, team, consultant or client. 

The core report is built around three main pages, each arranged in a similar way to show measures, trends, headline figures, proportions and leaderboards alongside the underlying data. 

Revenue 

The revenue page covers money-related measures including permanent fees and contract or temporary margin. 

  • Headline values are colour-coded red, amber or green to show their position against target. 
  • Date slicers — or highlighting an area of the chart — filter the whole page to the period you want. 
  • A two-level sunburst chart lets you select one or several teams and then drill down to individual consultants, with every value on the page updating to match. 
  • A data table lists every placement included in your selection, with hyperlinks through to the individual placement records. 
  • A leaderboard ranks consultants in descending order for whichever measure you select, and can be toggled to show a client leaderboard instead. 
Sales Operations 

The sales operations page offers the same functionality as the revenue page, but focuses on the volume of permanent and contract placements rather than the financial outcome. 

Activities 

The activities page covers the full range of transactions recorded in your CRM — from vacancies and CV submissions through to interviews and placements, as well as calls and meetings. A range of ratios shows the overall outcomes and the effectiveness of each consultant at every stage of the process. 

Seeing it with your own data 

Needlestack can run a live demonstration showing how your own Bullhorn data would look, and the depth of insight it can provide without manual data gathering or spreadsheets. Get in touch at needlestack.co.uk or email info@needlestack.co.uk. 

Bullhorn Power BI Reporting Dashboard
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'How to' video:
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