Understanding your key financial metrics is fundamental to assessing how a recruitment business is really performing, and to making sound strategic decisions about its future. Needlestack builds bespoke Microsoft Power BI reports for the recruitment sector, generally connected to your CRM and, where useful, your finance system. That gives near real-time information and removes any need to maintain complex Excel spreadsheets.
A margin versus target page is one of the most widely used examples. It shows each consultant’s performance against their agreed targets, so you can see exactly who is doing well and who may need some assistance to reach acceptable results.
If you are only interested in one particular time slice, such as a single month, select it on the page and every other value adjusts to that selection. Multiple periods can be selected together using CTRL-click, which makes period-on-period comparison quick.
For more examples of Needlestack’s Power BI work in this area, visit needlestack.co.uk or email info@needlestack.co.uk to make an enquiry.