OneUp's Charts feature forms part of the reporting suite on the platform; enabling the visualization of data in bar and line chart formats. Charts are fully customizable and can be saved alongside reports in Report Manager or exported as an image for use in external presentations and reports.
If you are looking to level up your data analysis and spot trends at a glance, here are some of the most common charts that our Recruitment clients are creating!
Visualize metrics over time examples
Revenue trends
See your business' revenue fluctuations over the course of a year, by creating a line chart using your revenue metric and applying the Split By function to break this down monthly. You could create this same report for each Team or individual User within your business!
ℹ️Why not try adding in Revenue Booked alongside Invoiced, to visualize any gap between the two?!
Client revenue trends
Similarly to the revenue trend line chart above, by changing the entity to Client you can spot any trends in the revenue generated from your top clients, allowing preemptive action to be taken with distribution of resources in the future.
ℹ️ You will only be able to create charts using Client, Job and Candidate entities if you have access to Performance Insights. To find out more about this add-on product, please reach out to your Account Manager, or Customer Support.
User performance report
Create a Chart to visualize an individual consultant's performance on key metrics, for use in their 121's. In the example below, we have included 5 key metrics and applied Split By Month to view their performance over the last quarter.
ℹ️ This can be a great visual compliment for any new starters you have during their probationary period review!
Contract vs Perm split
Use percentage stacked bars to visualize the split between Contract and Perm placements within your business - the below example is based on number of placements, but you could do the same for revenue!
ℹ️ Hover over the bar to see the percentage figures!
Correlation between multiple metrics
Use a line chart to spot the correlation between multiple metrics - in this example, we are looking at the correlation between BD Calls and Jobs Added for an individual Consultant. Perhaps you want to view Jobs Added and Total Placements for a specific Client?
Compare Entities on a single metric examples
Team vs Team comparison
Compare performance on a specific metric for different Users, Teams, or even Clients. Below is a Chart showing the number of placements made by each office (Team) last month.
ℹ️ If you would prefer not to see the data labels on your bars, you can turn these off under Customize Chart.
Compare multiple time periods examples
YOY revenue
Compare Revenue Booked and Revenue Invoiced this year vs last year with a bar chart, to see how your business is performing.
Incentive impact
Ran an incentive on a specific activity because the previous month's numbers were low? Create a chart to compare the two time periods and see at a glance what impact the incentive had on your numbers!
Compare entities during a time period examples
Key activity comparison
Compare weekly activity for different Teams or Users based on their key KPI's.
ℹ️ Toggle on 'Show Targets' where the metrics are listed under Series, to get a visualization of targets on your chart.
BD activity comparison
Compare BD activity for multiple Consultants, using stacked bars to display the split of key BD activities to enable identification of any activities that could do with a little more focus.
Interview stage breakdown
Use a percentage stacked bar to show the split of different interview stages that have been arranged.
Ready for more? 🤩
Check out other articles on levelling up on the platform: