We’re excited to introduce the new beta version of Agency Insights—designed to give you more control and clarity. With enhanced filtering, versioning, and real-time currency conversion, you can now gain deeper insights into earnings, placements, margins, clients and consultants.
How to access the beta
Using the left hand navigation pane, select 'Reporting' and then select 'Insights'
Toggle on 'Customisable earnings dashboard (beta)' in the top right hand corner of the page
This will load the beta version of agency insights
🔥 What’s new?
Currency conversion feature
Managing international placements? No problem. Our new currency conversion tool ensures all predictions and net earnings are displayed in your preferred currency. With this, agencies can:
View financials in multiple currencies
See adjustments based on exchange rates
Get a clearer picture of net earnings and profitability across different markets
Advanced earnings and payment filters
Get granular control over financial insights with new filters:
Net Earnings: View earnings breakdowns at a glance
Timesheet End Date: Track based on when work was completed
Earnings Payment Date: See when payments were processed
No more sifting through endless data—just precise insights, updated real-time when placements are loaded, when you need them.
Placement and time-based filtering
Gain complete visibility over your agency’s performance by filtering key recruitment data:
Placements – Track individual recruiter contributions
Time Periods – Focus on weekly, monthly, or quarterly trends
Net Earnings & Margins – Analyse profitability in detail
With more refined metrics, you can make better data-driven decisions to optimise growth.
Advanced earnings and payment filters
Every agency operates differently. That’s why we’ve introduced fully customisable filters to let you:
Filter by a number of different metrics, including by consultant, industry, placement type, plus much more
Save and set default filters, to ensure the most relevant information is visible immediately when accessing the insights page.
Compare different earning scenarios with dynamic data views
Now, you can personalise the way you view, analyse, and act on your financial performance.
Why does this matter?
Every agency has nuance and wants to understand things through the lens of what's important to them. The latest version of Agency Insights isn’t just about viewing data — it’s about empowering our customers with actionable intelligence. These new enhancements help you:
Make smarter, faster commercial decisions
Track earnings and placements with more precision
Optimise performance and boost agency profitability
Ready to explore the new Agency Insights? Head over to your dashboard and switch to the new version today!
Have questions or feedback? We’d love to hear from you!
Let us know what you think of the latest enhancements.