The Performance tab provides an overview of how each of your consultants are performing for the current financial year. You can set the start of your financial year under Manage > Settings.
The top of the Perfomance screen displays the total revenue generated for the financial year to date by all consultants, the margin % across that revenue, and the total number of placements.
The bar graph then displays the total revenue per consultant, split by Placement Type (Contractor, Permanent, or Labour Hire).
Below the graph the list of consultants displays the following figures per consultant:
Revenue - Total amount of Revenue generated by that consultant (based on their placements and their Ownership % on each placement).
YTD Target % - The consultant's progress towards their Sales Target for the year to date. This figure is the consultant's YTD Revenue as a percentage of the Sales Target (adjusted for the portion of the year that's passed to date). For example, if a consultant has a Sales Target of $500,000 and exactly half way through the year they had produced revenue of $250,000 then the YTD Target % would be sitting at 100%.
Consultant Margin % - The margin % across that consultant's placements. This is calculated from the sum total of margin generated by their placements divided into the sum total of revenue generated by their placements.
Placements - Total number of Placements made by that consultant.
If you click on an individual consultant you'll see the consultant's individual performance over the last 12 months, based on the commission plan selected in the top right of the screen.
The figures at the top display:
Sales Achieved - The total amount of sales achieved to date for the current commission period (will be revenue or gross margin, depending on the Commission Plan settings).
Current Target - The current achieved commission target level (specified in the Consultant's commission plan) based on the Sales Achieved.
Payments - The total value of Commission Payments that have been processed for the consultant vs the total payment owed for this plan and period to date.
The sawtooth graph displays total revenue generated week by week for the consultant, which resets at the start of each new commission period.
Below the graph is a list of placements that have contributed to the consultant's Sales Achieved, with the following details (all figures are for the current commission period):
Revenue - The total revenue generated by the placement
Labour Cost - The total labour cost of the placement.
On-cost - The total amount of on-cost attributed to the placement. This is the labour cost multiplied by any on-cost rates that have been specified on the Work time is recorded against.
Gross Margin - The gross margin earned on the placement, after costs are removed. Calculated from Revenue - (Labour Cost + On-cost)
Margin % - The Margin % for the placement, calculated from Gross Margin / Revenue