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Permanent Placements Created this Month – Team Trend

A target based on Permanent Placements created each month will help to track the fruits of your labour and highlight the end product of your hard work. This also adds a competitive edge to your reports, allowing direct comparison of your users.

To get this –

I need to do this –

Create New Metric;

  • Title – Permanent Placements
  • Description – Permanent placements by placement creation date and placement creator. Includes a filter for vacancy type = permanent.
  • Record Type – Placements
  • Date Field – Placements – Creation Date
  • Aggregate Type – Count
  • User Field – Placements – Created By
  • Permissions – Placements
  • Filter – Vacancy Type has Permanent

Set Target

  • Select the User to create the target.
  • Click Add
  • Select the Metric - Permanent Placements
  • Set the Target Value – 10
  • Set the Target Interval – Monthly

Then add a new Widget –

  • Click + Add Widget
  • Chart Type – Target – Team Trend
  • Select User - Select specific Users to include.
  • Target Metric – Permanent Placements per Month
  • Date Filter – This Month
  • Title – Perm Placements Created this Month

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