Separate Temp, Perm, Temp to Perm & Fixed term Contract Revenue on the Sales Plan Dashboard or produce in a report
Currently the dashboard is obsolete for Consultants operating a hybrid temp and perm desk, as well as Temporary Consultants as all the figures merge into one on the dashboard. They also only take account of estimated temps revenue and estimated hours worked. As data is transferred over to Timesheetportal, couldn't you import the actual figures from Timesheetportal back into Firefish?
Phillippa Bleasdale
shared this idea
Hi All
Delighted to announce that Sales Figures can now be reported on via the Reports Dashboard, meaning sales figures can also be viewed on individual workflows for permanent and contract.
You'll find more info here: https://fishtank.firefishsoftware.com/en/articles/7213719-march-release-week-5
Thanks for voting.
Ross
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Jamie Trick
commented
This is really a key flaw in the sales for Firefish - currently, unless you run a perm desk, the sales plan means very little to locum/contractor consultants. If not to go off actual hours, at least have the ability to break the value of the whole contract in to weekly/monthly GP based on margins and hours entered into the placement when it is created.
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Jason Perry
commented
Great point Phillippa - That would make a lot of difference.
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Phillippa Bleasdale
commented
Please could you split the Sales Plan into Perm & Contract? This would enable clarity of figures both past, present and in the future, as temps do not always work their projected hours, so this section is obsolete for hybrid recruiting desks.